Kapil Khetan 🌻

Teacher; finance; "music is just love looking for words" (L Durrell); "all professions are a conspiracy against the laity" (Bernard Shaw) 🕉️🇮🇳🇺🇸🇮🇱🇺🇦

[Kapil Khetan 🌻 @thoreau_devotee]

Some had trouble reading the original. Hope this helps

[Steven Strogatz @stevenstrogatz]

Here is the math, assuming 5% prevalence of antibodies in the population, and a 90% accurate test. Under these assumptions, the test gives the wrong result about 68% of the time among the people who test positive for antibodies.

[Kapil Khetan 🌻 @thoreau_devotee]

@wolfejosh Josh everything you say warms my heart. Allow me to buy you lunch one of these days. I work in midtown Manhattan

[Kapil Khetan 🌻 @thoreau_devotee]

@Teslaconomics To leave the world a better place. Through a child or garden or student who you taught

[Kapil Khetan 🌻 @thoreau_devotee]

@rcwhalen @TheBTCTherapist What is your long thesis around Annaly please

[Kapil Khetan 🌻 @thoreau_devotee]

@DrJesseMorse @DKThomp Thank you for sharing your work

[Kapil Khetan 🌻 @thoreau_devotee]

@TheBondFreak I cried ❤️

[Kapil Khetan 🌻 @thoreau_devotee]

@VRWCTexanTwo @ericnuttall That’s just 10%. After the most difficult Middle East situation. Why do you think that’s reason to go long oil?

[Kapil Khetan 🌻 @thoreau_devotee]

@GSpier Thanks for sharing @GSpier - the epitaph again:
“Slave, poor as Irus, halting as I trod,
I, Epictetus, was the friend of God.”

[Kapil Khetan 🌻 @thoreau_devotee]

@andrewcoye 13f is reported quarterly not daily, right? And the positions shown are the same as reported in the 13f. What did I miss?

[Kapil Khetan 🌻 @thoreau_devotee]

@trengriffin On a long enough timeline, one will see everything. Booms and crashes. @andrewrsorkin could be bolder. Else waste of ink.

[Kapil Khetan 🌻 @thoreau_devotee]

Appreciation for those who have sacrificed to give us a free country. If we have a better view today it is because we stand on the shoulders of giants from yesterday🫡 🇺🇸

[Kapil Khetan 🌻 @thoreau_devotee]

@mukuldogra10 @MattooShashank Trump didn’t call India a hellhole. He endorsed the support for ending birthright citizenship. He is doing the painful job that no one else took on. Learn to discern. Not just get caught up in childish playing up of micro aggressions

[Kapil Khetan 🌻 @thoreau_devotee]

@Convertbond Can you clarify which trillions of investment is offsides please?

[Kapil Khetan 🌻 @thoreau_devotee]

@TomCahill_3 @ArthurMurrb2na Very kind of you to share your knowledge, sir

[Kapil Khetan 🌻 @thoreau_devotee]

@ArthurMurrb2na Thank you Arthur. What you say makes complete sense. Is there a fund that makes it easy to own these type of names?

[Kapil Khetan 🌻 @thoreau_devotee]

@TomCahill_3 @ArthurMurrb2na Thank you tom. What makes you like GGP please?

[Kapil Khetan 🌻 @thoreau_devotee]

In my class I talk about cognitive biases being a challenge to good decisions. What is described in the excellent talk below is ‘sunk cost fallacy’. A big problem .

[Josh Wolfe @wolfejosh]

powerful insight

in one short video @MelanieLatest brilliantly explains how

otherwise GOOD people, truly believing they are GOOD

can come to believe truly BAD (and false things) and become EVIL people

(while falsely believing they are still good)

[Kapil Khetan 🌻 @thoreau_devotee]

@gaieasanskrit Love it so much

[Kapil Khetan 🌻 @thoreau_devotee]

@rcbregman @IsraelMFA @nytimes So Mr Bregman has no issues with the decapitation, rape, murder, burning alive of Jews on Oct 7? That the Hamas charter calls for the destruction of Israel? If they succeed in destroying Israel, Europe including Holland will fall so quickly.