@GestaltU Adam Butler

Adam Butler posts on X about ai, in the, inflation, all the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 35.93% technology brands 7.19% countries 4.79% stocks 4.19% cryptocurrencies 2.99% automotive brands 2.4% celebrities 0.6% social networks 0.6% travel destinations 0.6% agencies 0.6%

Social topic influence ai 8.38%, in the 5.39%, inflation 2.99%, all the 2.4%, investment 2.4%, fed 2.4%, ponzi 2.4%, quant 2.4%, the world 1.8%, science #3590

Top accounts mentioned or mentioned by @flyingfox44 @panoptica_ai @cultishcreative @profplum99 @lynaldencontact @michaelxpettis @peachfrog99 @butlergoldrevo @kofinas @entropychase @maciekkol @vampiricthe @epsilontheory @choffstein @volatrader @maritimetank @sedonaroxx @bencbai @econompic @hsusteve

Top assets mentioned Quant (QNT) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Flex Ltd. Ordinary Shares (FLEX) Hamilton Insurance Group, Ltd. (HG)

Top Social Posts

Top posts by engagements in the last [--] hours

"Fun fact: The [----] paper that introduced Google and PageRank to the world ends with this acknowledgment: "Supported by the National Science Foundation under Cooperative Agreement IRI-9411306. Funding also provided by DARPA and NASA." Sergey Brin was on an NSF Graduate Fellowship. Larry Page was a PhD student on the grant. Googlenow worth $2 trillionexists because American taxpayers funded "the Stanford Integrated Digital Library Project." Not a startup garage myth. A government grant. Every time someone says public research funding "picks winners and losers" or "crowds out private innovation""
X Link 2026-01-17T13:37Z 21.5K followers, 975.9K engagements

"The is silly. ChatGPT would know to call the chess engine tool to play chess. The strength of LLMs is identifying which tools to call when how to call them and how to chain the tool calls together to solve complex problems. Give Chat the tools and try again. 🚨: Magnus Carlsen beat ChatGPT at chess without losing a single piece https://t.co/GNS6c42N2f 🚨: Magnus Carlsen beat ChatGPT at chess without losing a single piece https://t.co/GNS6c42N2f"
X Link 2026-02-18T01:00Z 21.5K followers, [----] engagements

"RT @hsu_steve: This is becoming the consensus among researchers who use genAI in their work: "STEM research is about to fundamentally chang"
X Link 2026-02-18T01:00Z 21.5K followers, [--] engagements

"A wave of smart friends - still a minority - are in the same honeymoon phase with AI that I was in 18-24 months ago. Its surreal to experience them experiencing the ahas for the first time after all the disinterest / skepticism. I see them confidently out over their skis mesmerized by the potential and blissfully unaware of the jagged frontier. I know exactly how they feel and what awaits. I feel like I should learn from this but Im not sure what or how"
X Link 2026-02-18T04:59Z 21.5K followers, [----] engagements

"Fellow nerds please believe me: Dismissing AI is not the flex you think it is"
X Link 2026-02-18T14:06Z 21.5K followers, [----] engagements

"RT @mattshumer_: http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"
X Link 2026-02-10T20:01Z 21.5K followers, 26.9K engagements

"This is why we cant have nice things. The legal profession protecting its own. Your AI conversations aren't privileged. Yesterday Judge Jed Rakoff ruled that [--] documents a defendant generated using an AI tool and later shared with his defense attorneys are not protected by attorney-client privilege or work product doctrine. The logic is simple: an AI Your AI conversations aren't privileged. Yesterday Judge Jed Rakoff ruled that [--] documents a defendant generated using an AI tool and later shared with his defense attorneys are not protected by attorney-client privilege or work product"
X Link 2026-02-12T21:07Z 21.5K followers, [----] engagements

"In the saddest possible way I think this view is spot on. Its the map of the accelerating decline of the west by finding every way imaginable to preserve each tiny inconsequential BS job for as long as possible because we have no collective vision for what a post-abundance society can be. Its the Wests multi-decade vision to find ever more frictions to arbitrage productivity instead of engaging in the chaotic uncertain exhilarating continuous disruption that will define the winning states of the future. No the white collar jobs are not going away in [--] months I was furious with the"
X Link 2026-02-15T13:47Z 21.5K followers, 17.8K engagements

"@MaciekKol Probably"
X Link 2026-02-18T12:24Z 21.5K followers, [---] engagements

"@VampiricThe 'Has no learning curve.' 🤣"
X Link 2026-02-18T15:27Z 21.5K followers, [---] engagements

"After enough years in asset management you learn to treat your service providers exactly like fellow inmates in a prison shower: they'll make conversation they'll act casual they might even seem friendly but you never once forget where you are and what's exposed"
X Link 2026-02-18T16:43Z 21.5K followers, [----] engagements

"Heres some serious AI alpha. Frontier AIs (gpt-4 + Claude Gemini etc.) have unfathomably large latent knowledge spaces. But most prompting only activates a tiny portion of it. To get more accurate creative and novel answers use the following prompting technique. Im pretty sure the latest o1+ models employ this technique as well under the hood. [--]. First ask the AI to list all the academic fields and disciplines related to your query and briefly explain how they relate. This activates a much larger network of neurons that will now be brought to bear to answer your query. [--]. Next ask the AI to"
X Link 2025-01-05T14:50Z 21.5K followers, 104.5K engagements

"Ive got bad news. The AI cycle is overfor now. Ive been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early [----]. Im still convinced it will take the wider economy yearsmaybe decadesto fully digest the productivity shock weve already uncorked. But the curve weve been riding just flattened into a long plateau. The problem isnt that the models stopped improving. Its that the improvements we need are measured in orders of magnitude not percentage points. Every step up the scaling laws now demands a"
X Link 2025-08-10T15:13Z 21.5K followers, 622.6K engagements

"It's astonishing that it's taken this long to regulate a technology with so many pernicious pervasive and potential negative impacts. One of the biggest stories in the world is the growing push to curb social media and box out American giants. It's only a matter of time IMO before every country has more severe limits. https://t.co/jXwWS826Jo https://t.co/SOsEc1MrPN One of the biggest stories in the world is the growing push to curb social media and box out American giants. It's only a matter of time IMO before every country has more severe limits. https://t.co/jXwWS826Jo"
X Link 2026-02-04T14:38Z 21.5K followers, [----] engagements

"PE acquired life insurers raided their floats stuffed them with misrated loans to zombie companies collected fees on captive assets and spread the losses across global bank balance sheets nobodys even looking at yet. At least Cancer doesnt charge [--] & [--]. In case youre curious where the losses are the PE industry has been acquiring and then raiding the floats of c.10% of US life insurance assets. Theyve been filling them with private credit and direct lending all using the same private ratings agency to misclassify the loans. In case youre curious where the losses are the PE industry has been"
X Link 2026-02-04T15:33Z 21.5K followers, 125.5K engagements

"🚨Opus4.6 is insane i know literally NOTHING about CHOAM economics. ZERO. and i just mass-cornered the entire galactic spice market in minutes. http://localhost:3000/ no joke - the emperor just mass-revoked my API keys but the Fremen are forking my repo🚀🚀"
X Link 2026-02-06T02:33Z 21.5K followers, [----] engagements

"@CliffordAsness @DominicJPino @oren_cass I engaged with Dominic because I felt he was disingenuous in his comments to Oren. Oren called out many of the bad actors youve called out before. Dominics comments strained credulity"
X Link 2026-02-06T23:13Z 21.5K followers, [---] engagements

"Most finance activities are now extractive. Could nit-pic re the productive role of some hedge funds and HF liquidity provision but these are minor. Perverse incentives everywhere. China is minting 1.3M industrial engineers pa while our brightest play zero sum financial games. "We must be willing to say that the hedge fund managers have no clothes and their parading about is an unpleasant sight for us all." https://t.co/VvtagMUlGQ "We must be willing to say that the hedge fund managers have no clothes and their parading about is an unpleasant sight for us all." https://t.co/VvtagMUlGQ"
X Link 2026-02-07T16:27Z 21.5K followers, 17.9K engagements

