Leader, Entrepreneur, teacher & Coach @ccraider_sports | @curearthritis | @northeastern AI, physics , Quantitative Research, Running and Investing
Amesbury, MA
Joined September 2013
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Brendan M retweeted
Global hedge funds have reduced gross equity exposure by more than 8% since June, marking the largest unwind since at least 2017 and pushing gross leverage among US long/short funds to the 10th percentile of its one-year range, according to Morgan Stanley.
I wonder if #Warsh has the real 🏈 to draw down the base….if he does, these fake markets will go away, it will be painful but then balance will follow and real markets will be the result.
Brendan M retweeted
Harry Kane’s words to his family, One of the most beautiful #BallonDor speeches ever: 🤍
All those years, the sacrifice, taking me to training, coming to watch me play all around England... There was never any pressure to become a footballer. It was always about working hard.
If this is true, gold will collapse like any asset that it no longer scarce. $GLD
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
Brendan M retweeted
MATHYS TEL SCORES A BANGER AND TOTTENHAM WIN 2-0 AT CHELSEA 💥
YES, THAT'S RIGHT. TOTTENHAM WIN AT CHELSEA FOR JUST THE SECOND TIME IN 35 PREMIER LEAGUE ATTEMPTS 🤍
Brendan M retweeted
Americans have been dumping vacations home at an unprecedented rate over the last 5 months.
For every vacation home an American has purchased, 2 have been sold off.
Today, 2.1% of all vacation homes in the country are up for sale.
This ties exactly to every post I noted during August and September - they were pruning max users to make themselves more profitable. Given this latest Opus, thinking they may reaccelerate their growth figures - with that said, I still think a 2.5t IPO for this company is insane.
"Anthropic Q3 revenue was a big miss - $16.8bn for the quarter vs $5.4bn implied monthly run-rate for July (which was reported in Aug), implying close to 0 growth in August and September. This has weighed heavily on sentiment, as a key pillar of the AI investment thesis is the ARR growth trajectory of frontier models. The funding stress facing Coreweave and the neocloud ecosystem are further exacerbating concerns." - Goldman Asia S&T
More but the valuation now makes "more sense" maybe?
zerohedge.com/markets/afters…
unreal!
🔥 BREAKING: The Tesla Roadster just DROVE UPSIDE DOWN and LEVITATED on its way down off a vertical ramp
EPIC!!!
Elon, SpaceX and Tesla OUTDID THEMSELVES!
That is SURREAL.
@ElonMusk: "Well — it worked!"
Brendan M retweeted
O’Keefe seems likes he’s been at CC for 8 years. And I mean that in the best way possible. Just how it comes across when you’re a 4 year contributor in multiple sports. Not many high school athletes can match that! What an athlete. 💯
O'Keefe's kick is on the way...AND IT IS GOOD!!!
He drills the 29-yard try, and Central Catholic (@CCRaider_sports) seizes a 52-51 lead with five seconds remaining! @BosHeraldSports @Murray_Jack_