ProjectArcturis

32 ms·

31.
by ProjectArcturis 8mo ago
No, the US still spends 5x what Europe does on biomedical research, measured as a percent of GDP.
32.
by ProjectArcturis 8mo ago
Well, he might be planning to set up a lab. Probably wouldn't, though, statistically.
33.
by ProjectArcturis 8mo ago
This kind of Level 1 analysis misses what is really going on. "Brain drain" is not really a concern. There is a tremendous glut of talented biomedical researchers. We have been overproducing them for decades. Even before the cuts,
34.
by ProjectArcturis 8mo ago
1. Sure they will! It's a prisoner's dilemma. Each individual company is incentivized to minimize labor costs. Who wants to be the company who pays extra for humans in junior roles and then gets that talent poached away? 2 Yes, ab
35.
by ProjectArcturis 8mo ago
Yeah, I think this is a good take. It was a combination of a very steep runup, and then the needle to the balloon was to take the possibility of a truly unhinged nominee off the table.
36.
by ProjectArcturis 8mo ago
You would think, if banks did have a huge short position, they would have announced large losses in Q4 after metals mooned. They did not.
37.
by ProjectArcturis 8mo ago
I was with you till the last paragraph. Banks having a huge short position is a false conspiracy theory.
38.
by ProjectArcturis 8mo ago
If the banks had massive short positions, why didn't they report huge losses in Q4?
39.
by ProjectArcturis 8mo ago
I think gold will keep going up over the next few years, because many central banks are converting from dollar reserves to gold. That means very large demand which is mostly price-insensitive.
40.
by ProjectArcturis 8mo ago
China only has one silver fund (SLV equivalent), and it stopped creating new shares. So the existing shares trade at a large premium to the value of the underlying metal. Is that the "Shanghai physical" price you're talking a
41.
by ProjectArcturis 8mo ago
This was an inevitable correction. Gold and silver had gone parabolic for the past month. Nothing goes straight up. This takes the gold price all the way back to where it was last week. Honestly, I don't think Warsh's appointment
42.
by ProjectArcturis 8mo ago
None so blind as those who refuse to see.
43.
by ProjectArcturis 9mo ago
Which race and gender do you need?
44.
by ProjectArcturis 9mo ago
I take the opposite view - Adams was an awful troll for years, and he deserved cancellation long before he got it.
45.
by ProjectArcturis 9mo ago
The outfit she's forced into by Jabba? And then she kills him?
46.
by ProjectArcturis 9mo ago
Assets, not other currencies. Equities, commodities, consumer goods.
47.
by ProjectArcturis 9mo ago
The 10-year Treasury rate has more than doubled since 2001. I skipped Econ 101 - If you have to pay people twice as much to take your debt, is there more or less demand for it?
48.
by ProjectArcturis 9mo ago
Site seems to be overwhelmed rn. https://archive.vn/CwDtf
49.
by ProjectArcturis 10mo ago
>In a few years they will have realigned the whole power dynamic in the country I disagree. It felt that way for the first few months, but the wheels are coming off. Trump is too old and unpopular to steal a 3rd term. Therefore everyone
50.
by ProjectArcturis 10mo ago
You seem to be confusing first and second derivatives.
51.
by ProjectArcturis 10mo ago
I'm not sure that making parents legally culpable for their kids being smart enough to download a new browser is LESS government intrusion.
52.
by ProjectArcturis 10mo ago
More use cases for AI than blockchain so far.
53.
by ProjectArcturis 11mo ago
An EM fields theory of consciousness seems obviously wrong? We do not have subjective experiences in response to external magnetic fields. Not even to very strong, quickly changing fields as in an fMRI scan.
54.
by ProjectArcturis 11mo ago
I would have lawyered up. But the experience seems to have turned you into a mindless rule follower.
55.
by ProjectArcturis 11mo ago
Lousy Smarch weather
56.
by ProjectArcturis 11mo ago
Does that mean it should trade at a 600 P/E?
57.
by ProjectArcturis 11mo ago
This is Michael Burry we're talking about.
58.
by ProjectArcturis 11mo ago
Uhh... Powell's term as chairman ends in May 2026. His term as a board member ends Jan 2028. Senate confirmation is irrelevant because Trump will not nominate him again for anything.
59.
by ProjectArcturis 11mo ago
With shorting, you run the additional risks that you could lose the borrow and be forced to buy back at any time. Or get margin called if the price moves against you. With puts, you have to get the timing right, but no external factors can
60.
by ProjectArcturis 11mo ago
Read the article. He used options, which can't be margin called because they're already paid in full.

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