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@313kounine

الله 10031;90059 trader, but this is not a finance account

Katılım Nisan 2014
421 Takip Edilen140 Takipçiler
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ح@313kounine·
Buying bonds has been hands down one of the shittiest capital allocation decisions since ~2023, if they were buying today it would be interesting but they literally bought last year at the worst possible time. Not to mention buying the dollar into a global weak dollar environment is even more retarded. We are literally exit liquidity for the Chinese to sell (though obv they are 1000x the size). Also, when you are a bankrupt country with >100b you owe imminently to your own citizens, investing in 5% yielding assets with a plan to pay back what you stole in 20+ years is not encouraging
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علي طفيلي
علي طفيلي@aliiiiiiiiitfai·
جين ما رح يخبركم انو هيدا ال assumption عم يتغير و انو الفائدة على هاي السندات عم ترفع بشكل صاروخي منذ الحرب على إيران و انو أغلب الدول و المؤسسات المالية عم تركض لتبيع هاي السندات.. يطعمنا الحج و الناس راجعة...
Jean Riachi@riachi_jean

يُعتبر الاستثمار في سندات الخزينة الأميركية عالمياً من أقلّ الاستثمارات مخاطرة، إلى درجة أنّ عوائدها تُشكّل المرجع الأساسي لاحتساب معدّل الـ Risk-Free Rate في معظم النماذج المالية حول العالم. لذلك، يُسجَّل لمصرف لبنان أنّه اتّخذ أخيراً قرار صائب بتشغيل مليارات الدولارات التي كانت نائمة نقداً داخل خزائن شارع الحمرا — ويبدو أنّ المبالغ المعنية أكبر بكثير من الـ2.2 مليار دولار التي جرى التداول بها مؤخراً — بدل إبقائها مجمّدة بلا أي عائد. فإبقاء هذه الأموال لسنوات على شكل أوراق نقدية داخل الخزائن لم يكن سوى واحدة من السياسات المالية العبثية التي ورثناها عن الحاكمية السابقة.

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ح@313kounine·
@primesam9 Ayre b kel wa7ad saref aktar mn $50 3a promposal hek a7san ya3ne
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ح@313kounine·
One of the greatest successes in the psychological war against Arabs, and especially the Lebanese, has been getting them to worry about and commit to slop and me7n over and over. As a simple example, every day paramedics are assassinated in Lebanon. There should be institutions ready to quickly train more so that the talent pool remains deep and the country remains resilient. Instead people are more worried about living paycheck to paycheck so they can buy the newest iPhone when it comes out. Train drone operators, paramedics, doctors, nurses, construction workers, engineers, etc. enough of the stupid first world jobs. Why are there more “interior designers” and “dietitians” in our bi2a than engineers and health workers?? And then the only response you’ll hear to this is “ma 3sht jaw l 7arb” w “tweeting from America” like 80% of Lebanese people don’t live off our handouts anyways and think they’re “too good” to work a job a Syrian will happily work. We’re fighting the most important and difficult war of our age and people still care more about getting story likes for posting their friend who was a shaheed than the security and intelligence risk that comes as a result of doing that. We’re just a deeply unserious people, with all my respect to those who are doing something about it.
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ح@313kounine·
1. Only interview Ivy-tier kids, with another team that runs a very tight filter on the good public schools 2. Filter for kids who have all the table stakes (>3.7 GPA, relevant clubs, etc.) 3. Select for kids that are either autistically smart (IMO/competitive programming) or grew up poor, ideally both Once you get there, the number of candidates is small enough to interview all of them. It becomes immediately clear who is sharp and who is not. When I interviewed kids at CitSec, it took <5mins to figure out if a candidate was worth a closer inspection. Ironically, the biggest signal someone was NGMI was them having a striver background and high GPA from Harvard. Those kids always thought they were much smarter than they actually were.
GBR@GayBearRes

It just feels like we don’t have a good way to differentiate early career talent anymore. Grade inflation makes undergrad GPA meaningless, technical interviews and casing can be gamed, and certifications have become saturated. How is the top 2-10% talent supposed to stand out?

