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Victor Gao Warns Israel & US: ‘China Does Not Want To See A War of Aggression Against Iran' ... While The Energy Transition Is Happening More Rapidly In China Than The U.S. It Will Still Take Some Time And The Timing Is Delicate ... Looking Beyond 'The Great Game' And Its Fall Out At Immediate Existential Concerns For Various Actors ...
Gravitas Plus: The Great Indian Brain Drain ... My Indian Grandfather Came To The U.S. for several years in the 1940s, without his family, to develop international scientific relations ... My father came in the 1960s to do his Phd and decided to stay and start a family here ... There are many possible positive sum games with our international counterparts ...
Live And Let Die (2018 Remaster) ... The Current Snow White Controversy Speaks To Our Cultural 'Blindness' And The Eternal Conflict ... For Snow White Is A Fairytale For Boys As Much As Girls ... On The Oedipal Level Every Boy Is Betrayed By The 'Evil' Queen Who Either Allows/Violates By Inappropriate Intimacy Or Denies/Thwarts The Desire ... This Is Why In The Original She Is Not Only 'Dethroned' As 'The Fairest Of Them All' But Publicly Executed By Being Forced To Dance To Death In Red Shoes For Her Betrayal Of The Appropriate Partner ... For Adult Love Of Any Kind Inescapably Requires Transcendence (Rather Than Denial And/Or Reduction) ... 'Savage Grace' Indeed ...
The Last Tycoons ... When I Helped Lazard Launch Their Hedge Fund Business And Brought In Their First Outside Investors Institutions, Even Such Special Ones, Were Not trusted in such an entrepreneurial endeavor so I was forced to trade on personal credibility in market and strategy timing and assessment and relationships - implicitly promising to monitor management and keep investors informed ... This macro analysis produced outsize returns for a sufficient period but the original spirit and exceptionalism of hedge funds is required for persistent outperformance and I would expect current over concentration in asset management and increasing volatility to usher in its return ...
ISDA & The Centre for Financial Technology: Challenges and Opportunities... For Everyone Who Entertainingly Claimed "No one knew the scale of; leverage, underlying mispricing and off balance sheet liabilities and could have foreseen the 2008 crash" ... buckle up and enjoy the ride ... inside the yield curve : )
The Muppet Christmas Carol - I was at a dollar store the other day paying for something with change and the woman behind me offered to pay for me. I thanked her and told her I was OK. She offered again and I said you are so kind I am not being proud I am just spending change. She looked at me as though I were extremely impolite or extremely crazy and said 'It's not about pride it's about people helping each other'. She was of course right. Life is not fair and gifts for the sake of ego or implicitly at the expense of another's dignity are not charitable. As I was too clumsy to correct my error at the time I hope that she later realized that I was not insane or intentionally insulting just stupid... People are not always who we think they are ...
Elena Kagan Presses Attorney With Questions About Promoting ‘Gender Conformity' ... it is truly shocking that a supreme court justice appears to be unable to distinguish between sex and gender ... between biology and culture ... the fact that we are allowing the euphemism 'affirming care' in relation to procedures which cause concrete physical harm to conform with malleable ideas is already dystopian newspeak ... and children are not adults ... where culture undermines biology we have thanatos ...
Museum of Fine Arts Houston to open immersive 3D model of Notre Dame ... if you cannot wait for the paris opening over the holidays : ) ... or even if you can ... As I pray for the future of Europe and the world I hope that everyone will remember that Putin's brother died of starvation during the Nazi siege of Leningrad and that Putin resigned his position in the KGB in support of Gorbachev, who brought glasnost through perestroika, when he was ousted from power in a coup ... that Freedom of speech is enshrined in the 1993 Russian constitution ... a rare ideal ...
dialogue between Musk and Soros is splendid ... I have dealt a great deal with; Soros, Quantum and Associates in the past as has anyone serious in macro ... It would be difficult to find someone who thought the reunification of Germany was a bad thing ... just as Kissinger is still highly regarded in China and had the grace to express regret for some of his actions before his death ... to perspective taking ... to pragmatism ...
'Motherhood' In Microcosm and macrocosm ... The Perverse Form of The Divine Feminine Emerges In; Families, Societies And Cultures Which; Suppress, Abuse and/or Neglect Its Positive Expression As a Result Of And Leading To Further Perversion of The Divine Masculine: As We emerge, are and Exist in relationship ...
