Offshore
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Frederik Gieschen
"I believe our entire society is experiencing this “call to adventure” right now." @tom_morganKCP

"The way out of that stagnation is to reorient our inner compass to what artificial intelligence researcher Ken Stanley recently called 'interestingness.'"

https://t.co/8JMEoYJ7Wa
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Special Situations 🌐 Research Newsletter (Jay)
1/ Berkshire Hathaway $BRKB was a net buyer of equities in 2Q (Warren Buffett) on the margin, reporting $3.8B in net purchases in 2Q results.

Revenues were up 10% y/y on revenues of $76bn, and pre-tax earnings were up 16% tot $10bn

Berkshire still has $105.4 billion of cash...
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Special Situations 🌐 Research Newsletter (Jay)
FED'S BOWMAN: 75 BASIS POINT HIKES ARE POSSIBLE UNTIL INFLATION EASES.
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Ethan Mollick
Everything you need to know about the file drawer problem (experiments that show no results rarely get published, or even submitted for publication) in one graph, using data from a million statistical tests in papers published over the last four decades. https://t.co/Nb7ugvBTNC
@fmg_twtr @Scientific_Bird I edited it slightly... https://t.co/HAEppI7rYm - Rob Seamans
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Offshore
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Jim OShaughnessy
A HUGE congratulations to @TinkeredThinker for such a beautiful and inspiring story! Can't wait to chat with you on @InfiniteL88ps.

As my friend @TheAnnaGat maintains: "The Good Internet exists," and you're part of it @TinkeredThinker! https://t.co/vrXL27WLUS
@forgeofman Day 7: @TinkeredThinker is the winner of the White Mirror challenge!! 🎉

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

https://t.co/hAnW9M2RmG
- Infinite Loops 🎙
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Offshore
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Morning Brew ☕️
In this economy? https://t.co/8omhYJqTQC
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Offshore
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Tren Griffin
My city during Seafair reflects its past. People like me towed hydroplanes we made out of plywood behind our Sting Ray bicycles. Pro sports mostly weren't here yet, so hydro racing was a thing. Performances (including today) by the Blue Angels is a long tradition. https://t.co/cVlKU2idZH
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M&A Focused CPA
Curious for the searchers and entrepreneurs, how comfortable are you analyzing a balance sheet?
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Offshore
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Jim OShaughnessy
"We shape our tools, and thereafter our tools shape us."
~Variously attributed

Great piece from @kylascan about filter failure, why the algos amplify bad news and much more.

How the Algorithmic Money Faucet Drives the Economy, by @kylascan https://t.co/vmfTdmmrrr
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M&A Focused CPA
RT @ClintFiore: How I'm building wealth in Small Business Acquisitions in 3 steps

SMB Strategy Thread 🧵
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M&A Focused CPA
RT @Shane___Martin: 5 years ago I started my little 1-person agency.

Last year we did nearly 7 figures (in profit).

Here are a few things I wish I knew when I first started:

👇
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Offshore
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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 🤷🏻‍♂️

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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