Exploring inflation, real assets and fractional housing. Evidence over hype. Risk before return. Iran & emerging markets.
Joined March 2007
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Real estate shouldn’t be limited to those who can buy an entire property.
I explore inflation, real assets and fractional housing—with evidence over hype and risk before return.
Clear, practical analysis starts here.
Pouria M.R | Real Assets & Housing retweeted
Heavy fighting broke out between Iranian security forces and unidentified gunmen in Iranshahr in the southeastern province of Sistan and Baluchestan, with RPG fire reported and a tank and drones deployed, the Baluch rights group Haalvsh reported Tuesday.
Citing local sources, Haalvsh said dozens of security vehicles were sent to the Gharibabad area and that light and heavier weapons were being used in the fighting. Security forces also reportedly blocked roads leading to the area. The identities of the gunmen, the cause of the clashes and any casualties or damage remained unclear.
The confrontation follows a series of armed clashes with government forces in the restive southeast over the past month. On Sept. 12, heavy fighting spread across parts of Saravan, where gunmen attacked military vehicles and security positions and dozens of security personnel were reported killed or wounded.
Earlier in September, the IRGC said two members of an armed cell were killed in a joint security operation in the province.
iranintl.com/en/202609290399
Pouria M.R | Real Assets & Housing retweeted
JUST IN: Dating startup Ditto launches AI agents that go on “simulated dates” with hundreds of other users’ agents to find compatibility before recommending real-life matches.
Pouria M.R | Real Assets & Housing retweeted
بورسیه تحصیلی در دانشگاه توکیو بدون نیاز به تافل و آیلتس برای مقاطع فوق لیسانس و دکترا.
ددلاین آخر اکتبر.
scholarshipforphd.com/utokyo…
Spot on. This is Multipliers #2 & #3 in action. 📉 Retail guesses price ("Adding"). Quants use GARCH to read structural laws ("Multiplying"). Chinese wisdom: "透过现象看本质" (seeing the essence through the noise). Volatility is truth. Math > Hope. 🧠
robert engle won the nobel prize in economics for proving something hedge funds already knew
they never bothered to mention it to retail
price direction is mostly noise. but volatility? predictable. mathematically, provably, across every liquid market ever studied
it clusters - that's not a pattern someone found, it's a structural law. high vol today predicts high vol tomorrow with 70%+ historical accuracy
the model is called GARCH. published in every econometrics textbook on earth, chapter 4, about 60 lines of python to run
quant desks at citadel and D.E. Shaw don't ask "will it go up?" - they ask "will the next move be large or small?"
because sizing correctly inside a vol regime is worth more than being right on direction
a trader right 48% of the time who sizes with vol awareness beats someone right 62% of the time sizing blindly - every time, over any long enough sample
run it on 10 years of SPY data:
> low vol state -> 74% chance next session stays low vol
> vol spike -> 81% chance next session is also elevated
now you're not predicting markets. you're reading a state machine the market keeps filling in for you every single session with real data
the predictable part of markets was never price direction
it was the distribution of price. the size of the moves. which regime you're currently inside
math is free, data is free, implementation is free
you were just told to stare at candlesticks instead
Bookmark this before the feed buries it
Sun Tzu said: "The supreme art of war is to subdue the enemy without fighting." 📜 Trump’s economics: "The supreme art of economics is to subdue the bond market with the military." Master Sun is definitely rolling in his grave right now. 😂📉🐉
Pouria M.R | Real Assets & Housing retweeted
🚨🇦🇺 BREAKING
The Australian Supreme Court (NSW) ruled that anti-Zionism and criticizing Israel is NOT antisemitic.
Israel is a country, not the Jewish people. It represents itself, not a global faith.
This post has a Community Note. But the Note isn't the interesting part. The interesting part is a number nobody bothered to trace. It claims Aitana López "took 18 months to build." I went looking for where that came from. 🧵
Stunned by a post: a 21-year-old American college student made $43,000 in a month with an AI virtual girlfriend.
He set up an OnlyFans account called Maya. This Maya is 22 years old, tagged as a UCF psychology dropout, with 1,247 paid subscribers, and the highest-spending fan shelled out $1,847. But the most crucial part? The girl in those photos doesn't even exist.
No real person on camera, no real person typing. All the messages are written by AI, the photos are AI-generated, and the voice is AI-synthesized. The entire Maya boils down to just four documents on his MacBook.
Back in the day, building an AI virtual influencer took anywhere from six months to a year and a half. Now, he's got it running in just 4 weeks. Looking ahead, it might take only a weekend to whip one up.
These four files break down like this:
· persona.md, spelling out Maya's character, backstory, and likes;
· voice.md, locking in her speaking tone and voice style;
· flux.md, standardizing her appearance and photo style to ensure all images look like the same person;
· brain.md, logging what each subscriber has chatted about and their preferences.
Before the AI replies to any fan, it reads through all four files, so the persona never breaks, and it never forgets what the fan has said.
Truth be told, the tech stack is so ridiculously simple it's almost absurd. That famous virtual influencer Aitana López from before? Her team took 18 months to pull her together. Now, a Maya-style setup is done and dusted in 4 weeks.
This isn't sci-fi—it's something anyone with a computer can replicate step by step. And it's not just OnlyFans; slap this workflow onto Instagram, TikTok, or Twitch, and it'll run just as smoothly.
AI has basically driven the cost of creating a virtual person down to zero. At this point, the only real barrier left is whether you've got the taste to decide what this virtual person should even look like.
The general error, worth keeping:When a cost collapses, people announce the constraint is gone. It didn't go. It moved. Production got cheap. Distribution, trust, payment rails,and platform permission all got more expensive. Cheap inputs are not an edge. They're the new floor.