"👀 At this point a job is basically an arb between AI and enterprise managers who dont know AI At this point a job is basically an arb between AI and enterprise managers who dont know AI"
X Link 2026-02-10T03:34Z 21.4K followers, [----] engagements

"Well said. The mistake is thinking this is unique to AI. In fact its the central tension of modern economies: Everything is an arms race. This is being read as a philosophical farewell. Its a resignation letter from the head of Anthropics Safeguards Research Team and the most important sentence is buried in paragraph three. Ive repeatedly seen how hard it is to truly let our values govern our actions. Ive This is being read as a philosophical farewell. Its a resignation letter from the head of Anthropics Safeguards Research Team and the most important sentence is buried in paragraph three."
X Link 2026-02-10T09:40Z 21.4K followers, [----] engagements

""Musk has the task of making sure this will happen fast. We have here a high-stakes game." New S@bst@ck article. "Musk Drew the Last Card from the Tech Deck" Link below 👇 https://t.co/gcRgr6aG6X New S@bst@ck article. "Musk Drew the Last Card from the Tech Deck" Link below 👇 https://t.co/gcRgr6aG6X"
X Link 2026-02-10T14:05Z 21.4K followers, [----] engagements

"New side-hustle with @EpsilonTheory @CultishCreative Rusty and the gang.🚀 Introducing our newest Feature Writer Adam Butler He's CIO at ReSolve Asset Management Global and Co-Founder of the Return Stacked ETF suite. CFA and CAIA charterholder. Author of "Adaptive Asset Allocation" and host of ReSolve Riffs Investment Podcast. @GestaltU https://t.co/tbZRS7N1pv Introducing our newest Feature Writer Adam Butler He's CIO at ReSolve Asset Management Global and Co-Founder of the Return Stacked ETF suite. CFA and CAIA charterholder. Author of "Adaptive Asset Allocation" and host of ReSolve Riffs"
X Link 2026-02-10T14:13Z 21.5K followers, 10.4K engagements

"The Convergence 🔗👇"
X Link 2026-02-10T15:01Z 21.4K followers, [----] engagements

"https://thechoiceengine.substack.com/p/the-convergence https://thechoiceengine.substack.com/p/the-convergence"
X Link 2026-02-10T15:01Z 21.4K followers, [---] engagements

"Many advisors are understandably reticent about bonds. It's worth revisiting the important role bonds play in portfolios and why they may be more resilient than you think to what lies ahead. Bonds have been unpopular lately but yields still matter. This piece explains why starting yield acts like gravity for long-run bond returns. See the chart below and explore the framework. https://t.co/NogBMAwC1Y Bonds have been unpopular lately but yields still matter. This piece explains why starting yield acts like gravity for long-run bond returns. See the chart below and explore the framework."
X Link 2026-02-10T19:42Z 21.4K followers, 14.9K engagements

"Absolute MUST READ for Mag [--] investors. We have a new report out today "Bayes and Base Rates: How History Can Guide Our Assessment of the Future." -We place projected sales growth rates of some artificial intelligence (AI) businesses in the context of history. - We review literature on success rates for big projects We have a new report out today "Bayes and Base Rates: How History Can Guide Our Assessment of the Future." -We place projected sales growth rates of some artificial intelligence (AI) businesses in the context of history. - We review literature on success rates for big projects"
X Link 2026-02-10T23:22Z 21.4K followers, [----] engagements

"🚨This @excessreturnpod with @practicalquant @JustinCarbonne3 interviewing @ckaiwu is the best pod Ive seen this year. Exceptional detailed differentiated analysis with fantastic data and charts. Must watch. 🚀 Think the S&P [---] is too concentrated in the Mag Seven It's even more concentrated in the AI infrastructure bet. Kai Wu explains. https://t.co/dfWE8o1IsX Think the S&P [---] is too concentrated in the Mag Seven It's even more concentrated in the AI infrastructure bet. Kai Wu explains. https://t.co/dfWE8o1IsX"
X Link 2026-02-11T00:04Z 21.5K followers, [----] engagements

"@kiko_himself Which companies do you think are de facto leading the recursive funding loop Jensen keeps crowing about Plus its about the overall growth rate in demand for the tech and eventual ROIC for these companies which must ultimately make good on all the debt"
X Link 2026-02-11T00:14Z 21.5K followers, [--] engagements

"Fundamental to the void experienced by so many in the current moment. Beautiful challenging reckoning. https://t.co/bHkcSotj3b https://t.co/bHkcSotj3b"
X Link 2026-02-11T01:16Z 21.4K followers, 12.6K engagements

"If this was a national mission like Apollo Id be beyond excited by this level of ambition. Instead its oligarchs seeing the end of the everything bubble desperate to spark one last speculative frenzy to dump SpaceX OpenAI and Anthropic on passive index investors. Jeff Bezos says there is no Plan B for Earth and argues that heavy industry including factories and data centers should be moved to the Moon and orbital stations to protect the planet. What do you think about this https://t.co/wmil4LwE5b Jeff Bezos says there is no Plan B for Earth and argues that heavy industry including factories"
X Link 2026-02-11T02:52Z 21.5K followers, [----] engagements

"@michaelxpettis Michael does your model have an asset backed credit term These are wealth effects not wage effects"
X Link 2026-02-11T12:16Z 21.4K followers, [---] engagements

"RT @choffstein: Why Bonds Still Belong: Rethinking Fixed Income in Modern Portfolios Theres also a common misconception around correlatio"
X Link 2026-02-11T13:36Z 21.5K followers, [--] engagements

"This hits so hard. I gave up too soon but now the AI has caught up and is taking off and only about 10% of the people around me can see it. If I'm being honest my perception at this point is that 80% of people can't be helped and for a remarkably diverse set of reasons. chatgpt every time i ask a question https://t.co/bIU7CR902t chatgpt every time i ask a question https://t.co/bIU7CR902t"
X Link 2026-02-11T13:39Z 21.5K followers, [----] engagements

"@michaelxpettis About half of the 'surplus' is absorbed by the offshore corporate sector of deficit countries in the form of excess rents on IP. https://thechoiceengine.substack.com/p/the-trade-deficit-is-made-in-america https://thechoiceengine.substack.com/p/the-trade-deficit-is-made-in-america"
X Link 2026-02-11T16:08Z 21.4K followers, [---] engagements

"The AI ecosystem will consume all remaining human trust mental health sense-making coordination potential spending power and non-AI-related capital formation to run an arms race at max speed against a manufactured adversary to feed the egos of a few aspiring Prometheuses. I resigned from OpenAI on Monday. The same day they started testing ads in ChatGPT. OpenAI has the most detailed record of private human thought ever assembled. Can we trust them to resist the tidal forces pushing them to abuse it I wrote about better options for @nytopinion https://t.co/BejakEeuTX I resigned from OpenAI on"
X Link 2026-02-11T17:29Z 21.5K followers, [----] engagements

"Starting to think the strategy of the private labs is to release new minor model versions just in advance of the release of new open models so that the new models can't appear on the open models' model cards and they can continue to claim supremacy. The evals are out GLM [--] from @Zai_org absolutely slams the benches Comparable to Opus [---] while being significantly smaller. Damn https://t.co/94cw9ynu3T The evals are out GLM [--] from @Zai_org absolutely slams the benches Comparable to Opus [---] while being significantly smaller. Damn https://t.co/94cw9ynu3T"
X Link 2026-02-11T17:37Z 21.5K followers, [----] engagements

"Article link here: Full piece here https://t.co/3ROEu2Vq9N Full piece here https://t.co/3ROEu2Vq9N"
X Link 2026-02-11T18:13Z 21.5K followers, [----] engagements

