# ![@BigBreakfastLob Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3579497298.png) @BigBreakfastLob Jeff Koons Hater (is not in Paris) 🇺🇦

Jeff Koons Hater (is not in Paris) 🇺🇦 posts on X about china, money, finance, france the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3579497298/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3579497298/c:line/m:interactions.svg)

- [--] Week [------] +219%
- [--] Month [------] +244%
- [--] Months [-------] +3.40%
- [--] Year [-------] -66%

### Mentions: [--] [#](/creator/twitter::3579497298/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3579497298/c:line/m:posts_active.svg)

- [--] Week [--] -38%
- [--] Month [---] +36%
- [--] Months [---] +5.10%
- [--] Year [---] -24%

### Followers: [-----] [#](/creator/twitter::3579497298/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3579497298/c:line/m:followers.svg)

- [--] Week [-----] +1.70%
- [--] Month [-----] +1.40%
- [--] Months [-----] +5.20%
- [--] Year [-----] +18%

### CreatorRank: [---------] [#](/creator/twitter::3579497298/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3579497298/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[travel destinations](/list/travel-destinations)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [us election](/list/us-election) 

**Social topic influence**
[china](/topic/china), [money](/topic/money), [finance](/topic/finance), [france](/topic/france), [paris](/topic/paris), [germany](/topic/germany), [investment](/topic/investment), [in the](/topic/in-the), [debt](/topic/debt), [inflation](/topic/inflation)

**Top assets mentioned**
[Quant (QNT)](/topic/quant) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PolkaBridge (PBR)](/topic/$pbr) [Match Group Inc (MTCH)](/topic/$mtch) [CITADEL (CITADEL)](/topic/citadel) [Alibaba Group (BABA)](/topic/$baba)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I still dont know what the pegging act is after searching it up on Google and now I have pegging in my search history"  
[X Link](https://x.com/BigBreakfastLob/status/1318430352730411009)  2020-10-20T05:54Z [----] followers, [--] engagements


"Upcoming paper: ontology of my girlfriend (20xx)"  
[X Link](https://x.com/BigBreakfastLob/status/1370123526670319617)  2021-03-11T21:24Z [----] followers, [--] engagements


"Went to a Dior store and the associate graduated masters from sciences po. Apparently gave up more prestigious jobs at consulting and IB because Dior pays more than those jobs"  
[X Link](https://x.com/BigBreakfastLob/status/1421868377082142728)  2021-08-01T16:20Z [----] followers, [--] engagements


"Me trying to sell law school to my Asian mom: "law jobs are inherently anti-cyclical in such a sense that it has mergers and acquisitions and contract during the boom and have bankruptcy and insolvency during the bust. Great hedge for long term stability.""  
[X Link](https://x.com/BigBreakfastLob/status/1493321662313517063)  2022-02-14T20:30Z [----] followers, [--] engagements


"@stevehouf Agreeing with your conclusions but a few scams launching is not necessarily indicative of the financial tightening https://www.chicagofed.org/publications/nfci/index https://www.chicagofed.org/publications/nfci/index"  
[X Link](https://x.com/BigBreakfastLob/status/1531416573763887105)  2022-05-30T23:25Z [----] followers, [--] engagements


"@HML_Compounder I also have small holdings in $CTA in addition to KMLM. Both are about the same performance wise and will do its job when the time comes. How much do their strategies differ is something I will have to investigate"  
[X Link](https://x.com/BigBreakfastLob/status/1590436534741659648)  2022-11-09T20:09Z [----] followers, [--] engagements


"@HML_Compounder There doesn't seem to be a golden bullet for short-term market crash insurance"  
[X Link](https://x.com/BigBreakfastLob/status/1609643236183662593)  2023-01-01T20:10Z [----] followers, [---] engagements


"$KMLM is much more aggressively short on everything and targets higher vol than $DBMF I assume. Vibes are strong with KMLM. Bigger macro picture still the same"  
[X Link](https://x.com/BigBreakfastLob/status/1615533335303929857)  2023-01-18T02:15Z [----] followers, [---] engagements


"Lmao with $CTA basically your entire portfolio is short [--] month SOFR futures at different expiration dates. Now bond traders are implying pivots. Managed futures arent covering the shorts . yet"  
[X Link](https://x.com/BigBreakfastLob/status/1615534671399649282)  2023-01-18T02:20Z [----] followers, [---] engagements


"@pansareV @SC_MDP Really I looked at their holdings two days ago and it held much more diverse positions than DBMF"  
[X Link](https://x.com/BigBreakfastLob/status/1616138367196106754)  2023-01-19T18:19Z [----] followers, [--] engagements


"Running the country leader's assassination dataset DiD and unless I am wrong an autocratic country that experiences successful assassination attempt is twice as likely to be democratic than an autocratic experiencing unsuccessful assassination attempt. In short killing works"  
[X Link](https://x.com/BigBreakfastLob/status/1623060513797074946)  2023-02-07T20:45Z [----] followers, [---] engagements


"AQR's pitch for 2023: EM value substantially outperform provided with the value spread"  
[X Link](https://x.com/BigBreakfastLob/status/1624165263632392192)  2023-02-10T21:55Z [----] followers, [---] engagements


"Is this shuttered and empty $VRO storefront a sign for long or short Asking for a friend"  
[X Link](https://x.com/BigBreakfastLob/status/1628918314624860160)  2023-02-24T00:42Z [----] followers, [---] engagements


"@HML_Compounder @egr_investor @pansareV Overweight $IVAL and EM is such a no brainer right now"  
[X Link](https://x.com/BigBreakfastLob/status/1634013547972755456)  2023-03-10T02:09Z [----] followers, [---] engagements


"@systvest I mean sector uncorrelation is small when the largest exposure of value shitco in fact high beta factor. So I would disagree. No but I like the idea"  
[X Link](https://x.com/BigBreakfastLob/status/1644833446324318209)  2023-04-08T22:43Z [----] followers, [--] engagements


"@systvest You can get higher than expected returns for sure but the Sharpe won't look pretty. Probably [---] area whereas funds like AUEIX (AQR US Defensive) can get [--] during bull markets"  
[X Link](https://x.com/BigBreakfastLob/status/1644842663328325634)  2023-04-08T23:20Z [----] followers, [--] engagements


"@RMcdonnold I assume $GDE is basically 90% capital invested into equities and 10% of cash are used to margin 90% of gold futures Correct me if I am wrong"  
[X Link](https://x.com/BigBreakfastLob/status/1648385206158499846)  2023-04-18T17:57Z [----] followers, [---] engagements


"Buying $QVAL today"  
[X Link](https://x.com/BigBreakfastLob/status/1653459185550389248)  2023-05-02T17:59Z [----] followers, [---] engagements


"@HML_Compounder @nomadicsammy @choffstein Yearly gains in MF will still be distributed i assume And having it in a tax advantaged account would be better"  
[X Link](https://x.com/BigBreakfastLob/status/1661817585250312192)  2023-05-25T19:32Z [---] followers, [--] engagements


"My dream gf - Height doesnt matter as long as above [---] -income doesnt matter as long as my quant fund raises enough money and it compounds [--] % annually - do whatever you are passionate about be as talented as Neri Oxman - around my age - great fashion sense - gets Rothko"  
[X Link](https://x.com/BigBreakfastLob/status/1664110882711035904)  2023-06-01T03:25Z [---] followers, [--] engagements


