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Last Seen Profiles
Pinned Tweet
Gell-Mann Amnesia all the way down
The One Unifying Law of Twitter is that as soon as something you know a lot about becomes a hot topic of discussion, you will want to throw a chair through the wall.
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I love how every time there's a financial crisis, in the US it's like "well, some of our third rate banks did some stupid stuff" and then like 2 weeks later it's like "Europe announces that its entire financial system is a house of cards."
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This should be flagged as misinformation. It’s a straight up lie and she knows it.
Prices at the pump have gone up. Why? Because giant oil companies like
@Chevron
and
@ExxonMobil
enjoy doubling their profits. This isn't about inflation. This is about price gouging for these guys & we need to call them out.
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Maybe someone can explain why 15 Jews praying outside masked and socially distant is illegal in NYC but this is okay. Maybe some public health experts.
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Why don’t ppl trust govt? Well, after a terrorist hostage situation targeting Jews in which the terrorist clearly spelled out his motives, official govt line is “not related to Jews” & “we’re still looking for a motive.” Beyond parody. FBI is literally spreading misinformation.
Biden's FBI: The Islamist terrorist, who held Jews hostage at a Texas synagogue, on Sabbath, was “singularly focused on one issue” that was not “specifically related to the Jewish community.
He then adds “We are continuing to work to find motive.”
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Endowment: We're getting out of those risky hedge funds.
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Hard to tell how much of this is true, but even if some of it is, we're going down a dark road if we're willing to kill ppl to make a R governor look bad.
.
@GovRonDeSantis
today: "There's going to be a huge disruption; patients are going to suffer as a result. So we're going to work like hell to overcome the obstacles that HHS and the Biden administration are putting in front of us. They say they're cutting it because of equity."
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@phl43
Somewhat embarrassingly, I agree with your core argument about harassment, except that in some of these schools much lesser speech-crimes (e.g., what Amy Wax has said) *have* been considered violations of the University's code! So the double standard is really the problem. (1/n)
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So the ppl who actually have to live with crime voted for Adams and the park slope hippies voted for defund the police. A picture is worth 1000 words.
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when a moron tries to "explain" Trump's election with psychobabble. Great fodder for a
@nntaleb
evisceration
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The organ transplant infrastructure is complete garbage
1. 1/4 recovered kidneys are thrown in the garbage
2. organs are 15x more likely to be damaged in transit than your suitcase and aren't GPS-tracked
3. 17% of kidneys are offered to dead ppl
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Gotta admit this is good
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WSJ Journalist discovers the concept of a *distribution* of efficacy outcomes. Mind blowing stuff huh.
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I think
@matt_levine
buried the lede here. WEB prides himself on being the folksy billionaire who makes multi-billion-$ acquisitions on 1-page term sheets w/mom-and-pop businesses founded by honest Picassos who want their life work preserved. Turns out, not exactly!
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This is at
@cooperunion
, an elite engineering school. In NYC btw, so I assume it's not white supremacists? Serious question is how long does it take for systematic discrimination (or worse) to take root against anyone openly Jewish. We've seen this movie before right?
🚨Breaking News: Jewish students at
@cooperunion
are trapped in the school library by a pro-Hamas rally that moved inside and barricaded the exits. Police are yet to respond, and security has locked the students in.
#HamasMassacre
#Hamas
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LOL
My very unpopular paper on why cycling is costly for the environment. (I’m an avid cyclist btw…)
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I'd really love for someone to earnestly explain to me how the riots (lol "protests") at Columbia and Yale over the last 24 hours are substantively different from a KKK rally.
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I'm trying to read up a bit on the lab leak hypothesis, and I came across this. Seriously, *that's* an argument? That it would be unethical and that's why it probably didn't happen? LOL
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What's good about this tweet is that you look at it and you have absolutely no idea if it's a joke or reality. Then you laugh b/c either way it's hilarious.
BREAKING: OpenAI expanding board to 5 members with new additions James Mattis and Henry Kissinger
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Hard to overstate how
@BilldeBlasio
is a lowlife marxist w/0 respect for our constitution or rule of law. This must be read to be believed.
