Adam Butler @_GestaltU_
CIO of ReSolve Asset Management. Tweets and/or views do not represent ReSolve's investment positioning. investresolve.com Swimming Joined December 2015-
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Cryptonomics is a branch of rhetoric that seeks to abuse economic language to promote crypto pumping grifts. It has even less connection with reality than most other schools of economics, though the cognitive gymnastics are impressive.
Cryptonomics is a branch of rhetoric that seeks to abuse economic language to promote crypto pumping grifts. It has even less connection with reality than most other schools of economics, though the cognitive gymnastics are impressive.
Can someone help me understand Dan’s point here wrt Canada?
Can someone help me understand Dan’s point here wrt Canada? https://t.co/oKJqvS0VoE
'Twas brillig, and the tariff toves Did gyre and gimble through the trade: All mimsy were the border droves, And the threat-momes outrade. “Beware the Securitywock, my son! The claims that bite, the facts that catch! Beware the threat-threat bird, and shun The frumious…
'Twas brillig, and the tariff toves Did gyre and gimble through the trade: All mimsy were the border droves, And the threat-momes outrade. “Beware the Securitywock, my son! The claims that bite, the facts that catch! Beware the threat-threat bird, and shun The frumious…
It’s helpful to assume people in power aren’t idiots. Or at least the people that engineered their successful rise to power aren’t idiots. In which case it’s almost always worth asking: What are their actual goals and incentives? If they’re smart and acting this way…why?
After Perestroika comes the ‘shock therapy’ stage of privatization, when aspiring oligarchs use their connection to P̶u̶t̶i̶n̶ Trump to accumulate control over state assets. Then comes the ‘Loans-For-Shares’ stage where the state - having no remaining credibility with financial…
After Perestroika comes the ‘shock therapy’ stage of privatization, when aspiring oligarchs use their connection to P̶u̶t̶i̶n̶ Trump to accumulate control over state assets. Then comes the ‘Loans-For-Shares’ stage where the state - having no remaining credibility with financial…
Abhorrent. The “national security” pretext is window dressing. Here’s the thing: Enriching the commons threatens their manufactured scarcity. If they can’t privatize all the gains, they don’t want you to have it.
Abhorrent. The “national security” pretext is window dressing. Here’s the thing: Enriching the commons threatens their manufactured scarcity. If they can’t privatize all the gains, they don’t want you to have it.
Advisors: I understand you (and clients) don’t want to own benchmark bonds anymore. So what are you swapping your benchmark bonds into? Are you changing IPSs to remove bonds? Or something else? 🙏🏻
As expected, CADUSD in absolute free-fall. And the Feds haven't even explicitly bailed out banks, secondary lenders, CRE funds and developers yet. Should see some consolidation above 68, but ultimately I expect CADUSD to test the 2003 lows around 61. Not advice.
In case you missed this yesterday
In case you missed this yesterday
Who is currently hosting inference endpoints for Qwen2.5VL? @togethercompute @nebiusaistudio any plans?
Who is currently hosting inference endpoints for Qwen2.5VL? @togethercompute @nebiusaistudio any plans?
Wow Qwen2.5-VL can draw extremely precise bounding boxes. Much better than other general vision models, even Gemini 2.0
Wow Qwen2.5-VL can draw extremely precise bounding boxes. Much better than other general vision models, even Gemini 2.0 https://t.co/4bSlg7ERwH
Seems like an opportune time to share this awesome counterpoint on China from @gave_vincent Clear eyes on China - and the state of the West - may be unusually advantageous in the months and years to come.
Seems like an opportune time to share this awesome counterpoint on China from @gave_vincent Clear eyes on China - and the state of the West - may be unusually advantageous in the months and years to come.
It’s *absurd* to see US techbros and adjuncts quibble about how Deepseek and Qwen aren’t open source because they haven’t shared their training data, when not one U.S. AI company of any substance even shares model weights.
Windows, Office and Copilot can’t die soon enough.
Windows, Office and Copilot can’t die soon enough.
Great perspectives from @tylercowen as usual.
Great perspectives from @tylercowen as usual.
Had trouble with the R1 API on Deepseek and Together so finally swapped in gemini-2.0-flash-thinking-exp-01-21 and 🤯 Just wow. Considerably better than R1 for the tasks I was working on (writing structured complex articles from large context). I hear 2.0-Pro is backstage!
Honestly, humans are the problem.
Honestly, humans are the problem.
I think one of the hardest concepts for professional investors to grasp is that markets mostly reflect first order thinking. Keynes’ beauty contest is just a regular beauty contest. No one is ‘second guessing’ anything. The most obvious conclusion will manifest. Be a midwit.
My brain doesn’t work this way, so I’m at a huge disadvantage. Which is one reason why I employ entirely rules-based systematically executed strategies. Know thyself.
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