"@uzpg_ @tmychow I think most people's use of GPT-4 is severely limited because they don't know how to prompt. It has offered me extensive critiques of my history papers when instructor advice me critiques it can further elaborate upon them develop them into full paragraphs"  
[X Link](https://x.com/BigBreakfastLob/status/1671228351409684488)  2023-06-20T18:47Z [----] followers, [--] engagements


"@uzpg_ @tmychow When doing math most people don't know it is better to use the coding version to do arithmetic better and it can utilize the entire python library such as linear programming to do calculations which avoid the usual transformer hallucination pitfalls"  
[X Link](https://x.com/BigBreakfastLob/status/1671228578015346699)  2023-06-20T18:48Z [----] followers, [--] engagements


"Investing in BRK.A and SPX since [----] for a fixed amount of [-----] dollars (unrealistic performance as IRS adjusts for 401K contribution limit according to inflation) would only get your 401K portfolio to [---] million dollars"  
[X Link](https://x.com/BigBreakfastLob/status/1673412068794597376)  2023-06-26T19:27Z [---] followers, [---] engagements


"Inflation and crude tradooor Biden administration was not on my bingo card"  
[X Link](https://x.com/BigBreakfastLob/status/1674119318630457345)  2023-06-28T18:15Z [---] followers, [---] engagements


"My parents are coping so hard that residential real estate prices arent rising anymore in China and also they arent selling properties that are earning 1% cap rate because no one will buy them anyways and i know true value is higher than market value"  
[X Link](https://x.com/BigBreakfastLob/status/1674465156082937883)  2023-06-29T17:09Z [----] followers, [---] engagements


"I am more skeptical about the generative AI can really bring such substantial sustainable sales to the likes of Netflix while costing at least 20x on infrastructure. Remember that Netflix pays AWS [--] billion a year while bringing 30x on revenue"  
[X Link](https://x.com/BigBreakfastLob/status/1674524718832005124)  2023-06-29T21:07Z [---] followers, [---] engagements


"Think of how appealing Cisco was back in the end of 90s entire virtual and digital world where there will be universal information and application programs run on the web and here is this guy selling golden shovels to all the suckers. Same story what is different here"  
[X Link](https://x.com/BigBreakfastLob/status/1674525040501506051)  2023-06-29T21:07Z [---] followers, [--] engagements


"Meanwhile we have AI Startups spending $1 billion on one time infrastructure already without having any sales. I can only say the bubble and hype are stronger here"  
[X Link](https://x.com/BigBreakfastLob/status/1674525369708302336)  2023-06-29T21:11Z [---] followers, [--] engagements


"@shauncutts @MatthewDownhour Also take a look at entrance exam aimed at high school students after [--] years of preaps so think of it as 2nd year level maths exam offered in France"  
[X Link](https://x.com/BigBreakfastLob/status/1674538425385402370)  2023-06-29T22:08Z [---] followers, [--] engagements


"Without fees AUEIX. With fees all things considered BRK or SPX. If you had to buy one business only for [--] years in an account that is locked up and not allowed to sell what would it be If you had to buy one business only for [--] years in an account that is locked up and not allowed to sell what would it be"  
[X Link](https://x.com/BigBreakfastLob/status/1677394084720177152)  2023-07-07T19:08Z [----] followers, [---] engagements


"China will do anything but to do stimulus. Sometimes you have to wonder whats in their head. Stimulus = government hand out = bad. Lmao"  
[X Link](https://x.com/BigBreakfastLob/status/1678563070224875520)  2023-07-11T03:47Z [---] followers, [---] engagements


"@AndrewMusembi8 Or they can be simply like Japan have [--] years of stagnation and no inflation"  
[X Link](https://x.com/BigBreakfastLob/status/1678813435847376902)  2023-07-11T17:08Z [---] followers, [--] engagements


"Napoleon trailer is way too Hollywood American for my liking. I will watch it nonetheless also I assume it is impossible to cover the entire backstory + campaign in film length format so what content will get chopped Anyways it will be dissatisfying"  
[X Link](https://x.com/BigBreakfastLob/status/1678816916771852288)  2023-07-11T19:07Z [---] followers, [---] engagements


"@AntoniusTetrax @hypoallergen1c @sanguoromcom I can still afford Chipotle thankfully lol"  
[X Link](https://x.com/BigBreakfastLob/status/1678855132144975873)  2023-07-11T19:53Z [----] followers, [---] engagements


"Even the insiders fuck up internal buying and timing the market substantially. Residential estate sales + management space is going that poorly"  
[X Link](https://x.com/BigBreakfastLob/status/1678880087045750791)  2023-07-11T21:40Z [---] followers, [---] engagements


"@MariGO2thepolls @maiamindel Battle of my two favorite poasters"  
[X Link](https://x.com/BigBreakfastLob/status/1679172450586705937)  2023-07-12T17:45Z [---] followers, [---] engagements


"One can clearly sense the superiority of the Jewish nation by their levels of organization in allocating undesirable works. Everyone cleans dishes cook and pick up garbage. No opt-out. And this was taught in my political philosophy class on undesirable employments"  
[X Link](https://x.com/BigBreakfastLob/status/1680316528305078273)  2023-07-15T20:44Z [---] followers, [---] engagements


"Also the first sentence is sarcastic The superiority part. but if the socialists were to envision a utopian society I suggest them they work out a functional economy where they can pay garbage collectors 50K a year"  
[X Link](https://x.com/BigBreakfastLob/status/1680317497109622784)  2023-07-15T20:44Z [---] followers, [--] engagements


"$VNO recovery seems entirely driven by sentiments in the recent month rather than high-frequency occupancy numbers and other 3rd party data Someone please convince me the bull case. Any coverage"  
[X Link](https://x.com/BigBreakfastLob/status/1682159906986549248)  2023-07-20T22:45Z [---] followers, [--] engagements


"Early LSAT Misc games are rough. Time bleeds as well. Good thing they dont appear nearly as frequently [--] years later"  
[X Link](https://x.com/BigBreakfastLob/status/1689039927072161792)  2023-08-08T22:24Z [----] followers, [---] engagements


"100% AUEIX (US Large Cap Defensive) 100% AQR Managed Futures - 100% CASH before fees is almost head to head with SPY. SPY just did too incredibly well in the past decade. I don't think we can find another period in history for this level of performance"  
[X Link](https://x.com/BigBreakfastLob/status/1691823543552540691)  2023-08-16T14:45Z [----] followers, [---] engagements


"@Nicholas_Meyers Whats the multi manager"  
[X Link](https://x.com/BigBreakfastLob/status/1691830131113783560)  2023-08-16T15:11Z [----] followers, [--] engagements


"What side of clock app am I on considering soviet environmental history is on my page @Yaaqov_"  
[X Link](https://x.com/BigBreakfastLob/status/1694020330778505309)  2023-08-22T16:14Z [---] followers, [----] engagements


"Average Chad after winning Chopin competition then managed to complete PhD in Philosophy focusing on philosophy of music"  
[X Link](https://x.com/BigBreakfastLob/status/1694094769511707119)  2023-08-22T21:10Z [---] followers, [---] engagements


"@pansareV Seems a bit too exclusionary. Maybe slap on a screen to the likes of $AUEIX but more relaxing. But again not sure to what extent would that screen miss out on unicorns. Unlikely $NVDA in the recent run would make it"  
[X Link](https://x.com/BigBreakfastLob/status/1694231109872103673)  2023-08-23T06:12Z [----] followers, [---] engagements


"Lmao I didn't know Dominion Voting System's majority holder is a PE group. Fox News was fucking with rich people's money then paid a $787 million settlement. What a story. And lmao what were they expecting"  
[X Link](https://x.com/BigBreakfastLob/status/1694895170674717099)  2023-08-25T02:11Z [---] followers, [--] engagements