What Aristotle Knew About Oligarchy, The Perverse and Unstable Form of Aristocracy, That We Forgot ... A true Aristocracy is a Meritocracy Whose Definition of Merit Includes; Transcendence, Embodiment, Noblesse Oblige, Discernment, Aesthetics and Honor Generally ... Many Modern Bourgeois Philosophers, Such As Nietzsche, Who Say They Champion Aristocracy Actually Subvert It Through Promotion Of Oligarchy and The Slavishness and Resentiment Which They Claim To Oppose While Giving Succor To Self Indulgence ... This May Well Be An Unconscious Product Of Their Materialist Culture ... Oligarchies Fail Or Wither Because They Lead To Bad Leadership Which Diminishes The Commonwealth To A Point Of Unsustainability ... The Deepstate
Peter Thiel on being a contrarian ... Angel/ VC and Global Macro /HFT are at Opposite Ends Of The Buyside spectrum ... Both Their Vast Differences and Similarities are fascinating - Particularly in how they shape their respective; cultures, approaches and competencies when directed toward the same goal ... complementarity
The Haitian Revolution - Haitians Have Been Under Attack For A Quarter Millennium For Daring To Aspire To Liberty, Equality And Fraternity And Have Been Brought To The Depths Of Barbarism ... We Are Now In The Midst Of An Effort By Similar Forces To Haiti The United States ... It Must Be Stopped ...
Thierry Magon De La VilleHuchet Had The Honor To Fall On His Sword ... Since The Crash And Bailout This Sense Of Honor And Fiduciary Duty, Let Alone Meritocracy, Appears To Have Vanished ... FTX, Whose 2022 Crash Was More Foreseeable, Is Hardly Spoken Of ... I Knew Thierry And Bernie And Turned Down Multiple Madoff Accounts And Large Institutional Investments For Them Just Prior To The Nasdaq Top As He Ran A Bull Spread Strategy. This Only Required Application Of Specific Competence ... We Need Meritocracy, Honor And Innovation In How We Steward Our Investments Upon Which So Many Depend ...
The Exploding Cost of Regulations ... Some Hope After Chevron ... Better Environmental/Health Standards Are Necessary For Continued Economic Growth As Healthcare Is Our Largest Budget Item And Directly Impacts Productivity ... Bureaucratic Bloat Hinders Growth/Effective Policy ... Taxing Unrealized Gains Would Be Disastrous ...
Calley & Casey Means: How Big Pharma and Big Food Keep You Sick ... Real Healthcare is Holistic and An Ounce Of Prevention Is Worth A Pound of Cure ... Sound Environment, Sound Mind, Sound Body ... The Path To More Efficient Government Spending And Increased Productivity Starts Here ... Expand Food And Lifestyle Prescriptions ...
Michelle Obama gives a very strong speech appealing to the desire for respect and dislike for hypocrisy ... It is a great shame that many of the policies and actions supported by the democrats and Obamas have not and will not further the greater; opportunity, fairness, grace and honesty for which it advocates ... I too hope for change ... Forward With Faith ...
Given Other Related Laws That Have Been Passed In California Allowing The State To Take Children Not Provided 'Gender Affirming Care' How Will Parents Who Cannot Afford Homeschooling Protect Their Children From Sterilization And Irreversible Mutilation? (As Gender Is Socially Constructed As Opposed To Sex Which Is An Immutable Biological Fact) ...
At The Time Of The American Revolution One Half to Two Thirds Of The 'White' Population Had Come Here Under Indenture (The Idea Of People Belonging To A 'Color' Was A 17th Century Innovation Which Was Found Useful Toward Century's End To Create Divisions Among The Enslaved To Make Them Easier To Control) ... Less Than Twenty Percent Of The Adult White Male Population Could Vote Much Higher Than In Great Britain But Still A Small Minority ... Serfdom Ended In Western Europe In 1894 ... Expanding Human Dignity And The Knowledge Required To Preserve It Is Ongoing ...
Secretary Clinton's 1995 United Nations Speech - "Human Rights Are Women's Rights And Women's Rights Are Human Rights" ... Many Have A Visceral Hatred For Clinton or Trump or Any Number of Others But We Are All Angels And All Demons And Self-Serving Bias Is Universal ... We Can Never Truly Walk In The Shoes of The Other But To Try Is The Thing So That We May Act With Honor ...
