Married w/ 6 kids. Ex Valuewalk CEO. Currently @HedgeFundAlpha. Claude Code obsessed Luddite, machine learning newbie, MENA & WW2 expert DMs open (no sales)
Passaic Park via Monsey
Joined April 2012
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Some people need to look to sports or actors for heroes, I was lucky that mine practically lived in my house
My first substack ever on my grandfather’s journey from 1939-1946 from the Gulag to the Red Army
jacob Wolinsky retweeted
Founder work-life balance is just forgetting you have a family while making sure everyone knows how hard you work.
jacob Wolinsky retweeted
They’re all so close to getting it
jacob Wolinsky retweeted
This is a wonderful idea! Anthropic, if you IPO in the EU, I will personally throw in 15 carbon credits and a €250 entrepreneurship grant
jacob Wolinsky retweeted
Netanyahu making a unity government with the Arabs would be the funniest thing that has ever happened
What if Netanyahu’s boldest Zionist move was inviting Mansour Abbas into his government?
The Land of Israel is ours. True sovereignty means having nothing to fear from Arab partnership.
tabletmag.com/sections/israe…
Yes….
if there is anyone who wants Germany to invade Poland it’s *squints*
The Jews
jacob Wolinsky retweeted
“Man, this election stuff is crazy, let’s see how the rest of the Levant is doing today”
The rest of the Levant:
jacob Wolinsky retweeted
It’s 9am on a Tuesday, ten weeks after closing on a small pool maintenance and repair company.
You’re standing at the edge of a large commercial customer’s pool looking at green and black algae growing up the walls. The property manager is explaining, for the third time, that the algae was not there when the old owner ran the company.
Your phone rings. It’s Brad, the plumber three units down in your warehouse complex.
“Hey, your garbage just exploded. And there’s a weird smell out here.”
The shop is two minutes away. You tell the property manager you’ll call her back and you’re in the truck before she can answer.
You turn onto the street behind your shop and there’s a haze hanging over the warehouse strip. It’s drifting toward the houses behind it.
At the stop sign you google “can chlorine gas kill you.”
Yes.
You google “how much chlorine gas is fatal.”
You don’t love the answer.
You pull in and stand in the parking lot with your thumb over 911. If you call, they evacuate the neighborhood and your company name is on the 6 o’clock news. If you don’t call and somebody’s grandma ends up on a ventilator, it’s worse.
You call the old owner. Twenty years in the business. He’ll know.
“Huh. I don’t know. You should really get that CPO certification. Good luck.”
Click.
The cloud is starting to thin out. You pull up the security cameras and scroll back to when the guys loaded out. There’s Mitch getting his truck ready for the day, cleaning out his skimmer baskets. He dumps the wet leaves into an empty chlorine bucket, screws the lid on tight, tosses it in the dumpster, and drives off to his first stop.
You fast forward.
The bucket launches out of the dumpster like a mortar round. A cloud rolls up and over the fence.
You watch it three times.
Mitch doesn’t have his CPO either. Neither of you knew that a little leftover chlorine powder, wet leaves, and a tight lid make the thing they banned after World War I.
You think about the SBA loan. Your signature on the personal guarantee. The guy on YouTube who said pool routes are “the most passive business in America.”
You google “liability for chlorine gas release in a residential neighborhood.”
Then “does an LLC protect you from chemical weapons.”
Then you clear your search history.
The property manager texts: “Any update on the algae?”
Mitch texts: “hey boss can I leave early tomorrow”
It’s 9:20. Passive income.
jacob Wolinsky retweeted
This is what genocide looks like.
A large and devastating urban battle against the people who planned to do this again, unpleasant though it might have been, is not genocide.
The only similarity between Gaza and the Warsaw Ghetto was the Jews being held there against their will.
Remember that when the enemy makes that comparison, they don’t actually think it’s true.
They’re just trying to strip away the moral authority Jews acquired from the Holocaust and mark us for violence.
That’s the only reason they ever use the word Nazi. Nazism as an ideology was primarily distinguished by its obsessive eliminationist intention towards the Jews. Everything they didn’t like was seen as downstream of Jews.
Therefore, whoever is most like the Nazis in any given situation is whoever is most hostile to Jews, regardless of whatever their other beliefs are.
jacob Wolinsky retweeted
Remember that Jim Simons was in his 50s when he started the Medallion Fund.
So if you haven’t “made it” in trading yet, don’t worry.
As long as you’ve made fundamental, groundbreaking contributions to pure math and theoretical physics in your 30s and 40s, there’s still a chance for you!
Soros Fund Management launched when George Soros was 43. Julian Robertson didn’t start Tiger until he was 48. Jim Simons was 50 when he started the Medallion fund. By pretty much any measure, these three belong in the top 5 or 10 best hedge fund managers ever. Things to keep in mind if you haven’t hit your stride by ~30.
This was always fairly obvious; the question is how to make money off of it. I don't know, I just bought the ETF HACK.
