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The Inflection Economy (@inflectionecon) profile picture

The Inflection Economy

@inflectionecon

High conviction ideas, research, musings and memes from the PMs of Logos LP. Not financial advice. May buy and sell securities without disclosures.

 Toronto ON Canada
theinflectioneconomy.substack.com
Joined April 2014
  • Tweets13.8K
  • Following1.1K
  • Followers12.6K
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Photo by The Inflection Economy (@inflectionecon)Photo by The Inflection Economy (@inflectionecon)Photo by The Inflection Economy (@inflectionecon)Photo by The Inflection Economy (@inflectionecon)Photo by The Inflection Economy (@inflectionecon)Photo by The Inflection Economy (@inflectionecon)Photo by The Inflection Economy (@inflectionecon)Photo by The Inflection Economy (@inflectionecon)Photo by The Inflection Economy (@inflectionecon)Photo by The Inflection Economy (@inflectionecon)
The Inflection Economy retweeted
James Chanos (@RealJimChanos) profile picture
James Chanos
@RealJimChanosNov 5
I can’t shake the feeling that selling your high-beta tech stocks already down 40-70%, to buy low/no growth consumer names at 30-100x earnings…might not be so smart, either.
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The Inflection Economy retweeted
The Inflection Economy (@inflectionecon) profile picture
The Inflection Economy
@inflectioneconNov 3
Replying to @PythiaR
Yes yes very good. Whoever wins will declare a historic mandate. Whoever loses will declare democracy broken. Now push the deficit to another record…
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The Inflection Economy retweeted
BuccoCapital Bloke (@buccocapital) profile picture
BuccoCapital Bloke
@buccocapitalNov 3
Basically nothing that happens in a 3-6 mo. period has anything to do w/ the actual business. If you have duration and don’t have to worry about being fired, lean into the volatility, invest in great businesses at a reasonable price, and log the fuck off
Image from BuccoCapital Bloke (@buccocapital)
Image from BuccoCapital Bloke (@buccocapital)
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The Inflection Economy retweeted
naiive (@naiivememe) profile picture
naiive
@naiivememeNov 1
Image from naiive (@naiivememe)
Kalshi (@Kalshi) profile pictureKalshi
@KalshiNov 1
JUST IN: Iran says the Strait of Hormuz could reopen in 2 days
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The Inflection Economy retweeted
Irrational Analysis (@insane_analyst) profile picture
Irrational Analysis
@insane_analystOct 30
Image from Irrational Analysis (@insane_analyst)
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The Inflection Economy retweeted
Peter Mantas (@peter_mantas) profile picture
Peter Mantas
@peter_mantasOct 28
It's time to buy everything that $CLPT touches: $QURE (the big dawg), $SLDB, $NGNE etc
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The Inflection Economy retweeted
MidCurveCapital (@midwit_capital) profile picture
MidCurveCapital
@midwit_capitalOct 28
The stars are aligning for both $BEAM & $PRME.
John Evans (@john_evans3) profile pictureJohn Evans
@john_evans3Oct 28
Exciting updates on gene editing support from the U.S. Government! We didn’t plan this… but just a few hours after our conference call outlining Beam’s vision to deliver increasingly customized genetic correction therapies to patients, even more news hit
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The Inflection Economy retweeted
jack (@jack) profile picture
jack
@jackOct 24
there is no moat
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Perhaps underappreciated...
Image from James Pethokoukis ⏩️⤴️ (@JimPethokoukis)
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The Inflection Economy retweeted
David Marlin (@Marlin_Capital) profile picture
David Marlin
@Marlin_CapitalOct 22
This is crazy‼️ The $SPX is ~1% off its highs. Goldman's High Beta Momentum basket is -41%. We’ve never seen anything like this.
Image from David Marlin (@Marlin_Capital)
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The Inflection Economy retweeted
Juliette Declercq (@JulietteJDI) profile picture
Juliette Declercq
@JulietteJDIOct 20
Are you marching against "neoliberalism" in France? Stop right there. 🇫🇷 is already top of the class and top of the bill in terms of benefits. You are in fact marching because you have become addicted to "magic money"; you know the one that takes zero effort and grows from trees?
Image from Juliette Declercq (@JulietteJDI)
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The Inflection Economy retweeted
Peter Mantas (@peter_mantas) profile picture
Peter Mantas
@peter_mantasOct 20
Absolute monster insider buy at $PEP
Image from Peter Mantas (@peter_mantas)
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The Inflection Economy retweeted
Master Sea🌊 (@Master_SeaSeo) profile picture
Master Sea🌊@Master_SeaSeoOct 19
Leerink Partners note (Oct 18) on the FDA Rare Disease "Patient Voice" meeting: A serious, substantive cross-center effort (CDER, CBER, CDRH) to reduce late-stage regulatory surprises and make approval paths more predictable. Positive read-through for $QURE (Outperform). (1/5)
Image from Master Sea🌊 (@Master_SeaSeo)
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The Inflection Economy retweeted
Investor_NICK (@Investor_NICK_) profile picture
Investor_NICK
@Investor_NICK_Oct 16
Citadel reports that retail degen traders net bought $9.1B of US equities on Citadel’s platform last week, largely concentrated in AI stocks and ETFs in attempt to escape the permanent underclass. It was the largest week of net buying in 15 weeks per their data.
Image from Investor_NICK (@Investor_NICK_)
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The Inflection Economy retweeted
Daniel Romero (@HyperTechInvest) profile picture
Daniel Romero
@HyperTechInvestOct 13
Happens every time
Image from Daniel Romero (@HyperTechInvest)
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The Inflection Economy retweeted
Rod Wong, MD (@docrodwong) profile picture
Rod Wong, MD
@docrodwongOct 13
another way to look at past 2mos from goldman. biotech degrossing highest since '21.
Image from Rod Wong, MD (@docrodwong)
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The Inflection Economy retweeted
BuccoCapital Bloke (@buccocapital) profile picture
BuccoCapital Bloke
@buccocapitalOct 10
Fascinating chart from Coatue. Yes, the ascension of the intelligence/chip supply chain is fascinating. But to me the most interesting addition is Eli Lilly AI will be pointed toward bio next. Market front-running this, but it’s true
Image from BuccoCapital Bloke (@buccocapital)
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The Inflection Economy retweeted
*Walter Bloomberg (@DeItaone) profile picture
*Walter Bloomberg
@DeItaoneOct 7
TRUMP TO UNVEIL $1 BILLION+ AI SCIENCE PUSH President Trump will attend a White House summit Thursday focused on using advanced AI to accelerate scientific breakthroughs and strengthen U.S. leadership. The administration will announce more than $1 billion in industry commitments to its Genesis Mission from OpenAI, Anthropic, AMD and others. Federal agencies will also invest over $100 million in AI-driven science tools, alongside a new 14-institution compute hub spanning 10 southeastern states.
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The Inflection Economy retweeted
Arpit Gupta (@arpitrage) profile picture
Arpit Gupta
@arpitrageOct 6
You’re deluding yourself if you think AI advances like in math aren’t coming to economics and other social sciences
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The Inflection Economy retweeted
MidCurveCapital (@midwit_capital) profile picture
MidCurveCapital
@midwit_capitalOct 6
" $GTLB Duo Agent Platform is the fastest growing product in our history. "
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