"What in the world https://t.co/MlIKklPSJT https://t.co/Mcbf2xozsY https://t.co/MlIKklPSJT https://t.co/Mcbf2xozsY"  
[X Link](https://x.com/BigBreakfastLob/status/1694895321615147130)  2023-08-25T02:11Z [----] followers, [---] engagements


"@Tim_Hua_ The fuck this is real"  
[X Link](https://x.com/BigBreakfastLob/status/1694895358726311961)  2023-08-25T02:11Z [---] followers, [--] engagements


"I am on r/biglaw reddit and apparently the seniors are complaining the juniors have absolute shit turnaround times and miss ddls and sometimes can't be reached during business hours. I am so ready for the job tbh it is not like I have a work life balance right now anyways"  
[X Link](https://x.com/BigBreakfastLob/status/1695153514417193396)  2023-08-25T19:17Z [----] followers, [---] engagements


"At least OpenAI has incentive to work on GPT-5 in this instance of opensourcing llama3. Let the competition begin"  
[X Link](https://x.com/BigBreakfastLob/status/1695175869701181752)  2023-08-25T20:46Z [---] followers, [---] engagements


"2 year ago I was an introverted person with substantial self doubt in social activities. Then I studied abroad in Paris drank like a fish and made friends with everyone and came back to nyc as a social king. Didnt know personality transplant is an actual thing"  
[X Link](https://x.com/anyuser/status/1695858398095433918)  2023-08-27T17:58Z [--] followers, [--] engagements


"Graphic design is my passion. Settled down on the [--] course dinner. But wow it is a logistical nightmare to arrange considering all the materials involved. Ironically I am more afraid of soggy and dead texture fries rather than preparing the duck well. Bonne nuit"  
[X Link](https://x.com/BigBreakfastLob/status/1696406811392307376)  2023-08-29T06:17Z [---] followers, [---] engagements


"@inerati @tolstoybb Then cash out the credits for donations to nonprofits. W"  
[X Link](https://x.com/BigBreakfastLob/status/1696587950409044201)  2023-08-29T18:17Z [---] followers, [---] engagements


"@pansareV Also another pre-revenue(you are not reading that wrong) biotech startup with 7B valuation held by $QMOM that has a Phase [--] trial monotherapy drug for Alzheimer's"  
[X Link](https://x.com/BigBreakfastLob/status/1696985931490767317)  2023-08-30T20:39Z [----] followers, [---] engagements


"Now in a quagmire because I am not sure if I should drop a class which I am 80% sure I will get an A for modal logic (taught by an excellent tenured track professor at NYU Philosophy dept). I mean it is my grades"  
[X Link](https://x.com/BigBreakfastLob/status/1697420211945636172)  2023-09-01T01:24Z [---] followers, [--] engagements


"This phenomenon of harvesting vol premia should exist across all financial instruments options(aka implied vol realized vol). This strategy did blow up during COVID so does was harvesting vol premia post April [----] more "compensated" Article from @NomadicSamuel"  
[X Link](https://x.com/BigBreakfastLob/status/1697724620072202717)  2023-09-01T21:34Z [---] followers, [---] engagements


"The fundamental problem which I see with diversified alts is that they are very very expensive (1.5% expense ratio). Single alt strategy like ETF MF goes for (0.85%) and CAGRs around 8%. Privately managed ones can reach 10% CAGR with more markets traded and with more leverage"  
[X Link](https://x.com/BigBreakfastLob/status/1697726174921666833)  2023-09-01T21:40Z [---] followers, [--] engagements


"Just realized Cuck OpenAI nerfed August ChatGPT again. First today it refused to translate copyrighted lyrics. Now it refuses to write a program to download a Youtube video because of copyright. I am against AI safety now"  
[X Link](https://x.com/BigBreakfastLob/status/1697847868877365395)  2023-09-02T05:44Z [---] followers, [---] engagements


"I know I am unhinged because my friend is telling me to put money into CD accounts (4.8% yield) and immediately I began to pitch her $BOXX"  
[X Link](https://x.com/BigBreakfastLob/status/1698392835291050304)  2023-09-03T17:49Z [---] followers, [---] engagements


"@devarbol But they were murdered for purported political / ideological alignment reasons not that they are doing jobs shittily"  
[X Link](https://x.com/BigBreakfastLob/status/1698831843166962124)  2023-09-04T22:54Z [---] followers, [--] engagements


"How does Netherlands remotely add up to 535% Also ASML takes on 39% of weighting as of now. Not sure you want that in any type of exposure"  
[X Link](https://x.com/BigBreakfastLob/status/1698871577390043330)  2023-09-05T01:32Z [---] followers, [---] engagements


"From my favorite history professor yesterday telling those who have never taken a history class: when people in the past make stupid decisions its generally not because they were dumb and we are not smarter than they were"  
[X Link](https://x.com/BigBreakfastLob/status/1699474812102418786)  2023-09-06T17:29Z [---] followers, [---] engagements


"The website graphic design gives a clue. Unchanged since the early 2000s I imagine"  
[X Link](https://x.com/BigBreakfastLob/status/1699522381679562999)  2023-09-06T20:38Z [---] followers, [---] engagements


"Though realistically the clue is probably that it is very levered (more than 200%) while trading in hundreds of obscure markets that ETF / mutual fund CTAs that just don't bother to access such as Chinese tin + Chinese raw pork"  
[X Link](https://x.com/BigBreakfastLob/status/1699523076134699476)  2023-09-06T20:40Z [---] followers, [---] engagements


"I would seriously considering German as the 4th language I will learn if not for the fact it is so difficult speech and pronounciation-wise i am too old"  
[X Link](https://x.com/BigBreakfastLob/status/1699633583311278156)  2023-09-07T03:59Z [---] followers, [---] engagements


"Startup idea: How much would CTAs pay for services which let them streamline access + trading to different obscure and liquid futures markets in Asia + DM world which would in turn boost their Sharpe If I don't make it in big law might as well be a financial plumber"  
[X Link](https://x.com/BigBreakfastLob/status/1699644228383416657)  2023-09-07T04:42Z [---] followers, [---] engagements


"I think a realistic boost of [---] - [----] Sharpe if you expand trading from [--] markets to [---] markets Am I being naive Imagine trend-following in Chinese raw pork eggs rubber asphalt PVC They are actually traded and liquid"  
[X Link](https://x.com/BigBreakfastLob/status/1699644229574660280)  2023-09-07T04:42Z [---] followers, [--] engagements


"I have invited an entire class of [--] people studying Soviet history to the Ukrainian restaurant Streecha (best in nyc) and none of them came. Fucking deeply unserious and backwards people against the light of enlightenment and cosmopolitanism. Sworn enemies of liberalism"  
[X Link](https://x.com/BigBreakfastLob/status/1699826927727448404)  2023-09-07T16:48Z [---] followers, [---] engagements


"@AndrewMusembi8 Not an oil bull although I like long oil as an idea But $PBR deserves a higher multiple bull It deserves at least a [--] or 6"  
[X Link](https://x.com/BigBreakfastLob/status/1699839237791838486)  2023-09-07T17:37Z [---] followers, [---] engagements


"@karolkarpinski Your friends are think tank researchers who have masters degree and can name countries in the Balkans while one of the student in my class did not know what does "agrarian" mean"  
[X Link](https://x.com/BigBreakfastLob/status/1699842188845146389)  2023-09-07T17:48Z [---] followers, [--] engagements


