
(redacted) DeGen
9.9K posts

(redacted) DeGen
@RedactedDeGen
Magnanimous - @peterschiff’s alt



So a business that’s already losing money has agreed to increase their spending by 4-5x? Sounds like that business will be out of business soon


🇨🇺 HAVANA, CUBA 🇨🇺 We must return to tradition here soon...

you went to a real SF party this weekend if you talked about - openclaw and how it’s a paradigm shift but also zomg so unsafe - peptides - how impossible dating in SF is - AI agents replacing everyone - the Anthropic tender driving up housing prices - creatine


Hours after the release of NYT report: San Francisco is moving to change the name of Cesar Chavez Street. Arizona is canceling state observances of Cesar Chavez Day. The United Farm Workers of America, which Chavez co-founded, called off its Chavez birthday celebration.




Ex-Point72 Proprietary Research Head Kirk McKeown on building edge, alpha decay, & why everything that happened on Wall Street is about to happen on Main Street. Kirk McKeown (8.5 years @ Point72 under Steve Cohen | Built primary research at Glenview under Larry Robbins | Now founder of Carbon Arc @CarbonArcAI) "Alpha rewards those who value assets in a cold way. You want to get it right — not be right." We cover: - How alpha creation differs across multi-manager vs. concentrated shops - The 3 vectors every middle office function must move to justify its existence - Why he worked 6-hour Sundays from 2006-2020 — and the math behind it - The TSMC call that signaled semiconductor cancellations before anyone else knew - What the quant revolution on Wall Street tells us about the AI economy today - His framework: 4 market structures, 9 business models, & why they have rules - The MIT beer game & why every business problem is really an inventory problem - His hot take: a top hedge fund launches an enterprise AI lab in 2026 Highlights: 00:00 Intro 04:47 Tutor vs Glenview vs Point72: how edge differs 12:29 How to build “lift” for PMs: at-bats, hit-rate, sizing 18:44 Building research edge: outwork, read, fieldwork 27:16 Personal moat in 2026: analogs, history, decision trees 40:08 “Main Street becomes Wall Street”: what that actually means 44:30 Carbon Arc thesis: “decimalization” of data market structure 46:43 Why the edge migrates to data plus domain context 51:00 How to win in commoditized research: sample size beats anecdotes 01:03:26 Factorizing everything: themes, market structure, business models 01:08:37 Pruning decision trees: signals, scale points, inventory dynamics 01:14:18 Contrarian 2026 take: hedge funds launching enterprise AI labs 01:23:32 Final question: one habit to build career alpha




just learned there are actual living humans who believe the california high speed rail project will ever be completed LMFAOOO


@TristinHopper How would you go about "fixing" crime? Suggestions?


The “Petrodollar” is a system enforced by the US military that makes oil priced in USD That means every country needs to exchange to USD and have USD reserves to buy oil Which allows the US to print trillions with minimal inflation If that is challenged. Your middle class life is over


@nazzobetweeting Native New Yorkers are leaving, so it’s dying. Midwest gen-z moving in.


Getting old shouldn't be viewed as inevitable, just because it happens to everyone. It's a disease that kills over 100,000 people a day, and hopefully it will be optional in the future.














Mauricio Pochettino: "Juventus is Weston McKennie plus 10 players."



