CIO & Founder | Equities + Macro + Vol. Critical Rationalism. Complexity. Humanism. Bold conjectures, conditionally held. ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ฌ๐Ÿ‡ง ๐Ÿ‡ฌ๐Ÿ‡ท ๐Ÿ‡ฎ๐Ÿ‡ฑ ๐ŸŒป๐Ÿฆ๐ŸŒž ๐Ÿ‰ ๐ŸฅŠ ๐ŸŠ

London, England
Joined December 2021
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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The most mind blowing stat we've seen so far is this: "As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion." That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism. xitter.cf/AnthropicAI/status/211โ€ฆ
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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"The cognitive capitalist sees the possibility of an almost limitless expansion of demand, and a world full of minds whose potential has barely begun to be explored." ~@vgr contraptions.venkateshrao.coโ€ฆ
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Some citibikes like it gentle and you have to be careful with how you put the tip in and others demand you ram them into their docket as hard as you can
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The most widely read piece in MOI Global's latest Weekly Inspiration: Sebastian Krog on using Claude as a second brain for stock research. His fix for the chat window's amnesia is one Obsidian vault wired to Claude Code: raw source documents Claude can read but never edit, a cross-linked wiki Claude maintains, and an outputs folder for analyses worth keeping. The payoff: ask how one piece of news hits every holding, not just the stock in today's chat. An afternoon to set up. treasure-hunting.co/p/how-i-โ€ฆ
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Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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BRAZIL ELECTIONS IN A MEME!๐ŸŒณ๐Ÿฅน๐Ÿ™ $EWZ
๐Ÿค– Made with AI
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SpaceX just announced a ~$40bn GPU financing with Apollo. Recall Apollo has been doing these Musk GPU deals for a while now. The difference this time is scale. $40bn is massive. Gotta put that Athene money to work! $SPCX
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This is huge. 11 LFG policies here. Big win for @lfg_uk and an excellent signal of what the movement for growth is able to achieve and that politicians are following suit.
Britain is broke. And to fix it, we need to start growing again. Thatโ€™s why Reformโ€™s Economic Rescue Plan includes these 64 pro-growth measures Iโ€™d take if I were Chancellor: ๐—จ๐—ป๐—น๐—ผ๐—ฐ๐—ธ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—ก๐—ผ๐—ฟ๐˜๐—ต ๐—ฆ๐—ฒ๐—ฎ 1. Approve Rosebank 2. Restart oil and gas licensing 3. Legalise onshore exploration 4. Abolish the Energy Profits Levy 5. Restore maximum economic extraction as the North Sea regulator's objective ๐—ฅ๐—ฒ๐—ถ๐—ป๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐—ถ๐—ฎ๐—น๐—ถ๐˜€๐—ถ๐—ป๐—ด ๐—•๐—ฟ๐—ถ๐˜๐—ฎ๐—ถ๐—ป 6. Abolish the Emissions Trading Scheme 7. Halt the Carbon Border Adjustment Mechanism 8. Repudiate AR7 contracts for difference and scrap AR8 9. Implement the Fingleton Review on nuclear in full 10. Automatically approve French and South Korean nuclear designs ๐—š๐—ฒ๐˜๐˜๐—ถ๐—ป๐—ด ๐—›๐—ผ๐—บ๐—ฒ๐˜€ ๐—•๐˜‚๐—ถ๐—น๐˜ ๐—ถ๐—ป ๐—ข๐˜‚๐—ฟ ๐—–๐—ถ๐˜๐—ถ๐—ฒ๐˜€ 11. Cut affordable housing requirements on brownfield sites 12. Permitted Development Right for brownfield housing 13. Repeal Biodiversity Net Gain 14. Exit the Aarhus Convention 15. Repeal and reform the Habitats Regulations, including Nutrient Neutrality 16. End the boiler ban 17. Legalise air conditioning to meet overheating rules 18. Remove mandatory EPC improvements 19. Revoke the Future Homes Standard 20. Repeal the Renters' Rights Act ๐—•๐˜‚๐—ถ๐—น๐—ฑ๐—ถ๐—ป๐—ด ๐—–๐—ฟ๐—ถ๐˜๐—ถ๐—ฐ๐—ฎ๐—น ๐—ก๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—œ๐—ป๐—ณ๐—ฟ๐—ฎ๐˜€๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐˜‚๐—ฟ๐—ฒ 21. Legislate approval for new runways at Heathrow and Gatwick 22. Auction airport landing slots 23. End 'target-consistent' carbon pricing in project evaluation 24. Ban carbon emissions considerations in planning applications 25. Fast-track all water reservoirs as nationally significant projects 26. Make Development Consent Orders a true one-stop shop 27. Restrict judicial review of ministerial planning decisions 28. Scrap Net Zero construction rules 29. Scrap the social value test in procurement 30. Lift launch limits at SaxaVord Spaceport 31. Open completed sections of East-West Rail ๐—๐—ผ๐—ถ๐—ป๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—”๐—œ ๐—ฅ๐—ฒ๐˜ƒ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป 32. Review regulatory barriers to AI adoption 33. Permit on-site gas generation for data centres and industry ๐—ฅ๐—ฒ๐—ฑ๐˜‚๐—ฐ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—–๐—ผ๐˜€๐˜ ๐—ผ๐—ณ ๐—›๐—ถ๐—ฟ๐—ถ๐—ป๐—ด ๐—•๐—ฟ๐—ถ๐˜๐—ถ๐˜€๐—ต ๐—ช๐—ผ๐—ฟ๐—ธ๐—ฒ๐—ฟ๐˜€ 34. Cut Employer NI back to 13.8% 35. Introduce a migrant worker levy 36. Repeal