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Jim OShaughnessy
"The body of work you’re creating adds up over time. The consistency and empathy of your vision will seep through. Drip by drip, you’ll create something worth noticing."
~@ThisIsSethsBlog

Crickets https://t.co/Vi0kLw1QGL
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Offshore
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Jim OShaughnessy
Sample sizes are often counterintuitive--the largest variations almost always come from small samples, which is difficult to grok for many πŸ€·πŸ»β€β™‚οΈ

The signal and the noise in meta-analysis, by @KirkegaardEmil https://t.co/6DHfMRBKt4
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FXHedge
FED'S BOWMAN: I FIND FEW, IF ANY, SIGNS THAT INFLATION HAS PEAKED Weds CPI leak
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Offshore
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Jim OShaughnessy
RT @thought_bender: This quote from this story was incredible https://t.co/tiRYtyJdJ6 https://t.co/toltTKHib1
@forgeofman Day 7: @TinkeredThinker is the winner of the White Mirror challenge!! πŸŽ‰

TT gets a $1000 cash prize and an open invitation to come as a guest on the podcast!

https://t.co/hAnW9M2RmG
- Infinite Loops πŸŽ™
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Jim OShaughnessy
Remember, I purposely asked him questions that I had prepared for OTHER guests.

@Alex_Danco is one smart cookie--check out his take on why some ideas are self-perpetuating while others are not. 🧠 πŸ‘‡πŸ» https://t.co/AkWwi2fRBo
Girard's Mimetic Theory claims that any self-perpetuating system needs to be "different" to be stable, and the crisis of un-differentiation is resolved by an act of violence.

Here's @Alex_Danco on "The Founding Murder": https://t.co/UR09sVPpgm
- Infinite Loops πŸŽ™
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Special Situations 🌐 Research Newsletter (Jay)
Loomis, Sayles & Co. is suing Citi $C, alleging the bank caused more than $70 million in losses while executing two separate trading orders that swamped the market.
Citi allegedly botched purchase of 800K shares of Shopify $SHOP and 5 million shares of Colgate-Palmolive Co. $CL
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Special Situations 🌐 Research Newsletter (Jay)
The hypocrisy:

Musk questioned the US Securities and Exchange Commission for not investigating Twitter over its account data and also challenged Twitter Chief Executive Officer Parag Agrawal to a public debate over the number of so-called bots on the platform. 

$TWTR $TSLA
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Offshore
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Jim OShaughnessy
New to me πŸ‘‡πŸ»

"In recent years I've gradually been overtaken by the idea that I can be most useful by being clear."
~@noampomsky

understanding is rare, by @noampomsky https://t.co/siTH2JDR43
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Jim OShaughnessy
Interesting thought from my friend @howardlindzon on VC's expanding footprint into wealth management for Founders.

I'm not sure they are perfectly overlapping skill sets, but, as always, we'll see.

Interesting to watch this unfold. https://t.co/RxtD0YBZnn
β€œAt @SocialLeverage I have long thought about rolling out wealth management services and imagine that one day soon we will do so. β€œhttps://t.co/mNDDTXtwSS # via @howardlindzon - //pete microcap weishaupt
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Paul Graham
RT @Rainmaker1973: One pretty cool geological fun fact is that the Scottish Highlands, the Appalachians, and the Atlas are the same mountain range, once connected as the Central Pangean Mountains [read more: https://t.co/u9taoxLu3O] https://t.co/fVOQZJyzmd
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Ethan Mollick
What towns get fusion food trucks? Communities that value craft over mass-manufacturing. Similarly, areas with high ethnic diversity & educated cultural omnivores are more likely to get trucks serving Korean tacos. More traditional areas (with lots of steakhouses) are less likely https://t.co/tZLl3MDd6Y
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Offshore
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Ethan Mollick
What caused the decline of fur in high fashion? This paper finds it was not activist protest, but rather fashion gatekeepers, & especially Vogue magazine. As Vogue started to mention the controversy over fur in its runway reports, the high-status fashion houses shifted from fur. https://t.co/bVXbB8zh4i
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