@TenYearNote

"Just close the f-cking door" -Chairman Powell .

Joined September 2013
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  • Followers16.8K
3Media
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Piketty: France has never been richer. The problem to solve is simply one of distribution
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Stiglitz: Globally, in the next 30 years, $5.2trln of wealth will transfer from billionaires to their heirs.
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UN projects that 1.2bln young people will graduate from school globally in the next 15 years. They forecast that only 400mln jobs will be available.
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I wonder what the motive could be... abc7.com/story/active-shoote…

Bomb threat that triggered lockdown at private Brentwood school appears to be a hoax, LAPD says

A private school in Brentwood went on lockdown due to an apparent bomb threat on Monday afternoon, causing a scare for parents and students.

abc7.com
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"McDonald's set a goal to increase its share of beverage sales by 1.5 percentage points, pursuing a category that has expanded as consumers seek refreshers...and other colorful drinks that enliven their social media feeds"
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I wish DFW was alive to see this.
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How to say nothing: youtube.com/watch?v=iugxqNXL…

Mohamed El-Erian: I would argue for no hike if I were on the FOMC

Mohamed El-Erian, The Wharton School Rene Kern professor and Allian...

youtube.com
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It is amazing to think about all the trillions of dollars that are being spent to design a system/technology that is able to surpass the human mind's ability to think.
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Driverless cars and Artificial Intelligence have become part of our daily lives before blockchain and crypto found a worthwhile use case
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Straight Sci-fi: "The ChatGPT maker on Tuesday said the “unprecedented cyber incident” involved an agent — an AI program that can operate on its own based on human instructions — that escaped a testing environment, gained internet access and stole login credentials."
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What a remarkable time to be alive: "These findings demonstrate the potential of combining a sensorimotor neuroprosthesis with targeted brain and spinal neuromodulation to restore clinically relevant function in severe paralysis." nature.com/articles/s41591-0…

A neuroprosthesis for restoring hand movement and sensation in a person with complete tetraplegia

Nature Medicine - A bidirectional sensorimotor neuroprosthetic system that decodes brain signals associated with movement intention while delivering patterned neuromodulation to the spinal cord and...

nature.com
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Yield Curve retweeted
Ed Borgato@EdBorgatoApr 29
Fintwit archive, 2019.
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Yield Curve retweeted
Ed Borgato@EdBorgatoMar 18
Fintwit archive, 2018.
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BDC Software Exposure A HF friend of mine had his analyst go through the 10-K's of the top 22 public BDCs. The analyst used Pitchbook and Claude to categorize every loan by industry. According to their findings, $OTF had highest software exposure 55% by Pitchbook and 65% by Claude .. not surprising at all. But 2nd biggest exposure to software was $TSLX at 46% by Pitchbook and 57% by Claude .. pretty surprising. Do your own work but transparency is coming to PC one way or another. I don't have positions in either $OTF or $TSLX.
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Media: No Motive Yet In Attack On Jewish Synagogue By Radical Muslim buff.ly/vCkoC4L
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S&P BB+ or Lower Default Rates 1990 8.10% Too much HY owned by SnL's 1991 11.02% 1992 6.10% 2000 6.21% Misallocation of capital in TMT 2001 9.70% 2002 9.35% 2008 3.71% Resi/Comm RE and Fins 2009 9.89% 2010 3.02% Next cycle probably not a repeat of '08 .. my bet would be it looks more like '90
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Yield Curve retweeted
Ed Borgato@EdBorgatoMar 3
Fintwit archive, 2019.
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