"This was my diagnostic (165 PT30sth): maybe my brain is so severely fucked and fried that once I began to do PTs in the 80s my RC and LR score came down from earlier LSATs. Also in the 80s harder the LSAT LGs the more I get them correct. It is perverse"  
[X Link](https://x.com/BigBreakfastLob/status/1700044196210409663)  2023-09-08T07:11Z [----] followers, [---] engagements


"Realistically sell call options contact a market maker see what comes up"  
[X Link](https://x.com/BigBreakfastLob/status/1700325033539776590)  2023-09-09T01:47Z [---] followers, [---] engagements


"You should ideally hold the underlying asset write call options and if you are rich enough you can contact someone you already know to make the market. Though they usually work for institutions rather than individuals. So what their service begins at [--] figures net worth"  
[X Link](https://x.com/BigBreakfastLob/status/1700325682394407316)  2023-09-09T01:50Z [---] followers, [--] engagements


"@Tyler_The_Wise Nowhere near does bottom half default at such high rates"  
[X Link](https://x.com/BigBreakfastLob/status/1701482683056988168)  2023-09-12T06:27Z [---] followers, [--] engagements


"@Tyler_The_Wise Its only that interest rate if they dont pay Big if"  
[X Link](https://x.com/BigBreakfastLob/status/1701485107100401666)  2023-09-12T06:37Z [---] followers, [--] engagements


"He was convicted of blasphemy in Turkey for free expressions in [----] and ever since then the interpretation carries a sense of melancholy and betrayal"  
[X Link](https://x.com/BigBreakfastLob/status/1701762019299365162)  2023-09-13T00:57Z [---] followers, [--] engagements


"What in the world"  
[X Link](https://x.com/BigBreakfastLob/status/1701763054499684777)  2023-09-13T01:01Z [---] followers, [---] engagements


"@petrifiedegg Yes doesn't make sense at all. At most we have like two stirred fried vegetables dishes (lunch and dinner) and that is like at most 250g of veges each meal"  
[X Link](https://x.com/BigBreakfastLob/status/1701766122905727186)  2023-09-13T01:13Z [---] followers, [--] engagements


"Strongly suspecting NYU will never be a target school because it has a CIO from a fucking hospital. Hey at least it at least performed market returns since [----]. And yeah looking at those squiggly lines we are literally paying you for beta of 1"  
[X Link](https://x.com/BigBreakfastLob/status/1701774783006831066)  2023-09-13T01:48Z [---] followers, [---] engagements


"I am three glasses in for my pregame and I can't believe I am reviewing the slides for $CROX as I am considering it for a discretionary long. Thinking about selling my $TLT longs because CTAs are beginning to long crude and gasoline. Not sure that will be pretty for inflation"  
[X Link](https://x.com/BigBreakfastLob/status/1702879984925159817)  2023-09-16T03:00Z [---] followers, [---] engagements


"@AndrewMusembi8 HF performance is very difficult to estimate because of selectiveness of data. Some of them ostensibly is just levered beta. Also there are only so many strategies we you can get pure alpha (MM L/S equity fixed income arbitrage vol arbitrage CTAs)"  
[X Link](https://x.com/BigBreakfastLob/status/1703134109948608966)  2023-09-16T19:49Z [---] followers, [--] engagements


"I love this clip from Enron: Smartest Guys in the Room. Just incredible stuff all around happening there. Very big ideas for sure"  
[X Link](https://x.com/BigBreakfastLob/status/1703234816341107155)  2023-09-17T02:29Z [---] followers, [---] engagements


"@Tyler_The_Wise Unfortunate outcomes of history but the material conditions are unlikely to become better unless one of the two countries annex the territory and govern as if they are their own. And the region is mostly inhabited by Armenian identified residents"  
[X Link](https://x.com/BigBreakfastLob/status/1703237223020208395)  2023-09-17T02:39Z [---] followers, [---] engagements


"In what way does the mechanism even work This is completely unhinged as a take. Muh cultural hegemony and soft power do not depend on dollar system trust me. You like burgers because it tastes good. Has nothing to do with dollar. I like my kebab after the Turkish Lira crash"  
[X Link](https://x.com/BigBreakfastLob/status/1703443194141159926)  2023-09-17T16:18Z [---] followers, [---] engagements


"UNGA. Never seen as many people at Kirkland (Citicorp building) this late. Some African representatives dressed in outfits clearly in their own culture but I cannot tell whether its west African or East African. Tons of suits wearers as well but dont have the finance look"  
[X Link](https://x.com/BigBreakfastLob/status/1703954148557717862)  2023-09-19T02:08Z [---] followers, [--] engagements


"Also unplated Aston Martin on the road"  
[X Link](https://x.com/BigBreakfastLob/status/1703954150390706215)  2023-09-19T02:08Z [---] followers, [--] engagements


"Honestly how the fuck do people have jobs. Complete mystery. Like I am so disabled I can only have jobs served in a silver platter (only possible if you went to a T14 law)"  
[X Link](https://x.com/BigBreakfastLob/status/1703979149197468073)  2023-09-19T03:47Z [---] followers, [----] engagements


"Currently auditing a course on French philosophy and it is not more clarifying than reading them in English (today is on Freud and Lacan). The French ideas are simply too wacky. I love the professor but I am not sure I will like to stay in the class"  
[X Link](https://x.com/BigBreakfastLob/status/1704324553642479799)  2023-09-20T02:40Z [---] followers, [--] engagements


"Was reading an academic article on Montaigne and Montesquieu's views of cruelty which they had discussed torture and "cruelty for cruelty's sake" and it is enlightening because many who believe in retributive justice just operate this way. Schadenfreude"  
[X Link](https://x.com/BigBreakfastLob/status/1704332503899636078)  2023-09-20T03:11Z [---] followers, [---] engagements


"From Montaigne's perspective even for the most evil offender against humanity (Eichmann) in the annals of history anything short of a painless death is cruelty"  
[X Link](https://x.com/BigBreakfastLob/status/1704332505900278000)  2023-09-20T03:11Z [---] followers, [--] engagements


"I love Stern and all but it is so emblematic of the problems of NYU (AND NYC) startup scene to invite a restaurant booking app acquired by AMEX [--] years ago for [--] million to speak to students. Give me someone boring like Pedersen"  
[X Link](https://x.com/BigBreakfastLob/status/1704978801380188258)  2023-09-21T21:59Z [---] followers, [---] engagements


"Okay fine Pedersen isnt really entrepreneur but last time we had a two sigma venture fund principal. What happened to them"  
[X Link](https://x.com/BigBreakfastLob/status/1704980284037349787)  2023-09-21T22:05Z [---] followers, [--] engagements


"I am not sure this is a decent way to read / interpret poetry. Really Unpeels - undress her poetry Why read it erotically at all"  
[X Link](https://x.com/BigBreakfastLob/status/1705064768531275954)  2023-09-22T03:41Z [---] followers, [--] engagements


"Guys I am born [--] years too early because I would 100% become the biggest mathcel you see with the help of chat. Although I shudder at the thought of seeing actual mathcels' HW. Spoiler: he was asked to prove Cantor-Schroder-Berstein theorem through direct construction"  
[X Link](https://x.com/BigBreakfastLob/status/1705075552527270110)  2023-09-22T04:24Z [---] followers, [--] engagements


"God math is so fun I wish it was as learnable [--] years ago as it is now"  
[X Link](https://x.com/BigBreakfastLob/status/1705081776928891158)  2023-09-22T04:49Z [---] followers, [--] engagements