""Address this complex issue or challenge: PROBLEM Apply the following steps in order: First identify [--] current or historical thinkers best suited to address this problem. Choose your list of thinkers on the basis of authority credibility and diversity of thought in relation to the relevant problem domain(s). List the [--] thinkers and their commensurate probabilities. Next for each thinker in your list sketch how that thinker would most likely approach the problem. Use shorthand. Show process and most likely conclusion. Next model an analytical discussion between the three thinkers with the most"
X Link 2026-02-11T21:29Z 21.4K followers, [---] engagements

"I have nothing against Bezos in particular. The physics speaks for itself on time-frames that matter. Theres an IPO wave coming the I-banks and early shareholders are ramping up the machine theres 10s of billions in fees and 100s of billions in exit liquidity at stake and the machine always eats. https://twitter.com/i/web/status/2021745927833211184 https://twitter.com/i/web/status/2021745927833211184"
X Link 2026-02-12T00:39Z 21.4K followers, [--] engagements

"Such a strange thesis especially on the back of such strong precursors. The most wonderful quality of LLMs so far to me is that they so successfully reveal the banality of so much human work. Having AI do it instead is a feature not a bug. https://t.co/bDCdltFo0A https://t.co/bDCdltFo0A"
X Link 2026-02-12T01:30Z 21.5K followers, [----] engagements

"@profplum99 I didnt know that. Because I didnt care to look it up. I view the essay as aspirational and allegorical. Not in the naive sense that people are inherently resistant to temptation but in the sense that sunlight is a powerful disinfectant and shame a powerful prophylactic"
X Link 2026-02-12T02:31Z 21.4K followers, [---] engagements

"I think were saying the same thing. Im lamenting the loss of the transparency/shame dynamics of the time and culture as the moral architecture that allowed self interest to align with public interest. And Im concerned there is no replacement for this architecture in the modern language of legibility. You must have a society that aspires to virtue for the interests of the individual and society to align. https://twitter.com/i/web/status/2021790263857799574 https://twitter.com/i/web/status/2021790263857799574"
X Link 2026-02-12T03:35Z 21.4K followers, [---] engagements

"No Im saying the same thing. But the first step toward change is acknowledging the problem. And we are still a ways from that at a society level. Were still mostly pretending to work playing silly financial / engagement games. These must be revealed as worthless before we can reorient around productive work"
X Link 2026-02-12T03:38Z 21.4K followers, [--] engagements

"This is a great example. There is no consensus definition of inflation especially under a fiat monetary regime. What we choose to measure as 'inflation' is a value judgment not a physical property. Our choices of adjustments like hedonics substitution etc. make strong axiological assertions. How do you measure the value of social trust Of a mother's care Of a forest before you harvest it's trees for lumber Of the church group before you monetize the relationships to sell Tupperware Most of the things that matter are not measurable and the things that are measurable must be weighted in indices"
X Link 2026-02-12T17:14Z 21.4K followers, [--] engagements

"Now drop that paper into Claude Opus or GPT-5.2 and ask how the following economists (for example) would interpret the the axiological foundations implied by the experimental design: - Adam Smith in early life - Adam Smith in later life - Mill - Friedman - Arrow - Polanyi - Keynes - Minsky Ask what value judgments are smuggled into what the authors have chosen to measure what they did or could not measure and how different choices might have affected what was measured and the paper's conclusions. Just as a starter exercise. https://twitter.com/i/web/status/2021999077852897694"
X Link 2026-02-12T17:25Z 21.4K followers, [--] engagements

"@volatrader And exports almost none of it. Suspect there's more demand than internal mine supply"
X Link 2026-02-12T18:55Z 21.4K followers, [--] engagements

"@iddqd_usa @LynAldenContact Claude: "How might we define a 'big government' Relative to what How does the current size of the US government compare with the past" "Give me a few plots. Use real data and cite the sources on each plot." Publish artifact"
X Link 2026-02-13T15:27Z 21.5K followers, [--] engagements

"@TMTLongShort If we can keep this bubble afloat for another year or so Amodei Altman Hassabis Zuck & Musk are going to deliver the largest consumer surplus in the history of the world by several OOM but my best guess is returns to Mag [--] over the next [--] years will be negative. No moats"
X Link 2026-02-14T12:58Z 21.5K followers, [---] engagements

"Because in [--] years semi innovation and manufacturing will be completely dominated by the Chinese industrial model which emphasizes scale and consumer surplus over profitability. We should be building DCF models for Nvidia that converge to BYD profit margins over the next [--] to [--] years. https://twitter.com/i/web/status/2023018465120928092 https://twitter.com/i/web/status/2023018465120928092"
X Link 2026-02-15T12:56Z 21.5K followers, [--] engagements

"@flyingfox44 @maritimetank How do you motivate the swimmers in the relay team Were either working on a common mission we believe in or we arent"
X Link 2026-02-16T02:25Z 21.5K followers, [--] engagements

"@sedonaroxx Why are you not upset"
X Link 2026-02-17T17:05Z 21.5K followers, [---] engagements

"@benCBai If Opus / GPT 5+ / Gemini [--] are not AGI the definition is meaningless. I'll concede they're not ASI but asserting they'll never get there (with tools) seems wildly overconfident"
X Link 2026-02-18T02:44Z 21.5K followers, [--] engagements

"Asked Grok to review my tweets and offer candid feedback about why my tweets get relatively little engagement (I want to be challenged in good faith to learn and grow). I guess I'll have to accept my niche audience"
X Link 2026-02-07T19:54Z 21.5K followers, 53.7K engagements

"🎯 Its gotten to the point where you can keep the country or you can keep the bubble but you cant keep both. Its gotten to the point where you can keep the country or you can keep the bubble but you cant keep both"
X Link 2026-02-12T13:52Z 21.5K followers, [----] engagements

"I have long argued that economics is not so much science as theology. But if we insist on using terms like social science then neoclassical economics is better characterized as anti-social science as its core assumptions are at best amoral and at worst psychopathic"
X Link 2026-02-12T14:36Z 21.5K followers, [----] engagements

"If you're a major adversarial state that wants to de-dollarize in favour of gold wouldn't it be brilliant to float a memo suggesting you wanted to re-dollarize so you can absorb short-term gold liquidations But Russia wouldn't play those kind of games though would it"
X Link 2026-02-12T16:34Z 21.5K followers, [----] engagements

"Big Government you say @LynAldenContact https://x.com/LynAldenContact/status/2021805016596517038s=20 https://claude.ai/public/artifacts/12b6d902-8e5e-41dc-9b3e-5b020fb23c9e The reason big government exists is because most people are in favor of big government. https://x.com/LynAldenContact/status/2021805016596517038s=20 https://claude.ai/public/artifacts/12b6d902-8e5e-41dc-9b3e-5b020fb23c9e The reason big government exists is because most people are in favor of big government"
X Link 2026-02-12T21:04Z 21.5K followers, [----] engagements

"Exactly. My argument in brief: https://t.co/YAXiJNHDN1 My argument in brief: https://t.co/YAXiJNHDN1"
X Link 2026-02-14T01:36Z 21.5K followers, [----] engagements

"Its just so obvious to anyone listening to heads of Frontier labs (Amodei Altman Hassibis Sulemaan etc.) that the pursuit of ASI is an existential transcendent mission that has nothing to do with profits for the labs. They need to tell stories that promise profits to raise capital to pursue their lifes purpose but these stories are purely instrumental to their mission. I love this and believe physical constraints timing uncertainty and other frictions will limit progress to a manageable if profoundly disruptive pace. But the competition is so fierce and the nature of the technology itself"
X Link 2026-02-14T14:47Z 21.5K followers, 31.4K engagements

"@PeachFrog99 Feels like politically connected whales are seeing the policy writing on the wall. They want the bought and paid for admin to keep pumping while they exit. Its always this way at the end of any capital cycle; retail left holding all the empty bags"
X Link 2026-02-17T17:10Z 21.5K followers, [--] engagements