Igor Sikorsky, Aviation Genius And Engineering Pioneer | My Great GrandFather, Ralph Warren Cram, Was An Enthusiastic Amateur Aviator And Friends With Sikorsky ... (My Mother Actually Started Flying Solo At Thirteen Before She Could Drive) ... It Is Amazing What We Can Achieve In A Few Years When We Set Our Minds To It And Have The Opportunity ...
Manipur's Very Own Polo - Blood Sport ... My Dad Was An Avid Polo Player Growing Up In India, However, The Invasion Which Introduced Its Spread Also Reintroduced Slavery Which Had Been Illegal There Since Classical Antiquity And A Sociopolitical And Economic Environment Which Allowed Later Colonization And Degradation Of An Economy Which Had Been The Largest In The World For Centuries ... I Would Suggest That In Our Current Globalized System Destroying Cultural And Natural Assets Neccessary For The Increased Productivity Required To Manage Deleveraging Is Inadvisable ...
Worth Revisiting In Light of the Chevron Decision and His Recent Success Supporting Brokerage Customer Protection Legislation in Tennessee ... David Rogers Webb Gives An Overview of the Financial 'Plumbing' For A General Audience And Sensibly Points To Structural Inertia as The Current Primary Culprit Rather Than Necessarily Bad Intentions On The Part Of Individuals ...
I share Sorkin's shock at the seemingly disingenuous arguments to rescind a performance based pay package six years after the fact when the work has been done ... if the world's largest asset managers were incapable of basic due diligence and sound judgement regarding incentives than the discussion should be about their compensation/incentives and future package structuring ...
Prussia: 'suum cuique' ... My Great GrandFather Johannes Christian Siemen(s) came to the United States in the mid 19th century from Prussian Oldenberg in Lower Saxony ... Like Many German Bourgeois he aspired to ownership of allodial land the purchase of which conferred nobility at home ... Stewardship of land/territory as a sacred trust
"The rise of the ethical Consumer" from Ethos 2011: A time for change, With Woody Harrelson ... So Happy To See This Posted Today On X ... What He Says Also Holds True For; Investments, Elections, Work, Energy and Focus Generally ... We Have Differing Degrees of Freedom of Choice But We All Have Choice ...
We Are All Stewards Of Our Commonwealth ... There Are No Sides ... Good Stewardship Requires Not Just Aligning Our Energies, Laws And Technologies With Nature But Also A Mindset Shift From Labeling/Circumscribing, Objectifying and Commoditizing To A Focus On Discernment and Integrity Of Intention And Process ...
The Trillion Dollar Equation ... Bitcoin, for example, has gained about 25,000 % over the last decade and about 60,000,000% since inception ... So it is important to remember that risk and reward are not always best ascertained mathematically and there is always data latency ... synthetic approaches are optimal ... as appropriate for specific market and resources ... efficient markets lol ...
I Wrote for The Columbia Federalist When Neil Gorsuch Was The Editor And Despite It Being Primarily Satirical The Editorial Standards Were Markedly Higher Than Those of The Spectator for which I also wrote until I could no longer stand the critical errors added at publication. Beyond The Increased Problem Of Information Control and Distortion Targeted; Surveillance, Psy Ops, Lawfare And Take Downs Aim To Destroy; Intimacy, Creativity and Everything Else We Value As Humans ... Together We Rise ...
Are you creating the world you want? The World Is As We Are ... We Become What We See ... Beyond This Is Infinite Awareness ... Markets Are A Creative Social Activity ... We Can Deny Or Decry Their Irrationality Or See It As Proof Of Our Collective Power To Transform The World According To Our Attention And Intention ... Every Negative Possibility Implies A Positive Potentiality.
Norway is Smaller but the Solutions Are Scalable ... Natural Gas is Currently More Efficient But Solar Affords The Opportunity For Grid Independence and Individual Energy Sovereignty... Sovereignty and Modularity Being Critically Important With Increasing Cyber Threats ... The US has Much More Solar Potential and Technology gets Better and Cheaper Every Year Especially with AI ...
The dangerous philosophy of Ursula Le Guin ... My American Ancestors Came Here Around the Time That Margaret Cavendish Was Born ... Descended from; Architects of the Reformations, the Magna Carta Barons, Early Christianizers of Europe, Roman Governors and Germanic Tribal Migrations from the East ... They Wrote Our Foundational Documents ... What Will The Next Narrative Shift Bring and Where will it Take Us? What Dream Shall We Weave Together?
