Ari

@Alex_Witkoff This guy is a nut who has dabbled in every conspiratorial “protocols of the elders of zion” trope he could find, and screamed it on his way out the door. It’s no wonder American Jews fear him - I suspect his anti Israel stance is a distant secondary concern. Happy to see him go.

Even in his concession speech, Thomas Massie had to take a shot at Israel/Jews People wonder why antisemitism is exploding in America, while politicians casually use Jewish associations as political punchlines and smears. It’s vile.

@FundamentEdge so which restys we shorting???

In 2008 when I started as a junior analyst at a Tiger Cub, I did a teach in with John Glass of Morgan Stanley. He showed me a very compelling analysis of casual diners and how there was a high propensity for concepts to come off the rails around 100 boxes. The inference was that, around that scale, management focus was diluted and the concept had picked the low hanging fruit and had to stretch into new & unproven geographies. Quite often, the new geographies wouldn't scale and the stocks felt the dual pressure of an earnings re-base and compression of the growth multiple. In looking for restaurant short ideas, this ~100 unit threshold become a consistent & reliable "pattern" that I would apply across concepts. This wasn't a deterministic process, but a reliable filtering mechanism for going deeper and hunting aggressively for signs of pattern alignment (often times, great concepts would grow through this level unimpeded). But it was a lot of work!! It would take me many weeks to build conviction on one of these ideas. Fast forward 18 years, and I can put a "pattern" like this into an agentic architecture. And with the right data ingested, I could automate analyses like: > Scoring of new site selection (automated demographics, MSA & brand awareness analysis) > New unit AUV vs. existing System AUV ramp > Cohort productivity tracking > Subtle languages shifts on expansion pace > Executive departures (COO or real estate office departures were interesting triggers) Analysis that I would do before, now at the push of a button: i.e. the ability to scale depth in a way never possible. The deeper I go into agentic processes, the more I realize that deep sector & vertical processes are where the real value is unlocked. There is ~minimal value in a generic earnings preview skill. But an earnings preview architecture encoded with the set-up & reporting patterns powered by your pattern recognition - now we have something. Not "XYZ managed care company is going to miss Q3 earnings", but a deep articulation of guidance hockey stick dynamics in that space, supported by deep regulatory filings work, management sentiment analysis intra-quarter, all my internal notes, a comprehensive healthcare trend tracker, and your own historical trading history in shorting these sort of set-ups. Again...the sort of work I would do as a managed care analyst, but deeply automated. What does this all mean? How do I build this out? Well, that's a work in progress. But as a build consideration, here is what i would recommend: > Begin to attempt to find the patterns in your investing. Patterns vary *materially* by strategy & by sector. I don't think any vendor or consultant (including me) will be able to give you an off the shelf pattern library: this will be deeply personal to your firm, your process, and your risk & duration envelope > Above all, view the technology stack as a flexible substrate to express these processes & patterns. A pattern such as above was very difficult to wrap in a chatbot (early finance chatbots like Portrait AI did a very interesting job in doing so and was popular amongst generalists for that reason, but it was a lot of work). My sense is some of the highest ROI motion for investors right now is *not* to get fluent in spinning up sub-agents in Claude Code CLI, but to actually put pen to paper on their process & patterns and let the super app / agentic workspaces catch up (I am running this process in Perplexity Computer and something like this takes about 15 minutes to spin up....THOUGH you need the awareness of the underlying logic of this pattern to tell the agentic what to design...this is where the advantage will sit in my opinion).

@aglasheen1 @EWErickson He clearly did not do meticulous research. Best case he showed inexcusable gullibility and worst case, conducted bad faith reporting to score credibility points with the leftist wing of the dem party. Scary stuff!

@EWErickson Because he is a 2time Pulitzer winner who does meticulous research? You think he made the whole thing up?

How does the NY Times let Nick Kristoff keep his job after this?

@jonfavs @RepJoshG As you know the claims in this article will end up getting debunked because they are absurd. And you will just move on. Pretty sick dude, but maybe you get some leftist cred. Pathetic.

Yesterday, in a NYT piece titled "I'm a Democrat. My Party Has a Double Standard on Antisemitism," @RepJoshG cited as evidence Democrats who "increasingly excuse, or join, feverish denunciations of Israel, our longstanding, democratic and strategic ally."

@Woirble Please post transcript or send to me?

who is lead counsel in the Consent Decree case to explain how the two cases interact. I thought he also did an excellent job. I found Sable's arguments far more compelling than State Parks' but I have not read the cases the parties were citing. Fingers crossed!

$SOC The transcript of the hearing before Judge Wilson was released. His Honor did not seem familiar with all of the numerous legal cases. I thought Sable's counsel did an excellent job and made good arguments. Judge Wilson also allowed Nicholas McDaniel [continued]

@jonfavs didnt you just specifically platform him and appear with him / talk about him constantly. hey @grok is this "gaslighting"?

