MACHRONOS

117 posts

MACHRONOS

MACHRONOS

@machronos

Katılım Mayıs 2021
203 Takip Edilen23 Takipçiler
MACHRONOS
MACHRONOS@machronos·
@ASICSamerica major error checking out on the asics.com website... no matter whether using paypal, gift card, credit card: "The payment you submitted is not valid. Please re-enter payment information." - anybody else getting this? please just take my money... #ASCCY
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MACHRONOS
MACHRONOS@machronos·
@joelmcohen I think it has to be a live idea as opposed to a historical case study - that way you can be sure they aren't cherry picking and aren't unreliable narrators
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Joel Cohen
Joel Cohen@joelmcohen·
Have often thought about what is the most objective “performance audition” test for a stockpicker - the dance audition or platform dive equivalent. Not perfect but maybe a really crisp stock idea is the best you get - you can quote the greats in your slide deck but do you actually have the ability to identify and rigorously evaluate unusual risk-reward opportunities? That is what drives a track record for the most part. What’s most interesting to me is if you could really hone in on this, you could spot undiscovered talent more easily.
Morgan Housel@morganhousel

Great new interview with Jerry Seinfeld. gq.com/story/jerry-se…

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MACHRONOS
MACHRONOS@machronos·
@Brad_Setser @adamkwolfe if de minimis packages does not go into the trade data, does this mean e-commerce sales from Temu / Shein aren't counted? those two alone do ~$50B in GMV
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Brad Setser
Brad Setser@Brad_Setser·
But there is a catch -- imports in the US data are down more than exports in the Chinese data. And exports from China are higher than US imports, which @adamkwolfe argues should never be. No secret why: 1 billion uncounted de minimis packages 8/
Brad Setser tweet media
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Brad Setser
Brad Setser@Brad_Setser·
A thread on today's trade data -- basically a chartfest. Starting with the headline -- the trade deficit fell in 2023. Even with solid demand growth (including for goods). Even with a strong dollar. 1/
Brad Setser tweet media
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MACHRONOS
MACHRONOS@machronos·
@JoeBiden inflation rate coming down ≠ prices coming down
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Joe Biden
Joe Biden@JoeBiden·
Let me be clear to any corporation that hasn’t brought their prices back down even as inflation has come down: It’s time to stop the price gouging. Give American consumers a break.
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MACHRONOS
MACHRONOS@machronos·
@ahern_brendan @chinalastnight this is rly useful - is there a place where this can be regularly updated (perhaps kraneshares website or newsletter)?
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Brendan Ahern
Brendan Ahern@ahern_brendan·
Premium/Discount of US listed China #ADRs versus their HK close. #USD strength/#CNY weakness a major factor post weak loan data @chinalastnight. W/SH & SZ at support levels, assume policy announced over the weekend. Biden comments irrelevant IMO.
Brendan Ahern tweet media
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MACHRONOS
MACHRONOS@machronos·
@tejas_soe @_buildspace @_nightsweekends the eventual idea is that you express your view, e.g. i believe AAPL will appreciate X but i don't want to lose more than Y, i prefer net credit position and it will recommend the ideal structure
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Tithi
Tithi@Terbium21·
Gotcha. The countdown has started @_nightsweekends Feeling a lot of pressure ngl. Well, shall see sooner than later. cc @_buildspace
Tithi tweet media
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Uday Bondi
Uday Bondi@udaybondi·
First Person View fly-throughs are captivating but hard to create! I'm building glide.ai, a tool that lets you create awesome fly-throughs with just your phone. No drone required! What do you think?👀 cc: @_buildspace @_nightsweekends
Uday Bondi tweet media
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MACHRONOS
MACHRONOS@machronos·
@LeRoi_Music @_buildspace atoms instead of bits! very cool! how do you get comfortable with the materials science and hardware aspect?
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Roy Kim
Roy Kim@Roy_H_Kim·
Single-use plastics are used for mere hours, but they pollute the environment for centuries. I am building a bioplastic film as an alternative to single-use packaging, but unlike other bioplastics out there, it will be cheaper than conventional plastics. cc: @_buildspace
Roy Kim tweet media
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MACHRONOS
MACHRONOS@machronos·
@hanshikag @_buildspace @_nightsweekends very creative solution for a very large problem! i know a few prop traders / market makers who recruit thru poker games, but a purpose-built game could be more broadly applicable
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Moiz
Moiz@Moiz_zzz·
worked on a lot of web/ai projects, now trying something different🫣 my new project for @_buildspace n&w s4✨
Moiz tweet media
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John Forstmeier
John Forstmeier@forstmeier·
Originally, I was just putting together a simple private mini quant prop fund but now I'm thinking a small, open source community approach could be fun. cc @_buildspace and @pocketsizefund
John Forstmeier tweet media
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