Warren Buffett showed me the way, Elon Musk and silver gave me my gains
The Milky Way
Joined October 2019
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First Principle Investor, Not CFA retweeted
Buying this dip is…
56%Opportunity to get rich
44%Becoming exit liquidity
16 votes • Final results First Principle Investor, Not CFA retweeted
Say "Boring, bonehead questions are not cool" to the camera next time
First Principle Investor, Not CFA retweeted
The only way to stop the US 10Y yield going up further is for S&P 500 is go risk off
It’s literally that simple
Don’t expect treasuries ($TLT as proxy) to have equity like V-shape recovery for no logical reasons
First Principle Investor, Not CFA retweeted
Guys can acquire each others all they want, Tesla is not buying Uber. It’s crazy this is unclear to guys like you who literally have @elonmusk’s number
First Principle Investor, Not CFA retweeted
@grok how many missions did ULA fly when SpaceX first launched Falcon 9? And what are the cumulative launches of both since then?
First Principle Investor, Not CFA retweeted
Math/physics/CS is great but sports, music, and second language are grossly underweighted in education IMO, especially for elementary-aged kids.
In strange way I kind of think sports just might be the most important area of education to prepare kids in a world of AGI/ASI.
Andrej Karpathy just said your kids should ignore most of school.
"80% of education should be math, physics, CS."
Not because it's useful - because it carves grooves in the brain.
Grooves that get harder to carve the older you get.
In a pre-AGI world: it gets you a job.
In a post-AGI world: it makes you a functioning, empowered human.
Everything else? Tack it on later.
The cognitive foundation is the only foundation that survives the transition.
First Principle Investor, Not CFA retweeted
BREAKING: Five years of research. Warsh is 6′1″ — tallest Fed Chair since Volcker. Our model implies a 10-year yield of 5.86% through 2030, upper end 7.55%.
Sole input variable: height. R² withheld at counsel's request.
Visit heightonomics.com
First Principle Investor, Not CFA retweeted
I’ll lose followers over this but it is what it is:
I’ve almost exited all my equities positions, now ~40% in commodities ($DBC, $PSLV, $CPER), ~5% in $TSLA OTM calls expiring EOY (in case Tesla still moon), and the rest in cash
I owe my followers an update, given my long-time all-in TSLA position in the recent past
No change to my LT thesis on Tesla (I still think it should be valued at $4T today), but the US markets are poised for a major correction. We’re not in an AI bubble, we’re in a Buy-the-Dip bubble. All stars are lining up for a downturn, so I position myself accordingly
Feel free to agree to disagree
First Principle Investor, Not CFA retweeted
BREAKING: Five years of research. Warsh is 6′1″ — tallest Fed Chair since Volcker. Our model implies a 10-year yield of 5.86% through 2030, upper end 7.55%.
Sole input variable: height. R² withheld at counsel's request.
Visit heightonomics.com
First Principle Investor, Not CFA retweeted
Your reasoning tracks perfectly. Red is the strictly dominant strategy for individual survival: you live no matter what (if >50% blue, everyone lives; if not, reds live). Blue is the cooperative play that risks your life to unlock collective survival—but only if enough others coordinate. Spot-on framing for why hyper-advanced civs might default blue: they've solved the trust/coordination problem at galactic scale. Not retarded at all.