"@PradyuPrasad The one on the left is so simple it is so difficult to be wrong. Also using GPT with maths is meant to be instrumental and not zero shot complete answer generation machine. Much better as a math converser try out this ideas rather than proof machine"  
[X Link](https://x.com/BigBreakfastLob/status/1705102286404350136)  2023-09-22T06:10Z [---] followers, [--] engagements


"Which of my mutuals are down to hang if I visit SF"  
[X Link](https://x.com/BigBreakfastLob/status/1705414985935982660)  2023-09-23T02:53Z [---] followers, [--] engagements


"I met someone at the French club [--] days ago and went up and talked to her for somehow straight up for an hour. Then we agreed on a dinner at a nice French restaurant today. Learned that shes half Ukrainian and half Jewish from Kyiv. How much W can I possible have"  
[X Link](https://x.com/BigBreakfastLob/status/1705752611280802220)  2023-09-24T01:14Z [---] followers, [--] engagements


"Exhibit [------] of writings on Neoliberalism. You can't just call the Fed trying to tame the inflation by raising FFR to 15%: "the Reagan administration and the IMF could impose their economic vision on the rest of the world" Like shut the fuck up please. Not sure IMF was happy"  
[X Link](https://x.com/BigBreakfastLob/status/1706384335157301317)  2023-09-25T19:05Z [---] followers, [--] engagements


"@petrifiedegg How do you know this Like do you just go taste Mimolette Cheese tasting You have the most obscure knowledge"  
[X Link](https://x.com/BigBreakfastLob/status/1706407558368415842)  2023-09-25T20:37Z [---] followers, [--] engagements


"French Admiral in Brazil casually asking Calvin to send theologians to settle religious disputes. What a moment in history"  
[X Link](https://x.com/BigBreakfastLob/status/1706457637506654248)  2023-09-25T23:56Z [----] followers, [---] engagements


"Didn't know you have a quite sweet multifactor fund with alpha for 0.55% expense ratio"  
[X Link](https://x.com/BigBreakfastLob/status/1706695517403516972)  2023-09-26T15:41Z [----] followers, [---] engagements


"Omg I fed this image into GPT4 Image mode and it transcribed it in its entirety. However a problem is that it can't vertically or upside down but only horizontally"  
[X Link](https://x.com/BigBreakfastLob/status/1707255717218914788)  2023-09-28T04:47Z [---] followers, [---] engagements


"Kozyrev (First FM of Russian Federation) was in love with 70s NYC (shithole it was except a few tall buildings) while as a junior staff member at the UN"  
[X Link](https://x.com/BigBreakfastLob/status/1708612342349431179)  2023-10-01T22:38Z [---] followers, [---] engagements


"Lmao this critique of Bill Browder out of everything is the most insane: how many ultra-rich in the world went through the laborious process to campaign for stronger enforcement and sanctions against human rights violators Make your arguments better embarrassing"  
[X Link](https://x.com/BigBreakfastLob/status/1708668270616744059)  2023-10-02T02:20Z [---] followers, [--] engagements


"Then there is this: "but since the [----] passage of the Magnitsky Act Russia hasnt become discernibly less corrupt or authoritarian . The alleged perpetrators of the tax fraud remain at large." Are we supposed to extra extralegally drone them on Russian territory Unserious"  
[X Link](https://x.com/BigBreakfastLob/status/1708668272332140984)  2023-10-02T02:20Z [---] followers, [--] engagements


"Feel like I may die unless someone dresses up Nicole Kidman with me in Eyes Wide Shut"  
[X Link](https://x.com/BigBreakfastLob/status/1708746959882748364)  2023-10-02T07:33Z [---] followers, [---] engagements


""King Ferdinand when he sent colonists to the Indies wisely provided that no students of jurisprudence should accompany them for fear that lawsuits might breed in this new world" Lmao"  
[X Link](https://x.com/BigBreakfastLob/status/1708952726414004660)  2023-10-02T21:10Z [---] followers, [--] engagements


"Montaigne goes up this extensive rant on the unnecessary complication of legal matters. Honestly he is right but how would I make money then"  
[X Link](https://x.com/BigBreakfastLob/status/1708954517214040320)  2023-10-02T21:18Z [---] followers, [--] engagements


"For those who are interested"  
[X Link](https://x.com/BigBreakfastLob/status/1709067631590793632)  2023-10-03T04:47Z [---] followers, [---] engagements


"@ScottPh77711570 Yeah saw that paper somewhere Also was listening to a founder on a podcast recently (maybe flirting with models Faber show one of the Quant ones). The founder just straight up said their .8 Sharpe was simply found by trading [---] markets"  
[X Link](https://x.com/BigBreakfastLob/status/1710158476293345545)  2023-10-06T05:02Z [---] followers, [--] engagements


"@ScottPh77711570 I still have in my heart the startup idea where the company lowers the barrier for CTAs to trade obscure markets (Chinese pork and PVC for example) probably takes quite a bit of execution and small sprinkle of flavor to get it done"  
[X Link](https://x.com/BigBreakfastLob/status/1710159023775838597)  2023-10-06T05:04Z [---] followers, [--] engagements


"@ScottPh77711570 I listen to these to sleep lol. Definitely need a review. So much alpha and insights in casual convo"  
[X Link](https://x.com/BigBreakfastLob/status/1710159677303017859)  2023-10-06T05:06Z [---] followers, [--] engagements


"@ScottPh77711570 Yep For those who dont have access to Mulavney this will do"  
[X Link](https://x.com/BigBreakfastLob/status/1710161176758231108)  2023-10-06T05:12Z [---] followers, [--] engagements


"Maybe it is my foreignness to the language but mein Schatz doesn't have the same kick as my darling and ma cherie"  
[X Link](https://x.com/BigBreakfastLob/status/1710162407945801860)  2023-10-06T05:17Z [----] followers, [---] engagements


"And this farmers market set the foundation for all subsequent markets. The fact that laws are created to standardize weights for everyone who was trading so nobody gets cheated on when trading fruits and grains"  
[X Link](https://x.com/BigBreakfastLob/status/1710406260535795984)  2023-10-06T21:26Z [---] followers, [--] engagements


"Its so basic and simple and transparent like water but the point being is that you cant have a decent economic system if everyone fucks you over during trading. Low trust very bad. Then theres substantial information cost search cost enforcement cost"  
[X Link](https://x.com/BigBreakfastLob/status/1710410640093823029)  2023-10-06T21:44Z [---] followers, [--] engagements


"Even God mourns the demise of Gaulish and Frankish"  
[X Link](https://x.com/BigBreakfastLob/status/1710411347328909316)  2023-10-06T21:46Z [---] followers, [---] engagements


"@MarcDavidLoeb Technically its a class on Ancient Greek economy and flourishing but we approach it from a 21st century institutional perspective. We read the entirety of Ober and many many other primary documents (Athenian constitutions secondary sources on Athenian courts)"  
[X Link](https://x.com/BigBreakfastLob/status/1710529993082581408)  2023-10-07T05:38Z [---] followers, [--] engagements


"Furthermore they are not only islamophobic but also discriminate against the poorly developed countries because a nations developmental status reflects the collective virtues of the nation and the race. At least they respect Israel for winning Yom Kippur war"  
[X Link](https://x.com/BigBreakfastLob/status/1710878049917411789)  2023-10-08T04:41Z [---] followers, [---] engagements


"We are allergic to looking strong because we want global dominance while not wanting a single American to die from such commitments and also respect international law. We dont even have the resolve to bomb Azerbaijan forced with B-2 (practically as safe as it gets). Oh well"  
[X Link](https://x.com/BigBreakfastLob/status/1710880475760169454)  2023-10-08T04:51Z [---] followers, [---] engagements


