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[reaction memes ➡️ @VideoReacts @VideoReacts]

Thierry Henry I can see what they’re / he’s doing / I can feel it / he’s cooking

[Edgar McGregor @edgarrmcgregor]

🧵Since it is becoming hard to track, here is a thread of the simply astounding weather records planet Earth has started shattering in recent weeks:

1. Dramatic flood events have begun striking various countries around the world simultaneously this week.
https://t.co/BLiyOyxHHp

[Hugh Hendry Acid Capitalist TV @hendry_hugh]

Man, you've gone deep...

I feel the stench of econometrics here, but let's have a go

All I'm saying is that gdp is near impossible to measure over short stretches

History reveals that almost always the Fed make decisions on eco data that is revised lower, that makes a mockery of their actions at vital, pivotal points

I like real variables

Oil curve, people don't want oil for delivery here

Copper, a scarcity that keeps getting cheaper

Industrial metal prices...

Jobs, and yet hours worked wobbling, the delta in hours worked x jobs gained = not so convincing strong economy

Inflation, and yet at the long end, T prices unchanged for last 3 quarters

The yield curve inversion that persists

Risk aversion in stock selection.

Yeah, they're buying the whizzy, bubbly 7 but no one wants economic stock exposure...

Leading indicators, nasty

Producer prices, gdp deflators globally collapsing

Shipping rates, the same

China metrics now Vs covid shutdown, or now Vs 2019

A mighty suspicion that covid busted already suspicious econometric forecasting models

That the stimie bounty is tapped out by year end

Bank failures before a credit crunch

A systemically important global bank that went kaput despite having excellent regulatory ratios for safekeeping

The stench of banking insolvency should deposits keep repricing higher or flee for pastures with higher, risk-adjusted returns

The new found wisdom that internet banking and the new found speed to remove deposits threatens to eliminate the franchise value of all banks

The Ponzi scheme embedded in $13 trillion of private equity. New fund launches to buy out expiring funds

Profound risk conservatism at lending institutions

The profound leverage of risk parity that saw intra day "safe" British gilts halve last October

Mercantilism that impoverishes households and makes them reliant upon debt

A 5% carry on debt approaching 4x GDP = 20% Volcker

That kind of thing...

[Doc @karthikadhaigal]

Full Arsenal post match with the fans and Arteta + Odegaard speeches

[Dalius - Special Sits @InvestSpecial]

How to find new investments? 🧵

13D filings of experienced activists are one of the best places to start.

Below is my list of the TOP 10 small/micro-cap activist funds 👇

I scan these regularly and have made a handful of lucrative picks already.

[Gareth Harney @OptimoPrincipi]

The sound that once sent a shiver down the Roman legionary's spine! The bellow of a reconstructed carnyx - a war trumpet used by Iron Age Celts, Gauls, and Germans to incite troops to battle and instil terror in the enemy.

[Tyler Tringas @tylertringas]

I think folks are sleeping on one of the biggest and most obvious "zero interest rate phenomena" that's going to get vaporized slowly and then all at once: Andreessen Horowitz

Here's my thesis:

[Ethan Mollick @emollick]

We are running out of a vital resource: words!

There are “only” 5 to 10 trillion high-quality words (papers, books, code) on the internet. Our AI models will have used all of that for training by 2026. Low-quality data (tweets, fanfic) will last to 2040. https://t.co/hm1EaJ6Enu

[drew coffman 𝕚𝕤 𝕠𝕟𝕝𝕚𝕟𝕖 🟢 @drewcoffman]

trained my tiktok algorithm to show videos that are so surreal you feel like you’re dreaming. here’s a thread of my favorites

[Howard Lindzon @howardlindzon]

Me/people getting pitched $TWTR by an ARKK Venture Fund on A16z backed Titan App TODAY after another rate hike of 75 beeps are not how tech bottoms are formed...actually it's distasteful !

I am wrong a LOT, but not about this (hope I am wrong ...but I am not...but hope I am)

[PyQuant News 🐍 @pyquantnews]

My PhD professors taught me MATLAB during my master's degree.

So I watched 200 YouTube videos to learn Python

96% of them were a complete waste of time.

But these 8 taught me more than all my PhD professors combined:

[Patricia Mou @patriciamou_]

starting an ongoing thread of my favorite 3rd spaces or "community living rooms" in NYC 🛋️ (that you probably haven't heard about)

📍Land to Sea - a brooklyn multi-use creative space & coffee shop with the goal to uplift and support local creators of color

[Jake M. Grumbach @JakeMGrumbach]

being “good at game theory” means being selfish. being “good at econ” means you hate poor people. being “good at sociology” means saying those things about game theory and econ. being “good at poli sci” means you are handsome. why this is so hard for some of you to understand

[Bravo @BravoTV]

Only thing better than brunching with Bravolebs is having @Wendys French Toast Sticks for brunch! #Bravocon #ad

[warren bachman @warrenbachman1]

I soon expect to hear a Treasury announcement of a bond/note buyback program funded by t-bill sales. This would boost the ultra low level of treas mrkt liquidity & probably be s-t bullish for risk assets.

1/

[Daily Loud @DailyLoud]

He claims to be the fastest reader in the world… but the judges weren’t having it 😳👀 https://t.co/Dq2p04HpUu

[Cole Kenefsky @ColeKenefsky_]

Following several meetings with large LPs, capital raising events, deal sourcing, seller feedback, and broker conversations, my thoughts on the market as it sits:

[Not Jerome Powell @alifarhat79]

Your move, IRS

[Kieran Drew @ItsKieranDrew]

Do you sit at a computer for longer than 6 hours a day?

You’re destroying your body if so.

Here’s the setup you need to protect yourself from posture problems and crippling long-term injuries:

🧵

[Hip Hop Moments @HipHopMoments_]

Not the island boys beefing