435lb AUM @DeadLiftCapital Twitter profile

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435lb AUM

@DeadLiftCapital

4 years

Gell-Mann Amnesia all the way down

Matt Glassman

@MattGlassman312

4 years

The One Unifying Law of Twitter is that as soon as something you know a lot about becomes a hot topic of discussion, you will want to throw a chair through the wall.

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@GamesMeadows

@ZenciT

435lb AUM

@DeadLiftCapital

2 years

I love how every time there's a financial crisis, in the US it's like "well, some of our third rate banks did some stupid stuff" and then like 2 weeks later it's like "Europe announces that its entire financial system is a house of cards."

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435lb AUM

@DeadLiftCapital

4 months

I'm asking this earnestly: US GDP is $26 Trillion. Rare diseases...cannot possibly account for a third of GDP?

Noor Siddiqui

@noor_siddiqui_

4 months

Rare diseases cost Americans ~$8 TRILLION dollars a year. Family’s are going bankrupt trying to get treatments to address symptoms- unable to cure the root cause It’s time to give every family a better chance at health

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435lb AUM

@DeadLiftCapital

3 years

This should be flagged as misinformation. It’s a straight up lie and she knows it.

Elizabeth Warren

@SenWarren

3 years

Prices at the pump have gone up. Why? Because giant oil companies like @Chevron and @ExxonMobil enjoy doubling their profits. This isn't about inflation. This is about price gouging for these guys & we need to call them out.

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@DeadLiftCapital

4 years

Maybe someone can explain why 15 Jews praying outside masked and socially distant is illegal in NYC but this is okay. Maybe some public health experts.

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@DeadLiftCapital

2 years

No, seriously. EFD is now tweeting about SVB

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@DeadLiftCapital

3 years

Why don’t ppl trust govt? Well, after a terrorist hostage situation targeting Jews in which the terrorist clearly spelled out his motives, official govt line is “not related to Jews” & “we’re still looking for a motive.” Beyond parody. FBI is literally spreading misinformation.

Ari Hoffman 🎗

@thehoffather

3 years

Biden's FBI: The Islamist terrorist, who held Jews hostage at a Texas synagogue, on Sabbath, was “singularly focused on one issue” that was not “specifically related to the Jewish community. He then adds “We are continuing to work to find motive.”

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@DeadLiftCapital

2 years

Probably not a good omen for science

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@DeadLiftCapital

4 years

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@DeadLiftCapital

7 years

@nntaleb just as de Tocqueville described

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@DeadLiftCapital

2 years

@RaphaelKahan Their balance sheet almost certainly is, sorry.

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435lb AUM

@DeadLiftCapital

2 years

Endowment: We're getting out of those risky hedge funds.

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@DeadLiftCapital

2 months

@cremieuxrecueil How would you propose using it (legally)?

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435lb AUM

@DeadLiftCapital

3 years

Hard to tell how much of this is true, but even if some of it is, we're going down a dark road if we're willing to kill ppl to make a R governor look bad.

Christina Pushaw 🐊 🇺🇸

@ChristinaPushaw

3 years

. @GovRonDeSantis today: "There's going to be a huge disruption; patients are going to suffer as a result. So we're going to work like hell to overcome the obstacles that HHS and the Biden administration are putting in front of us. They say they're cutting it because of equity."

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435lb AUM

@DeadLiftCapital

2 months

It completely blows my mind that FIGS - a company that sells scrubs FFS - went public in 2021 at a revenue multiple of 12x on obviously juiced-up 2020 revenue. $3.2B market cap that briefly went to *8 BILLION* on $230M on 2020 revenue. What the hell were people smoking?

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@DeadLiftCapital

11 months

@phl43 Somewhat embarrassingly, I agree with your core argument about harassment, except that in some of these schools much lesser speech-crimes (e.g., what Amy Wax has said) *have* been considered violations of the University's code! So the double standard is really the problem. (1/n)

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@DeadLiftCapital

3 years

So the ppl who actually have to live with crime voted for Adams and the park slope hippies voted for defund the police. A picture is worth 1000 words.