Zero people have tried to make Hasan Piker "the spokesman for Democrats." He showed up at one campaign event with one candidate in a primary and sat for some interviews. What's embarrassing is the number of people on here treating him like he's a 2028 contender or DNC Chair.

@jonfavs Whole story is a little weird - either he is secretly a nazi or just an idiot - both should be, but are clearly not in your view, disqualifying criteria to be a senator. This one seems like an easy pass.

Wow I guess they don’t make Nazis like they used to huh

@TBU12345678 I mean if you don’t you are probably going to get tapped. Avg pm prob looking to live to fight another day

I have always found people who degross out of a position of weakness to be feeble + weak (relative to degrossing when you make too much too quickly which I think is fair). The OG Citadel model was to gross up into pain and die on the hill, dunno when the average PM became a wimp

@jonfavs coward

End the war, bring them home.

@KobeissiLetter Hang on this is fear mongering and misleading. Redemptions have always been capped at 5%, and they got inflows equal to redemptions so AUM is flat. No one actually seems to read 8ks anymore.

BREAKING: Apollo has capped redemptions from one of its largest private credit funds after today’s withdrawal requests exceeded 11% of outstanding shares. Cracks in the private credit market seem to be spreading.

@rev_cap I think that’s an insane take. No one is going to “occupy Iran”. They will figure out something less risky and more creative.

@RachelMoiselle You’re also not married to a mayor, who has clothed himself in social justice rhetoric. Could you imagine people losing their minds if Trump’s kid wrote this same shit?

I don’t agree with the excavation into Mamdani’s wife social media accounts, but is that the truth? I set up this account as a teenager. I can’t remember everything I have written from 2012 until now, but I am 100% sure no post of mine contains any racial/homophobic slurs or expressions of support for terrorism.

@YosephHaddad Powerful words

An excerpt from my speech at Oxford about my pride, as an Arab, in serving in the IDF and fighting for my country.

@ryangrim It exposes leftist hypocrisy. They have cancelled many for far less. It shows their outrage is selective. Her racism is permissive but if it came from someone they disagree with it would be game over. Sad!

The Free Beacon is now going after Mamdani’s wife for posts when she was 15. This is what happens when you feed this beast.

@retardedusa @A_M_R_M1 Or the Wall Street Journal…

@A_M_R_M1 Source for this post

🚨 Breaking: Israeli officials have begun directly contacting Iranian field commanders, threatening them and their families if they do not side with the people in the event of an uprising against the regime. According to the Wall Street Journal, one such call involved a senior Iranian police commander and a Mossad agent. The agent, speaking in Persian, said: “Do you hear me? We know everything about you. You are on our blacklist, and we have all the information about you.” The commander replied: “Okay.” The agent continued: “I am calling to warn you that you must stand with your people. If you do not, your fate will be like your leader’s. Do you hear me?” The commander responded: “Brother, I swear on the Quran that I am not your enemy. I am already a dead man. Just come and help us.”

@jonfavs The tired, relentless attempt by candidates to signal a move left by embracing jew haters vs offering a real critique of the israeli policy isnt just wrong and offensive, its a badly failing political strategy that will alienate centrists and embolden the terrorists we saw in MI

The tired, relentless attempt to equate opposition to the Israeli government with antisemitism isn't just wrong and offensive, it's a badly failing political strategy that has hurt the fight against a very real threat to Jewish people. No one buys this shit beyond the most hardcore supporters of the Israeli government.

@MassieforKY Tom - either a) Iran was about to get nukes - an existential threat to the world, and getting rid of the regime will improve global secuity, lower long term energy px, and weaken China or b) tiny israel controls the US government. You are smarter than this.

AIPAC should be required to register as an agent of a foreign government under FARA, because even U.S. citizens are meant to be subject to FARA. AIPAC and closely associated entities have spent over $6 million to influence my election. Keep America First: secure.thomasmassie.com/donate

@debt_serious Their NAV includes tons of complete bullshit markups on equity, like a 700% increase in a pool company at the height of COVID they never took down despite all the public comps subsequently down 80%.

No one can convince me that $MAIN doesn’t sell cocaine; I can’t make sense of their metrics and valuation any other way. I mean, super impressive… but how?

Could not agree more. A refreshing read.

@ParrotCapital Every honest assessment would suggest this war is going swimmingly well and will result in a chief enemy / terror / info war regime permanently weaker. I havent seen any regime-change / nation building talk. We are literally one 'be cool' tweet away from the market face-ripping.

Those who warned about the Laws of Unintended Consequences for years about Iraq and Afghanistan were also completely ignored wrt Iran. Read old writings of paleoconservative authors who cautioned against nation-building in the Middle East. They were right then and still are.