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@DanielGordis
@bariweiss
@DouglasKMurray
@emeriticus
@ClaremontInst
Normally a fan, but come on this is pretty dumb.
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@TheNarrenschiff
I feel the same way about Musk. Can't stand him. But *most* of the time, when I'm exposed to his haters, I instinctively begin rooting for a proverbial 3-3 tie.
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@RichardHanania
Rich I think you found something that the Nationalist Israelis and the Muslims can agree on
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I guess there are many ways to describe Trudeau. He's for sure authoritarian in a dangerous way, but above all he just seems profoundly and incredibly *stupid*. Like so so dumb.
Trudeau says the heads of large grocery stores need to come up with a plan to stabilize food prices:
"Let me be very clear: If their plan doesn't provide real relief ... then we will take further action and we are not ruling anything out, including tax measures."
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Black Rifle Coffee company despacs, trades $100M today, and has a $3B+ market cap, on $250M in 2021 revenue (dw, a meager 8x projected 2023 revenue, and ofc you could take those projections to the bank amirite).
What a time to be alive
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I simply don't understand what the US can possibly do about the Houthis. For every Houthi terrorist they kill, they'll just create two new ones. You really have to understand that you can't kill the Houthi *idea*.
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@akgoyal
He does not. He was and still is a quack who knows nothing and posted stuff that was purposely alarmist/insane/wrong to get engagement. He is a stupid lowlife.
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Your reminder that if a short-only fund is cumulatively flat, then that-short-only fund has generated alpha of ~800-1000bp annually.
Also, as a colleague has reminded me, most of Kynikos' AUM is long-SPY/short-the-fund, so cumulative has probably crushed it.
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Odds that Republicans use this opportunity to shrink govt, reform HC properly, and generally do market-based reforms? I'm going w/close to 0
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fintwit shouldn't really be surprised with the results of the
#MuellerReport
. As Ackman has shown, expecting the govt to shut down a fraud is a bad short thesis.
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The unfortunate reality is that the US would've been much better off distributing SARS-CoV-2 vaccines the same way it distributes other vaccines, and simply telling buyers to vaccinate anyone >60 who comes in. First come, first serve. Would have been 10x as efficient. Maybe more.
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@eriz35
Sorry but it's pretty obvious Noam is right in this case. Snopes tried to dunk on Starlink and it was just wrong. Did anyone ever claim they were relying on Starlink underwater? Ofc not.
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The only thing worse than the first tweet is the second tweet. I feel somewhat blessed that I neither follow nor am followed by any of what must be absolutely irredeemable losers who liked that second tweet.
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So how aggressively should I be shorting a company whose CEO just said this on an earnings call
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@phl43
These institutions are supposedly bastions of free inquiry, but they explicitly prohibit some kinds of free inquiry, and tacitly endorse verbal-bordering-on-physical intimidation of other kinds by labeling them "free inquiry." (2/n)
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Gonna be hilarious when this Econ 101 take from
@JohnHCochrane
in March of 2021 turns out to be correct
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I'm sorry, does Hotez know something that we don't know? Maybe from the experiments and "work" that he champions?
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This may be the funniest thread I've ever read
Together with 15 other members of
@ScientistRebel1
I have occupied the Porsche pavillion at
@Autostadt
, 9 of us glued to the floor and some of us on hunger strike until our demands to decarbonise the German transport sector are met👉
@ClimateHuman
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Is it just me or is Ozempic a potential game changer for the tobacco business (in a bad way)?
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Declines in smoking rates have started to stall ; if we're going to help more adults quit combustible cigarettes we have to embrace harm reduction and offer adult smokers modified risk nicotine products that don't have same risks as combusting tobacco 1/2
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Shopping on Amazon can no longer be done in isolation. You *must* know an enormous amount about what you're buying before you buy it on Amazon, otherwise you'll get lost among the cheap-unsafe-garbage Chinese knockoffs that flood the search results.
