@PrometheusCHT

CIO & Founder | Equities + Macro + Vol. Critical Rationalism. Complexity. Humanism. Bold conjectures, conditionally held. 🇦🇺 🇬🇧 🇬🇷 🇮🇱 🌻🦁🌞 🏉 🥊 🏊

 London, England
consilience.blog
Joined December 2021
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Advocating for: Humanism, universalism, liberty, free inquiry, reason, rationalism, open society, secularism, pluralism, truth-seeking and science. Supporting: the Enlightenment, the West, Israel and Iranian freedom. Arguing against all tyrannies of mind & state: Islamism, fanaticism, totalitarianism, pseudoscience, Marxism, intersectionalism, historicism, scientism, and all dogma that fears criticism.
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Inside Iran's bloodiest crackdown: How brave protesters defied regime until their dying breaths by capturing the massacre their leaders tried to hide trib.al/g9CCebo

Inside Iran's bloodiest crackdown: How brave protesters defied regime

The deadliest massacre of protesters in modern history saw tens of thousands of Iranian citizens beaten, shot and mutilated under the orders of the late Ali Khamenei.

dailymail.com
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Brendan O’ Neill sums up all the discussion surrounding Israel vs Ireland on Sunday night. Every word. Nailed it. “There is no way to explain this mania and hypocrisy…” 🎯🎯🎯
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It's been revealed tonight that the former bodyguard of Hamas leader Ismail Haniyeh was given "asylum" and citizenship in the UK. He then used his position to plot a huge terror attack targeting Jews in Europe, which was foiled. It gets worse, An unnamed District Judge, sitting at Westminster Magistrates Court, decided to granted him a ‘100 year anonymity order’! The UK isn't just occupied, the occupiers are plotting with the enemy against the people!
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How it feels to not hate Israel as a liberal in 2026
𝔏𝔢𝔫𝔞 🎀
@clusterbitch_
Sep 26
how it feels to not hate israel as a liberal in 2026
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Joseph Campbell, IYKYK
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Judaism is an indigenous religion. It is inseparable from the land of Israel. We are celebrating Sukkot, a holiday that commemorates going into that land. We are shaking the four species that are indigenous to that land. When somebody says that they are anti-Zionist, they don’t understand the essence of Judaism. You cannot separate Jewish culture, religion, and tradition from Israel. Happy Sukkot, everyone.
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Ralph Waldo Emerson, this one really stuck with me
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Indignum enim est excellentium virorum horas servili calculandi labore perire, qui machina adhibita vilissimo cuique secure transcribi posset. It is unworthy of great minds to waste hours like slaves calculating, when machines could do it. —Leibniz, 1685
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Almost every response to this was "but debt to GDP is high!". It turns out that the debt to GDP research has no reliably predictive value for developed world sovereigns. And it wasn't even the causal factor of defaults for the nations that the cited research reported. See my newest research piece here: ria.disciplinefunds.com/2026…

Is the Bond Market at a Tipping Point?

Here's a special research report on a timely topic. The recent rise in interest rates and US government debt surpassing $40T has sparked worries about sovereign default. The logical response to these...

ria.disciplinefunds.com
Cullen Roche
@cullenroche
Sep 24
Lots of scary talk in bonds these days, but it's mostly recency bias. Since 1960 the 10 year yield has averaged 5.8%. We're at 5% - below average. If you'd fallen asleep 20 years ago and woke up today you'd think nothing happened in the bond market the entire time. Ignore all the sovereign debt crisis talk. Inflation expectations are adjusting to something more historically normalized. Carry on.
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So, part of the pro-Palestine crowd has learned that the child killed by a Russian drone in Kyiv had an Israeli citizenship and their empathy magically disappeared Adorable
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Cambridge is no longer planning to investigate Jason Arday’s academic record or the university’s decision to hire or cover for him. Instead, the investigation will focus on “his welfare, his care, his well-being” and “whether the school offered him sufficient support amid accusations that he plagiarized.”
Steve McGuire
@sfmcguire79
Sep 25
It’s all too predictable.
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You guys ready for an AI Vaccine? “Bill Gates Says AI Powerful Enough to Lead to ‘a Billion Deaths’”
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Yesterday, Miliband met with Iran's Foreign Minister and did not mention the January massacre of protesters. A few days before that, he announced military assistance to Saudi Arabia, which just sentenced a Sri Lankan guestworker to death for blasphemy. All very morally serious.
Ed Miliband
@Ed_Miliband
Sep 24
A year on from recognising the State of Palestine, we will continue to stand up for what is right.
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Moral tourism is costless signalling.
Lee Kuan Yimby
@LeeKuanYimby
Sep 25
The entire point of these protests is to get a photo for Instagram because they know there are no real consequences. In Iran you protest for your life and face execution and these people don't even support them.
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Russia killed a 14-year-old boy in Kyiv. In broad daylight. In his own room. On his desk, there was a notebook with unfinished homework. A Russian drone crashed into his home — straight through the window of his room.
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Will 5.0% be the ceiling for the nominal Treasury yield? Maybe not, but for bond investors the risk-reward math has gotten considerably better. The 5% yield provides such a good cushion that if the 10-year yield were to fall 100 bps, an investor would make 11.9%, while only losing 1.9% if the yield were to rise to 6%.
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