"@flyingfox44 @benCBai It requires a tremendous amount of cognitive dissonance to both acknowledge the incredible utility of these models AND acknowledge that the labs datacenters and semi companies are in a galaxy-sized bubble and will in all likelihood produce negative total returns"
X Link 2026-02-18T03:38Z 21.5K followers, [--] engagements

"Its interesting to think through the game theory on Chinas acknowledgement of internal compute capabilities. Given how profoundly US equity market capitalization is supported by faith in Nvidia chip architectural dominance for decades to come is it in Chinas interest to announce that they have achieved something sufficiently close to parity on compute if it risks cutting the S&P [---] in half and commensurately hitting the U.S. economy given how economically interdependent the two countries are I doubt GLM-5 could have been trained on Chinese hardware in a competitive time frame - yet. But will"
X Link 2026-02-14T12:50Z 21.5K followers, [----] engagements

"Like listening to Amodei articulate the path to profitability for AI labs and data centres is excruciating. Its not even the numbers; he completely misses how competition works in general"
X Link 2026-02-14T16:46Z 21.5K followers, [----] engagements

"Its sickening to watch the so-called leaders of the free world pander to the crypto lobby like this. Especially since its completely at odds with actual policies and regs aimed at disintermediating BTC via Treasury issued stablecoins. Just pathetic. VICE PRESIDENT JD VANCE SAID CHINA DOESN'T LIKE BITCOIN. WE SHOULD BE ASKING OURSELVES WHY IS THAT WHY IS OUR BIGGEST ADVERSARY SUCH AN OPPONENT OF BITCOIN IF THE CCP IS LEANING AWAY FROM BITCOIN THEN MAYBE THE US SHOULD BE LEANING IN TO BITCOIN." https://t.co/kjmbooys7q VICE PRESIDENT JD VANCE SAID CHINA DOESN'T LIKE BITCOIN. WE SHOULD BE ASKING"
X Link 2026-02-17T13:11Z 21.5K followers, 17.3K engagements

"Anthropic's high ethical standards are becoming a business problem. It will be interesting to see how Anthropic resolves this in the future. This has nothing to do with defence and everything to do with money and power. Amodei will be removed and the tech will be weaponized at scale via ads surveillance and every other profitable direction. Theres too much money and power at stake to allow the good to frustrate the profitable. The Pentagon is considering cutting ties with Anthropic after the company refused to allow its AI models to be used for all lawful purposes insisting on strict bans"
X Link 2026-02-15T17:10Z 21.5K followers, [----] engagements

"Its not so much that economics as a field of study is epistemologically bankrupt. It is but thats not even the primary indictment. Much more serious is that economists so profoundly misapprehend the instrumentality of their roles: not scientists but members of an ideological cult with the purpose of cloaking a value system in the language of science. Economics papers are Von Neumanns elephant; enough free parameters to fit any conclusion the trunk waggling obligingly to impress the archbishops of whichever sect they serve. Its the most effective propaganda machine ever built because even its"
X Link 2026-02-18T18:35Z 21.5K followers, [----] engagements

"Everyday collaboration with o3 is genuinely mindblowing"
X Link 2025-06-12T12:35Z 15.6K followers, [----] engagements

"I think humans could be far more knowledgeable and productive - even without AI - in the near future. We systematically train these instincts out of children now so they will be obedient work units in service to capital. When education evolves from the manufacture of labourers to a self guided process of following our own curiosity and urgency gradients we may finally see the true potential of human agency"
X Link 2025-06-14T16:24Z 15.6K followers, [---] engagements

"Deficit spending can absolutely result in loss of purchasing power but depends on many factors. The primary factor is whether the countrys industrial capacity (or the capacity of a countrys trading partners) can scale up to meet the added demand. Also money dropped directly in bank accounts may have different effects than long-term investments in for example education or fundamental research. Many variables at play"
X Link 2025-06-19T20:12Z 15.6K followers, [----] engagements

"Reading the full thread @LynAldenContact and having followed your work for years Im with you on the diagnosis and the valueswe diverge on the prescription. Heres my take: Where we agree Tech-led deflation is a feature not a bug. Smartphones collapsed a dozen devices into one and pulled real living costs down. The problem isnt fiat itself; its an incentive matrix that subsidises arbitrage leverage and calls it growth. Debt fragility isnt ordained by elastic money; its born of buyback-stuffed balance sheets and carry trades gorging on cheap credit. Thats policy malpractice not metaphysics. Kill"
X Link 2025-06-21T15:11Z 15.6K followers, [---] engagements

"@askalphaxiv Does it only work with papers that also have an HTML format on arXiv Keeps failing with this paper for example: https://arxiv.org/abs/2102.09287 https://arxiv.org/abs/2102.09287"
X Link 2025-06-25T18:56Z 15.6K followers, [--] engagements

"The Return StackedBonds & Merger Arbitrage ETF RSBA. The ETF seeks to provide $1 of U.S. Treasury exposure and $1 of a merger arbitrage strategy for every $1 invested. Learn more http://www.returnstackedetfs.com http://www.returnstackedetfs.com"
X Link 2025-06-26T16:00Z 15.6K followers, [----] engagements

"Seems like it might be worthwhile to run a session on how to get the most out of LLMs for financial use cases. Drop your frustrating LLM experiences below or in my DMs and Ill select a few and show some alternative workflows to maximize AI utility. Useful or no "jUsT uSe o3" I uploaded data to o3 from 2014-2024 and it's now quoting stats about [----] completely hallucinating the data. I'm asking it for articles and papers related to a topic and [--] out of [--] of the links it provides are dead URLs. "jUsT uSe o3" I uploaded data to o3 from 2014-2024 and it's now quoting stats about [----] completely"
X Link 2025-06-26T16:27Z 15.6K followers, [----] engagements

"Lots of interest in a session on using LLMs for finance. Not a single frustrating use case. Cmon - what are you struggling with Seems like it might be worthwhile to run a session on how to get the most out of LLMs for financial use cases. Drop your frustrating LLM experiences below or in my DMs and Ill select a few and show some alternative workflows to maximize AI utility. Useful or no https://t.co/7D10Ovbtir Seems like it might be worthwhile to run a session on how to get the most out of LLMs for financial use cases. Drop your frustrating LLM experiences below or in my DMs and Ill select a"
X Link 2025-06-27T12:36Z 15.6K followers, [----] engagements

"Apparently many of you have been uploading csvs to ChatGPT 4o and asking for direct inference. This is a common failure mode. If using ChatGPT: - Create a new project - Use add files to upload time-series files - Switch model to o3 and turn on write code tool - Ask o3 to peek at the data files to understand their structure - Ask o3 to run analysis on the time series files generate plots & tables etc. Seems like it might be worthwhile to run a session on how to get the most out of LLMs for financial use cases. Drop your frustrating LLM experiences below or in my DMs and Ill select a few and"
X Link 2025-06-27T15:39Z 15.7K followers, [----] engagements

"@EconomPic "Shareholder yield maximization" is psychopathic by design. To capital labor and customers are prey"
X Link 2025-06-27T17:26Z 15.7K followers, [---] engagements

"@smbguyai Genuinely dont find this at all. If anything AI catches mistakes that these professionals make. The second Quickbooks is offered as an MCP server AI will be vastly more reliable and efficient than most tax accountants in 80+% of use cases"
X Link 2025-06-28T15:11Z 15.6K followers, [--] engagements

"@Stimpyz1 @dampedspring Easy global fiat transfer with zero price risk. How is this contentious"
X Link 2025-06-28T20:21Z 15.6K followers, [---] engagements

"@willccbb Quicken MCP server ftw"
X Link 2025-06-29T15:33Z 15.6K followers, [--] engagements

