343 Photos and videos
Lucho retweeted
Watching TikTok videos damages your prospective memory — the ability to remember to perform a planned task.
Using Twitter doesn't.
ALT Short-Form Videos Degrade Our Capacity to Retain Intentions: Effect of Context Switching On Prospective Memory
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Lucho retweeted
Apr 24
A very interesting but alarming idea.
AI makes so many mistakes even in trawling through, and summarising data.
This seems a potentially very dangerous decision, because AI does not “reason”.
It addition IMO this is a path that would not only eliminate significant numbers of workers.
It may in fact eliminate politicians and other elite, because once AI is truly autonomous and human-like - it is likely to put the machine’s interests first. (In fact security tests have shown that when challenged by security researchers, AI tends to put its self-preservation first, and may stoop to using data it has gathered to blackmail.
Anthropic calls it “misalignment” (a euphemism for the machine putting itself first.
anthropic.com/research/agent…
Forget Assimov’s Laws of Robotics.
That was fiction.
An autonomous machine will not necessarily put the interests of its users first.
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Lucho retweeted
Mar 27
Por el acuerdo firmado en 2015 con la administración concursal, Burford se queda con el 70% de lo q se reciba en el juicio, y el 30% restante va al concurso de las empresas Petersen en Madrid. El principal acreedor en ese concurso es Repsol, por los préstamos q le otorgó en 2008 a los "expertos en mercados regulados" para q se queden con el 25% de YPF, y q dejaron de pagar tras la expropiación del 2012. Si Argentina estaba obligada a pagar usd 16 mil millones en el juicio de New York, Repsol podía llegar a cobrar. Con este fallo, la expectativa de Repsol de cobrar esas acreencias ( de usd 1500 millones) se desvanece
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Salieron todo chorreados. Como siempre
Mar 15
Jajajajaja los tipos felices de haber empatado y yo que me quiero morir de la bronca, que clasico de mierda por favor
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Lucho retweeted
Jan 18
La insatisfacción social nunca produjo buenos liderazgos. Pero que, en esta época histórica, esa insatisfacción se haya ensañado tanto con la clase política, está dando lugar a la emergencia de los liderazgos más infantiles, caprichosos, iliberales y antipluralistas jamás vistos.
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Lucho retweeted
Jan 14
“no tengo liquidez” CHAD
"Chad"
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Porque esta chica le reclamó a su novio que no le propone planes para "ir de vacaciones y conocer nuevos lugares" porque están "todo el tiempo viendo películas", pero el respondió con altura.
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Lucho retweeted
12 Nov 2025
The massive bull run in commodities is yet to start.
2026 will be huge.
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Lucho retweeted
2 Nov 2025
Actualmente, ya no es solo la falta de nuevas ofertas laborales sino que tambien han comenzado los despidos masivos debido a la (busqueda de) mayor productividad.
En 6-12 meses, con claro aumento del desempleo… ¿Se reduce fuertemente la demanda de productos y servicios?
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Lucho retweeted
30 Oct 2025
Gambling addicts are everywhere in the markets.
Especially amongst young men. They want to provide...to make money. To impress the girl. To get the car.
Their buddy tells them to "try stocks", and they see the huge PnL screenshots in youtube videos and on X.
...so they dive in, follow the wrong people, and get roped into 0DTE options, meme coins, penny stocks, heavy leverage, no risk management.
They drink the kool aid.
The quick money.
That's why 95% of traders fail.
Here's the remedy.
- size bigger into *only* highest conviction ideas
- only take small losses
- expand your timeframes
- understand this is a compounding game, NOT a quick money game.
Let the snowball roll.
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RT @PeterLBrandt: Chinese to buy U.S. Soybeans $ZS_F
Soybean chart poised for major breakout on charts
Nobody can tell me that the @Trump @…
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RT @rickyrauch: “Argentina will have a massive growth in the economy and there will be far more prosperity and optimism about the future th…
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Lucho retweeted
29 Oct 2025
Golden decade coming. 🇦🇷🇧🇷!!
28 Oct 2025
Not that anyone cares but thats a 20-year breakout in LatAm underway
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Lucho retweeted
27 Oct 2025
Stanford just did something wild. They put their entire graduate-level AI course on YouTube. No paywall, no signup. It’s the exact curriculum Stanford charges $7,570 for ❱❱❱❱ watch free now
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Lucho retweeted
27 Oct 2025
Expect a lot of the real exchange rate RER doomsday analyst to retrench and spin their message after the Milei win. Respect for those like @Brad_Setser @MaryAnastasiaOG who are sticking to their guns.
My view has been that RER is only a part in a bigger picture and not the main issue behind recent peso problems (explained below). It’s certainly not easy to know. It’s a judgement call. Stay humble. Also the greatest risk is always "The markets can remain irrational longer than you can remain solvent".
x.com/ivanwerning/status/197…
25 Sep 2025
Argentina peso overvalued? 🇦🇷🇺🇸
Maybe, very hard to say. Not something I never worry about...
... but there is important nuance missing in those just saying "stabilization appreciated real exchange rate and now obvious is unsustainable, so support from US IMF only buys time."
Some facts missing in such stories...
1. RER in argentina is in historical range. Notoriously difficult to declare an exchange rate overvalued, especially in situation where Argentina may start growing, attract investment, has important oil/gas exports in pipeline etc.
2. When peg was released for the (moving) "target zone" band, there was ample room for currency to devalue, but it did not; initially moved in opposite direction.
3. In recent months Peso has devalued ~40% now near the top band with RER depreciating ~30%. So if it was overvalued, is it still? How much?
4. Timing: this devaluation happened in last few months as Milei power in Congress and in elections was tested, with fear of spending increases brining back fiscal deficits. Coincidence?
5. A plausible force: political risk of program → fear of future looser fiscal monetary policy → fear of nominal exchange devaluation (not real)
6. These things interact: political loss → exchange devaluation → inflation → political loss.
7. Indeed, these channels raise potential for multiple equilibria, giving a possible justification for IMF US support.
Am I sure there isn't an issue with the exchange rate? No. Is this the best monetary policy for the long run? No, and nobody thinks so.
My point: it's important to think of these other factors too and not oversimplify story and lessons.
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