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Economy
The Fed, Part 3: Factoring Loans, BTFP, & Time Value of Money
By BackTheBunny | | 0 Comments |
Remember the SVB crisis? Balaji was wrong. Arthur was wrong. I was right. Fed disinfo is rampant. I encourage you to read this, it aged well.
Argentina, Central Banks, Inflation, and Your Own Currency
By BackTheBunny | | 0 Comments |
A nation that can't wage war or make its own financial decisions, is not truly sovereign.
It’s Not Superintelligence, It’s Superhistory
By BackTheBunny | | 0 Comments |
AI is not a young technology. It’s an ancient one. Artificial Time.
Be Smart Once
By BackTheBunny | | 0 Comments |
The less decisions you need to make to get what you want, the more likely you are to get what you want.
On Complex Adaptive Systems, Investing, AI, and What Can Be Modeled
By BackTheBunny | | 0 Comments |
Models try to give a lens into the future, to make it predictable. BUT… some things cannot be modeled. We really hate that.
The Fed Part 2: The Graveyard Balance Sheet
By BackTheBunny | | 0 Comments |
The Fed: Part 1 covered the psychological priming of the Fed and why QE isn’t money printing, but a headline-grabbing manipulation. So what happens to bonds after they're swapped on the Fed's balance sheet? They're sent to the graveyard.
Commoditize Your Complement: Data, Software, LLMs, and Semiconductors
By BackTheBunny | | 0 Comments |
ChatGPT and LLMs just commoditized the complement of data: software. This increases the value of data, but mainly drives value accrual to the new scarce complement: semiconductors.
The AI Playbook and Theocratic Capture
By BackTheBunny | | 0 Comments |
You've heard about the Man In The Arena, now learn to recognize the Priest In The Arena
The Fed, Part Zero: Become a Fed Disrespecter
By BackTheBunny | | 4 Comments |
The objective of this series and a huge point of contention with me is who gets the blame for the debasement of the dollar. Recognize where power exists: become a Fed disrespecter
Generations of War, Crypto, and Business: Part 2
By BackTheBunny | | 0 Comments |
Generations of warfare and business correlate closely. However there is a lag between them, war is roughly one cycle ahead. War adapts quickly to advancements in strategy, making it an informative leading indicator in domains that are adversarial and competitive. I believe this makes it an excellent proxy for DeFi.
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