CHT
@PrometheusCHT
CIO & Founder | Equities + Macro + Vol. Critical Rationalism. Complexity. Humanism. Bold conjectures, weakly held. 1x Exit. 🇦🇺🇬🇷🇮🇱🇬🇧 🏉🥊🏊
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That writing thing, I did it again. Although, I had to slice it into four separate essays, or it would have been like reading a @Jesse_Livermore novel.
Holy shit, the entire Chinese hypersonic missile program is completely dependent on AUSTRALIAN CRITICAL MINERAL EXPORTS and the Australian government SUBSIDISED THE MINES “China is dependent on Australian imports for its supply of zirconium, a little-known critical mineral.…
Vedanta – No Office, No Service, No Cash Beneath H1 2026 “Record Revenues”: Eroding Margins, FCF Losses, Dividend Cuts, Enormous Impairments, Regulatory Summons, Fake Offices, Greenwashing, Value Destruction. $VEDL 1/
In Nigeria, Islamists like Boko Haram have slaughtered over 100,000 Christians and burned 18,000 churches since 2009. This is a systematic, documented campaign of ethnic and religious cleansing. Why is the world silent about this? Is it because the victims are Christian and…
13 days after October 7th, Zohran Mamdani took to the streets of NYC to protest Israel and stand with Hamas.
Mamdani is the manifestation of a new ideology that is spreading in the United States: Third-Worldism. I explain how it operates, how it frames Israel and the U.S. as the bourgeois oppressors, and why the ideology is appealing. zinebriboua.com/p/zohran-mamda…
The greatest downstream consequence of the AI build-out is the pressure for energy innovation and deregulation. Nuclear will benefit and policy will adapt away from intermittent mandates and impossible net zero targets. Personally, I think that's likely to be a good thing.
$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.…
i put my blog back up. it now lives here cos I was a dumbass and let the domain expire robotjames.blog
$VEDL - Viceroy was contacted by Singapore’s Monetary Authority last week, alongside the CAD’s ongoing probe. #Vedanta’s call showed just how far management will fake & take it: PR as journalism, debt-funded dividends, fake “brand fees.” Whatever next? $VRL 1/2
Vedanta – No Office, No Service, No Cash Beneath H1 2026 “Record Revenues”: Eroding Margins, FCF Losses, Dividend Cuts, Enormous Impairments, Regulatory Summons, Fake Offices, Greenwashing, Value Destruction. $VEDL 1/
In Argentina, we gather around the table to slow down, spend time with family and friends, and chew on some good meat. We balance it all with our great red wine, Malbec. The Argentines call this "Sobremesa," the art of lingering after a meal. Pulses slow down. Stress melts…
I 100% agree with @Mark_Sisson - alcohol can be healthy for you, the research on alcohol “shrinking your brain” is very weak, and I’ll continue to have a small glass of wine with dinner at night, thank you very much - “Is zero really the only safe amount of alcohol?”…
CCP supporter calls for China to invade and annex Australia because “Australia was built on the genocide of the indigenous and therefore lacks legitimacy.” This is the end point of all “Stolen Land” rhetoric. @BeijingDai if you do this to us, we will take out the Three Gorges.
Be mindful there is a spectrum from credulity to curmudgeonly. Rational skepticism sits near the optimal.
The biggest capital outlay ever, for a product that no one will pay for. OpenAI loses ten billion dollars a quarter. There is no path to profitability for subprime AI. These absurd data centers will stand sentinel over the ruins of our fake economy like moai on Easter Island.
why funding "stress" has likely peaked (until year-end) conks.plumbing/chat/posts/c3c…
signals from private credit and "equity repo" conks.plumbing/chat/posts/5a7…
Cool article on a mathematics project undertaken by a @CarnegieMellon student to calculate the longest possible solution series to a 2x2 Rubik’s cube. cmu.edu/news/stories/a…
Sauces familiar with the matter note the police found it hard to ketchup with the van during a pursuit
DST is a nice illustration of Brandolini's principle. The effort needed to reverse a bad policy is 10x the initial policy development effort. The effort is also proportional to the time the bad policy has been in place. In Solid State Physics, when one bends metal repeatedly,…
People will understandably be angry this attack isn’t described as “terrorism”. The term has a specific legal meaning, it’s commonly understood as something pre-planned with the aim to terrorise, even if the motive isn’t clear-cut (ISIS etc). Attempts to murder British people…
This is only the beginning. Mind you, he's doing this WHILE RUNNING for Mayor and attempting to appear anodyne for undecided voters. If he gets into office, G-d forbid, it will be mask off (at least from a policy standpoint - he might keep his frozen smile mask).
Zohran Mamdani vows to shut down Technion’s New York campus over IDF ties ynetnews.com/article/b1bz11…
Fuck him. Fuck this. Fuck anyone voting for Mamdani Brilliant immigrants + brilliant scientists + technologists have come to NYC because of Cornell Tech adding to the competitive ecosystem of Columbia + NYU to create life saving drugs and advance cutting edge tech for us all
Zohran Mamdani vows to shut down Technion’s New York campus over IDF ties ynetnews.com/article/b1bz11…
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