chun kit @chunkit721

Joined January 2010

Tweets

437
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45
Following

1K
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6K

Paulo Macro @PauloMacro

2 years ago

Framework 🧵 I have said 2023 is the Year of the Panics. We are currently in the upside equity panic engendered by a “not QE” Fed and fiscal stimulus running into the “next big thing” AI narrative. 1/16

Paulo Macro @PauloMacro

3 years ago

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Paulo Macro @PauloMacro

2 years ago

Time to repost this and get this as clearly on the record as I can. The weak yen is now the single biggest risk to equities, credit, EM, rates - everything - imho. Let’s start with this. 1/

Paulo Macro @PauloMacro

2 years ago

Time to repost this and get this as clearly on the record as I can. The weak yen is now the single biggest risk to equities, credit, EM, rates - everything - imho. Let’s start with this. 1/

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fuxiang @fuxiangPro

2 years ago

OpenAI有两个研究员@kenneth0stanley 和@joelbot3000写了一本书叫：Why greatness can't be planned-the myth of the objectives 这本书写于2015年3月，两个月前才被翻译成中文《为什么伟大不能计划》这本书的思想是反直觉的，是对约定俗成目标式思维的颠覆，大模型时代，这本书的思想更加值得被看见。

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Josh Young @Josh_Young_1

2 years ago

"In the past, a significant decline in oil prices has been a good indicator of an economic recession in the US"

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KKGB @INArteCarloDoss

2 years ago

Like I said before, the bear market in USTs is over. Market been mostly rangy since, which is what markets tend to do when they are exiting strong trends. As such you could safely trade the range or even start thinking about reversal. Since the end of the UST bear the range been…

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KKGB @INArteCarloDoss

2 years ago

Employment is starting to cool off - Paychex small business employment watch

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KKGB @INArteCarloDoss

2 years ago

This equity rallye is in it’s broadening participation phase and has yet to suck in the retail and Institutional usual suspects, so be very careful with the perma bear narratives. That said, it should see final acceleration with high latency models starting to give long term buy…

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KKGB @INArteCarloDoss

2 years ago

Steve is absurdly under-followed

Steve Goldstein @MKTWgoldstein

2 years ago

Steve is absurdly under-followed

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KKGB @INArteCarloDoss

2 years ago

So is $NVDA in a bubble similar to dot.com ? Not yet, but now is the moment of truth. It’s levitating at 3 sigma over 200SMA , which is 100% > 200SMA , but it did hit 350% > 200SMA during the infamous dot.com bubble. Excluding that period, 60d fwd…

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KKGB @INArteCarloDoss

2 years ago

this is important

Viraj Patel @VPatelFX

2 years ago

this is important

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KKGB @INArteCarloDoss

2 years ago

Cynic got this. One of mine is average spend at McDonalds and that’s been below $ 7 over that time.

. @WallStCynic

2 years ago

Cynic got this. One of mine is average spend at McDonalds and that’s been below $ 7 over that time.

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KKGB @INArteCarloDoss

2 years ago

I shared a major thread on Kitty, one that’s been keeping me busy crunching numbers for a while now. Below is opening and closing remarks. The rest will remain exclusive to Kitty community.

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Gabriella Daisy 🌼 @RealAlphaWifey

2 years ago

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Double Chin Capital @OffTheRunTrades

3 years ago

What excites me here is the convexity of volatility (the lower the market takes it). Everyone knows this is not a stable bull regime and any pickup in headline risk or realized vol and people will be diving for protection or to unwind vol carry.

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KKGB @INArteCarloDoss

3 years ago

These charts from @Isabel_Schnabel Zaza @ecb show the absolutely moronic level of excess liquidity that got pumped into the system, for no reason, and the gargantuan task that lies ahead to drain it. Also puts many crying Cumlordz claims in context

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tobi lutke @tobi

3 years ago

Got llama-7b with instruction tuning to follow the Reason-Act pattern. Locally on my 16gb macbook M1. This is going to get fun. (orange: prompt, gray: model, green: me)

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XO @Trader_XO

3 years ago

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Weizhu Chen @WeizhuChen

3 years ago

We open-source DeBERTa-V3 pre-training code, one of the best NLU pretrained models. HF showed it has been downloaded for ~500K times last month. github:github.com/microsoft/DeBE… paper:arxiv.org/pdf/2111.09543… It also supports continually pre-train on your own data. @Pengcheng2020