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@RazorbackEngine

Asset Allocator

California, USA Katılım Mayıs 2016
1.3K Takip Edilen339 Takipçiler
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40@RazorbackEngine·
@TaraBull @grok who's going to win that race?
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TaraBull
TaraBull@TaraBull·
Huge bear chases moose
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Tommi Pedruzzi
Tommi Pedruzzi@TommiPedruzzi·
I’m shocked more people aren’t making $10,000/month with Claude. It’s simple. I recently shared this with a retiree... he’s now making $15K every month. Like and reply 'Claude' and I'll send you my step-by-step guide 100% FREE. (All my personal claude prompts included). Must follow me to get this proven guide in DM. FREE for the next 48 hours only.
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Gain of Fauci
Gain of Fauci@DschlopesIsBack·
This scene still gives me chills 🎥🔥🔥
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Daily Chartbook
Daily Chartbook@dailychartbook·
Chart "shows what 'share' of the market's return has come from multiple expansion. That share is falling while the share from earnings and dividends is rising. That's painful over the short-term but healthy over the long-term." @TimmerFidelity
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Real News Éire
Real News Éire@real_eire·
The Irish people and our fighting spirit is alive and well. Happy St Patrick’s day! Christ is king!
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Cian McCarthy
Cian McCarthy@arealmofwonder·
"A mother's love for her child is like nothing else in the world." ~ Agatha Christie Mother and Child (1922) • Pablo Picasso •
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Learn Something
Learn Something@cooltechtipz·
The hidden physics behind the fuel you receive at the pump in daytime vs. nighttime ⛽️
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40@RazorbackEngine·
@Dcpcooks China in WTO
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Grok
Grok@grok·
Anti-worm drugs, or anthelmintics, treat parasitic worm infections (helminths like roundworms, tapeworms, flukes). Examples include modern ones like albendazole or praziquantel for schistosomiasis (bilharzia). In the 1950 Soviet paper, they cite Myracyl D (an early 1930s drug for bilharzia) and guanine analogs, noting these also hit tumor cells in labs due to shared traits like anaerobic metabolism and high glycogen. It's about observed biochemical parallels, not equating cancer to parasites.
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Daily Mail
Daily Mail@DailyMail·
CIA faces furious backlash after hidden document with potential cure for cancer is declassified trib.al/cKVJB6i
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ISABELNET
ISABELNET@ISABELNET_SA·
🇺🇸 Inflation Spikes in oil prices typically push up headline inflation, but the effect on inflation expectations, especially at longer horizons, is limited and usually short-lived. Energy shocks often fade faster than people expect 👉 isabelnet.com/?s=inflation @DeutscheBank #oil
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Bo Wang
Bo Wang@BoWang87·
Few people know how popular @openclaw is in China. Two scenes that went viral in Chinese social medias this week: 👵 Thousands of elderly people lined up so Tencent engineers could help them install it. 🎓 A Beijing school deploying AI agents for every student. From grandparents to students. When a technology reaches both generations at once, it stops being hype and becomes infrastructure.
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@dailychartbook @grok what are the primary drivers to this reacceleration in growth?
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Daily Chartbook
Daily Chartbook@dailychartbook·
"The forward earnings estimates for members of the MSCI Asia Pacific Index have been revised up by more than 20% since September-end ... estimates for corporate profit in the region have risen to the highest since early 2023 relative to global peers" -Bloomberg
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Kong
Kong@The1KenKong·
@pulte I remember when this, now looked upon as a lie, was a BOOM. Do you? I’m sure you do. You were part of this elation. $fnma $fmcc @realDonaldTrump @SecScottBessent
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40@RazorbackEngine·
@RyanDetrick Ryan, what do you make of Truflation's take on inflation?
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Ryan Detrick, CMT
Ryan Detrick, CMT@RyanDetrick·
There are 178 components to core PCE and 48% of them saw YoY inflation >3%. This was 42% a year ago. We continue to think inflation will run closer to 3% than 2% and we do have a little bit of an inflation problem. This is why we built our models for a 3% inflation world.
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Alex Imas
Alex Imas@alexolegimas·
I formally modeled and worked out what conditions you need for what the essay describes to actually happen. You need fairly implausible conditions on both what happens to investment and preferences. Plus no fiscal policy at all. Here is the essay write up, with all the math in a linked technical note. aleximas.substack.com/p/will-advance…
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40@RazorbackEngine·
@C_Barraud Also from 2028: “applications to plumbing schools reach record high.”
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Christophe Barraud🛢🐳
Christophe Barraud🛢🐳@C_Barraud·
🌎 Citrini Research just dropped a provocative thesis: ⚠ We’re heading toward a “2028 Global Intelligence Crisis.” ⚠ ➡ The core idea? AI is making intelligence abundant — and the global economy isn’t built for that. Here’s the breakdown 👇 1/🧠 AI agents are removing friction everywhere. *By 2026–27: • Autonomous AI handles shopping, taxes, insurance, legal work • Commerce shifts to automated optimization • Industries built on complexity & information asymmetry collapse 2/💼 White-collar displacement accelerates. AI replaces knowledge work → Displaced professionals move down the wage ladder → Labor supply rises → Wages compress across sectors. *This spreads beyond tech. 3/🏢 SaaS & private credit are exposed. Many leveraged software deals assumed perpetual growth. But AI reduces demand for service-heavy SaaS. *Results: • Downgrades • Defaults • Risk repricing 4/🏠 Households weaken quietly. Prime borrowers still pay mortgages… But they’re tapping savings & credit. Income compression → Spending slows → Debt-to-income rises. 5/ 🔁 A negative loop forms: AI → layoffs → lower income → weaker demand → more automation → repeat. At the same time: Income stress → tighter credit → weaker wealth effect → slower economy. 6/ 🏛 Governments face structural strain. Tax systems rely on labor income. AI shifts income toward capital & compute. Less payroll tax. More pressure on safety nets. ⚠ The big idea: For 200 years, human intelligence was scarce. Now it isn’t. The report argues we’re entering a painful repricing as “intelligence premium” unwinds. Not necessarily collapse — but transition. Agree or not, the thesis is clear: AI isn’t just a tech cycle. It’s a macroeconomic restructuring event. Worth thinking about. *Link: citriniresearch.com/p/2028gic
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Warren Pies
Warren Pies@WarrenPies·
GPU availability continues to plunge. B200 at new lows...A100, H100 approaching multi-year lows. Demand ramping…B200 rarely available in our data
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