But there's a lot of money to be made. The winners here could see Nvidia-type returns and market cap, because every company in the world needs cyber defense.
There is a much larger market than even those who need GPUs. From your local barber shop to Nvidia itself, to governments, to institutions, every single entity with websites or databases, etc., is going to need cyber defense solutions.
jacob Wolinsky retweeted
I have no doubt that cyber security will be a multi trillion dollar industry in the coming years and Ai will be a massive boon to it
jacob Wolinsky retweeted
Jordan has proven to be the best place in the modern Arab world for native non-Muslim minorities living in their ancestral homelands under Muslim rule.* That is very much to the credit of the country, its leadership, and the way they govern.
Let’s be honest, though: this is not the product of any uniquely tolerant features of Jordanian society that set the country apart from the rest of the region. The considerable degree of acceptance and coexistence there is a consequence of the nature of Hashemite rule, and it is conditional on its persistence.
Otherwise, a significant share of Jordan’s population has Islamist leanings, and the Muslim Brotherhood has traditionally been one of the country’s largest organized opposition movements. If Hashemite rule were ever to end, or the monarchy were reduced to a largely ceremonial role, it is the Islamists waiting in the wings, people like Dr. Eyad, who would be best positioned to take power.
They would not necessarily persecute Christians, to be sure, and nothing in his statement suggests that they would. Yet, they would call them by the classical Islamic term Nasara, which many Christians find demeaning (much as Black Americans would not appreciate being called the N-word). And they would treat them not as equal citizens, but as belonging to a subordinate category of protected subjects. Dr. Eyad calls them musta’minin (مستأمنين), though the term more familiar to Western audiences is dhimmis.
Jordanian Christians do not say this openly, but this is precisely why they do not put all their eggs in the Jordanian basket. Many send their children abroad for education and work, while those with the means often seek and secure foreign citizenship. (@DalrympleWill wrote about a similar practice among Syrian Christians in the 1990s in From the Holy Mountain.)
(*Lebanon is, in fact, the best place in the Arab world for native non-Muslims, but it has a unique history and political model. It was established with a Christian majority and a political order that granted each community internal autonomy and a share in the sovereignty of the state. No single community, therefore, lives under the mercy or rule of another.)
الاعتداء الآثم على النصارى في الكنيسة في الكرك عملٌ غير مسبوق في هذا البلد، ونسأل الله أن يكون الأخير من نوعه.
المسلم لا يؤذي مستأمِناً يعيش معه مستأمنا إياه على نفسه وماله وعرضه،
و (المسلم من سلم الناس من لسانه ويده) كما قال نبينا ﷺ.
من كان غيوراً على الدين بحق فلْيَدْعُ جيرانه ومعارفه وأبناء بلده ممن هم على غير ملة الإسلام إلى دين الله تعالى، وليحبب إليهم دين الله بحسن خلقه وعدله، وليتَّقِ الله فيهم ولا يتجاوز أمره سبحانه.
(لا ينهاكم الله عن الذين لم يقاتلوكم في الدين ولم يخرجوكم من دياركم أن تبروهم وتقسطوا إليهم إن الله يحب المقسطين)
أما هذا العدوان بغير حق فإفساد للدين والدنيا.
ولا حول ولا قوة إلا بالله.
jacob Wolinsky retweeted
Remember that time when all of Hezbollah's pagers exploded, so they switched to walkie-talkies instead?
Then the walkie-talkies started exploding too, so Nasrallah resorted to calling an in-person meeting.
Then an airstrike yeeted everyone at the meeting?
That was hilarious.
jacob Wolinsky retweeted
The most powerful man of Syrian descent in the world isn’t Al Sharaa, it’s Eyal Zamir, IDF Chief of Staff.
As it happens, he’s also the most powerful man in Syria.
I’ve noticed that out of all the Mizrachim, Syrian Jews have the most complicated and conflicted relationship with their former country.
Moroccan Jews still like Morocco. Iraqi Jews despise Iraq with a passion. Iranian Jews hate the IR but are diehard Iranian nationalists.
With Syrian Jews though it’s more complicated. They were the first Syrians to be persecuted by other Syrians for being the wrong kind of Syrian- but then LOTS of Syrians ended up being persecuted by other Syrians for being the wrong kind of Syrian.
So there’s really no point in being vindictive about it anymore.
On one hand Jews can understand the minority communities who found themselves on the side of the authoritarian state to protect themselves from Sunni religious and political domination.
But on the other hand we can understand the Sunnis perspective of then living under a dictatorship that distrusted them on a sectarian basis.
At some point in our history we have been in both of these situations.
That being said, I don’t know many Syrian Jews who have any interest in going back, even if some of them do still hold an affinity for the place.
2,000 years of Jewish life in Syria has ended, because Syrians wanted it to. One of countless ancient Jewish communities wiped out by their own neighbors over just a few decades.
I know Syrians who do truly wish they still had their Jewish community. They’d really come in handy right now. But that ship really has sailed, and we’d all be better served by moving on.