Pinned Tweet
Living a fulfilling life can be consolidated to four key pillars:
Family- Family, spouse, kids
Community- Friendships, community, philanthropy
Goals & Entertainment- Fulfilling career, hobbies
Health- Exercise, diet, nature/conditions
Well said. Also, writing = aggregating & distilling your thoughts
Quite often I am writing about something & I realize my idea/belief/premise/etc is not sound or needs more work... BECAUSE I am thinking about it deeply
Some AI writing is fine to summarize/optimize/proofread/etc
In Chitown for 🎃
-Always forget how clean it is
-Prices about the same as rest of Midwest
-So busy but never crowded?
-Feels a bit less intellectually stimulating vs nyc, just from overheard convos
-PE hub which is kinda boring
-Lots of couples & ppl w dogs?
Sorry to all but deleting the thread on the FT screenshots. IMO it was misleading & getting too big, my fault. The article mostly about how big tech strength + labor reductions post-covid = > productivity gains, & likely not *conclusively* AI
Article: ft.com/content/7f27aa5f-5994…
To everyone following me from the post that went viral with ft screenshots- I just tweet about regional banks, foreign airlines and random stocks. Sorry to disappoint 🫠
FYI everyone reading: my initial post is misleading, the article is opining that productivity boost is *likely* strength from bigtech + labor reductions and *not* directly AI
I honestly posted the pics before even finishing reading bc I thought it was so interesting- sorry all!
This is getting a lot of attention so for everyone seeing this the main point from the article was that it’s likely from tech strength continuing mixed with labor reduction post covid, *NOT* AI
My initial post title was somewhat misleading in that respect
This quoted post is unavailable.
Wonder if $SNCY was secretly doing this?
Well well well: The airline former Sun Country CEO Jude Bricker is reportedly buying is Omni Air International, a wet lease and charter operator ... which has come under fire - repeatedly - for operating ICE deportation flights.
freightwaves.com/news/omni-a…
Repeat after me:
Markets are not normally distributed.
These events are expected over time.
Study chaos theory.
BREAKING: Brazil's -19.8% stock market crash on Monday was one of the rarest market events in the last two decades, according to our analysis.
Brazil's EWZ ETF plunged -19.8% on October 26th, marking an 8.4 standard deviation move.
For context, the ETF's average daily move over the last 20 years has been just +0.04%, with a standard deviation of 2.36%.
Under a normal distribution, the probability of a decline this extreme is approximately 1 in 58 quadrillion.
In other words, this event should be virtually impossible under conventional statistical models.
What just happened in Brazil was *almost* impossible.
Dario think there is a scenario where we have 10% gdp growth, a balanced budget, and 20% unemployment.
Insanely stupid take
You Can See Everything was expectedly excellent & still was well above my expectations going in
It is alarming & eye-opening to see the psychology of someone like that up close. It is sad, but it’s human nature & important to see
Great documentation and questioning throughout
Oil spiking & tech selling off, meanwhile…
-France 10y yield up 8bp to cycle high of 5.07%, zero gdp growth
-US 10y yield down 14bp to 5%, +2% gdp growth
IMO it’s safe to say deficits are not what are really driving the higher real yield hurdle rate in US bonds