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This seems to be exactly the kind of thing the present day ADL is built to address.
For those of you who still don’t get it, why people are calling out the
@NYT
for the racist trash they are, get it now?? This was NOT a coincidence!! It’s the first day of Hanukkah, and they sent a threat to Jewish Americans.
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Can we stop w/ the "feeling unsafe" bulls**t? The problem is that elite schools apply very different standards to these two things:
1. A speaker from the Federalist Society talking about constitutional originalism
2. students marching through campus cheering an intifada
Harvard has allowed the rot of antisemitism to go unchecked and Jewish students feel unsafe. This is unacceptable.
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h/t (🔒)
Grandpa how did you miss the great boom of 2020? Well Joey there was an entire generation of us who didn’t understand massive recessions were bullish
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no man he just committed fraud
Lessons you learn by studying industry legends… 🤯
Did you know that Jack Welch from GE used to review performance results of all the entities in its portfolio each year and then stopped funding the bottom 10%?!
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Ironclad market rule
A security moves in the direction of the thesis during research, & in the opposite direction once you take a position
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"Private Credit is the place to be"
Somewhere, you just know
@CliffordAsness
is blowing a gasket.
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So serious question: is it just me, or is it kind of a big deal that everyone knows about the Southwest issues and all the headlines say something else?
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@MaxAbrahms
Even in those 24 hours, the official sources got it wrong and attributed success to the FBI for saving the hostages when it’s clear from their testimony that they escaped.
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As I was saying yesterday. I expect the pressure will build - slowly, then exponentially - to move to a first-come-first-serve (for anyone >60?) regime. A simple rule is going to be better than the Frankenstein 12-stage grandma-killing plans.
Central planning is hard
"At risk of expiring, Louisville Walgreens gives surplus COVID-19 vaccine to general public"
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HAHAHAHAHAHAHAHAHAHAHAHA
This is
@matt_levine
on Greensill in March of 2019. I literally cannot stop laughing.
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okay, now that
@nntaleb
has gone from following me to blocking me, it's time to make fun of his cyclist bit.
The absolute best bit on this site, by far, is the "cyclist friend." It's not even close. IYKYK.
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All the ppl down 40% in the last 3 weeks are now victory-lapping in my TL. What this mean?
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@phl43
Now, at Penn in particular, there have been cases of actual assault, legitimate physical intimidation and the "globalize the intifada" chants in this past weekend's parade were 100% accompanied by actual vandalism and physical intimidation. (3/n)
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So NYC is notifying teachers to prepare to go remote. If anything is worth rebelling over, it's this. Hard to overstate the damage that's been done to public school kids as wealthier private school peers widen the achievement gap. cc
@angrybklynmom
@DoEcorruption
@BarbarianCap
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This is the kind of bonkers stuff - from the likes of purported "experts" like
@mlipsitch
- that *completely* undermines the public's trust in scientists. When we ask why "the science" is so politicized, part of it is Trumpian insanity, but the other part is garbage like this.
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*sigh*
Conservatives seem intent on raising their mortality rates.
Unironically, it's not that tough to conduct an experiment to *rule out* a causal factor! But the
@TheBabylonBee
is run by ret*rds who I suppose missed the first few lessons of every HS science class.
Scientists Who Have No Idea What’s Causing Autism Epidemic Also 100% Certain It’s Not Vaccines
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LOL. 25 companies controlling 70% of the market is a lack of competition??? This is by far the dumbest thing I'm going to read today and it's only 9:30am.
Folks, right now, 25 of the largest pharmaceutical companies in America control 70% of the market. This lack of competition drives up prices – making it harder for hardworking American families to access the health care they need.
Today, my Administration is doing something…
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The one thing that unites everyone, apparently, is the knowledge that Larry Summers is a jackass.
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Guy who calls himself “data driven MD” thinks that his 3yo’s life is at risk from Covid in grocery store. Part of me feels genuinely bad for ppl like this, the other part angrily recognizes that basic life cannot go back to normal bc of stuff like this that’s objectively nuts.
