Rob Larity

@LogicalThesis 1) Content business is collapsing 2) AI training revenues appear bogus We present the accounting shenanigans here: dropbox.com/scl/fi/5drg6ci…

$SSTK looks like a very solid play, trades at like 5X adj ebitda and is set to grow ebitda +13% cagr next few years. Im assuming high short interest is bc market thinks AI disrupts, but it seems they actually are a data source to improve AI. What am I missing?

@LibrariumViews this library has like 9 books in it 🤨

@HenryRothwell all souls oxford !

@born_unicorn duas! obg 🙏

@born_unicorn boa tarde - vc pode enviar as obras para os EU

#AAII survey this week shows bears > 50% which has been incredibly rare in the last ten years. But look how often it happened in 2008. This could signal a pullback within an uptrend, but I'm concerned that it's more indicating a 2008-like environment. $SPX $SPY

@adam_tooze @SoberLook Isn’t this just extrapolating the current (linear) trend forward?

How Ray Dalio’s Bridgewater fund management firm sees the transition in balance of global economy from USA/Europe to Asian bloc. @SoberLook

Right now the United States' extraordinary privilege isn't an especially low borrowing rate. Treasuries yield more than European govvies or JGBs. The "privilege" is really that the U.S. can borrow from abroad without having to hold a portfolio of low yieldings bonds as reserves

Millennials’ Health Deteriorating, Projected Mortality Rates Higher Than GenX; “Deaths of Despair” a Major Culprit dlvr.it/RJG3t2

Fresh allegations of a ‘Spotify blacklist’ are surfacing, with artists excluded from editorial playlists if their music debuts elsewhere. is.gd/4jzLpi

Money doesn't buy you happiness, but money can buy you time. And if you spend your time wisely, that time can buy you happiness. So when we think about wealth distributions & inequality, we should also consider redistribution of time. h/t @jmonegro monegro.org/notebook/time-…

Strong arguments for why a space elevator might be impossible. Tear-tinged thanks @mchapiro

Big News (in case you missed it): EIB, largest multilateral lender in the world, will phase out lending to fossil fuel projects by 2021. First time ever natural gas is included. ft.com/content/cc78d8…

#Huawei's vision for the future of #African cities: a vision that revolves around surveillance, artificial intelligence and 5G communication networks, creating a world where every movement is tracked, recorded & searchable. @simonallison @mailandguardian mg.co.za/article/2019-1…

Coal is back in China’s 14th Five Year Plan 2021-25, as Premier Li Keqiang is emphasizing “energy security” & deemphasizing decarbonization. As @70sBachchan suggests, it is hard not to think of this as spillover from confrontation with the US. chinadialogue.net/article/show/s…

A compelling case against the “manufacturing is bottoming” and “growth is stabilizing” narratives with a few in your face charts. Very good work as always gentlemen.... @AndreasSteno @enlundm

@allstarcharts Pls ask about the 1969 market top - what it felt like at the time. So different from subsequent market tops, which collapsed quickly. 1969 just bled out into inflation.

Hey Twitter, let’s say that hypothetically you hosted a Technical Analysis Podcast, and again, hypothetically, you were interviewing someone on that same podcast who started their career on Wall St in the early 1960s, what would you ask them?