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

London, England
Joined December 2021
CHT retweeted
There is something seriously wrong at the BBC. This is the headline they used for a Muslim peace activist who was murdered by an Islamist group for preaching against radicalism.
Controversial Islamic cleric shot dead in northern Nigeria bbc.in/4sto6Fj
Readers added context they thought people might want to know
He is not controversial in any sense, he encourages peaceful coexistence and calls for dialogue with other religions. metoricpost.com/2025/06/02/102…
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NEW: We are short Cerebras Systems $CBRS. Cerebras claims to have solved wafer-scale chips. We believe otherwise: $CBRS wafers break down after just ~2 years in use - a lifespan that undermines the entire business. See full report and disclosures on our website, link in bio.
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Narrator: Cerebras didn't turn out to be the "Next Nvidia" as the guests on CNBC said. Down 70% from IPO day one.
I wouldn’t touch Cerebras with a 100 foot pole. Sure, it may go up on hype sentiment in the short term, but it’s far too fundamentally risky (scaling and future execution)
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Brutal judgement from the OBR on the supply side frictions that have made UK house-building unviable across many sites.
Housebuilders agree with the OBR....
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Housebuilders agree with the OBR....
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> Normal good looking white girl > Retarded mentally ill guy in clown makeup screeches about how he wants to murder and rape her while waving around Nazi flag Great work guys, huge victory for the Groypers
Gypsy Crusader has a long conversation with a young Jewish woman.
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Jews don't require any kind of a solution, final or otherwise, because Jews are not a problem to begin with.
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Every single time.
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$NDAQ CEO: Nasdaq captured eight of the ten largest quarterly IPOs, achieving a 79% win rate and $32B in proceeds. "We welcomed 15 new operating companies raising $32 billion in proceeds, including 8 of the top 10 largest IPOs in the quarter, contributing to a 79% win rate. On a year-to-date basis, we have a 74% win rate, including 56 new operating company listings, raising a total of $144 billion in proceeds."
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Today on X the Everything App: "Thinking clearly is fascism."
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Replying to @JDVance
@JDVance, if you don't condemn your friend @TuckerCarlson for writing the foreward for a book outlining the "Final Solution for Jews," I will use every single ounce of energy I have from now until you are out of politics to ensure you never get elected anywhere ever again.
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Islamic extremism seeks to eradicate the Christian presence in the Middle East through terrorism, violence, systematic persecution, intimidation, and forced displacement. Over the past century, the Christian share of the Middle East’s population has declined dramatically, from an estimated 20% to approximately 4% today. This alarming demographic collapse reflects a century of persecution, conflict, displacement, and profound political and social upheaval.
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الانتخابات التى يتابعها العرب والإيرانيون والأتراك ،ويترقبونها ويخشونها ويعملون لها الف حساب ، ويتسمرون امام الشاشات يحللونها، ويسهرون الليل لمعرفة نتائجها، هى الانتخابات الأمريكية والاسرائيلية، وبخلاف ذلك لا يحفلون باى انتخابات اخرى. ماذا يعنى ذلك من وجهة نظرك؟.
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على مدى عقود يجلس العرب يحللون ديموقراطية إسرائيل، وعنصرية النظام السياسى فى إسرائيل، ويهودية دولة إسرائيل، ولم يلتفتوا إلى مستنقع العفن المتراكم فى انظمتهم التعليمية والثقافية والسياسية، حتى ان مهووس إسلامى هو عبد الوهاب المسيرى الف موسوعة كاملة لكى يقول للعرب والمسلمين ان إسرائيل إلى زوال!!! والنتيجة ٧ مليون يهودى فى إسرائيل ينتجون من العلم والمعرفة والاختراعات والتكنولوجية اضعاف اضعاف اضعاف ٥٠٠ مليون عربى ينشغلون بالهوس الدينى والجنسى والإحساس الوهمى بالتفوق الدينى والأخلاقي!!!!
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Egyptian Writer Magdi Khalil Criticizes Arab Obsession With Israel While Ignoring Domestic Failures In an X post, Khalil accused Arab societies of neglecting their educational, cultural and political systems while debating Israeli democracy, racism and Jewish identity. He criticized Islamic-oriented thinker Abdel Wahab El-Messiri's writings about Israel's eventual disappearance, contrasting what he described as the scientific and technological achievements of seven million Israeli Jews with those of 500 million Arabs.
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CHT retweeted
LAWSUIT: We’re suing Michigan State University for punishing an elected trustee who refused to sign a speech code that restricts criticism of university leadership. Michael Balow criticized MSU’s handling of the Larry Nassar sexual abuse scandal and its withholding of documents related to a $100 million athletics investment. The board chair accused Michael and other trustees of “undermining the president” and MSU’s administration. The board then revised its ethics code, seen below, to require trustees to “uphold the university’s reputation” and support majority decisions. When Michael refused to sign, MSU used the code to exclude him from university events and revoke his credentials, limiting his ability to carry out his duties. Think about that. Elected officials tasked with overseeing a public university can be punished for questioning its leadership. And the very people they're supposed to hold accountable get to decide what criticism is permissible. Trustees are supposed to provide independent oversight, not rubber-stamp university decisions. The First Amendment protects their right to dissent, even when the board majority doesn't like what they have to say.
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At Works In Progress we are always looking for new writers with smart, fresh takes the world needs to hear. Could you be one of them? We publish longreads on tech, policy, economics, architecture, culture, and all sorts of things. If you write for us your work will be printed in our beautiful magazine, read by many of the world's most interesting people. We also pay well. Here are some examples of the sort of articles we would love to commission: - Why isn't there more semiconductor manufacturing in Silicon Valley? - Fifteen years ago, CRISPR was an incredibly promising new medical technology. What has happened to all the CRISPR drugs? - Japan was once the stock example of a low-fertility country, but it has staved off further decline as other East Asian countries have plummeted past it. How? - Poland has had exceptional post-communism economic growth, and is on track to overtake Britain in wealth per capita in 2030. What caused the Polish economic miracle? If you have an idea for something you think is the sort of thing we would publish - or the sort of thing we *should* be publishing - please get in touch, or send a pitch to [email protected].
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CHT retweeted
We at Stripe Press are looking for a new Managing Editor, based in New York City. Come and join the most exciting publisher in business.
I’m hiring an NYC-based Managing Editor for @stripepress. The ideal person for this role has substantial editorial experience at a publishing imprint or another publication and is fluent in our universe of ideas, but ideally isn’t my (or our) ideological twin. Stripe Press is a small team with an unusual amount of autonomy. Right now we’re obsessively focused on the future: expanding our catalogue, rethinking our assumptions about the kinds of books we publish (fiction!?), and thinking about how to connect our readers w/ one another beyond the pop-ups we’ve been hosting since 2022. Hoping to meet a lot of brilliant people who love books and are excited about building a world-class publishing institution: stripe.com/careers/listing/m…
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😢🫡🤍
UAE President confers top Emirati award First Class Order of Zayed II for captain Smit Machchhar who averted the hijacking, terror attack on Fly Dubai plane. Honor presented by Crown Prince of Dubai Hamdan bin Mohammed.
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GE Vernova CEO: "We delivered strong financial results in the third quarter as demand for electricity infrastructure increases around the world. We now expect our backlog to exceed $200B in the fourth quarter, with improved margins" $GEV: -5% PM
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