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ح@313kounine·
@talxtaa If you’re willing to pay cash up front, I’ve had much better experience with doctors in Lebanon than in the US or anywhere else.
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T, PhD📚🔍
T, PhD📚🔍@talxtaa·
how does Lebanon keep getting praised for having the best doctor and I never find a good doctor in Leb? is it just my luck?
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ح@313kounine·
@ismaellini I was told to upload a recent photo and go there to get it printed but idk
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ح@313kounine·
Need to make my AUB faculty ID Should I continue the trend of using my high school senior photo like I have for all of my work IDs since 2019
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ح@313kounine·
@NoeNicholas You’re doing God’s work constantly repudiating this piece of filth
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Nicholas Noe
Nicholas Noe@NoeNicholas·
“Hezbollah launched the current war” is merely polemical on its own (Israel had been bombing Leb since the “ceasefire”).But it’s also grossly inconsistent if you cast Hezb as an Iranian proxy since you must also view their involvement as reactive to a war launched by Trump/Israel
Elizabeth Tsurkov@LizHurra

Hezbollah militiamen from the village of Mais a-Jabal who were killed in the ongoing war. Israel occupied Mais & damaged it heavily after Hezbollah launched war on Israel on Oct 8, 2023. The Israeli Army reoccupied the village after Hezbollah launched the current war and has largely erased it off the map. Israel's urbanocide clearly contravenes international law and all buildings can't be legitimate military targets. However, Israel broadcast its intentions clearly for any future war with Hezbollah before Hezbollah launched those 6 rockets at Israel, sparking this war. This outcome was predictable and avoidable. If the commanders leading these men did not see them as replaceable tools, they'd have avoided starting another pointless losing war.

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ح@313kounine·
@ismaellini This guy is the worst person on Twitter
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ح@313kounine·
Apparently they’re now offering a quant finance degree at Wharton? Is this the top?
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ح@313kounine·
Retarded “religion is the opium of the masses” Marx-level tweet. Purity of religion determines whether the rulers of a country use it as a guide or as a tool of domination. For example, the leaders of Iran use religion to guide themselves and their people and are of a higher purity of mind and thought, with some negative exceptions. The Gulf rulers use religion to dominate their people, with the exception of a few who actually believe. A sword in the hand of a fool is a butter knife.
Saad@SyrCassian

No Hijab. No Niqab. Full Makeup. Religion was truly made for the poor.

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ح@313kounine·
@R0111ae No like literally this is a pic from the date lmao (cropping her out)
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hhrayan
hhrayan@R0111ae·
ماتشا عالخفيف
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excel_rator
excel_rator@excel_rator·
@ppppp1245688 @313kounine @bedouincap The quant also needs a 130+ IQ and serious grind since freshman yr high school so all things equal its easier to be the gas station or food truck guy
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bedouin
bedouin@bedouincap·
The “prestige” professions of finance, tech, law etc are only available in high cost metros where you barely keep up with neighbors. The real arb is being a doctor or SMB owner in a random suburb where you can be the richest guy in the Costco parking lot
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ح@313kounine·
I’m a quant and know many gas station owners. I’m hyperbolizing slightly, but when you can cash flow 4 locations at say 10-12k a month (not super common, not rare, would say it’s above average), you’re looking at 500-600k a year in income you take home, which is equivalent to 1M a year when you account for the NYC tax regime and the fact that most SMB owners have an effective tax rate <10% due to cooking their books and having way more relative deductions.
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ح@313kounine·
I both own a gas station and am a quant trader (on gardening leave). Running a gas station (especially in a tough area) is shitty vs the high life of being a trader at a good firm. If you can scale to 3+ (profitable, decent) locations though and know what you’re doing, the cash flow hits an inflection point and it is much more favorable from a tax perspective. You can only stress yourself out about the Japan open at 6pm on a Sunday for so many weeks before the pressure burns you out. If you’re an elite trader who can climb the ranks and hit 3m+ a year in comp, then this doesn’t apply, but most of those guys have an insane love for the game. Another underappreciated aspect of cash flowing businesses is you get to collect money monthly with no lead time once you’re profitable. Sitting and waiting a year for my 2025 bonus to be paid out in deferred comp is stressful and annoying. My point was to illustrate how disillusioning it is to go to an elite college and do a job that <0.01% of the population can actually do and be lapped pay-wise by successful hometown guys who basically just bought a few small businesses and didn’t make any major mistakes, while also still making 10x the average American. It’s kind of nuts.
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Black Archie Character
Black Archie Character@ppppp1245688·
@313kounine @bedouincap East to the point of rising prices, or have to hire staff to make $1M per year. In the long term, quant engineers have more money in their pocket than a gas station owner.
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ح@313kounine·
بسم الله قاسم الجبّارين
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ح retweetledi
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N@NotNassif·
Arab diasporas making their whole personality about being Arab while not being able to read a sentence in Arabic will never stop being hilarious
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Keşfet

@primesam9 @talxtaa @ismaellini @NoeNicholas @R0111ae @excel_rator @ppppp1245688 @bedouincap