Dan
1.3K posts

Dan
@D_Danimal
Lawyer, engineer, investor interested in all things finance, space, and the boundaries of science.

on today's episode of Swole as a Service i brought my good friend @dylan522p of @SemiAnalysis_ to the gym to do a push workout while answering a pretty simple question: - can china beat the US at AI? anyway what people really want to see is how many pushups dylan can do in 60 seconds so we did that too... 01:08 - Warm up / What does SemiAnalysis actually do? 02:21 - Flat dumbbell chest press / Open source vs. closed source models 05:10 - Seated dumbbell shoulder press / IP theft in the AI race 08:30 - Leg press / Playing out Taiwan scenarios 12:37 - Chestmaxxer challenge / Can China beat the US at AI?




This is why I believe in Bitcoin. If you only watch 9 minutes of my content, ever, please let it be this.






Remember the Feds told us these files didn’t exist and @realDonaldTrump stood up to the deep state. The 1st drop will be big but in comparison to what is coming they will be a drop in the bucket. I would say “Holy Crap” is coming.

Breaking News: The Pentagon made public what it called “never-before-seen” files on UFOs. The initial images are murky and show what could be anything. nyti.ms/49BRf8R


💡 “Write fewer stories .. write the things that actually matter. Don’t chase clicks.” “This is advice that has worked for @BerkowitzBT. Whilst running away from page views as a metric of success they have actually gone up for @axios.” 📰 @pressgazette: pressgazette.co.uk/north-america/…



Policymakers are running the economy so unbelievably hot right now that I am starting to think it has approached or surpassed recklessness. The Treasury has completely taken over control of the money supply and financial conditions with their ongoing ATI/YCC actions and most recently manipulation of the dollar lower which dramatically loosens financial conditions. While most of these actions are occurring out of the normal spotlight because the Fed is trapped with an inflation problem and cannot reasonably cut rates, they are not innocent. They are effectively running QE with stock markets at all-time highs with their RMPs that Powell did not discuss at all in yesterday's FOMC, despite their own guidance that the purchases would subside in April after tax day. This QE, labeled as 'reserves management' allows the Treasury to continue irresponsible issuance policies. I characterize these actions as potentially reckless because they put substantial upward pressure on both inflation and economic growth at a time when nominal GDP is already consistently printing >5%. These actions are typically seen coming out of crises, not pre-emptively. With global bond markets already twitchy and the most fragile and overleveraged they've ever been, these policies are like throwing gasoline on a fire. Lost in the shuffle of today's Yen intervention is the fact that this is yet another loosening of financial conditions in the US and more inflationary tinder. Global sovereign bonds get uglier by the day. Notice Japan's yields calling bluff today.