"@SipOfKoKo They dont have the instruments nor political will to effectively wage war I think"  
[X Link](https://x.com/BigBreakfastLob/status/1710894432432660634)  2023-10-08T05:46Z [---] followers, [--] engagements


"Are they really going to shell the city They have done it before but really "On November [--] [----] IDF shelling in Beit Hanoun killed or mortally wounded [--] Palestinians and wounded at least [--] more all of them civilians.This incident led to a moratorium on artillery fire""  
[X Link](https://x.com/BigBreakfastLob/status/1710895615134109742)  2023-10-08T05:51Z [---] followers, [---] engagements


"They may have the political resolve to do it but holy fucking God it will be bad"  
[X Link](https://x.com/BigBreakfastLob/status/1710895747946729494)  2023-10-08T05:51Z [---] followers, [--] engagements


"@GMomurder @sanguoromcom Yes but civilians are not held hostages by Israel for purposes of political bargaining No where is IDF the scale of airstriking [---] innocent Gazans in one go with no combatants or military infrastructure in the area"  
[X Link](https://x.com/BigBreakfastLob/status/1711240492938080259)  2023-10-09T04:41Z [----] followers, [---] engagements


"There was no such thing as Palestinians"  
[X Link](https://x.com/BigBreakfastLob/status/1711630471476416729)  2023-10-10T06:31Z [----] followers, [---] engagements


"Among the Southerners during the Civil War no one was as passionately in favor of slavery as the women; I will let you guess where is this passage from"  
[X Link](https://x.com/BigBreakfastLob/status/1711630924687773847)  2023-10-10T06:33Z [---] followers, [--] engagements


"Let me be a prick for a second: What is the problem with excluding unreasonable citizens from participating in civil society "The use of political power must fulfill a criterion of reciprocity: citizens must reasonably believe that all citizens can reasonably accept . ""  
[X Link](https://x.com/BigBreakfastLob/status/1712631925020455279)  2023-10-13T00:50Z [----] followers, [---] engagements


"The more I study history of institutions development and economic growth the more I am convinced a country is a poor is because it had absolutely shit luck. Unless you are a personal dictator and especially enlightened you are forced to govern a country with some fuck ups"  
[X Link](https://x.com/BigBreakfastLob/status/1713402639428296968)  2023-10-15T03:53Z [----] followers, [---] engagements


"@karolkarpinski @AzorInfo Karol we are both standing at this hour But by the time I wake up the dust will be settled"  
[X Link](https://x.com/BigBreakfastLob/status/1713803253014515860)  2023-10-16T06:25Z [---] followers, [--] engagements


"My worst impulse is to call people the r-word"  
[X Link](https://x.com/BigBreakfastLob/status/1714341754344747305)  2023-10-17T18:04Z [---] followers, [---] engagements


"Peaceful solution: try entirety of Hamas and Israel cabinet with Bibi at ad-hoc military tribunal for crimes against humanity"  
[X Link](https://x.com/BigBreakfastLob/status/1714342372023124368)  2023-10-17T18:07Z [---] followers, [---] engagements


"Maybe Global South countries should know the basic principles of international law (invasion is illegal) and moral principle of causing mass suffering for the sake of empire is wrong without US trying to teach and convince them the ABCs of humanity. And Biden is doing very well"  
[X Link](https://x.com/BigBreakfastLob/status/1714814493660680419)  2023-10-19T01:23Z [---] followers, [---] engagements


"Best thing written by Engels by a long shot"  
[X Link](https://x.com/BigBreakfastLob/status/1715978796313035151)  2023-10-22T06:30Z [---] followers, [---] engagements


"@bengrossbg What is even the [----] left Not even a marginalized political force in foreign policy. Academics through and through. Domestically occupy Wall Street which led nowhere policy wise. Income inequality platform etc etc"  
[X Link](https://x.com/BigBreakfastLob/status/1716195800353493329)  2023-10-22T20:52Z [---] followers, [---] engagements


"@bengrossbg I don't think it is necessarily performative but it was certainly less loud and outright justification for killing of civilians for a political cause would have certainly been less frequent in the past. Also more pseudo-intellectual participation = more performativity"  
[X Link](https://x.com/BigBreakfastLob/status/1716200126014705992)  2023-10-22T21:09Z [---] followers, [--] engagements


"NYU students demand all power to the Soviets. How can anyone deny the transfer of all power to the Soviets Such apposition means nothing but renouncing democracy"  
[X Link](https://x.com/BigBreakfastLob/status/1716298023930564645)  2023-10-23T03:38Z [---] followers, [---] engagements


"@DukakisDude Lenin always writes short propaganda that are fun to read and often compelling (given the historical circumstances). Reading primary source on Russian history isn't as boring because of him lol"  
[X Link](https://x.com/BigBreakfastLob/status/1716299129519804567)  2023-10-23T03:42Z [---] followers, [--] engagements


"There is no political philosophy after Rawls; it has been solved. Over. Joeover: Government officials and candidates for high office should explain their foreign policy positions to other peoples in terms of the principles and values of the law of people "  
[X Link](https://x.com/BigBreakfastLob/status/1716315575993954408)  2023-10-23T04:48Z [---] followers, [---] engagements


"@karolkarpinski Petit-bourgeoisie - PiS voter What historical circumstance made it such that eastern Poland would foster small private enterprises post Soviet"  
[X Link](https://x.com/BigBreakfastLob/status/1716867486476612053)  2023-10-24T17:21Z [---] followers, [--] engagements


"This is just imbecile behavior from Noah (not entirely unexpected). Also DEI griftors didn't pass an exam that held monopoly on government positions neither did the failures among them create Taiping Heavenly Kingdom"  
[X Link](https://x.com/BigBreakfastLob/status/1717239455365333482)  2023-10-25T17:59Z [---] followers, [---] engagements


"@pansareV Short term probably yes [--] year long horizon probably not"  
[X Link](https://x.com/BigBreakfastLob/status/1717593186359484700)  2023-10-26T17:25Z [---] followers, [--] engagements


"Soros bucks strike again. Soros bucks theory of history. Anyways I cant deal with those people in Instagram. Usually a block right away its not like your family will contribute to my future fund AUM anyways"  
[X Link](https://x.com/BigBreakfastLob/status/1717600872639697179)  2023-10-26T17:55Z [---] followers, [---] engagements


"Though the stupid answer is actually that Japanese aren't xenophobic in the European way but more subtle way that don't show up on votes. Also median voter etc etc"  
[X Link](https://x.com/BigBreakfastLob/status/1718038761496293643)  2023-10-27T22:55Z [---] followers, [--] engagements


"Also immigrants are substantially from East Asia sharing cultural affinity it is like the Czechs moving to Poland or slightly bigger difference where the Germans move to France. Compared to Syrians moving to Germany"  
[X Link](https://x.com/BigBreakfastLob/status/1718039093731328147)  2023-10-27T22:56Z [---] followers, [--] engagements


"I cant do this anymore. Who does the autocorrect think I am"  
[X Link](https://x.com/BigBreakfastLob/status/1718171101774147787)  2023-10-28T07:41Z [---] followers, [---] engagements


"Central Park today :)"  
[X Link](https://x.com/BigBreakfastLob/status/1718361871810474366)  2023-10-28T20:19Z [---] followers, [---] engagements


"I must admit Proust is among the most difficult novelist I have read to comprehend fully. The intricacy of Parisian bourgeoisie social life several pages length on the philosophy love in the middle of a narrative and a description of a random woman can go on for an entire page"  
[X Link](https://x.com/BigBreakfastLob/status/1718375901296030077)  2023-10-28T21:15Z [---] followers, [---] engagements