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435lb AUM

@DeadLiftCapital

8 years

when a moron tries to "explain" Trump's election with psychobabble. Great fodder for a @nntaleb evisceration

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@DeadLiftCapital

7 months

The organ transplant infrastructure is complete garbage 1. 1/4 recovered kidneys are thrown in the garbage 2. organs are 15x more likely to be damaged in transit than your suitcase and aren't GPS-tracked 3. 17% of kidneys are offered to dead ppl

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@DeadLiftCapital

2 years

@antoniogm My dude you need to start squatting. It’s never too late.

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@DeadLiftCapital

3 years

Gotta admit this is good

The Skeptic

@TheSkeptic21

3 years

🤣

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@DeadLiftCapital

7 months

WSJ Journalist discovers the concept of a *distribution* of efficacy outcomes. Mind blowing stuff huh.

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@DeadLiftCapital

11 months

I think @matt_levine buried the lede here. WEB prides himself on being the folksy billionaire who makes multi-billion-$ acquisitions on 1-page term sheets w/mom-and-pop businesses founded by honest Picassos who want their life work preserved. Turns out, not exactly!

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435lb AUM

@DeadLiftCapital

1 year

This is at @cooperunion , an elite engineering school. In NYC btw, so I assume it's not white supremacists? Serious question is how long does it take for systematic discrimination (or worse) to take root against anyone openly Jewish. We've seen this movie before right?

MAGA CAUCUS

@MagaCaucus

1 year

🚨Breaking News: Jewish students at @cooperunion are trapped in the school library by a pro-Hamas rally that moved inside and barricaded the exits. Police are yet to respond, and security has locked the students in. #HamasMassacre #Hamas

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@DeadLiftCapital

3 years

Complete insanity

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@DeadLiftCapital

2 years

Fact check: nope, that's not why

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@DeadLiftCapital

7 months

I'd really love for someone to earnestly explain to me how the riots (lol "protests") at Columbia and Yale over the last 24 hours are substantively different from a KKK rally.

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435lb AUM

@DeadLiftCapital

3 years

LOL

Karl T. Ulrich

@ktulrich

3 years

My very unpopular paper on why cycling is costly for the environment. (I’m an avid cyclist btw…)

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@DeadLiftCapital

3 years

I'm trying to read up a bit on the lab leak hypothesis, and I came across this. Seriously, *that's* an argument? That it would be unethical and that's why it probably didn't happen? LOL

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@DeadLiftCapital

1 year

What's good about this tweet is that you look at it and you have absolutely no idea if it's a joke or reality. Then you laugh b/c either way it's hilarious.

Deva Hazarika

@devahaz

1 year

BREAKING: OpenAI expanding board to 5 members with new additions James Mattis and Henry Kissinger

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435lb AUM

@DeadLiftCapital

7 years

Hard to overstate how @BilldeBlasio is a lowlife marxist w/0 respect for our constitution or rule of law. This must be read to be believed.

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@DeadLiftCapital

3 months

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@DeadLiftCapital

5 years

What is my Bloomberg trying to tell me

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@DeadLiftCapital

3 years

@DanielGordis @bariweiss @DouglasKMurray @emeriticus @ClaremontInst Normally a fan, but come on this is pretty dumb.

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435lb AUM

@DeadLiftCapital

3 years

@RichardHanania Rich I think you found something that the Nationalist Israelis and the Muslims can agree on

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435lb AUM

@DeadLiftCapital

2 years

@TheNarrenschiff I feel the same way about Musk. Can't stand him. But *most* of the time, when I'm exposed to his haters, I instinctively begin rooting for a proverbial 3-3 tie.

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435lb AUM

@DeadLiftCapital

2 months

@viktorg475 @cremieuxrecueil You need to match the genetic data with intelligence data to make the inference, and they don't have the latter to any worthwhile approximation.

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@DeadLiftCapital

1 year

I guess there are many ways to describe Trudeau. He's for sure authoritarian in a dangerous way, but above all he just seems profoundly and incredibly *stupid*. Like so so dumb.

