Posts

the Last Samurai, Darth Vader, the world of entertainment bleeding into the world of things “There are only two industries. This has always been true….There is the industry of things, and the industry of entertainment….After people have the things they need to live, everything else is entertainment. Everything.” ― Neal Stephenson, The Diamond Age: Or, a Young Lady’s Illustrated Primer Now that I’ve spent some more time in the weeds with LLMs as applied to capital markets, I have some reflections about what the building blocks are, how things are likely to play out as well as how I’m going to position myself....

how to use CBT augmented with accelerationist religious fanaticism to improve your work performance Atheism is a Base Case But Its Vibes are Not Immaculate Below I’m going to talk about Stress Zero - an approach I use to actively cut my stress levels to zero on a daily basis. Usually before sleep, or at night time. But sometimes, in the morning. Fundamentally Stress Zero supercharges CBT with religious zealotry to immediately kill all your bad feelings....

naming negative nostalgia. exploring clarity in a world with infinite RAM Naming the Culprit A single concept applies to bad investing, bad decision making, and bad feelings. The idea is living in the past. I began exploring this concept by speaking to my friend Kyla about nostalgia, and its role in Brexit, the election of Donald Trump, guys who only eat meat, luddite behavior, and economic desperation. She recorded a video about it here...

the subject synthesizes various life experiences, failures and ideas into a singular life philosophy revolving around consciousness Consciousness forms a universal building block of existence. In moments of profound exertion, when I am at my best - I experience this vividly. A “flow state” - a peak experience, is defined by a feeling of ‘the universe flowing through me’. Many people experience this when using psychedelics. When the ego dissolves, you can interact with the base layer of reality....

minimum viable execution marching towards the singularity Minimum Viable Execution Below I want to outline the list of Diet, Exercise, Mental Health and Personal Automation tactics I’m implementing until at least January 5 2024. This post is meant to be an addendum to my previous post “Firing Myself” where I zone in specifically on Personal Automation tactics. That post, in a nutshell, talked about how to use AI tools like GPT4 to make better regular decisions with less energy....

deprecating Alex 1.0, applied accelerationism, ego death with a postgres backend Encountering the Power of AI in Financial Decisions Algorithms from social media platforms like TikTok and Instagram, along with the whole digital marketing industry, work non-stop to hook us on products and services that aren’t good for us. AI differentiates itself from Tech 1.0 by giving users the power of algorithms to improve their lives, rather than be victimized by them....

a reflection on Nietzsche, Artificial Intelligence, goldfish, and new Gods “God is dead. God remains dead. And we have killed him. How shall we comfort ourselves, the murderers of all murderers? What was the holiest and mightiest of all that the world has yet owned has bled to death under our knives: who will wipe this blood off us? Is not the greatness of this deed too great for us? Must we ourselves not become gods simply to appear worthy of it?...

Ideas expressing weakness in US equities relative to ROW this week Last Week Last week’s performance was +1.25%, unlevered had you traded this blog post on the open Monday and held til Friday Source: Last Week’s Write Up . Full breakdown at a trade level here. Download Big tech and the virus acceleration were separated from the political narrative. I think it is notable that the basket titled “Green Old Deal” was the top performer, with big up moves in Uranium stocks throughout the week....

extreme FX and interest rate volatility paints a picture of 2 very different worlds. which shall we step into? Let’s start with a question. If Japan has rock bottom risk-free rates, shouldn’t its companies command higher multiples? Shouldn’t Japan be a global hub of innovation - because low rates and structural deflation allow for investment in growth? To the first question - Japanese companies certainly do not command higher multiples. Japan’s TOPIX Index has a forward PE ratio is 12, while it has a 30-year bond yield of 1....

Previously I wrote about the evolution of media and how it ends in a poorly defined digital Colosseum. Here I write in detail about how/ why that Colosseum will entail the creation of financial eSports Financial markets are unique from politics, science, or other arenas of the media because they are accompanied by Timeseries. For the most part these timeseries consist of a price which implies a value (i.e. what you’re paying the price for) and an expectation (what that price implies - relative to historical prices, relevant comparables, consensus values and so forth)....