"When interest expense is consuming your budget you a) raise taxes on the citizens that are most responsible for marginal demand; and double down on direct investment in sectors that are driving higher inflation expectations to aggressively raise supply. The top 10% of the income distribution is responsible for 80% of discretionary demand and this is profoundly exacerbated by wealth effects from asset price inflation. Need a) much more progressive tax policy b) cap on LT cap gains exemption c) higher property taxes. Also need major public mission based industrial policy targeting urban"
X Link 2025-06-29T18:40Z 15.6K followers, [----] engagements

"I wonder: Just how much less motivated to build would the most impactful and world-changing builders be if tax rates were 2x or 3x more progressive cap gains exemption was capped at $500k and there was a 99.5% enforced and inescapable estate tax Wed probably build fewer counterproductive businesses since fewer people are intrinsically motivated to build anti-social products and services than might be motivated to build harmful stuff with the potential for large profits. And how many more builders would we activate by funding universal childcare school lunches universal child healthcare"
X Link 2025-06-30T03:03Z 15.6K followers, [----] engagements

"@DaveBabulak Only 5% Which elements would most Americans find most objectionable"
X Link 2025-06-30T03:18Z 15.7K followers, [--] engagements

"The honeymoon era of consumer surplus bonanza in LLMs is coming to an end. Also think this pivot to profitability and user lock-in marks an important shift in VC sentiment and perhaps indicates marginal VC capital flows are slowing. Wrote up a few thoughts on Cursor's new $200/month Ultra plan and changes to their $20/month Pro plan https://t.co/2gAjMXN6CX https://t.co/78UsKIrYI4 Wrote up a few thoughts on Cursor's new $200/month Ultra plan and changes to their $20/month Pro plan https://t.co/2gAjMXN6CX https://t.co/78UsKIrYI4"
X Link 2025-07-05T13:58Z 15.6K followers, [----] engagements

"This is where I think I most diverge from the popular view: I think AI-driven abundance frees rather than dims human innovation. Give everyone a real $500k UBI (funded out of surplus from automation) and an education system that nourishes agency & curiosity and I truly believe a motivated minority will out-create todays entire workforceeven if many opt out. And that motivated minority isnt a fixed clubits a fluid swarm. As curiosity spikes and new problems surface people will ebb and flow between projects continuously reallocating talent to wherever the next meaningful gradient appears"
X Link 2025-07-06T18:49Z 15.7K followers, [---] engagements

"@michaelxpettis The West can start judging China for subsidizing the property and infrastructure sector as soon as the Fed stops transferring public funds to banks at a pace of $150B - $175B per year via interest on reserves - over half a $Trillion in financial sector subsidies since 2022"
X Link 2025-07-07T15:07Z 15.7K followers, [----] engagements

"The arguments about increases in home sizes and lower rates are disingenuous. Market forces drove larger home sizes with zero input from Millenials. If smaller homes arent available what are the options And mortgage rates fluctuate dramatically. Just fn own it. Boomers will see this chart and say you just need to start making coffee at home 1985: Median Household Income - $23620 Median Home Price - $83200 (3.5x) 2022: Median Household Income - $74580 Median Home Price - $468000 (6.3x) https://t.co/lsiwwpSYxP Boomers will see this chart and say you just need to start making coffee at home"
X Link 2025-07-08T15:30Z 15.7K followers, [----] engagements

"@Liv_Boeree I find that hard to believe. Theres a completely different incentive structure. What do the AI bros (who dont own any AI tech that would benefit from ponzi dynamics) have to gain"
X Link 2025-07-12T12:03Z 15.7K followers, [---] engagements

"My experience with the AI community: - Lots of newsletters and aggregators engagement farming (like everywhere else) - Enthusiastic open community of people who love to share the tools that are substantively improving their lives and collaborate on building new tech for free The AI bros on here have somehow become even more annoying than the crypto bros circa [----] The AI bros on here have somehow become even more annoying than the crypto bros circa 2021"
X Link 2025-07-12T12:06Z 15.7K followers, [----] engagements

"Whats Norman Borlaug worth Or Tim Berners-Lee Or Katalin Karik Dennis Ritchie Barbara McClintock Alan Turing Frederick Banting Alexander Fleming Nils Bohlin Rachel Carson There was a time when people changed the world without expecting Salomon-style riches in return. It's legit crazy that Satoshi's coins are worth $133 billion. No doubt. But no one even bats an eye at the fact that $133 BILLION only gets you to wealth rank #11. Not even top ten. Christ alive. It's legit crazy that Satoshi's coins are worth $133 billion. No doubt. But no one even bats an eye at the fact that $133 BILLION only"
X Link 2025-07-15T13:26Z 15.7K followers, [----] engagements

"Awesome thread. Bitcoin is the ultimate example of this phenomenon from the start. And stock markets have become vibe markets almost completely at this point (always were to a meaningful extent). All of this is terribly destructive and the ultimate playground for bad actors. Prediction markets (if they take off) could end up being a society-destroying development. 🧵 Prediction markets (if they take off) could end up being a society-destroying development. 🧵"
X Link 2025-07-18T12:05Z 15.7K followers, [----] engagements

"I used to think the same. But I now think markets will continue to get less efficient - in terms of their original utility for price signaling / discovery and productive asset allocation - and more memetic. AI will both surf and manufacture memes for profit"
X Link 2025-07-18T12:32Z 15.6K followers, [---] engagements

"The new move by corporate America is for messaging companies like @SlackHQ (owned by the diabolical @Benioff ) to make it impossible for customers to access their own data at scale. Which means companies cant overlay their own AI tools or train AIs on their own data. The new @SlackHQ API rate limits are absolutely insane: For accessing messages you can now only make [--] request per minute with a maximum of [--] messages 🤯 And yes this applies to ALL apps not just public ones. We can't build internal tools on our OWN data. @Benioff this is The new @SlackHQ API rate limits are absolutely insane:"
X Link 2025-07-19T11:49Z 15.6K followers, [----] engagements

"@grok what are the best open source alternatives to Slack for SMEs"
X Link 2025-07-19T11:54Z 15.6K followers, [---] engagements

"Eventually the models will be too good to release. We are nearing the singularity and are taking off "We don't plan to release anything with this level of math capabilities for several months." Soon it will be years and then it will be never. The competitive advantage is too great. https://t.co/rIv6IVNtHn We are nearing the singularity and are taking off "We don't plan to release anything with this level of math capabilities for several months." Soon it will be years and then it will be never. The competitive advantage is too great. https://t.co/rIv6IVNtHn"
X Link 2025-07-19T18:44Z 15.7K followers, [----] engagements

"@PrometheusCHT OpenAI seems to have made a step change with their latest models"
X Link 2025-07-19T20:34Z 15.7K followers, [--] engagements

"Ridiculously disingenuous. The IMO is the second most challenging timed math competition globally at any age. The Putnam Competition is explicitly for university undergrads and requiring deeper abstraction and proof sophistication. But IMO Gold is unambiguously amazing. All the tech bros this morning thinking that AGI has been achieved because some (insanely expensive) new form of LLMs can now match top high school students on one specific task its almost cute ☺ All the tech bros this morning thinking that AGI has been achieved because some (insanely expensive) new form of LLMs can now"
X Link 2025-07-20T12:06Z 15.6K followers, [----] engagements

"Because the AI insiders believe that whoever achieves ASI internally first wins all the marbles forever. And they may be right. Can someone explain why zuck is willing to fork over $1 billion to hire a single AI engineer What does zuck know that we don't https://t.co/1lmyGIm5Ln Can someone explain why zuck is willing to fork over $1 billion to hire a single AI engineer What does zuck know that we don't https://t.co/1lmyGIm5Ln"
X Link 2025-07-21T21:32Z 15.6K followers, [----] engagements

"Gold vs BTC: - one is a widely held reserve asset monetary stabilizer and hedge against fiscal profligacy - the other is a ponzi cult led by a diabolical super-villain who discovered how to destroy the financial system for fun & profit Sadly investors should own both"
X Link 2025-07-26T14:13Z 15.7K followers, 15.4K engagements