The Post Millennial

@TPostMillennial

1 year

Trudeau says the heads of large grocery stores need to come up with a plan to stabilize food prices: "Let me be very clear: If their plan doesn't provide real relief ... then we will take further action and we are not ruling anything out, including tax measures."

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@DeadLiftCapital

3 years

Black Rifle Coffee company despacs, trades $100M today, and has a $3B+ market cap, on $250M in 2021 revenue (dw, a meager 8x projected 2023 revenue, and ofc you could take those projections to the bank amirite). What a time to be alive

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435lb AUM

@DeadLiftCapital

11 months

I simply don't understand what the US can possibly do about the Houthis. For every Houthi terrorist they kill, they'll just create two new ones. You really have to understand that you can't kill the Houthi *idea*.

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435lb AUM

@DeadLiftCapital

4 years

Your reminder that if a short-only fund is cumulatively flat, then that-short-only fund has generated alpha of ~800-1000bp annually. Also, as a colleague has reminded me, most of Kynikos' AUM is long-SPY/short-the-fund, so cumulative has probably crushed it.

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435lb AUM

@DeadLiftCapital

2 years

@akgoyal He does not. He was and still is a quack who knows nothing and posted stuff that was purposely alarmist/insane/wrong to get engagement. He is a stupid lowlife.

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435lb AUM

@DeadLiftCapital

8 years

Odds that Republicans use this opportunity to shrink govt, reform HC properly, and generally do market-based reforms? I'm going w/close to 0

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@DeadLiftCapital

1 year

@eriz35 Sorry but it's pretty obvious Noam is right in this case. Snopes tried to dunk on Starlink and it was just wrong. Did anyone ever claim they were relying on Starlink underwater? Ofc not.

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@DeadLiftCapital

4 years

The unfortunate reality is that the US would've been much better off distributing SARS-CoV-2 vaccines the same way it distributes other vaccines, and simply telling buyers to vaccinate anyone >60 who comes in. First come, first serve. Would have been 10x as efficient. Maybe more.

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@DeadLiftCapital

6 years

fintwit shouldn't really be surprised with the results of the #MuellerReport . As Ackman has shown, expecting the govt to shut down a fraud is a bad short thesis.

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435lb AUM

@DeadLiftCapital

5 months

The reactions this weekend to Israel's successful hostage rescue reflect just how deeply screwed we are in America, and by "we" I don't just mean Jews, I mean all civilized people.

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@DeadLiftCapital

1 month

@L0m3z A lot of the West's problems today come from the self-inflicted "clarification" of gray areas that has the perverse effect of forcing a kind of reckoning with inconsistencies or internal contradictions, the solutions to which are worse than the contradictions themselves.

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@DeadLiftCapital

7 years

So how aggressively should I be shorting a company whose CEO just said this on an earnings call

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@DeadLiftCapital

2 years

The only thing worse than the first tweet is the second tweet. I feel somewhat blessed that I neither follow nor am followed by any of what must be absolutely irredeemable losers who liked that second tweet.

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@DeadLiftCapital

2 years

Gonna be hilarious when this Econ 101 take from @JohnHCochrane in March of 2021 turns out to be correct

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@DeadLiftCapital

11 months

@phl43 These institutions are supposedly bastions of free inquiry, but they explicitly prohibit some kinds of free inquiry, and tacitly endorse verbal-bordering-on-physical intimidation of other kinds by labeling them "free inquiry." (2/n)

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@DeadLiftCapital

2 years

How has twitter not been able to monetize this

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435lb AUM

@DeadLiftCapital

1 year

Is it just me or is Ozempic a potential game changer for the tobacco business (in a bad way)?

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435lb AUM

@DeadLiftCapital

2 years

This may be the funniest thread I've ever read

dr. gianluca grimalda

@GGrimalda

2 years

Together with 15 other members of @ScientistRebel1 I have occupied the Porsche pavillion at @Autostadt , 9 of us glued to the floor and some of us on hunger strike until our demands to decarbonise the German transport sector are met👉 @ClimateHuman

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@DeadLiftCapital

3 years

@InstAllocator @quantian1 This is a bit, right?

