Exploring Agentic Harness Use and AI Bubble Debate
I am curious on people's responses - have you: - used an agentic harness - and whether you think AI is a bubble
Business Service Job Openings Plunge, JOLTs Overlooked
I feel like not enough attention was paid to the recent JOLTs data and the cratering in business service jobs openings 👀 https://t.co/4WhPmhKNjf
BTC Surpasses $80K, Market Momentum Soars
Great to see BTC above 80k too. Everything is going up and the sun is shining and spring is here Life is good
Market Eyes Powell's Future at Today's FOMC Meeting
Main thing that's relevant in today's FOMC meeting is any guidance on whether Powell plans to remain as a fed governor or not
Iran War Shock Trades Hurt US Asset Positions
If you're expressing Iran war shock trades in US related assets, you're gonna have a bad time
Long‑dated Oil Contracts Hedge Compute Bottleneck Risk
Long longer dated oil contracts continues to be a great hedge to the compute bottleneck trade https://t.co/VSubfUuObP
Dollar Drops 10% Post‑tariffs; Another Currency Soars
The US dollar is down 10% since the US began employing tariffs... what currency rise?
US Economy Defies Oil Shock, Re‑Acceleration Persists
Maybe the econ re-acceleration thesis isn't dead from the oil shock.... The US economy truly is something else https://t.co/CKPkVkfOQG
Retire Dot Plots, Forward Guidance, and Cut Press Conferences
Shitposting aside, I think it would be a great move to retire dot plots, forward guidance, and have less press conferences
Kevin Warsh Calls for End to Forward Guidance
I can't believe Kevin Warsh just said he wants to kill forward guidance It's just a podcast man
Choose Creation Over Regurgitation in the Tweet Era
In this new media world you’re either a tweet writer or a tweet reader A creator or a regurgitator
Avoid Absurd Tail Risk for Sub‑SOFR Yields
I don’t think taking absurd tail risk to earn yield below SOFR is a good idea but that’s just me https://t.co/qw0D0qMyP9
Ex‑Druckenmiller Insider Reveals Hedge Funds’ Early AI Edge
Really cool episode. Jan spent many years directly working for Stan Druckenmiller before starting his AI software reflexivity long before anyone knew what chatGPT was. He has a very unique line of sight into how some of the best hedge funds...
Retail Fed Up, VC Overhang Ends, Crypto Reboot Ahead
Maybe retail just got sick of being absolutely fleeced by VC’s endlessly selling supply on their heads…? Yes HYPE had revenues and that forced people to rewrite the sector based on a real multiple but the bigger thing was the...
Perplexity AI: Powerful, Seamlessly User‑Friendly Experience
Perplexity computer is really really good wow I’m impressed It just works and very normie friendly (me)