"On the one hand this is distasteful. In the other is it fair to expect the independent ETF providers to be the only Samaritans left in Babylon I hate "being negative" about stuff but @SimplifyETFs but their new double-dipping strategy with $SBIL needs a response. You can't just manufacture $3m in new fees from your investors and pretend its not happening. (thread) I hate "being negative" about stuff but @SimplifyETFs but their new double-dipping strategy with $SBIL needs a response. You can't just manufacture $3m in new fees from your investors and pretend its not happening. (thread)"
X Link 2025-07-27T14:35Z 15.7K followers, [----] engagements

"@DariusDale42 @tdarling1 @WSJ @FinancialTimes @barronsonline @CNBC @Bloomberg @FoxBusiness @federalreserve Notwithstanding that the entire mandate of the Fed is incoherent under a floating FX regime wouldnt one expect that Powell & Co. would learn from their [----] experience and approach inflation risk with more vigilance this time around"
X Link 2025-07-31T21:18Z 15.7K followers, [---] engagements

"@BenKizemchuk Checks out. Good catch. @BobEUnlimited this is worth contending with I think. PE and private credit are drawing on credit lines at the most aggressive pace in years. The numbers are significant"
X Link 2025-08-01T01:33Z 18.6K followers, [---] engagements

"The only obvious way the $MSTR Ponzi adds value is by making explicit the fiscal political economic social and moral bankruptcy of our financialized economy. Its weaponized securitization against the traditional financial system and will be the engine of its destruction. Though I doubt $MSTR will survive the aftermath"
X Link 2025-08-01T13:01Z 18.6K followers, [----] engagements

"Some thoughts: - much of the value of land accrues from the public or subsidized infrastructure around it - schools playgrounds roads utilities. Does it seem right to privatize gains from these public accruals - not sure how it punishes stewardship since improvements are untaxed - another frame on regressive is that it disincentivizes the holding of land that is not being fully utilized. Some might think it inefficient or selfish to allow a single elderly person to consume a fraction of the utility of a multi-bedroom family unit once her family has moved on without paying for that privilege -"
X Link 2025-08-02T13:05Z 15.7K followers, [---] engagements

"The Return StackedU.S. Stocks & Gold/Bitcoin ETF RSSX. For every $1 invested RSSX is designed to provide $1 of large-cap U.S. equity exposure and $1 of a Gold/Bitcoin strategy. Learn more http://www.returnstackedetfs.com http://www.returnstackedetfs.com"
X Link 2025-08-07T16:00Z 18.5K followers, [----] engagements

"@retire_readyinv Very much depends on the use case. The open models are also amazing. Moonshot Kimi k2 for writing (gpt-4.5 big model feel) qwen-3 for code DeepSeek for reasoning. I use o3 and Gemini a LOT. 🤷♂"
X Link 2025-08-10T17:48Z 18.4K followers, [----] engagements

"@garybasin Worked with a few models to craft it. Sat on versions of it for a couple of days. Kimi [--] finalized it so it fit in the tweet. Its my favourite big model smell writing model at the moment. But also consulted Opus and o3 along the way via @RepoPrompt bc it was handy"
X Link 2025-08-11T02:41Z 18.6K followers, [----] engagements

"@LynAldenContact I emailed to invite you to soeak at the Cayman Islands CFA Investment Forum on Thursday [--] November [----]. Let me know if youre free / keen"
X Link 2025-08-12T23:30Z 18.6K followers, [---] engagements

"GPT-5 Thinking and Pro are truly excellent models for code and analysis. Better than o3 much if the time. Probably best in class at non-agentic reasoning. But its not a step-change. And thats a meaningful data point given the framing by @sama. A lot rests on Gemini-3 now"
X Link 2025-08-13T03:42Z 18.5K followers, [----] engagements

"@IlliniProgrammr All analysis contains bias. Mostly unintentional. I asked specifically about politically motivated interventions. This is not that"
X Link 2025-08-13T12:49Z 18.7K followers, [--] engagements

"GPT-5 Thinking is my new go-to for almost everything (except writing). Not a step change but definitely impressive. Pro is 😘"
X Link 2025-08-15T03:53Z 18.5K followers, [----] engagements

"2 (BG) of [--] (GBG) kids with ADHD. High functioning. Very different. Both medicated - profoundly helpful in both cases. Son (18) now off meds in college. Also 💯observe the phenomenon below. Son thrived in middle school with male struggled w female teachers. By HS didnt matter. Completely anecdotal (N=1) but when my son was 6-7 his female teachers found him to be a handful & encouraged medical interventions. I resisted & then observed that when he had male teachers they thought he was completely normal. https://t.co/vhXKWrigIS Completely anecdotal (N=1) but when my son was 6-7 his female"
X Link 2025-08-20T12:29Z 18.6K followers, [----] engagements

"@PauloMacro This cant be true. Josh didnt really say this did he"
X Link 2025-08-20T12:45Z 18.6K followers, [---] engagements

"The capture of BTC and crypto by the woke right / bad actors - along with the terrifying level of wealth concentration / power ease and prevalence of grift & fixed (deflationary) supply - is a big reason why Ive resisted crypto. Modern investing requires Herculean dissonance. I'm probably slow to notice but bitcoin is now widely associated with right-wing populism. As the political divide deepens that means that enemies of the populist right will feel increasingly justified in cracking down on HODLing and other bitcoin-related activities. https://t.co/tLwV8LofWd I'm probably slow to notice"
X Link 2025-08-21T12:15Z 18.6K followers, 13.8K engagements

"This is a core challenge for AI and automation in general. Commercially AI doesn't have to be perfect; it just has to be better than current (often human-mediated) methods. And if often is. In practice this falls down because when tasks shift from human to automation the team shifts from admin to software engineers. Human admin departments don't measure error rates; SWEs explicitly measure error rates and expect error rates -- zero. The software spec overwhelms the business manager and migration stalls. AI is changing how lawyers work. This paper shows ridiculous results on a simple legal"
X Link 2025-08-21T15:46Z 18.6K followers, [----] engagements

"Hawkish / Dovish is one of the most contextual classifications imaginable. The human commentariat seem to be evenly split. If you were able to provide all the economic data and policy / political context to the LLM then maybe it would have a shot. Just dropping the speech text in will yield garbage output"
X Link 2025-08-23T22:58Z 18.6K followers, [---] engagements

"Please let me assure you the context has not escaped me. Im not totally against this policy and I think at the margin it may incentivize some lottery winning boomers to free up homes for new families. But it will also distort markets further incentivize capital misallocation (and some destruction) and set poor precedents. As usual I lament the much better policies that might have been"
X Link 2025-08-26T02:43Z 18.6K followers, [--] engagements

"Why would investors risk real capital in real businesses with risk of failure when they can invest in stock indices with Fed put 0DTE options Ponzi schemes and levered securitization that might make them rich tomorrow not [--] years from now today i ran an experiment that exposed what i believe to be one of the biggest threats to america right now i attempted to raise funding for a manufacturing company from silicon valley VCs and from PE funds the VC gave me [--] minutes on zoom and said this was "more of a PE deal" today i ran an experiment that exposed what i believe to be one of the biggest"
X Link 2025-08-28T11:30Z 19.1K followers, [----] engagements

"@AusMMT This depends to a large extent on the weighted average tenor of mortgages vs govt debt no Different calculus in the U.S. bc mortgages are fixed over 20-30y while tenor of Treasury debt is much lower"
X Link 2025-08-31T12:16Z 18.7K followers, [--] engagements

"@DaveNadig Of course. Obviously need a constellation of (unlikely) policy initiatives and a complete overhaul of entrenched interests to move the needle in public ed"
X Link 2025-09-05T14:12Z 18.7K followers, [---] engagements

"Correlations that wont ghost you (SIMULATED NET EXCESS): SPX: [----] average Bonds: [----] Trend CTA: [----] Non-overlapping risk budget = you can actually size this thing in portfolios"
X Link 2025-09-05T19:44Z 18.7K followers, [---] engagements

