monsieurpussycat
@ConvexlyFoolish
oatmeal connoisseur and PB&J enthusiast.
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Funny how people have started talking about the K-shaped economy. I didn't know this term but I guess I've been talking about it for close to 20 years now. If you want a theory of K-shaped economies, Ergodicity Economics is your friend. Can you see the K?
A student who truly understands F=ma can solve more novel problems than a Transformer that has memorized every physics textbook ever written.
There is a random guy named James Groth who the CME lists as a liquidity provider for Treasury Futures Block Trades… The crazy part is it’s just one guy.. not a company. You literally email him directly at his hotmail address to do a 10 million dollar trade. To put into…
current chat interfaces suck, so i built a canvas for llms
ChatGPT needs a 'fork chat' feature. I want to be able to branch a conversation from any point like git branch -> explore alternate timelines without ruining the main thread. or copy pasting like a freak
a senior engineer at google just dropped a 400-page free book on docs for review: agentic design patterns. the table of contents looks like everything you need to know about agents + code: > advanced prompt techniques > multi-agent patterns > tool use and MCP > you name it
This guy literally shows how to use AI efficiently without wasting 100 hours on trial and error
If you’re building AI systems in 2025, there are only two tools worth learning: LangGraph and n8n. The choice you make here will define how far you can actually scale. Here’s everything you need to know (and what nobody is telling you):
Airport lounges are officially cooked. To a crisp. 40 min waits for delta, centurion, and sapphire. We need to #MakeLoungesExclusiveAgain
Filetype:pdf or filetype:xlsx stay undefeated. Along with “internal use only” | “IRR” | FCF | DCF | NPV
In private credit, all roads lead to Michael Milken. Throughout the 1970s and 1980s, Drexel Burnham Lambert revolutionized high-yield corporate lending. After the bank collapsed in 1990, Drexel alumni dispersed across Wall Street and set the stage for today's $1.6tn private…
If you are looking for a primer on leveraged finance, restructuring or credit investing concepts, this thread is for you Few fantastic slides from an old leveraged finance handbook by Bear Stearns 🧵 1/ Introduction to leveraged finance
Primer on Private Credit vs Syndicated Markets
“Biggest bounce-back ever”
There was a story 10 days ago that said this is the worst April for the stock market since the Great Depression. Fast-forward to today: The Nasdaq is up on the month of April. And I haven't seen a story that says, “Stock market has biggest bounce-back ever.”
🚨 BREAKING: Microsoft just dropped an 18-episode series called "Generative AI for Beginners". Ideal for beginners, developers, and AI enthusiasts looking to build a solid foundation. Here’s a breakdown (Save this👇):🧵
China is currently exposing all European luxury brands with TikTok videos. 🫣🫣🫣🫣🫣
Deal by deal private equity (aka Independent Sponsor) is NOT for the faint of heart. Here’s a breakdown on what it looks w/real data from our active process for a ~$20MM deal. BUCKLE UP for: getting told “NO” ~100 times and watching your network EVAPORATE…oh and while that’s…
Distressed Private Equity: Apollo’s $10 Billion Triumph A 5x return on one of the boldest distressed deals. One of the most profitable private equity deals ever. A true masterclass in distressed investing: ⬇️
Full list of partnerships between banks and private credit firms
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