Ron

1.5K posts

Ron

Ron

@ohey2011

Try to learn something new everyday

Dallas, TX Beigetreten Haziran 2011
4.1K Folgt332 Follower
Ron
Ron@ohey2011·
@nicochristie Would love to try for my company, it’ll be a game changer for us, thanks in advance
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nico@nicochristie·
Fun feature, you can share any file by generating a link and people can jump into your file and history. This is the YC analysis: tryshortcut.ai/share/160e0c6d…
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nico
nico@nicochristie·
Codes are limited at tryshortcut.ai Beyond doing your work, it also has near perfect feature parity on Excel. Directly edit, import, and export files. That means there is no reason to go back to Excel. It's like going back to VScode after Cursor.
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Ron
Ron@ohey2011·
@jnordvig @ExanteData @marketreaderinc Great show gents, @jnordvig been following work for some time now, since your first appeared on RV years ago, would love to hear your thoughts on GENIUS Act and its impact on USD and T bonds if passed
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Jens Nordvig
Jens Nordvig@jnordvig·
My inbox(es) are blowing up over the last 24 hours (both the @ExanteData one and the @marketreaderinc inbox). The Compound and Friends show was released on Friday and has incredible reach in the wealth space, and is generating a lot of interest both in our content for institutional investors, and the MarketReader software (that can be used by everybody). The show has a cold open, and the official show starts 10 min in. Congrats to @Downtown and @michaelbatnick for striking a unique balance between high quality content and a fresh format. They are clearly leading in this specific social space, in my view. If you have reached me/Exante/MarketReader out over the last 24 hours, bare with me/us, we will try to get back to you soon, but we just need a little time.
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PiQ
PiQ@PiQSuite·
🇨🇦📉 TSX Futures Dip as Markets Await U.S. Inflation Data for Fed Cues Tickers of interest: $TSX $SU $SHOP $GC $CL Full Story →app.piqsuite.com/reuters/tsx-fu…
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Austen Allred
Austen Allred@Austen·
The team at @bloomtech has been working very hard for many years on something really special. It's about time. To let you see. bloomtech.com/live
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Ron
Ron@ohey2011·
@UrbanKaoboy Always appreciate your nuanced take, much appreciated
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Michael Kao
Michael Kao@UrbanKaoboy·
To summarize, despite my LT structural bull thesis in oil, the ST obfuscation from Ukraine/Russia and China still leave me scratching my head. The Pelican doesn't see a sure thing right now in oil and is content to float on the waves. (END) twitter.com/UrbanKaoboy/st…
Michael Kao@UrbanKaoboy

Investing the Pelican Way: Spend most of the time chilling on posts/floating on waves, but ALWAYS staying alert for opportunities. Expend time/energy VERY selectively; abort quickly when prospects aren’t great. Act swiftly/decisively ONLY when it’s damn near a sure thing.

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Michael Kao
Michael Kao@UrbanKaoboy·
Re: Oil-Trying To Cut Through The Noise. I've been quiet on oil in recent weeks given the lack of edge in forecasting anything given Ukraine/Russia wildcards + China wildcards. Cap One provided some useful data points today in a client call, which I will summarize below. (THREAD)
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Ron
Ron@ohey2011·
@themacrotourist Great post, very thoughtful thank you! Curious to see why you pick the short JGBs vs. continue to press shorting the USD/JPY part of the "unholy trinity"... shorting JGBs has been the pain trade for awhile, assuming it's the asymmetrical entry pt of the two?
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Ron
Ron@ohey2011·
@themacrotourist Thanks Kevin, know it’s bit rhetorical at this pt re Fed’s credibility and there’s only one way to find out… it does feel like we’re in a phase of Fed short calls to some extend, tricky game to play nonetheless
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Ron
Ron@ohey2011·
@themacrotourist Thanks for the post Kevin, curious your thought on Fed’s credibility as a factor this time around given the recent / ‘18 rate hike debacle and how that plays into current market environment… just seems like the market is playing a game of chicken with the Fed
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Ron
Ron@ohey2011·
@tferriss Been a avid listener for 5+ yrs (one of my first pods actually), this is one of my favs, Bo’s stories really resonated with me, especially as an immigrant myself, following the what I thought was ”成功的道路” and now embarking on my own entrepreneurial route
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Tim Ferriss
Tim Ferriss@tferriss·
NEW podcast episode is up! "Bo Shao — His Path from Food Rations to Managing Billions, the Blessings and Burdens of Chasing Perfection, Building the eBay of China in 1999, Pillars of Parenting, and Pursuing the Unpopular" Please enjoy! 🙌 tim.blog/2022/04/06/bo-…
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Ron
Ron@ohey2011·
@balajis mzlholdings.eth
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Balaji
Balaji@balajis·
Here's the link to the book one more time. Get it on desktop if you are having issues on mobile. Then reply here (or in any of the book threads) with your ENS name and preorder screenshot to get a commemorative NFT after launch. amazon.com/dp/B09VPKZR3G
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Balaji
Balaji@balajis·
Outcome: - We hit #2 in new releases and #4 worldwide - We’ll release paperback and Audible - We'll do a commemorative NFT for all early adopters after launch - Just reply with your ENS name and preorder screenshot to get that Thank you! And let's get this country started.
Balaji@balajis

The Network State is now #18 on Kindle. If we get to #10, we'll ship a paperback. If we get to #5, we'll do Audible. And if we get to #1 worldwide? We'll issue a commemorative NFT. To get it, reply to this thread with your preorder screenshot & ENS name. amazon.com/dp/B09VPKZR3G

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Ron
Ron@ohey2011·
@balajis mzlholdings.eth Excited for the book!
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Balaji
Balaji@balajis·
The Network State is now #18 on Kindle. If we get to #10, we'll ship a paperback. If we get to #5, we'll do Audible. And if we get to #1 worldwide? We'll issue a commemorative NFT. To get it, reply to this thread with your preorder screenshot & ENS name. amazon.com/dp/B09VPKZR3G
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Yuga Labs
Yuga Labs@yugalabs·
See you on the Otherside in April. Powered by @apecoin
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ApeCoin
ApeCoin@apecoin·
👇 Happening now on our Twitter Space👇 Listen here: bit.ly/3KReCfP
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
My conversation with Clocktower’s Marko Papic We discuss - the war in Ukraine - global order - China - inflation and the Fed - income inequality - global food supply And just about everything else going on… Enjoy! joincolossus.com/episodes/70558…
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Ron
Ron@ohey2011·
@patrick_oshag @garrytan Beautiful discussion, especially the bit about experience adversity albeit many of us deny it
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Ron
Ron@ohey2011·
@jimchang Mzlholdings.eth
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Jim
Jim@jimchang·
RT and drop your ENS for a surprise next week 🤝
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Ron
Ron@ohey2011·
@patrick_oshag youtu.be/-6rWqJhDv7M In case if anyone’s just as confused (if not more) after reading but are more curious about the core ideas, great video with Carlo unpacking his ideas and I found some of the comments are tremendously helpful
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YouTube
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Ron
Ron@ohey2011·
@patrick_oshag @jlppfeffer Great chat! “Don’t ask where I’m from, ask where I’m going…” what a fascinating way of reframing how to engage and get to know someone at a deeper level. Thanks gents!
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
I’ve wanted to record a conversation with @jlppfeffer since I met him years ago He’s one of the most interesting people in the investing world He’s lived, invested, and built things around the globe I do the podcast for discussions like this Enjoy! joincolossus.com/episodes/26583…
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