scuttleblurb
@scuttleblurb
investor.
Earlier this year my kid brother, Rich, took his own life. Rich loved this country and devoted his adult life to its defense, first as a combat infantry officer in the Army, during which time he fought in Iraq, then as part of the US Intelligence Community, where he served in a…
haha, so true man! did you see the new one yet?
Hahahahaha. As always South Park doesn’t miss.
SCOOP: As part of its turnaround effort, Intel has partnered with Sydney Sweeney on a new custom AI chip (SS-100). More details to come.
I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and…
Third World Country shit
BREAKING: Tulsi Gabbard announces she has officially referred Barack Obama to the DOJ for criminal prosecution
Hey. Hey kid. A bit of free advice. Just go get a job at the two hottest, most competitive startups in the entire world. Aw. Shit. Don’t thank me. I just love to help people. What can I say? Let me know if I can ever be helpful.
If you’re in your 20s in tech right now, a couple of years at OpenAI, Anthropic or a great AI startup will give you 10x the career juice of any MBA or graduate degree (and a lot less debt).
Imagine bragging about underperforming T bills
For those that watch the @theallinpod, you may remember that my most obvious trade idea heading into Jan was long the S&P Index and short the Mag7. Aka the “Mean Reversion Index Trade” Turned out to be free money. Very rare that the market gives you these kinds of fat pitches.
This is an incredibly unsophisticated take. You must not have an ISDA or even know what that means.
This is an incredibly unsophisticated take. You must not have an ISDA or even know what that means.
Sorry I thought it was a trade recommended to the All In podcast audience. Given that it’s the number 1 podcast with maybe hundreds of millions of listeners worldwide, I just assumed the vast majority doesn’t have ISDA or cheap/free leverage to put into such a trade.
Um Annualized Return: ~3.98% (from the long SPY short Mag7 2.2% return over 6 months and 20 days, annualized with compounding). 1-Year Risk-Free Rate (Jan 2025): ~4.3%.
The CFA Institute is no longer the outstanding organization it was when I joined upon earning my charter 31 years ago. If you are a CFA charterholder and have not yet voted your proxy (deadline this Monday the 21st at noon Eastern) or may consider changing your vote, or are…
As promised, here are the ideas from the thread with the question "What's your favorite non-US idea at the moment? + Explain why you like it." Thanks to everyone who responded! 🙏 Would appreciate a RT/like if you found this helpful!
Time for an idea thread! Here goes: what's your favorite non-US idea at the moment? Add a sentence explaining why you like it + valuation. As per usual, I will take the responses and compile them for everyone. Please retweet for visibility.
Dont know if I can think of a time an athlete at the top of his sport has been this open and honest about their craft
When asked about doubling down on AI by Jessica Lessin, Mark Zuckerberg said: "You know. The opportunity of creating the hypothetical AI God and dominating the next form-factor is very important for $META, but we need to balance that with where the 30y is, right? You might say…
It is getting harder to pump more air into AI bubble with 30y yields here
Robert Downey JR
If Iron Man was black, who could pull off that character on screen?
This has a good shot at being an iconic photo. Cherry on top that it also spells C R A P
A new acronym for the meme stocks that just won’t quit!!! PARC!