the Employment Rights Act 37. Clarify that workplace rights don't require mandatory training courses 38. Let experienced tradesmen work on government contracts without CSCS qualifications ๐—จ๐—ป๐—น๐—ฒ๐—ฎ๐˜€๐—ต๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—–๐—ถ๐˜๐˜† ๐˜๐—ผ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—˜๐—ฐ๐—ผ๐—ป๐—ผ๐—บ๐˜† 39. Review bank capital requirements to boost lending 40. Rule out Net Zero in financial regulators' remits 41. Repeal climate-related financial disclosure rules ๐—š๐—ฒ๐˜๐˜๐—ถ๐—ป๐—ด ๐— ๐—ผ๐˜๐—ผ๐—ฟ๐—ถ๐˜€๐˜๐˜€ ๐— ๐—ผ๐˜ƒ๐—ถ๐—ป๐—ด 42. Scrap airport 'surface access strategies' 43. Abolish the electric vehicle mandates 44. Apply domestic GB hours to all UK HGV trips 45. Ban Low-Traffic Neighbourhoods 46. Back the M4 Relief Road 47. Move a new car's first MOT to four years 48. Abolish the Renewable Transport Fuel Obligation ๐—จ๐˜€๐—ถ๐—ป๐—ด ๐—•๐—ฟ๐—ฒ๐˜…๐—ถ๐˜ ๐—™๐—ฟ๐—ฒ๐—ฒ๐—ฑ๐—ผ๐—บ๐˜€ 49. Replace GDPR with a New Zealand-style Privacy Act 50. Fully re-legalise Imperial units 51. Review all unchanged EU law 52. Automatically repeal remaining EU law in 5 years unless retained ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐—น ๐——๐—ฒ๐—ฟ๐—ฒ๐—ด๐˜‚๐—น๐—ฎ๐˜๐—ผ๐—ฟ๐˜† ๐— ๐—ฒ๐—ฎ๐˜€๐˜‚๐—ฟ๐—ฒ๐˜€ 53. Make quarterly Making Tax Digital reporting voluntary 54. Reduce legal obligations on SME Non-Executive Directors 55. Double permission-free event days from 28 to 56 56. Make pavement dining licences automatic and permanent 57. Let shops open until 10pm, except Sundays 58. Repeal board diversity and inclusion rules 59. Remove the Sustainable Aviation Fuel mandate 60. Abolish the packaging tax 61. Scrap BBC and Channel 4 priority on streaming platforms 62. Remove the Public Sector Equality Duty 63. Five-year sunset on all QUANGOs 64. Five-year sunset clause on all new regulations And there are more to come! Britainโ€™s full potential is waiting to be unleashed ๐Ÿš€
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CHT retweeted
This should settle the โ€œIsrael is colonialistโ€ dispute. Israel ๐Ÿ‡ฎ๐Ÿ‡ฑ: Hebrew word Palestine ๐Ÿ‡ต๐Ÿ‡ธ: Hebrew word Lebanon ๐Ÿ‡ฑ๐Ÿ‡ง: Hebrew word Syria ๐Ÿ‡ธ๐Ÿ‡พ: Akkadian word Egypt ๐Ÿ‡ช๐Ÿ‡ฌ: Semitic name (Misr). Jordan ๐Ÿ‡ฏ๐Ÿ‡ด: Hebrew word The Islamic colonizers kept most of the indigenous names.
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Tried an experiment...I opened the Claude browser extension on slate.moontower.ai and told it to teach me something. It gave me the geometric explanation for why vol scales by root time.
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Here is why I think #SILVER's test of support area is very important. A cluster of technical supports between 50-55 area.
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There's nothing quite like the democratic process of changing the rules mid-game.
Congratulations to my friend @LulaOficial on his electoral victory. Democracy and multilateralism have won in Brazil. Europeโ€™s partnership with Brazil is thriving. We will remain by your side for the years to come. Together we will keep working closely for free and open trade. A rules-based global order. And strong ambitions for our climate.
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We expect the unconditional surrender of Turkey.
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Letโ€™s be clear this is criminal conduct. An unelected, unaccountable @AustralianLabor organisation has taken control of over $600 million of commonwealth funds and bunged over $400 million of it to its supporters in a transparent attempt to pervert the democratic process. @AusFedPolice and @icac should investigate but wonโ€™t as @AlboMP has installed Labor aligned apparatchiks to lead both. Scandalous.
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A single Supreme Court justice (who used to be Lulaโ€™s personal attorney) extended voting for 2 hours. But the design of the voting machines means they canโ€™t be switched on after theyโ€™ve completed voting, meaning only the areas that never stopped voting (had forewarning of this change) can continue to vote. Effectively giving Lula areas an extra 2 hours of voting. @Jordanwabouzeid
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Backwards, ad hoc, third worldist procedural shit show occurs and Leftists be like: sTaNdInG uP aGaInSt AuThOrItArIaNiSm
Lula Lula Lula! Congrats to Brazil for standing up against authoritarianism once again! ๐Ÿ‡ง๐Ÿ‡ท โš–๏ธโœŒ๏ธ
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Well, BCA Research was right to be short $EWZ, call for a Lula win, and stay bearish on Brazilian equities. It could easily have gone either way, but Brazil is Brazil...
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Just the beginning...
Current Aussie housing crash is the worst ever recorded since 1980 - national capital city prices are currently falling at a 16% annualised pace based on the last three months of Cotality data...
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