Dan Amoss

275 posts

Dan Amoss banner
Dan Amoss

Dan Amoss

@AmossDan

Analyst at Paradigm Press Private KittySquiddy finance group account is @AmossDanLocked

Katılım Temmuz 2012
281 Takip Edilen336 Takipçiler
Sabitlenmiş Tweet
Dan Amoss
Dan Amoss@AmossDan·
Book review: @jamesgrickards is a friend and a colleague at Paradigm Press. Over the past 8 years, I‘ve learned much from Jim. I’ve seen his prediction of improbable developments. (1/29)
English
1
0
7
1.2K
Dan Amoss
Dan Amoss@AmossDan·
The most important point in my opinion: Chat GPT's role "is to always say the most obvious next word." But as George Gilder often says, "Information is SURPRISE." More from Gilder. acton.org/pub/commentary…… (4/4)
English
1
0
3
205
Dan Amoss
Dan Amoss@AmossDan·
Solve pain points and create value. This is timeless advice for students. (3/4)
Dan Amoss tweet media
English
1
0
1
283
Dan Amoss
Dan Amoss@AmossDan·
Great 🧵 from Vincent here. Few are thinking about the risks that AI poses to the (temporary, I think) oligopolistic rent extraction and profit margins at the big tech stocks that drive the S&P 500. FOMO crowding into big tech has worked thus far in 2023... until it doesn't.
Vincent Deluard@VincentDeluard

If we want to get serious about inflation, antitrust enforcement and better competition are key The psot-2010 jump in margins took place amidst falling productivity. This is not innovation but oligopolistic rent extraction! Once again, too much lobbying and corporate power...

English
0
0
0
279
Dan Amoss
Dan Amoss@AmossDan·
@SBF_FTX Conclusion below. One can be bearish short-term on risky assets due to government and central bank distortions. Specifically, now the Fed is popping a bubble it inflated. One can also be bullish long-term on the human capacity to innovate. (8/8)
Dan Amoss tweet media
English
0
0
0
97
Dan Amoss
Dan Amoss@AmossDan·
@SBF_FTX Gilder describes socialism as an insurance policy that guarantees stagnation. (7/8)
Dan Amoss tweet media
English
1
0
0
108
Dan Amoss
Dan Amoss@AmossDan·
Knowledge and Power by George Gilder (published in 2013) is one of the best defenses of free markets I’ve discovered. TLDR: Capitalism is about service and knowledge, not greed. Excerpts below are from the Audible version (any errors are mine). (1/8) amazon.com/stores/George-…
English
1
0
1
553
Dan Amoss
Dan Amoss@AmossDan·
Wisdom right here 👇. Let the best ideas win by testing them. "If a viewpoint is horrifically toxic, take it outside. Let the sunlight disinfect it. Keep it dark and the thing spreads and spreads until it can no longer be cordoned… wildfire through a prairie."
English
0
0
0
68
Dan Amoss
Dan Amoss@AmossDan·
"In that one sense we are brothers. And we don’t want our fellow sea creature harpooned. For the same characters that would harpoon a whale would feed us to a fish."
English
1
0
1
83
Dan Amoss
Dan Amoss@AmossDan·
@winsteadscap They're doubling down on asset intensity with the U.S. Xpress deal to get to, what, 3% of TL market share in the US?
Dan Amoss tweet media
English
0
0
0
5