"Yeah I am not sure to what extent is it useful to characterize St.Petersburg liberals who work in offices and economically dubious and under-developed Dagestanis (Caucasians) to be both "Russians". Political culture outside of elites in Russia is pure vibes per Dev"  
[X Link](https://x.com/BigBreakfastLob/status/1718772818127589574)  2023-10-29T23:32Z [---] followers, [---] engagements


"How many people genuinely believed in East Turkestan national movement outside of few fundamentalists Also it is the case Xinijang has been the imperial border and frontier for several hundred years much easier to repress a weak subject than to "  
[X Link](https://x.com/BigBreakfastLob/status/1719618000527962515)  2023-11-01T07:30Z [---] followers, [--] engagements


"co-exist with a neighbor living in the backyard on 'forcefully taken' land and which mutually seek total destruction of another with fundamentalist narratives. Religious fundamentalism to justify bloodshed is surest signature of a retardation in civilizations"  
[X Link](https://x.com/BigBreakfastLob/status/1719618001790546293)  2023-11-01T07:30Z [---] followers, [--] engagements


"@Nicholas_Meyers Systematically speaking $AUEIX has 12% CAGR with 22% max DD past decade. I think this is the best we can do without giving too much into selection bias and reasonable posthoc stuff. I will take [----] MAR strategy anyday"  
[X Link](https://x.com/BigBreakfastLob/status/1719941522185916928)  2023-11-02T04:56Z [----] followers, [--] engagements


"Absolutely insane I can't find ramps leaves or wild garlic leaves necessary for a recipe I am slightly disturbed Dried ones don't hit the same I suppose"  
[X Link](https://x.com/BigBreakfastLob/status/1720541874702651885)  2023-11-03T20:42Z [---] followers, [---] engagements


"France enacted its income tax only on July 1917"  
[X Link](https://x.com/BigBreakfastLob/status/1720585236776358045)  2023-11-03T23:34Z [---] followers, [---] engagements


"French trade deficit during the Great War"  
[X Link](https://x.com/BigBreakfastLob/status/1720639086824681612)  2023-11-04T03:08Z [---] followers, [---] engagements


"R-word worthy: While her work brings Indigenous references to a broader American art tradition O'Keeffe has drawn criticism for depicting the Southwest as an untouched secluded region thus occluding the specific perspectives of her Native American and Hispano neighbors"  
[X Link](https://x.com/BigBreakfastLob/status/1720934613202157941)  2023-11-04T22:42Z [----] followers, [---] engagements


"Jesus Christ I would be devastated: His lack of financial acumen was noted years earlier by Clemenceau who reportedly commented "My finance minister is the only Jew in Europe who knows nothing about money.""  
[X Link](https://x.com/BigBreakfastLob/status/1721330026786750638)  2023-11-06T00:53Z [---] followers, [----] engagements


"Poland has always been richer than Russia overall minus selective war periods because in urban areas it is better developed and urbanized (Warsaw Krakow if you count Free City of Krakow) and among the industrialized areas everyone was piss poor"  
[X Link](https://x.com/BigBreakfastLob/status/1721423987928932662)  2023-11-06T07:07Z [---] followers, [---] engagements


"Thanks to Dev for figure [--]. Figure [--] from a [----] Paper: Economic growth on the periphery: estimates of GDP per capita of the Congress Kingdom of Poland (for years 18701912)"  
[X Link](https://x.com/BigBreakfastLob/status/1721425764732530918)  2023-11-06T07:14Z [---] followers, [---] engagements


"@chheinzel So your point is that it is better to compare Warsaw v. Moscow"  
[X Link](https://x.com/BigBreakfastLob/status/1721428047012720942)  2023-11-06T07:23Z [---] followers, [--] engagements


"@chheinzel I think they defined Imperial Russia as its [----] border (but I don't really think anywhere east of Yekaterinburg and in the Steppes is probably impossible to estimate). But also whatever that came much later (O&G) is booked in the 1930s. Congress Poland still richer probably"  
[X Link](https://x.com/BigBreakfastLob/status/1721431248634048961)  2023-11-06T07:36Z [---] followers, [--] engagements


"The elites dont want you to know this but you can just casually borrow a [---] years old book without any collateral"  
[X Link](https://x.com/BigBreakfastLob/status/1721656930341470391)  2023-11-06T22:32Z [---] followers, [---] engagements


"Sad to hear this. Anyone can enlighten me what sort of legal issues did the organization face that it is this financially crippling"  
[X Link](https://x.com/BigBreakfastLob/status/1721710253346103498)  2023-11-07T02:04Z [---] followers, [---] engagements


"According to The Wall Street Journal Neumann chartered a Gulfstream G650 for a trip from the United States to Israel during the summer of [----]. Neumann and his friends spent much of the flight smoking marijuana "  
[X Link](https://x.com/BigBreakfastLob/status/1722070356226126048)  2023-11-08T01:55Z [---] followers, [---] engagements


"Anyone who stays in the library longer than I am is an insufferable lifeless nerd and anyone who stays in it lesser than I am is a careless and irresponsible student on the verge of failing"  
[X Link](https://x.com/BigBreakfastLob/status/1722084461066547299)  2023-11-08T02:51Z [---] followers, [---] engagements


"Its always the meme positions that I leave in my retirement account that blows up Largest meme is still $PBR"  
[X Link](https://x.com/BigBreakfastLob/status/1722317564359876987)  2023-11-08T18:18Z [----] followers, [---] engagements


"Talked to a very interesting and religious Palestinian which she despised Ataturk for banning the hijab and compelled prayers to be in Turkish and was glad Erdogan made Hagia Sophia in a mosque. Understanders how religious is she Any Christians mourning the loss of Latin Mass"  
[X Link](https://x.com/BigBreakfastLob/status/1722506368144347173)  2023-11-09T06:48Z [---] followers, [---] engagements


"YOUR BUSINESS WITH GENOCIDE AS A TAXPAYER OF US GOVERNMENT. Some NYU students are deeply retarded"  
[X Link](https://x.com/BigBreakfastLob/status/1722684778774729069)  2023-11-09T18:37Z [----] followers, [---] engagements


"I suggest the armed overthrow of NYU administration directing the genocide"  
[X Link](https://x.com/BigBreakfastLob/status/1722689182450037108)  2023-11-09T18:54Z [----] followers, [--] engagements


"Not enough people on this corner of twitter mention ETH Zurich PhD - HF and Geneva Masters- Glencore pipeline"  
[X Link](https://x.com/BigBreakfastLob/status/1723581490099867931)  2023-11-12T06:00Z [---] followers, [---] engagements


"Honestly hilarious that a contemporary ballet / experiments ballet that was produced a decade ago in France has been flagged for copyright issues (and the copyright is by Times Warner Bros in RUSSIA AND BELARUS) garbage algo as usual"  
[X Link](https://x.com/BigBreakfastLob/status/1723586197782499373)  2023-11-12T06:19Z [---] followers, [---] engagements


"I am probably too r-word for macro and theory anyway. Inject applied micro and novel identification strategy into my veins any day. Let's take the con out of econometrics"  
[X Link](https://x.com/BigBreakfastLob/status/1724638164466155522)  2023-11-15T03:59Z [---] followers, [--] engagements


