Rodion

@worldofconcept @Rothmus I just checked: In the extended edition this exact moment is: 2:50:19. It's close but not exact.

@Rothmus Does this refer to the cinema version or the extended edition? Just asking for a friend... Iykyk

🔥🔥🔥🔥

@EvaVlaar War rhetoric like this has never helped in achieving anything other than more war. Europe needs peace. Europe needs to return to rational thinking and rational leaders. Europe needs a renaissance. Time is running out.

JUST IN | Mark Rutte, former Dutch PM and now Secretary General to NATO: “It’s time to shift to a wartime mindset and turbocharge defense production and spending.”

@Snowden Have you seen this one yet? twitter.com/greg_price11/s…

Somebody needs to produce an infographic showing which House members today that A) voted to renew FISA today, B) are up for re-election, and C) that election is expected to be close.

@vydamo_ Your can still use the ape, gratis. Right click, save👍

@IOHK_Charles It's been more than 9 years, but I love the way you thought about this back then. For anyone interested, check it out: youtube.com/watch?v=9d3bp3…

@IOHK_Charles Charles, I think it's time for a remake of one of your first videos on YT about the programmable society. We desperately need to communicate new social governance structures.

Kennedy waking up to the horrors of the People's Republic of California

Is it time to start worrying about our institutions yet?

@heikelehner Ja, das stimmt. Letztlich geht's wohl - wie fast immer - um die Optimierung des eigenen Erwartungsnutzen... Toggle Track werde ich jedenfalls mal ausprobieren, danke für den Tipp!

@GerlamoRodion Depends - wenn intrinsisch Freude dran ist, sich mit neuen Techniken intensiver zu beschäftigen, verkomplizierts die Rechnung

I am a sucker for all things self optimization. Hab vor einer Woche begonnen, die Zeiten aller meiner Aktivitäten mit Toggl Track zu tracken. Erste Take-Aways: 1. Wenn man sich wundert, wieso bei manchen Projekte nichts weitergeht ist es, weil man zu wenig Zeit investiert. As simple as that. 2. Transport nimmt echt viel Zeit in Anspruch. Das ist echt tote Zeit, wenn man sie nicht für irgendwas Vernünftiges nutzt, und es sei es für Meditation. (mehr dazu übrigens regelmäßig auf Insta unter heikelehner_ )

@cautious3302 @fkronawitter1 I was thinking the same thing. Why not go for the 20Y, for example? Could you explain your rationale for choosing the 2Y @fkronawitter1 ?

@fkronawitter1 Why not buy the long duration?

I wrote in my last post that I would buy the 2-Year on a bounce (in yield). I just did that ISM Services employment component is falling off a cliff Goods econ mislead everyone about direction of econ cycle in '22/'23, and think odds are it will again do so in '24

@DctrCornelius @RayTrounday @zerohedge But why has it been this high over the recent period? What is the incentive of buying all those 0DTE? Spot-Price manipulations maybe?

0DTE has peaked

@_sisma_ @TimmerFidelity It's probably too early to call. Research suggests a lag of 12 to 24 months before IR increases have a measurable impact on the real economy. Let's see where we are in March 2024. If we don't see signs of a slowdown by then, your statement will be strengthened.

@TimmerFidelity Would it be correct to say the US economy is the least IR-sensitive that it’s ever been?

Rate hikes are designed to slow down the economy, but despite a long, hawkish campaign by the Fed, much of the economy seems little affected. Ironically, the borrower most sensitive to the Fed’s rate hikes is the US government itself. Debt-service costs in the US are now approaching $1 trillion, which is not a trivial share of a $6.3 trillion budget (2022).

@heikelehner Was ist die Ratio dahinter? Dass Fremdkapitalfinanzierungen in den USA generell mehr über Anleihenemissionen abgewickelt werden als in Europa?

Wichtiger Punkt: restriktive Kreditvergabe hat in der Eurozone stärkere Auswirkungen als in der USA.

@heyBarsee @tresselapp save thread

ChatGPT prompts to finish hours of work in seconds (all new):

@_Borriss_ @tresselapp save

The “Advanced Reasoning” is THE Killer Feature of GPT-4! 7 Non-Trival (and Fun) Ways to Harness It: (bookmark to explore them, when you have time) 1. Assess the current state of research on a specific topic, and identify gaps or future directions for exploration. 2. Propose a novel approach to addressing a complex issue, considering various stakeholders and potential consequences. 3. Analyze a literary work, exploring its themes, narrative techniques, and historical or cultural context. 4. Evaluate the strengths and weaknesses of competing theories, and discuss their implications. 5. Develop an interdisciplinary framework for understanding and addressing a specific challenge. 6. Critique a specific argument, considering its logical structure, underlying assumptions, and potential objections. 7. Design a research study or experiment to investigate a specific hypothesis or research question, outlining the methodology, data collection, and potential limitations. “The daily prompt part” - day 27 #daily_prompt_part #gpt4 #chatGPT

@MacroAlf @tresselapp save thread

Money printing doesn't work like you think. A thread. 1/

@akshay_pachaar @tresselapp save thread

PCA from scratch using Python 🔥 Principal Component Analysis is a powerful technique for dimensionality reduction and data visualisation. -- step by step explanation with code -- A Thread 🧵👇

@The_Plain_Bagel Could you shed some light on the AT1 bond issue? I'm still struggeling to understand whether price losses in AT1 bonds are market to market and therefore deacrease Tier 1 capital and increase the leverage ratio?

Hoping to get a video out today on Credit Suisse - stay tuned

@PeterBofinger Would you generally agree to the following statement: increasing interest rates -> new credit to private sector decreases -> fewer investments -> decreasing economic growth -> recession probability increases

The impact of current interest rate rises on the financial system becomes clearer when interest rates are expressed in logarithmic form.

@nullnein @Schuldensuehner I thought the deal would be off if CDS spreads go > 100bps?

@Schuldensuehner Do they still have a way of getting out of the contract with rising CDS spreads?

The cost of insuring UBS debt against default soared on Monday, following the bank’s takeover of rival Credit Suisse. UBS 5y CDS jumps.