Trevor Mottl

Investing with Machine Learning | Explainable AI | Developed Markets and Early Stage Venture
Husband to @PoojaMottl | My views only

[David Frum @davidfrum]

Option 1:

Defend American schoolchildren by deploying thousands of hunter-killer kamikaze super-cops

Option 2:

Restrict firearms.

The rest of the civilized world chooses 2. It's not really such a baffling problem.

[Mike Novogratz @novogratz]

Truth.

[Bill Gurley @bgurley]

Great to see intelligent people from both political parties acknowledge the critical role nuclear energy can play in solving climate change. We cannot get there without it. 🙌🏽🙏 https://t.co/mz0ySb2dJD

[Tren Griffin @trengriffin]

"With the majority of companies in the S&P 500 index having reported first-quarter results, capital expenditure across its members rose 20 percent year on year in the first quarter"

Deglobalization a factor.
https://t.co/E5lU355dG9

[Trevor Mottl @TrevorMottl]

Don't underestimate the In Real Life Factor in today's market.

The preference shift by consumers fuels the ex-food and energy inflation we've experienced.

The move away from COVID preferences also lurks behind recent earnings misses.

[Trevor Mottl @TrevorMottl]

@BobOnMarkets Both: Consumers Spending + Inflation = increased consumer credit.

1. Demand pull inflation for travel, experiences, housing, etc. Consumer Feeling Good: More Transient

2. Cost push inflation from increased energy, commodity prices, WC needs. High Inflation: More Structural

[Trevor Mottl @TrevorMottl]

Record US Imports at US Ports

Retailers adding "robustness" to their supply chains. Increase inventory / increase working capital funding needs / Decreasing supply chain tail risks.

Increases "Cost-push" inflation
BUT
Decreases "Demand-pull" inflation

https://t.co/XdXzJaapNx

[Trevor Mottl @TrevorMottl]

@Jeffreyw5000 When money is cheap talent is expensive, when money gets expensive talent become available.

[Trevor Mottl @TrevorMottl]

A must read: a balanced, historically supported analysis on why crypto complements and will coexist with TradFi, rather than replace it by the brilliant @nfergus

[Niall Ferguson @nfergus]

"U.S. dollar dominance and flourishing crypto are not alternatives to one another, but complementary. Just as Bitcoin was never meant to be a substitute for the dollar, so DeFi is additional to rather than a substitute for the existing financial system": https://t.co/zR1S59tLgC

[Trevor Mottl @TrevorMottl]

@bgurley Elemental Energy climate solutions also have a low inflationary risk profile.

Low exposure to volatile commodities = low variability in energy prices = low inflation risk.

Fissile material is a small component of the total cost of energy production vs. fossil fuel plants.

[Trevor Mottl @TrevorMottl]

Current revenue model doesn't have to change. Add payments, token paid ads, NFT exchange, DeFi yield protocols to enhance network value.

[Trevor Mottl @TrevorMottl]

What if @elonmusk is just buying $TWTR for the network so that he can convert it to crypto? How could it compare to ETH and/or SQ?
A🧵

[Trevor Mottl @TrevorMottl]

TWTR could seed network via token airdrop, where each user gets a number of tokens proportional to followers with active wallets (non-bot followers).

PoS validation for paid ads + user to user payments. Set a min of something like 5k tokens to be establish a validation node.

[Trevor Mottl @TrevorMottl]

A strong case for DeFi based lending "Your (lack of) margin is my opportunity".

"cost of originating a business loan in the US can reach $10,000 to $15,000, making loans of under $100,000 or even $200,000 uneconomic for many banks"
#DeFi
https://t.co/RO1Ywo2Qa1

[H.R. McMaster @LTGHRMcMaster]

Genocide should be an ESG issue. American finance and businesses must stop strengthening the Chinese Communist Party. https://t.co/HTcyUhIjpa

[Pooja Mottl @PoojaMottl]

The truest leaders - in any field - define “competition” like this. #humility

@Money23Green @KerithBurke @warriors @NBA #playoffsNBA

[Niall Ferguson @nfergus]

I agree with this and very much hope the Biden administration makes clear now (not after the fact) that the consequences of a Russian nuclear strike on Ukraine would be irreparable for Russia. High time for this administration to get deterrence right: https://t.co/Gse3IaWEtg

[Josh Wolfe @wolfejosh]

Dear World,

No more “Nuke”.
rebrand nuclear power: “Elemental energy”

Love,
Josh