"Diversification alpha that pays you to wait. Because the next crisis wont send a calendar invite. Executive Summary: Research Paper (PDF) (will ask for your email): https://investresolve.com/lp/discover-the-skewness-premium-in-managed-futures/ https://investresolve.com/skewness-premium-in-managed-futures-a-practitioners-guide/ https://investresolve.com/lp/discover-the-skewness-premium-in-managed-futures/ https://investresolve.com/skewness-premium-in-managed-futures-a-practitioners-guide/"
X Link 2025-09-05T19:44Z 18.7K followers, [----] engagements

"Thanks Radigan. Always really appreciate your perspective. I think your frame is a bit misplaced. Blaming government or even government and bankers feels better because it casts the problem as them. But really the problem is us. The American system is designed as a reverse Robin-Hood wealth pump from poor to rich with the express purpose of concentrating wealth to buy power. Regulatory capture is the design objective. The people elect politicians expressly because they can be bought. This has always been the American way but Citizens United enshrined this objective in law. By their"
X Link 2025-09-06T12:45Z 19.1K followers, [----] engagements

"Wealth taxes on unrealized gains. The ultra-wealthy live on borrowed money against assets that never get taxed. A 2% annual wealth tax on net worth above $50 million would capture the compound growth that currently escapes taxation entirely. Yes theyll scream about valuation difficulties. We manage to value estates at death and property for local taxeswe can figure this out. Tax capital gains as ordinary income. Why should money earned from money be taxed at lower rates than money earned from labor This single change would raise effective tax rates on the wealthy by [--] percentage"
X Link 2025-09-06T12:45Z 19.1K followers, [---] engagements

"Um compositionally to achieve the same growth in Y1 as in Y0 you need the same level of deficits in Y1 as in Y0 as a percent of GDP. Of course other factors matter at the margin like velocity credit growth and the composition of recipients and their MPC. But you dont need a higher level of deficits (as a percent of GDP) to achieve the same rate of growth"
X Link 2025-09-07T15:07Z 18.7K followers, [---] engagements

"These numbers are virtually useless for measuring quality of life differences. As a lived example I lived in Bangkok for a few years on what would have been a 20th percentile global income but my consumption utility was vastly higher than it would have been with a median global income in Toronto. Quality and provision of services matters a lot. Clean modern safe and comprehensive public infrastructure and services. Very low crime; high trust / respect. Fresh healthy flavour-rich meals for $1. Lower- and middle-class urban families live vastly richer healthier happier lives in China Taiwan"
X Link 2025-09-07T15:23Z 18.7K followers, [----] engagements

"Posted the chart from the original tweet (below) into ChatGPT-Pro and asked it to gather data and create a new plot that includes US UK Canada Australia. Asked it to use Life Aquatic colors and optimize for look and feel. (ChatGPT currently can't hit external APIs directly but it gave me precise links to download [--] CSVs which I fed back into ChatGPT for it to run the analysis and create the plot). WHO IS GOING TO FUND PENSIONS IN EUROPE In most EU countries the ratio of UNFUNDED social insurance pension entitlements to GDP was between A GIGANTIC 200% and 500% in [----]. Given increasing"
X Link 2025-09-08T14:46Z 18.7K followers, [----] engagements

"@ButlerGoldRevo @kofinas Theres a third way: taxes. Sure its just as politically unpopular as default but its a normal function of government mechanically viable and by far the better solution for 99% of citizens"
X Link 2025-09-12T12:46Z 18.9K followers, [---] engagements

"@kofinas @ButlerGoldRevo No but Im half way through your most recent episode with Calomiris. Will check out the first one too"
X Link 2025-09-12T12:56Z 18.9K followers, [---] engagements

"@ButlerGoldRevo @kofinas When you devalue you obviate the 'standard'. Can't have it both ways"
X Link 2025-09-12T15:10Z 18.9K followers, [--] engagements

"Guys. Nobody is trying to radicalize us. There is no conspiracy here. Everything can be explained by the following observation: 🔥Radicalization is the most profitable business model on earth practiced by the most profitable companies on earth.🔥 Look no further"
X Link 2025-09-12T15:25Z 19.2K followers, 281.4K engagements

"Heres a hard truth about modern society. We dont practice Capitalism anymore. Rather for the last [--] years weve been conducting a horrific experiment called neoliberalism. And were near the terminal point in that experiment a stage Ive been calling metastatic market fundamentalism. Capitalism is agents organizing to seek profit by serving the needs and wants of customers. Metastatic market fundamentalism treats citizens as feedstock for corporate profits. Social media is a canonical example. Its established fact that Twitter TikTok Facebook Instagram etc. algorithms which are tuned to"
X Link 2025-09-13T12:41Z 19.2K followers, 185K engagements

"We dont need more or less capitalism - we need to vigilantly redirect it from extraction to creation. The solution is a two-pronged revolution that makes speculation toxic and building irresistible. First make financialization expensive as hell: - Tax every high-frequency trade every derivative swap every real estate flip. - Eliminate capital gains preferences - why should shuffling assets pay lower taxes than designing rockets - Tax stock buybacks into oblivion while creating massive depreciation benefits for mission-oriented factories and labs. - Make land speculation punitive while"
X Link 2025-09-14T16:43Z 19.2K followers, [----] engagements

"Heres a grim thought to start your week. LLM AI companies have so far been able to raise capital without resorting to ad models. You think society is already deranged You think were seeing a spike in politically motivated violent intentions right now Market forces havent even kicked in yet. Just wait until markets demand AI companies weaponize our limbic systems to generate the profits they need to sustain ROE. Its gonna be like Walking Dead out there"
X Link 2025-09-15T13:05Z 19.2K followers, [----] engagements

"Why wait a decade for real performance when you can manufacture it in real time with the magic of flow-driven NAV markups on illiquid LP stakes Fairy-dust finance. What if flows explained almost all of a fund's returns What if a fund with greater inflows booked higher returns than a fund with fewer inflows even if both invest in the same securities at the same time That's one underappreciated dynamic of secondary funds. https://t.co/Y94jWCWygk What if flows explained almost all of a fund's returns What if a fund with greater inflows booked higher returns than a fund with fewer inflows even if"
X Link 2025-09-16T01:34Z 19.2K followers, [----] engagements

"You can have booming profits from cultivating derangement depression political assassinations anxiety trauma eating disorders payday loans homelessness obesity addiction gambling school shootings and deaths of despair. Or you can have a flourishing healthy cohesive society. Not both"
X Link 2025-09-16T03:00Z 19.2K followers, 11.9K engagements

"You dont need more PhDs. Everything PhDs know is already written down somewhere. You need experienced experts who have worked for many years in actual jobs. They possess the latent expertise LLMs need to function in the world and 99% of it is not documented anywhere. The hottest job today - Labeling data for the AI to train on Every AI lab is hiring PhDs to feed the LLMS more high-quality data. The only way to squeeze more performance from LLMs is to squeeze more high-quality data from humans 🤷 The hottest job today - Labeling data for the AI to train on Every AI lab is hiring PhDs to feed"
X Link 2025-09-16T03:46Z 19.2K followers, [----] engagements

"How are people reconciling this with the credit impulse narrative AI productivity job-pocalypse in full swing US bond yields close to one-year low. The opposite of what Keynesians announced. via Bloomberg https://t.co/TXdKU39WTz US bond yields close to one-year low. The opposite of what Keynesians announced. via Bloomberg https://t.co/TXdKU39WTz"
X Link 2025-09-17T01:16Z 19.2K followers, [----] engagements

"Seems to be a fair amount of evidence pointing to the fact they can already manufacture 7nm and maybe even 5nm chips internally and with 10x the engineers and 10x the number of STEM PhD and engineering grads every year and obvious capacity for scaling extremely complex manufacturing it doesn't seem farfetched to think they could catch up and exceed the West's computational capacities fairly quickly"
X Link 2025-09-17T14:15Z 19.2K followers, [--] engagements

