@AndreasSteno

Article

This one is deliberately written for the readers who usually skip the plumbing sections. If words like “repo” and “swap spread” make your eyes glaze over, stay with me for five minutes, because this is quietly becoming the single most important machine in global finance.. and it explains basically e...

@tony_breu

Thread

1/ Should I consider atrial fibrillation a risk factor for pulmonary embolism? If the right atrium is fibrillating, can’t thrombus form? And if it does, can’t it migrate to the pulmonary vasculature, leading to a pulmonary embolism? Let's examine these questions......

@P_Bonnet

Article

There are countless takes telling us why the AI buildout will result in a bubble that will collapse under its own weight. Some argue we are already in it, and that the subsequent meltdown will be comparable to the early 2000s....

@chamath

Article

“I actually believe a new asset class will be buying futures of compute. We just don’t have enough compute power right now.” - Larry Fink, CEO of BlackRock...