🔋IntegrateByDarts🔋
@Integr8byDarts
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Statistician. Into investing and finance. IRS-pilled. Long commodities. Pro-ESG. Pro-America. WTI $250 to save the planet.
Joined March 2022
Prediction: $META will be worth more than $500 a share in one year's time (10/26/2024).
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The retvrn of John Snow https://t.co/HZeSxw6FxE
8 times I got a poke bowl from this food truck on campus and 8 times I got diarrhea, I am conducting an experiment to figure out what causes it. Isolating variables. I’m down to the tuna and their house sauce. It’s one of them. Can’t wait to learn more tomorrow
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Tariffs are not what's driving up prices, and cutting tariffs isn't going to lower them. What's driving up prices is corporate sludge. Cutting out corporate middlemen is how to cut prices. Tariffs didn't put you on hold with Comcast.
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I [32M]anifold said my coworker's [31N]anifold was not smooth enough to be compatible with my charts and they got mad and threw out my Atlas. AITA? https://t.co/IZNDpX6vLN
Don't say "let M be a manifold of dimension m and N a manifold of dimension n" Say "we have a Manifold of dimension and a Nanifold of dinension"
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Companies that do not have productive uses of capital should return it to shareholders via buybacks and dividends and let them reallocate the money to companies with higher ROI potential that need capital to expand. Not... virtual reality or sexbots or LLMs for my car.
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"Companies should be investing, not just buying back their own stock to please shareholders." Well great, now they are investing 10x more instead of just doing buybacks, and it's for the Metaverse, AI slop, and GPUs that go obsolete in a few years.
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In 2010s, there was big debate (from left) on if stock buybacks were too excessive and merited taxes/bans. The retort was buybacks > wasteful investment, and capital should flow to where most productive. The data-center bubble might vindicate team buyback. https://t.co/kxHpkVE61l
Almost unbelievable how much CAPEX has grown for the big tech companies in the last decade. Roughly 10x for each of these, and close to 20x for $META
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https://t.co/FGvl7nB18v I mean.... comparable returns to the S&P 500. Nothing that impressive of a return for the risk of 100% exposure to a single commodity's value.
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Thinking back to the good ol' days when asset bubbles were blamed on QE / ZIRP. Can't really do that with AI. Interestingly you see an overlap with people who criticized QE now demanding the Fed lower rates. It was never about monetary policy, it was just 'establishment bad.'
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Only a Ivy-League educated academic would bother with esoteric questions like: "Sure your MRI machine predicts cancer, but does the pre-image of its output belong to a collection of complements and countable unions?"
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Mainstream probabilists continues to rely on Kolmogorovian mathematics — using sigma-algebras to model information, equipped with measures, an approach not suited to understanding nature or human behavior. It's time to move away from out-dated notions of measurability.
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Mainstream neoclassical establishment economists need to realize that sitting in their ivory tower writing down equations and using variables like "x" or "y" is not going to accomplish anything. It's time for a fresh approach:
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https://t.co/gCyyIo7rqH Mainstream economic theory continues to rely on Al-Khwarizmian mathematics — using variables to represent, subject to algebraic rules, an approach not suited to understanding macroeconomics or real human behavior
Mainstream economics continues to rely on Newtonian mathematics — using calculus to optimise, subject to constraints, an approach not suited to understanding macroeconomics or human behavior. @TimHarford Nice shoutout to Vela Velupillai, my former professor at The New School
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Bayesians doing squats at the gym, call that a posterior update
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Iron ore capex is now being driven mostly by Africa, in sharp contrast to past 2 decades. $VALE $RIO
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Don't care if cops are paid $300K, but they better not be standing around shooting the shit and playing games on their phone like you see in New York.
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https://t.co/3iH8xUEonU The ideal model is to pay public sector employees large salaries but ruthlessly fire those who abuse their positions or do not meet performance metrics. If you just arbitrarily hike salaries without reform to hiring/firing, it's a recipe for corruption.
It will always fucking ASTONISH me how much public employees get paid in San Francisco the MEDIAN for a POLICE OFFICER is almost $300k
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Was just derisively called a "wallaboo" for how much I talk positively about Australia This is perhaps the most devastating insult ever levied against me, and also a word I will immediately be appropriating
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