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Should add NYC to this.
I should also add that cheering the brutal murder and rape of civilians (as long as they're Jews) is less taboo than basic conservative opinions held by half the country.
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Cohodes bringing up Chanos's bad performance is the galaxy brain nuclear fusion version of ppl in glass houses.
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Periodic reminder that all of Robert Reich's policy preference and tweets can be explained thusly
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@SkeleCap
@CliffordAsness
I love how less than 5 days after SVB collapses the lesson is "we need even more fake marks"
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My favorite twitter phenomenon is Asness destroying Ritholtz, and Ritholtz totally ignoring the arguments and responding to eggs instead
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This was gonna happen sooner or later.
Obama is officially CANCELLED
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You either die a hero or live long enough to retweet Zacks investment research
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this guy sells socks
My flight to Vancouver was cancelled and it cost me $10,000 to take the ferry instead.
Hold up… $10k for a 90 min ferry?! 🤯
Well, sort of.
To ferry from Victoria to Vancouver costs $160 and 3 hours 15 minutes of my time. ⛴️
To take a sea plane costs me $220 and 1 hour 15…
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RT (🔒)
New theory: fertility crisis is entirely due to it being fashionable to complain about your kids throwing up all night but not fashionable to talk about how your life has deeper meaning and satisfaction now.
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Sad that Edwin is legitimizing a guy with psychopathic tendencies who has proven to be as big a liar as any of the management teams that he (or Edwin) accuse of foul play.
Really enjoyed doing this Idea Brunch with
@AlderLaneEggs
. Marc is one of the best out there and goes over some recent wins, his passion for exposing frauds, and shares his top ideas
Thank you Marc for the great interview!
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He still has this up. Over/under on the number of years we're still retweeting this?
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@phl43
@antoniogm
Pretty sure AGM muted me but I don’t get how this isn’t obvious to him. Like, is the runt in the corner has a machine gun, maybe don’t start a fight with him even if you’re a bodybuilder with a machine gun. You might both die.
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@monitoringbias
@realchrisrufo
There’s a lot. Don’t kid yourself. Rufo actually perfectly articulated the problem with these ppl. Ppl like Christakis, Jeffrey Flier, Jeff Sachs, etc. Tons of academics on here bitching about academic freedom while tacitly responsible for its demise.
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@CityBureaucrat
I imagine that if a middle class white kid did this, it would get modestly more coverage and his (and probably his family’s) life would be over. Like the girl in Minnesota who did much less than this.
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It's weird that no one at today's rally is trying to climb the WH fence or assault anyone or call for mass murder or deface property or commit crimes. Super strange.
Today's Pro-Genocide March in DC is a sad attempt to match the energy of millions who have marched, protested, phone-banked, and engaged in direct action to demand a Ceasefire and fight for a Free Palestine.
We have the people on our side. Join us:
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@eigenrobot
@onefiftyfivemm
Was listening to an excellent interview w/
@havivrettiggur
yesterday, and he brought up the idea that perhaps they didn't imagine they'd get as far as they did, assuming an Israeli response would quickly materialize. When it didn't, they did what they instinctively thought to do.
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If they ever publish a book of Marks memos (they did this once), this should be the title.
That Howard Marks memo would have been really insightful 18 months ago.
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Found the dumbest opinion on the internet today (and it’s a really high bar).
Why should they be any less cavalier about nuclear annihilation than climate annihilation?
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We live in a completely sick world. I can only hope she sues the absolute f**k out her hospital and anyone else she can.
NYC hospital ‘Karen’ paid for Citi Bike at center of viral fight with black man: lawyer
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I think about this post at least 10 times a week
It's very important to understand that we are governed by absolute morons. Most of the people who say that are even worse morons, but this should never make us forget that it's true.
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If you’re not
#keto
you’re basically pro slavery
The sugar that saturates the American diet has a barbaric history as the “white gold” that fueled slavery. “It was the introduction of sugar slavery in the New World that changed everything,” writes Khalil Gibran Muhammad for the
#1619Project
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