@DeepInversion
 West Coast
Joined July 2023
  • Tweets2K
  • Following253
  • Followers600
229Media
Rafa retweeted
Elon Musk
@elonmuskOct 18
What it’s like trying to rent AI/SI compute
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Rafa retweeted
Clive
@Clive_99Oct 16
I fucking hate this Friday morning commute
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“Gork, I’m 24 tequila sodas deep. Fly my ass home. Make no mistakes”
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$TSLA stock tomorrow
Sawyer Merritt
@SawyerMerrittOct 15
This is wild
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Rafa retweeted
Elon Musk
@elonmuskOct 13
Replying to @RealNickMugalli
Micron has been reasonable regarding future memory prices, while others have been extortionate, which is something today’s customers won’t forget … Micron is making is the smart move for long-term customer loyalty.
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Rafa retweeted
Elon Musk
@elonmuskOct 11
Replying to @zephyr_z9
Problem is RAM supply
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One month after launch, we've scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days
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BREAKING 🚨: Housing Market The largest mortgage lender in the United States, United Wholesale Mortgage, just fell to its lowest closing price in history and is on track for its 9th consecutive red month, its longest losing streak in history 📉 👀 😱
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This is what crowd out looks like.
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Rafa retweeted
Elon Musk
@elonmuskOct 7
Replying to @elonmusk @Polymarket
They would be better off. Alberta and Saskatchewan should separate too.
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- 2022 was a minor bear market - 2020 crash was an unprecedented situation w/ immediate recovery - 2008 was the GFC, not really applicable to today's market - 2000 was so long ago the market structure has materially changed IMO there isn't really even a single datapoint that gives meaningful guidance to what will happen in the next crash. Need to think about it a priori and be creative about what possibilities exist.
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US mortgage applications hit lowest level since 1995. Rates don’t influence prices they stop activity.
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😭😭😭
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End of February right before the war started: Inflation 2.4% 10 year Treasury 3.9% Mortgage Rates 6% Oil $67 Gas $3.10 Now: Inflation 3.4% 10 year Treasury 5.2% Mortgage Rates 7.6% Oil $90 Gas $4.43
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Rafa retweeted
*Walter Bloomberg
@DeItaoneSep 27
*TRUMP: DIESEL EXPORT BAN MAY CAUSE A LITTLE CAR GASOLINE RISE
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Replying to @ChristianHeiens
This is exactly what George Soros predicted would eventually happen with QE. A long period of near-zero interest rates, then rising rates nobody could control, then … a multilateral fiscal apparatus to address a global sovereign debt crisis. I write about this at the end of my book.
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it costs $100 to leave your house in canada
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BREAKING: President Trump has rejected Iran’s proposal for a 7-day ceasefire and has told aides he expects to begin bombing Iran after the November midterms, per WSJ. Iran’s proposal would have reopened the Strait of Hormuz and resumed nuclear talks in return for the US lifting its blockade of Iranian ports. Trump is reportedly skeptical Iran will meet his demands and has told his staff that he sees a renewed bombing campaign as likely. Today marks day 209 of the Iran War.
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Why is no one talking about the fact that the 10 year treasury yield just topped the rental cap rate (for those who don't understand, that means the rate of return on owning a rental property is now lower than owning treasuries)
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Crazy but true. If 94% of the stocks in the S&P 500 went to ZERO leaving only the highest market cap stocks (top 6%) the index would still trade at 4400. The last time the S&P was at 4400 was 3 yrs ago in Sept of 2023.
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