"I dont think BABA is the way it is today because its a retailer but because the brief optimism of Chinese economy early [----] is thoroughly crushed by the Shanghai crackdown of [----]. You dont know the general pessimism of the petit bourgeois and capitalist class"  
[X Link](https://x.com/BigBreakfastLob/status/1725365524207489313)  2023-11-17T04:09Z [---] followers, [---] engagements


"Started positions in $MTCH and $BABA. Expecting diplomatic incident with China and everyone living a happily ever after marriage from today"  
[X Link](https://x.com/BigBreakfastLob/status/1725594730346520873)  2023-11-17T19:20Z [---] followers, [---] engagements


"This scenario is looking increasingly to be true. The axed their future. Legitimately will be deprived of human rights in SF"  
[X Link](https://x.com/BigBreakfastLob/status/1726098937101385829)  2023-11-19T04:43Z [---] followers, [---] engagements


"Generalist L/S equity coverage can be intensely consuming I have found if you want to be sufficiently detailed. Not as cookie cutter as any other field. Understanding earnings is fundamentally a problem of information and judgment"  
[X Link](https://x.com/BigBreakfastLob/status/1726803580076888288)  2023-11-21T03:23Z [---] followers, [---] engagements


"Imagine you want to long a Gabon oil field thats dirt cheap and take it off from someone elses hand you would ideally fly into Gabon to talk to the politicians on the ground and bribe them a little to understand how politics operate there. Also applies to commodity trading"  
[X Link](https://x.com/BigBreakfastLob/status/1726803581658120625)  2023-11-21T03:23Z [---] followers, [--] engagements


"Well imagine being autistic enough to learn about small aircraft manufacturing supplier based in Bama and fly there to talk to the [--] man boss who did not go to Stanford-Wharton and learn the industry and the business from the ground up"  
[X Link](https://x.com/BigBreakfastLob/status/1726804237710135437)  2023-11-21T03:26Z [---] followers, [--] engagements


"Also Hindenburg muddy water style short-selling. Although generally you would need to be from a developing country and speak a second and third language with fluency + all the soft requirements like HYPSM and unusual degree of autism which really isnt up to you to decide"  
[X Link](https://x.com/BigBreakfastLob/status/1726804656775721367)  2023-11-21T03:28Z [---] followers, [--] engagements


"For example does your analysis include and correctly predicted that tails I win and heads I win Doesn't matter who is couping I am winning"  
[X Link](https://x.com/BigBreakfastLob/status/1726805023605100615)  2023-11-21T03:29Z [---] followers, [--] engagements


"Is Tencent higher quality business than BABA Also lmao at the U.S. market exposure. Trading on pure vibes"  
[X Link](https://x.com/BigBreakfastLob/status/1726816372263641408)  2023-11-21T04:14Z [---] followers, [---] engagements


"It is only a Tuesday and my professor again mentioned his wife (the one argued in front of 2nd circuit) worked on civil suits against Swiss banks on behalf of Jewish victims for appropriating their funds following the war"  
[X Link](https://x.com/BigBreakfastLob/status/1727044789315756280)  2023-11-21T19:22Z [---] followers, [---] engagements


"Slowly thinking I am an inferior human being because I didnt meet my wife at Yale during undergrad years"  
[X Link](https://x.com/BigBreakfastLob/status/1727045437235065230)  2023-11-21T19:24Z [---] followers, [--] engagements


"We should threaten the use of sanctions more often actually. Hungary should be next"  
[X Link](https://x.com/BigBreakfastLob/status/1727046199713452416)  2023-11-21T19:27Z [---] followers, [---] engagements


"It is genuinely a cultural issue that middle income American families (the richest middle class in the world) prepare such detestable and mediocre food with incomprhensible level of enthusiasm and willingness. And it isnt even about the tasty food cost more.They genuinely dont"  
[X Link](https://x.com/BigBreakfastLob/status/1727097184959521228)  2023-11-21T22:50Z [---] followers, [---] engagements


"Every recorded interlocutor in Athens is remarkably eloquent. It cant be the case everyone of them is that way. Selection effect or is their education that much better There were rhetoricians and sophists as well. The orators also faced reputational cost if they sounded dumb"  
[X Link](https://x.com/BigBreakfastLob/status/1727184070373974466)  2023-11-22T04:35Z [---] followers, [---] engagements


"@hypoallergen1c Be the change you want to see. Set up DSA Toronto"  
[X Link](https://x.com/BigBreakfastLob/status/1727202902870225392)  2023-11-22T05:50Z [---] followers, [---] engagements


"Lowest hanging fruit for effectively reducing the borrowing cost is the gov spend $100 million in Ads in next [--] months to advertise its terms rates across the curve and hire [--] 10x autistic engineers to revamp the treasury direct website"  
[X Link](https://x.com/BigBreakfastLob/status/1727633242897994108)  2023-11-23T10:20Z [---] followers, [---] engagements


"99% of Americans dont track rates daily. Also slap on a capital gains tax break on = [--] years we will have 3% funding in no time. Fed can QT much more effectively"  
[X Link](https://x.com/BigBreakfastLob/status/1727636227476570290)  2023-11-23T10:32Z [---] followers, [--] engagements


"@RhadamisteX @ZichenWanghere Honestly no idea. I think the exclusion of Poland doesnt make sense the most. Northern Europe wise I can easily see why. @karolkarpinski any speculation on Poland"  
[X Link](https://x.com/BigBreakfastLob/status/1728007503001084135)  2023-11-24T11:07Z [---] followers, [---] engagements


"I have been watching more Soviet films lately and its easier to conclude that the extent of mainland Chinese film cultural export is so incredibly weak that it nowhere compares to the Soviets from 60s-80s. Unfortunate"  
[X Link](https://x.com/BigBreakfastLob/status/1728371108670521505)  2023-11-25T11:12Z [---] followers, [---] engagements


"Incredible methodology and JMP. Least insane Berkeley Econ PhD student"  
[X Link](https://x.com/BigBreakfastLob/status/1729294779781956028)  2023-11-28T00:22Z [---] followers, [---] engagements


"Do you think I will be contacted and trained by the CIA and State department in advance if I were to apply to Schwarzmann as an American Non-trivial chance this happens"  
[X Link](https://x.com/BigBreakfastLob/status/1730554409203954159)  2023-12-01T11:48Z [---] followers, [---] engagements


"Slowly starting to think he may be a rhetorician and a sophist on surface . Anyone with a bloomie can spare where the [----] Overseas note trading at for Argentina Also how can they issue 1.5% yield denominated in USD lol Who subscribes to that shit"  
[X Link](https://x.com/BigBreakfastLob/status/1730594969289642417)  2023-12-01T14:29Z [---] followers, [---] engagements


"Meanwhile Fed's macroeconomic theory: we will raise rates until the data says we need to stop raising rates"  
[X Link](https://x.com/BigBreakfastLob/status/1730631046322921927)  2023-12-01T16:52Z [---] followers, [--] engagements


"Meanwhile Cochrane in [----] writing a paper saying that interest rate probably doesn't influence inflation as much as we think it does. Also it is the 21st century why do we still pretend VAR is anyway valid It is as valid as Granger causality"  
[X Link](https://x.com/BigBreakfastLob/status/1730634021502079480)  2023-12-01T17:04Z [---] followers, [--] engagements


"They dont make politicians like this anymore"  
[X Link](https://x.com/BigBreakfastLob/status/1730897966133653795)  2023-12-02T10:33Z [---] followers, [---] engagements


"@Yaaqov_ All this advanced philosophizing and IDFs poasting and propagandas department still in the gutters"  
[X Link](https://x.com/BigBreakfastLob/status/1731106295955017929)  2023-12-03T00:21Z [---] followers, [---] engagements

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