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

London, England
Joined December 2021
Six days before going to print for the London show! Sneak preview of the works in this exhibition:
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radicalised yet?
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Brazil local rates exhibiting the technical trading pattern known as: 'Sepukku of longs and shorts' -175bps post 1st round +300bps since.
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CHT retweeted
$SBB.. Märkligt.. Är detta enda analytikern? (förutom Arctic)
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This year alone, more Christians have been killed by Muslims in Nigeria than Gazans in three years of war. Not a single Muslim or pro-Palestinian activist has protested like they do for Gaza. Weird.
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Jordan has just bombed Southern Syria Islamic extremist hideouts who were involved in the terrorist attack last week on the Greek Church.
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I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices. Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined. $100b plus in year-end ARR looks possible again.
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People seem to forget how unprecedented this is
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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Today I’m wearing my keffiyeh jacket to show my solidarity with Gaza. Hand-finished in cashmere-and-silk bouclé, £3,250.
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If you believe in fading extreme positioning (I do, see below) then the way to play it now is natgas. In all prior episodes 200k net shorts was a flow bottom, at these levels shorts don't have much dry powder left. youtube.com/watch?v=3YRcAtgJ…
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The Economist admits that third world immigrants commit sex crimes at a much higher level but say it’s nothing to worry about because it’s “hardly an epidemic.” Good to know.
The Economist's estimate of Britain's age- and sex-standardised conviction rates for sexual offences by the offender's nationality economist.com/britain/2026/1…
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"Let us just summarize the matter by saying that stupidity has murdered and imprisoned more geniuses (and more ordinary people), burned more books, slaughtered more populations, and blocked progress more effectively than any other force in history. It may be no exaggeration to say that stupidity has killed more people than all the diseases known to medicine and psychiatry." ~Robert Anton Wilson, "Prometheus Rising"
“It is always the mark of a barbarian to destroy something he does not understand.” — Arthur C. Clarke
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I largely agree about the danger, but as I was reading this, I couldn't help thinking about the staggering contradiction. At the opening ceremony of the Paris Olympics on July 26, 2024, a beheaded Marie-Antoinette appeared to the music of Gojira (a band I actually really like), accompanied by the revolutionary refrain “Ah! Ça ira, ça ira, ça ira, les aristocrates on les pendra” (“The aristocrats, we will hang them”). People all over the world watched the performance. The French Republic has a bloody history, and whatever the more radical ambitions of some May ’68 thinkers, violence has an undeniable place in its political tradition. It just does. Which is why far-left groups that glorify “revolutionary violence” consider themselves heirs to that very heritage, and Jean-Luc Mélenchon is pretty open about his attachment to it as well. So simply insisting that violence has no place in French political battles, in my opinion, misses a much deeper political problem. The question is what that violence seeks to accomplish and against whom. Condemning it is certainly necessary to preserve the state's monopoly on legitimate force and maintain some degree of social cohesion. But without understanding the resentment directed at the Republic itself, such condemnations tell us very little about the political forces driving it. thefp.com/p/bernard-henri-le…
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I captured this video in my lab to show the power of medicines called T-cell engagers. Left: T cells move in and out of a cancer tumoroid, largely ignoring it. Right: Add a T-cell engager, and the T cells attack. Once they recognize their targets, they tear through the tumor.
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Russian ballistic missiles struck the grounds of a university in Kyiv and the area around it – effectively the campus, Kyoto Park, the area near a metro station, and residential buildings. The exact number of casualties is not yet known. But tragically, there are victims. There are people injured. Rescue operations are underway. There is extensive damage, and there are also reports that people may be trapped under the rubble. All emergency services are at the scene and doing their work – saving lives. The missiles hit very crowded areas, and there is not a single military facility nearby. This was a strike directly on the city, on its infrastructure. Unfortunately, there may be more strikes coming. The attack with “shaheds” is also continuing – against Kyiv and our other cities and communities. And it is precisely under such circumstances, when the threat is constant, when strikes can come at any moment and target cities and villages directly, that artificial delays in providing air defense to Ukraine help terror. It is important that political agreements be implemented promptly at the team level. It is important that our partners understand that Ukraine needs the proper tools to destroy Russian ballistic missile launchers. This would be the most effective way to save lives. It is important that the world sees that Russia is showing nothing but a desire to kill and continue waging war. Ukraine must not be left to face this alone, and it is solely Russia’s fault that the war is still going on and people are still dying. Please take care of yourselves. All partners should stand with Ukraine – with the protection of lives.
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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/211…
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.co…
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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-…
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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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