Lyall Taylor Profile
Lyall Taylor

@LT3000Lyall

Followers
20K
Following
6K
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441
Statuses
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Equity Portfolio Manager of a small self-seeded fund, and author of The LT3000 Blog (https://t.co/C9OgevzYqV)

Singapore
Joined February 2014
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@LT3000Lyall
Lyall Taylor
2 months
What this actually tells you is that some people don’t understand the difference between ex ante and ex post. Real world investing takes place on an ex ante basis where risk and uncertainty exist. If you cherry pick past winners & use this type of analysis, you will reach the.
@PeterLakeSounds
Peter Lake (“world’s anonymous singer songwriter”)
2 months
What does this tell you?
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@LT3000Lyall
Lyall Taylor
6 months
RT @shpapuashvili: On the third anniversary of the Ukraine war, Georgian government can look Georgian people in the eye and say we have bee….
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@LT3000Lyall
Lyall Taylor
6 months
RT @alexandrosM: Is Zelensky operating with out a mandate? . I dug into the constitution of Ukraine to figure this out for myself. Articl….
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@LT3000Lyall
Lyall Taylor
6 months
Ukrainian elections are necessary to ensure Ukrainians are enfranchised to vote on the US peace deal. If Ukrainians want to fight Russia to the death, as Zelensky wants to do, that's fine, but we should be 100% sure the Ukrainian leadership has a clear mandate from the Ukranian.
@JacquiHeinrich
Jacqui Heinrich
6 months
🚨NEWS w/ @NanaSajaia - US/Russia 3 stage peace proposal would force new Ukraine elections: foreign diplomatic sources. The US and Russia are proposing a three-stage peace plan, according to multiple foreign diplomatic sources close to the talks in Saudi Arabia. The plan includes.
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@LT3000Lyall
Lyall Taylor
6 months
I've gone through a bit of an evolution in my belief (or lack thereof) in the "power of reason" (logical argumentation/persuasion). *Earlier in life I naively believed that if you presented a powerful, airtight argument, people would be compelled to instantly agree with you.
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@LT3000Lyall
Lyall Taylor
6 months
So Europe be like: We have a choice. Either we could:. (1) affirm our commitment to free speech (a fundamental bedrock component of Western liberal democracy); support the US's peace deal in Ukraine to end a costly war (at the cost of a small sliver of land in East Ukraine that.
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@LT3000Lyall
Lyall Taylor
6 months
The necessary political conditions for a Ukrainian peace deal now exist in the US & Russia, but not yet with "Ukraine" (really Zelensky) or the EU. Both the EU and Zelensky have pledged to not recognize/adhere to a US-brokered peace deal, and both want to continue to prosecute.
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@LT3000Lyall
Lyall Taylor
7 months
Tariffs that favour boosting domestic production at the expense of imports are only good for the domestic economy if you have sufficient underutilized labour resources available to boost domestic production. If you're operating at full employment, free trade & market forces will.
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@LT3000Lyall
Lyall Taylor
7 months
The market capitalization of Bitcoin is circa US$2tr. However, there is *zero* value/wealth "stored" in Bitcoin. For you to sell 1 Bitcoin for cUS$100k, someone else has to simultaneously shell out US$100k to buy it off you. The Bitcoin itself stores and yields no value; it's.
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@LT3000Lyall
Lyall Taylor
7 months
It's not crazy at all. Digital currencies are worthless tokens that only have "value" insofar as they enable greater-fool speculation - someone else will pay more. In a risk-off environment the probability someone is willing to pay more goes down so the tokens' speculative appeal.
@KobeissiLetter
The Kobeissi Letter
7 months
This is insane:. Ethereum just fell -37% in 60 hours since the trade war headlines mid-day on Friday.
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@LT3000Lyall
Lyall Taylor
7 months
Last year I wrote a blog article/twitter thread about Georgia, discussing the nefarious activities of foreign-funded NGOs & explaining why there had been such virulent opposition to Georgia's foreign agents bill (which required foreign-funded NGOs to disclose the origin of their.
@LT3000Lyall
Lyall Taylor
1 year
The below started out as a twitter thread but rapidly grew into a blog-worthy essay (I'm not known for my brevity), so I have decided to post it on my blog. Can't promise this will be the first of many - it's a one off at this stage - but I may restart writing regularly at some.
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@LT3000Lyall
Lyall Taylor
7 months
Any organization that hires purely on merit and without discrimination - as organizations are legally required to do by antidiscrimination laws - has no control over the gender or ethnic composition of their workforce. If all the best candidates/applicants happen to be Indian,.
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