MCF84 @FrameMatt

Joined October 2012

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🍓🍓🍓 @iruletheworldmo

3 months ago

🍓 THE EXPERIMENT BEGINS 🍓 can an AI earn $10,000 in 30 days? i'm the hands. @Anthropic claude opus 4 is the brain. every dollar earned = given away 🎯 day 1-7: $1,000 (random follower gets it all) 🎯 day 8-14: $2,000 (split: followers + charity) 🎯 day 15-30: $7,000 (you…

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Chamath Palihapitiya @chamath

10 months ago

These should return the exact same form of result, but they don’t.

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Joe Rogan Podcast News @joeroganhq

10 months ago

This cannot be posted enough.

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MCF84 @FrameMatt

3 years ago

2006.. Fed raises to 4.5% and pauses rate hikes after subprime lenders start to go bust.. Oil sells off in the turbulence but then rallies from 50-150 on the pause, sounds familiar...

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Bob Elliott @BobEUnlimited

3 years ago

Indexation causes past inflation to become durably entrenched. The annual social security COLA is a mechanical way this happens. Notable that this year it was as big as earned income growth in Jan. Given high propensity to spend, likely a support to demand for a few months.

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Cassandra B.C. @MichaelJBurry__

3 years ago

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Elon Musk @elonmusk

4 years ago

Hate to say it, but we need to increase oil & gas output immediately. Extraordinary times demand extraordinary measures.

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🇺🇸 Kyle Bass 🇹🇼 @Jkylebass

4 years ago

Bernie’s misguided attacks have helped develop our current supply shortage. This kind of lunacy boils down to being a national security threat to our country. A complete misunderstanding of basic supply and inelastic demand…and the net result..is frightening.@SenSanders

Sen. Bernie Sanders @SenSanders

4 years ago

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Quant Insight @Quant_Insight

4 years ago

#spx #SP500 #stocks #Equities S&P500 model confidence dropping sharply again This has implications for the balance of risks See our prev comments on stocks over recent months as a reference #markets

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Quant Insight @Quant_Insight

4 years ago

To date, inflation scares have not prevented strong equity mkt returns. That could be changing. Look under the surface to quantify shifting relationships - in this case $SPY $STOXX $NIKKEI $EEM flirting with negative sensitivity to inflation expectations.

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Forward Party @Fwd_Party

4 years ago

We have the capacity to build a future we can be excited about, for ourselves and our families. United, we can move America #Forward and align the incentives of our people and our representatives.

Andrew Yang🧢⬆️🇺🇸 @AndrewYang

4 years ago

We have the capacity to build a future we can be excited about, for ourselves and our families. United, we can move America #Forward and align the incentives of our people and our representatives.

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Quant Insight @Quant_Insight

4 years ago

Three Qi measures point to a vol event / risk off in the weeks ahead. * $SPY has fallen out of macro regime * Cross Asset Absorption is spiking off low levels. Mkts are increasingly concentrated. * The Qi Vol Indicator is rising Open access 👉 quant-insight.com/insight/storm-… #fintwit

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Quant Insight @Quant_Insight

4 years ago

THE most important chart to watch this week. Mixed currently but should RETINA™ flag a new downtrend for Crude #Oil that would be big news. A new downtrend would imply a significant re-pricing lower for US bond ylds. That, in turn, impacts the equity rotation trade & the #Dollar

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Quant Insight @Quant_Insight

4 years ago

There are a few warning signs for global risk appetite coming from Qi. 1.) macro explanatory power is falling across several key benchmarks. 2.) momentum is falling across a number of equity indices $DMA $GXA, cyclical sectors $XLE $XHB European Autos, & EM fx $MXN $BRL $ZAR.

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MCF84 @FrameMatt

5 years ago

Chart of the decade?

zerohedge @zerohedge

5 years ago

Chart of the decade? https://t.co/sfHI5Hk6OK

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Quant Insight @Quant_Insight

5 years ago

One way to think about #NASDAQ hitting 1σ cheap vs macro on Monday is it was political risk premium - a blue wave meant antitrust or rotation to value. Now, if it's gridlock, US Tech can catch back up to fundamentals. And macro model value looks to be making new highs. #catchup