Joined August 2011
- Tweets 70,654
- Following 860
- Followers 123,539
- Likes 23,898
10,361 Photos and videos
Pinned Tweet
3 Mar 2016
Priors confirmed, now back to work everyone
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May 29
In the last 5 years, SMH and IGV have had a 5 percentage point or more daily spread 20 times. 13 of those are YTD. You can almost literally see when Claude Code caught fire, and the daily range dramatically widens.
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4 out of the last 5 days. More days with 5% spread in the last month than there was in the 5 years before Claude Code captured investors attention.
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Jun 11
Start a new thread, what could go wrong, there's no way this stupid observation will keep happening. Today was a 7.5% spread, the largest yet, and the 6th time in the last 10 days it exceeded 5%.
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Jun 10
Oh god, this thread may actually end longer than the ads one
"Over a long enough time horizon everyone sells ̶a̶d̶s̶ ̶ compute." - @modestproposal1
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Jun 10
Public markets finally serving their intended purpose, raising enough equity for every company to turn into a consulting firm or datacenter operator
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Jun 10
What is the cleanest way to understand the verbal tics that each of the models has developed?
I also want the load-bearing explanation for why the two are so different stylistically.
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Jun 10
some are saying this is the best opening line in bloomberg history
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The Spurs got pure hate in their heart for OKC. Without that fire they’re not the same team.
Jun 6
Wemby said his matchup with KAT is different from last series because KAT is a good player 😭💀
"It's very different from previous series. It's bringing us into difficult areas because they're good players, he's a good player. We need to figure it out.”
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“Now make sure it’s 1-1 when they go to New York”
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thought this was an interesting and relevant chart from @ernietedeschi
What's interesting about this trend is how far back it goes. There has been a steady decline in how important people say college is today since 2010.
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And what?
Jun 2
Louisiana facility beset by escapes, health hazards and otters biting visitors is trying to put its checkered past behind it. on.wsj.com/4uejUIx
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May 31
Flag football parents: supportive, know the rules, locked in, having fun.
Soccer parents: derisive, screaming, no idea how the sport works, miserable.
Amazing how different the vibes are
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May 30
I’ve said it 1000 times just run up and strike it clean. All the dancing and stutter steps only screw you up not the goalie.
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May 30
We are factor neutral (except for momentum because that one only goes up)
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5 Nov 2025
"Fundamental hedge fund favorites: 30% from highest quintile of price momentum and 40% are in highest quintile of beta... relative returns 75% correlated with retail investors’ favorites, 85% correlated with highest quintile of price momentum... one big bet on AI story"
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1 Aug 2025
"big change in who is setting prices in US market the last 15 years, retail investors and high-frequency quants now majority of directional trading, primarily at expense of traditional fundamental investors... new leaders are price-trend-sensitive players, who lean on momentum"
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