My entire adult life has been a study in risk - as a naval officer, as a FX market maker, as a risk manager, as a fundamental investor, and as an entrepreneur.
New York, New York, USA
Joined September 2011
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“If we can forgive what’s been done to us… If we can forgive what we’ve done to others… If we can leave our stories behind. Our being victims and villains. Only then can we maybe rescue the world.” - Chuck Palahniuk via @tferriss
Chand Sooran retweeted
*ANTHROPIC RETRACTS IPO FILING DETAILS, CITING INACCURACY: RTRS
This should help attract investors
Oh, sure. Now you tell me.
"Buy The Rumor, Sell The News": Wilson Says The Correction Needs One Last Flush To 7,100 Before The Year-End Rally zerohedge.com/markets/buy-ru…
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Chand Sooran retweeted
Reasons not to hike rates at all, let alone 50bps:
1. Oil just crashed 20%
2. CPI is backward-looking
3. Inflation is at the average of the last 40 years
4. Stocks crashed last week
5. It's one print. An ugly print, but one print, and the Fed shouldn't be making decisions based on one data point
6. Inflation was a lot higher in 2021 and there was no urgency then, why, I wonder, does everyone have religion about this all of a sudden?
7. You never hike into a supply shock
8. Everyone knows this is about politics
9. Everyone knows Warsh is strongly disliked
10. And Warsh is a proxy for Trump
11. Copper just broke the uptrend
12. A 50bp move is for emergencies. Nothing here constitutes an emergency.
13. See my previous tweet
Deconstruction is everywhere around us.
Here is a CBC Kids broadcast segment originally published in 2021, promoting different coloured poppies during Remembrance Day because “some feel that the red poppy focuses too much on soldiers and can be perceived as glorifying war.”
The segment highlights the white poppy for civilians, a black poppy for African, Caribbean and Pacific Island communities, a purple poppy for animals and a rainbow poppy for “contributions the LGBTQ community has made to war efforts.”
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Part of me thinks of the opposition to tariffs as favoring US consumerism over the strategic value of a domestic industrial base.
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Canada remembers
mypoppy.ca/poppy/8725e0b4-cd…
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Chand Sooran retweeted
Stan Druckenmiller: Knowing When to Stop Analyzing Is the Biggest Mistake We Make
I think it's the biggest mistake in our business. At some point, the analysis becomes counterproductive. That's one thing I've learned, and it's greatly to my advantage. Speed matters now. With AI and email and everything else, if you sit around and analyze a company for four months and you're not willing to operate with 15% or 20% of information, you'll often miss just a big move and then you're afraid to buy it because it has moved.
That to me is a core belief. Sometimes when the opportunity is so big and you just kind of know it, you've just got to plunge in without the proper information, do the work, and if it doesn't work out, it doesn't matter whether you're a profit or loss.
Chand Sooran retweeted
White suburban dads attending a Diwali celebration and kicking out the racist loser “protesters” is what makes America so awesome. E pluribus unum, friends!
Not wrong
NYU professor emeritus Gary Marcus says Krispy Kreme has beaten Nvidia over the last year and OpenAI could be the WeWork of AI
"Krispy Kreme has done better in the last year than Nvidia"
"I've long talked about OpenAI as possibly being the WeWork of AI"
"What if OpenAI is forced to sell at a discount to something like Microsoft?"
Marcus told CNBC the AI selloff is really about psychology, with investors losing faith that generative AI is a rocket while questioning whether chip buyers can turn a profit ($NVDA $MSFT)
When the bear case shifts from valuation to whether the poster child can even go public, sentiment is doing more of the work than earnings
via @CNBC, featuring @GaryMarcus
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