"@Bonhoeffer_KDS And yet households with median income live vastly better lives in most developed countries and many developing countries because society provides most basic services and the cost of living is much lower. The downside is that these countries have fewer oligarchs"
X Link 2025-09-18T13:23Z 19.2K followers, [--] engagements

"@RodGordilloP President of @InvestReSolve just hosted a conversation with Jonathan Glidden CIO at @Delta Air Lines on Deltas return stacking journey - why he pursued it the stacks hes used and lessons learned at scale. #GetStacked2025"
X Link 2025-10-08T16:25Z 19.2K followers, [---] engagements

"In session [--] @PatrickKazley Head of Solutions at One River Asset Management explored how capital-efficient overlays combined with equities and convex strategies can improve long-term portfolio compounding. #GetStacked2025"
X Link 2025-10-08T16:45Z 19.2K followers, [----] engagements

"@BrandonArns Portfolio Manager at WJ Interests spoke on capital efficiency and diversification - how these ideas shape his investment process and portfolio design. #GetStacked2025"
X Link 2025-10-08T19:13Z 19.2K followers, [--] engagements

"Sonu Varghese VP & Global Macro Strategist at @CarsonWealth shared how return stacking can help advisors differentiate with HNW prospects while balancing efficiency with tax considerations. #GetStacked2025"
X Link 2025-10-08T19:45Z 19.2K followers, [----] engagements

"Roxton McNeal added the managers perspective on how return stacking fits into a multi-billion-dollar retirement framework balancing innovation with fiduciary duty. #GetStacked2025"
X Link 2025-10-08T21:05Z 19.2K followers, [----] engagements

"The Return StackedGlobal Stocks & Bonds ETF RSSB. The ETF seeks to provide $1 of global equity exposure and $1 of exposure to US Treasuries for every $1 invested. Learn more http://www.returnstackedetfs.com http://www.returnstackedetfs.com"
X Link 2025-10-16T16:00Z 19.2K followers, [---] engagements

"Just keep calm and carry on. After all what does #Grantham know that your Advisor doesn't http://t.co/xOSr3UCfUl"
X Link 2014-04-15T13:14Z 14.4K followers, [--] engagements

"@cullenroche VBAIX beat SPY on Sharpe Sortino Omega and CALMAR with just over half the max DD"
X Link 2014-12-31T21:55Z 15.7K followers, [--] engagements

"All Strategies Blow Up http://t.co/VrUoQ3TSEb #quant #factors #riskpremia #riskmgmt http://t.co/u7cisjQpoq http://okt.to/w4gQpN http://okt.to/w4gQpN"
X Link 2015-07-08T21:32Z 14.4K followers, [--] engagements

"All Strategies Blow Up http://t.co/pmc5LPjCIb #investing #quant #factors #riskpremia #riskmgmt #blackbox #blowup http://t.co/5i6QlpMIpQ https://x.com/GestaltU/status/619133960321372160/photo/1 http://okt.to/ZQCr0B https://x.com/GestaltU/status/619133960321372160/photo/1 http://okt.to/ZQCr0B"
X Link 2015-07-09T13:20Z 14.4K followers, [--] engagements

"All Strategies Blow Up http://t.co/0yoHUHV2bc #investing #quant #factors #riskpremia #riskmgmt #blackbox #blowup http://t.co/UUiyFwKR1R https://x.com/GestaltU/status/619408306424180736/photo/1 http://okt.to/CuONoH https://x.com/GestaltU/status/619408306424180736/photo/1 http://okt.to/CuONoH"
X Link 2015-07-10T07:30Z 14.4K followers, [--] engagements

"All Strategies Blow Up http://t.co/wVO8m92hEI #investing #quant #factors #riskpremia #riskmgmt #blackbox #blowup http://t.co/WG0HoJrnd1 https://x.com/GestaltU/status/619590696157249536/photo/1 http://okt.to/818VJY https://x.com/GestaltU/status/619590696157249536/photo/1 http://okt.to/818VJY"
X Link 2015-07-10T19:35Z 14.4K followers, [--] engagements

"RT: Inflation partly explains but does not predict value factor returns. https://x.com/seekingdelta/status/648248976051859456 Is Inflation a Driver of Value Stock Returns Not So Much . http://t.co/758zQkEk86 via @instapaper https://x.com/seekingdelta/status/648248976051859456 Is Inflation a Driver of Value Stock Returns Not So Much . http://t.co/758zQkEk86 via @instapaper"
X Link 2015-09-27T22:28Z 14.4K followers, [--] engagements

"Benchmarking skin in the game and asking "why" in the due diligence process @thinknewfound https://blog.thinknewfound.com/2015/11/due-diligence-ask-not/ https://blog.thinknewfound.com/2015/11/due-diligence-ask-not/"
X Link 2015-11-24T12:22Z 14.4K followers, [--] engagements

"Tactical Alpha Part III: Asset Allocation vs. Security Selection #BlogRedesign #FaceLift http://okt.to/gN917H http://okt.to/gN917H"
X Link 2016-01-14T13:41Z 14.4K followers, [--] engagements

"Defined contribution plans are the perhaps most destructive financial concept of the past two decades. https://x.com/blackrock/status/710798925582753792 Mind the retirement gap: Only 37% of savers understand how much to set aside for retirement https://t.co/E80Ma9I3av https://t.co/t0J0ePOulY https://x.com/blackrock/status/710798925582753792 Mind the retirement gap: Only 37% of savers understand how much to set aside for retirement https://t.co/E80Ma9I3av https://t.co/t0J0ePOulY"
X Link 2016-03-18T14:20Z 14.4K followers, [--] engagements

"Global CBs hold $24.6Trillion of financial assets. Isn't that about a quarter of all global liquid assets https://x.com/btabrum/status/753142900196798464 https://x.com/btabrum/status/753142900196798464"
X Link 2016-07-13T10:39Z 14.4K followers, [--] engagements

"U.S. investors have been spoiled rotten the past [--] years even accounting for the Global Financial Crisis. Time for pay-back"
X Link 2017-10-11T20:57Z 14.4K followers, [--] engagements

"Capital structure (equity) risk or bust according to JPM. Better pray for sustained positive growth shocks benign inflation and abundant liquidity for the next [--] years. Disappointing growth or material inflation are catastrophic from here"
X Link 2017-11-18T16:50Z 14.4K followers, [--] engagements

"The idea that risk premia increase on #volatility spikes is rubbish. Risk premia have no relationship with #risk. All things equal means volatility managed strategies can have a substantial edge over B&H. #RiskParity #TrendFollowing"
X Link 2017-12-01T18:55Z 14.4K followers, [--] engagements

"Pro tip: The sous vide egg bites at $SBUX are a revelation for #keto adherents on the go"
X Link 2018-01-25T16:09Z 14.4K followers, [--] engagements

"@Nonrelatedsense @EconomPic @choffstein Got a symbol"
X Link 2018-01-31T03:12Z 15.4K followers, [--] engagements

"@felixsalmon @Wealthfront @arachleff Yes.they use swaps to gain leverage to achieve a higher target volatility on such a diversified portfolio. Swaps have a cost though which is often higher than the cost of owning an ETF (though not always). However these costs dont need to be declared like w/ acquired funds"
X Link 2018-02-22T21:37Z 14.4K followers, [--] engagements

"The most loosely defined and abused word on FinTwit is "Diversification" followed closely by "Diversify". Convinced most people have no idea what these words mean and fewer still could measure / quantify the diversification in a portfolio"
X Link 2018-04-23T20:56Z 14.4K followers, [--] engagements

"Trend Following: It's Not About the Nail #TrendFollowing #Momentum #Diversification http://investresolve.com/blog/diversification-what-most-novice-investors-miss-about-trend-following/ http://investresolve.com/blog/diversification-what-most-novice-investors-miss-about-trend-following/"
X Link 2018-04-26T12:13Z 14.4K followers, [--] engagements

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