Michael Krause @michaelbkrause
Amateur classical pianist. San Diego, CA Joined December 2018-
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Michael Krause retweeted
Let's check in on Justin Sun and $WLFI... ...oh look, it is more crime. 🧐
Let's check in on Justin Sun and $WLFI... ...oh look, it is more crime. 🧐 https://t.co/87o6KSkHot
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Great business opportunity for: 1. Private schools in Florida that still have vaccination requirements, 2. Florida morgue workers, 3. Moving companies.
Great business opportunity for: 1. Private schools in Florida that still have vaccination requirements, 2. Florida morgue workers, 3. Moving companies.
Michael Krause retweeted
AI leaders should spend more energy reckoning with this fact. A generation of kids is losing their best opportunity to learn how to read, write, and think, and they will pay the price for their whole lives. It’s not every student. Some students are becoming more empowered and…
The right says the crazies on the left shouldn’t be a reason to take their liberties (guns) away. The left blames the guns. The reality is the America has a problem with the tails (extreme crazies left and right) that doesn’t mix well with guns. These are a volatile…
No AH reaction to many tariffs called off. Very telling how well functioning markets are…
Michael Krause retweeted
The best investor I know in % terms is a 65 year old woman who’s only made a single trade. Couple years ago I was in CO for a friends wedding and mingling as one does. An older woman at the bar starts talking about her divorce and how she’s deciding what to do with all the…
Michael Krause retweeted
I watched Powell's Jackson Hole speech last night again. I didn't really get a chance to listen live even though I had it on. Too much was going on in the markets and I was busy paying attention and managing positions. I'll probably watch it again. It's a friggin masterclass.…
Are markets optimistic enough about the potential earnings of AI related supply chain companies?
Michael Krause retweeted
Imagine if Steve Bannon and Stephen Moore had a little econo-baby, and they taught it how to misrepresent economic statistics. That's our new nominee for BLS commissioner. (Bannon and Moore will likely endorse EJ Antoni, proving my point.)
Lies, damned lies, and statistics.
Secondary tariffs to India it appears will not influence their alliances with Russia. Total Indian exports to US are about 90b of a 4T USD economy. Meanwhile India gets a third of its military spend from Russia, and the added energy subsidy benefit from Russian crude discounts…
Michael Krause retweeted
This paper didn’t go viral but it should have. A tiny AI model called HRM just beat Claude 3.5 and Gemini. It doesn’t even use tokens. They said it was just a research preview. But it might be the first real shot at AGI. Here’s what really happened and why OpenAI should be…
Michael Krause retweeted
The CES survey is still one of the most comprehensive and timely employment indicators available, grounded in sound statistical principles, and revisions are actually a STRENGTH, as they incorporate better data over time (e.g., late reports with higher response rates or the…
The CES survey is still one of the most comprehensive and timely employment indicators available, grounded in sound statistical principles, and revisions are actually a STRENGTH, as they incorporate better data over time (e.g., late reports with higher response rates or the…
Michael Krause retweeted
The economy is so good that I'm firing the BLS Commissioner for reporting numbers so grim I refuse to believe them, and also demanding the Fed cut rates typically seen during a recession.
Michael Krause retweeted
Meme stock traders are the suicide bombers of the investing world.
15 years in the future: companies have spend trillions on nvidia’s gpus, and AI’s main use case is making images and videos that create online debates of ‘this must be AI? Can’t be real…’…
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