Antíthetos
@AntithetosCptl
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än-ti-THetos/. adj. Origin: from Greek 'opposite' or 'contrary'. Constituting or marked by investing in mispriced assets against prevailing market trends.
Earth
Joined July 2022
If price discovery was an animal spirit, it would be on the endangered species list.
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Said it before and will say it again. The Linux / Windows era was different. LLM's / GenAI is Open Source's moment. But with a capital B, if Open Source cannot proliferate under these conditions, then it never will.
"Research shows that 58% of organizations now use open-source components in at least half of their AI/ML projects, with 34% using them in three-quarters or more of their initiatives."
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Turn old photos into videos and see friends and family come to life. Try Grok Imagine, free for a limited time.
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China tech continues to outperform U.S. tech and MAG7.
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If your go-to in Chess is to force a draw using a threefold, perpetual check just because you don't like the board setup, consider not playing w/ humans & instead focus on bots. Why waste everyone else's time?. Thank you for your attention to this matter!.#SundaySatire.
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Has @ibm crossed the chasm?. It's one thing to adopt AI to achieve operational efficiencies. It's another to run a public ad campaign on Bloomberg's homepage touting firing employees at scale is best practice 'cuz AI'. "All-In on AI" or AIrrogance?. "You make the call."
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Today's featured videos don't disappoint in the accumulation of cognitive debt. Big tech touts bad data in, bad data out for AI initiatives. Fosters failure to launch. But what do the same brands recommend you consume for input?. Does anyone else see the incompatibility here?
Thank you @LinkedIn for adding mindless short videos to what used to be a value added business feed. Your product managers have gone all in on the state of ridiculousness. Would you want your own employees spending company time watching this fluff?
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Have spoken in Spaces and posted on the 5.5% magic rate since John Burns surveyed homeowners on the desired rate to transact. A return to ARM's since peaking pre-GFC is not a sign of excess speculation or credit quality weakness. Refi's accelerate.
Adjustable rate mortgages are already ~5.75% and if/when the Fed cuts 25bps in September, they’ll hit 5.5%. We know from surveying owners & renters for several years this is the ‘magic mortgage rate’ to get people off the fence, especially those locked in at legacy low rates.
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Thank you @LinkedIn for adding mindless short videos to what used to be a value added business feed. Your product managers have gone all in on the state of ridiculousness. Would you want your own employees spending company time watching this fluff?
LinkedIn has lost its way. Thank the product managers for recommending tech bro videos, which may belong somewhere like TikTok. No one is suggesting disliking the player, instead dislike the (social media) game. Just one example: 👇.
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Leveraged Buyout (LBO) = Maxing the lender's allowable debt ratio with one business turndown away from bankruptcy.
Private equity lingo.
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You dare commit fraud over an American holiday weekend? . A Vibranium strength report and block for you. cc: @granthawkridge
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Another poster states Powell disclosed the ADP data set back in 2019. If that is the case, why did the FED cut twice (50bps) in September 2024 citing job growth when the monthly ADP data was strong and increasing (which FED officials were supposedly seeing weekly).
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Prior to market expected rate cuts, Chicago Fed shows the National Financial Conditions Index as loose as the start of 2022. On its way to loosy goosy.
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👀 First time disclosure the FED gets weekly data from ADP prior to the public monthly release?. Seems consequential, no?.
As far as I know, ADP hasn’t publicly released any weekly estimates for the second half of July or August yet so this is an interesting tidbit from Waller.
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As the late, great Marty Zweig wrote in rule #7, "Every indicator eventually bites the dust.".H/T: @RyanDetrick
Stocks have never been higher in August under a second term president in a post-election year. 6 for 6 lower.
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RT @davevermilion: Chart of Cambricon vs NVDA over the last year. China Does not want NVDA chips. Just a chart. Cambricon orders up 4400% h….
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Finally. Time heals all wounds. Another 45bps and the refi Kraken may truly unleash.
Still need proof?. Off ~ 1/8th bps past yr. 100bps of FED cuts. Nada. Shorter duration? Yes which helps ARMs, CRE, etc. Still, 30 yr mortgages need collaboration w/ the FED vs. confrontation. QT is a key input into the higher Mortgage Spread delta. Veritas over Vibes.™
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So using the size of the organ as a benchmark for price, perhaps BTC really is worth a kidney. 😉. And yes, a tooth is classified as an ectodermal organ.
Our youngest daughter lost a tooth last night and the Tooth Fairy left her $10. In 1985 the average was about $0.50, so I wanted to see the inflation rate over that time . 1900%😳, but worth every penny to see her smile! (What math guys do in their spare time 😂)
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Same price action. Different day.
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It's OK to look at a different set of data to formulate a point of view. Being right is simply a state of being. The conundrum is whether one connects the right data to the right point in time to determine the right method of action.
@everytimeicash With all respect to the speakers, Microsoft has grown revenue 40% ($80 billion) the past 3 years & holding the same employee head count. Approximately 220,000. IOW's, emblematic of how companies will scale w/out commensurate net new hires. Layoffs aside, this shift is material.
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Reading now off the (ATH) chart. The question is what magnitude on the Richter scale?
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