iKnowNothing

@judeinlondon Being intensely relaxed about the existence of millionaires has strong class-traitor vibes

I’m intensely relaxed about millionaires living in social housing. My problem is millionaires owning multiple properties. My problem is millionaire landlords. My beef is with the private sector. Adjust your rage accordingly.

@SimonFosterSays @Sam_Dumitriu The new ones now available for rent thus increasing the local supply of property available to live in? Or do you think in a softening London property market and higher rates they are just left empty?

@Sam_Dumitriu What properties are freed up when the flats are bought by foreign investors?

Southwark’s Planning Chair opposed a 860+ home development because locals couldn’t afford the new homes. It’s a common misconception. So I’ve decided to explain the evidence showing how luxury flats can make housing more affordable on the Old Kent Road.

@davidjmadden You seriously think that second homes are a major driver of housing issues in London? If they’re rented out they at least contribute to rental supply so that suggests you think there’s lot of unused property just sitting there. You thinking of Cornwall instead?

Exactly wrong. It's the London of oligarchs and second homes that is a gigantic misallocation of resources. Social housing is a massive part of London's greatness as a city. And there is no "economic productivity" without working class labour.

@FeserEdward You’d be right if Pearl Harbour was the limit of Japanese military terror but it wasn’t. Anyone from China or Korea could help fill in some of the blanks in your knowledge

Just as Hiroshima and Nagasaki were grotesquely out of proportion to the evil of the Pearl Harbor attack, what was done to Gaza is grotesquely out of proportion to the evil of the October 7 attack. What begins as a just cause is often corrupted by war’s self-righteous bloodlust.

This guy used AI to put himself in Game of Thrones and fix everything

Fart of the year, barn none.

@dyingscribe They though they could double the TAM without sacrificing what made it appealing to their core demographic. And they were wrong (assuming this is Disney and Star Wars)

Seriously, I don’t understand buying a brand that appeals to boys for the purpose of appealing to boys and then all of your marketing is about making it appeal to women Like on a business level, forget anything else, it doesn’t make sense

🤣

$KRO Kronos bonds are stupid cheap here. Stock now implies 40% LTV, still yielding 13% in low 90s. Massive beneficiary of Iran crisis.

@anchovycapital Apparently it’s good cop PJT, not bad cop PJT

$FONFP Can someone explain why Emeria/Foncia is now up post company appointing PJT? People really think the seniors are going to get away unscathed?

Buenas noches Mundo 🤣

Global Oil Market Balance. It is not as bad as people think...

@The80HDkid @MishaBurnett How does one die punching a mailbox?

@MishaBurnett I hate the fucking strawmen you dumb fucks keep making. Nobody is saying the vandal is innocent; not a single fucking person. But choosing to discretely reinforce your mailbox knowing with absolute certainty that this could maim or kill them is shitty both morally and practically

The fun thing about the concrete mailbox discussion is that there is no hypothetical in which the vandal is justified in destroying someone else's property. He's not smashing mailboxes to feed his family or get medicine for a sick child.

Raising boys is a much different journey than raising girls

@xvrmdf Part of the classic private school underperformer strategy of getting into the best name you can on the least demanding course possible. Extra for the masters programmes that are more of a cash cow for the unis

Someone here with a Masters degree from Cambridge who thinks rent control is a better policy solution than homebuilding.

This is 💯 real btw

I've worked in IB & PE. Now I run a hedge fund. So I'm pretty qualified in knowing what good analysis looks like. One key thing I've learnt in my career is that you *have* to enjoy reading equity research so you don't get burnt out. But naturally, only a few firms/people are talented enough to put out truly enjoyable, digestable research. Some of them are hiding in plain sight, right here on @X ----- So with that, here's a non-exhaustive list of people on @X I look forward to reading on a daily basis, in the hopes that some of you will too (if you're not already!) In no particular order: > @illyquid - mainly Asian related AI semis/hardware research & live analysis > @damnang2 - in-depth, technical semiconductor research/theses > @aleabitoreddit - deep thematic research/theses & company/sector analysis > @PhotonCap - technical photonics & semiconductor research/theses > @pepemoonboy - mix of macro/company specific comms > @crux_capital_ - technical photonics deep dives & crucial updates on key players > @Frenchie_ broad macro commentary & analysis > @Blinklebloop - data centers / AI value chain analysis > @KawzInvests - deep AI/tech/space analysis > @degentradingLSD - broad macro/AI aligned commentary & analysis > @michaelsikand - photonics/AI aligned research & commentary > @Kaizen_Investor AI supply chain analysis & other sector specific trades > @Yeah_Dave - broad macro comms & space/AI specific > @TheValueist - AI-aligned research & company specific analysis

Strait of Hormuz: A CitriniResearch Field Trip The Field Report from Analyst #3 is live. citriniresearch.com/p/strait-of-ho…