Fantastic Fungi, Official Film Trailer | Moving Art by Louie Schwartzberg ... Trust Nature and the Web of Life ... Bioengineering is a Greater Existential Threat than Climate Change or Artificial Intelligence as, Whether through; Direct Gene Editing, Gene Altering MRNA 'Vaccines' or Environmental Agents, It has the Potential To Irreversibly Corrupt and Destroy The Basis of Existence ... This is Why We Call Life and Nature Sacred ...
Portable Solar Carports for Middle-Income Americans | It's Cheap, Has Low Permitting Requirements And Qualifies For Incentives ... For Easier Adoption Especially With Solutions Like Evergrid And/Or Cheaper Batteries And More Prefab ... Avoiding Potential Installation and Rewiring Costs and potentially immediately cash flow positive for the buyer with financing with obvious synergies for manufacturer lenders who also make and lease cars...
Warren Buffett: You Only Need To Know These 7 Rules - There Are Investors With Better Returns But These Rules Are Classic ... I Would Add; 'invest in yourself', invest in the most good and useful, know what would disprove your thesis before you buy and actively monitor and profitably manage intrinsic macro risks (credit, fx, resource ...)respecting market specific demands, structures and tools ...
'feeling comfortable' should not take precedence over; free speech, critical thinking, discernment and honesty. Inconvenient truths often come from sources we might largely disagree with and there is no 'guilt by association' in statements which must be discussed with whoever made them to understand properly as people differ and we are all fallible ...
Muhammad Yunus: Create Social Fiction - Some time before he was awarded the Indira Gandhi peace prize I became more closely aquainted with his work through the Asia Society allowing me to refer UNCTAD to him when I was asked to advise them shortly after. Whatever issues the microfinance sector has faced Grameen Shakti remains a stroke of genius.
Luciano Pavarotti, James Brown - It's A Man's Man's Man's World (Stereo)...If You Share Concerns About Population Collapse ... Allow People To Be Fully Human...To Live in Freedom and Dignity...Practice Mutual Respect And Kindness... Then We May All Dream And Love And Live Fully...Our Interdependence Is Natural And Aligning With It Properly Allows Us To Reach Our Full Potential...
The Poetics of Space - Mysore Palace | India's Largest Palace...When My Father Was Growing Up Here It Was His Home and An Organ of State...It Birthed Various Historically Important Enterprises Including; Early Electrification, Modern Yoga, Universities Fostering Modern Technology and Preserving Indian Heritage and Many Acts of Political and Cultural Diplomacy...It Is Now Primarily A Tourist Site..We All Welcome Increased And Work Towards Ever Greater Inclusion But Do We Want to Sacrifice The Wonder, Beauty And Great Works Born, at times, of Audacity, Seeming Excess and Esthetic Experience Along The Way? Would It Not Be Preferable to Raise The Floor Rather Than Lower The Ceiling...
The Map Is Not The Territory - Kalinka singing flash mob in a Russian supermarket in 2015. I remember a school trip to the USSR under Gorbachev's leadership in 1986 and the endless lines at GUM. We, as visitors, had other 'special' accommodations. This plenty and freedom were only a dream for most citizens. Let's Revive The; Free Exchange, Markets and Competition Which Drive Growth And Invention. War By Other Means.
Small Boats in Wide Seas - Bishop Mark Edington at Emmanuel Church, Geneva..."Dreams Bring Many Cares But Only Dreams Bring Forth Churches"...Bishop Edington Speaks About RFK Jr.'s uncle President John F. Kennedy and my uncle architect Ralph Adams Cram... About breathing spirit into the world to make our dreams manifest...
Oliver Anthony - 'Rich Men North Of Richmond'. A Real Meritocracy Requires More than A Respect For Excellence and Its Pursuit. It Requires A Real Equality of Opportunity. A Moral Meritocracy Requires An Acceptance And Understanding That Not Only External Advantages But Also Inherent Ones Are Unearned. That We Are All Equal In Human Dignity. That We Are One.
Josh Kline on climate change and AI | Artforum - I Once Made A Child Out Of A Man By Removing Certain Bones. The Result Was Less Than Life. Yet More Than Death. It Was Art - If It is Alive It is Not A Machine... If It Is A Machine It Is Not Alive... Making 'Conscious Machine' A Semantic Hallucination...Capitalism And Schizophrenia... ; )