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@DeadLiftCapital

8 months

Scott Gottlieb, MD

@ScottGottliebMD

8 months

Declines in smoking rates have started to stall ; if we're going to help more adults quit combustible cigarettes we have to embrace harm reduction and offer adult smokers modified risk nicotine products that don't have same risks as combusting tobacco 1/2

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435lb AUM

@DeadLiftCapital

2 years

Shopping on Amazon can no longer be done in isolation. You *must* know an enormous amount about what you're buying before you buy it on Amazon, otherwise you'll get lost among the cheap-unsafe-garbage Chinese knockoffs that flood the search results.

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@DeadLiftCapital

2 years

I'm sorry, does Hotez know something that we don't know? Maybe from the experiments and "work" that he champions?

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@DeadLiftCapital

4 years

h/t (🔒) Grandpa how did you miss the great boom of 2020? Well Joey there was an entire generation of us who didn’t understand massive recessions were bullish

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@DeadLiftCapital

1 year

no man he just committed fraud

PrivateEquityGuy (Mikk Markus)

@PrivatEquityGuy

1 year

Lessons you learn by studying industry legends… 🤯 Did you know that Jack Welch from GE used to review performance results of all the entities in its portfolio each year and then stopped funding the bottom 10%?!

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@DeadLiftCapital

11 months

Can we stop w/ the "feeling unsafe" bulls**t? The problem is that elite schools apply very different standards to these two things: 1. A speaker from the Federalist Society talking about constitutional originalism 2. students marching through campus cheering an intifada

Rep. Elise Stefanik

@RepStefanik

11 months

Harvard has allowed the rot of antisemitism to go unchecked and Jewish students feel unsafe. This is unacceptable.

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@DeadLiftCapital

8 years

Ironclad market rule A security moves in the direction of the thesis during research, & in the opposite direction once you take a position

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@DeadLiftCapital

2 years

"Private Credit is the place to be" Somewhere, you just know @CliffordAsness is blowing a gasket.

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@DeadLiftCapital

2 years

This seems to be exactly the kind of thing the present day ADL is built to address.

Here For THEE Comments 1

@forthecomments1

2 years

For those of you who still don’t get it, why people are calling out the @NYT for the racist trash they are, get it now?? This was NOT a coincidence!! It’s the first day of Hanukkah, and they sent a threat to Jewish Americans.

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@DeadLiftCapital

3 years

@MaxAbrahms Even in those 24 hours, the official sources got it wrong and attributed success to the FBI for saving the hostages when it’s clear from their testimony that they escaped.

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@DeadLiftCapital

3 years

So serious question: is it just me, or is it kind of a big deal that everyone knows about the Southwest issues and all the headlines say something else?

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@DeadLiftCapital

4 years

HAHAHAHAHAHAHAHAHAHAHAHA This is @matt_levine on Greensill in March of 2019. I literally cannot stop laughing.

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@DeadLiftCapital

4 years

As I was saying yesterday. I expect the pressure will build - slowly, then exponentially - to move to a first-come-first-serve (for anyone >60?) regime. A simple rule is going to be better than the Frankenstein 12-stage grandma-killing plans.

Jeremy 'adjusted for inflation' Horpedahl 📈

@jmhorp

4 years

Central planning is hard "At risk of expiring, Louisville Walgreens gives surplus COVID-19 vaccine to general public"

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@DeadLiftCapital

11 months

okay, now that @nntaleb has gone from following me to blocking me, it's time to make fun of his cyclist bit.

435lb AUM

@DeadLiftCapital

1 year

The absolute best bit on this site, by far, is the "cyclist friend." It's not even close. IYKYK.

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@DeadLiftCapital

1 month

Shadi Hamid

@shadihamid

1 month

I'm finding it very hard to comment on events in the Middle East. The indifference and even enthusiasm towards the indiscriminate bombing of Arabs and Muslims speaks to something deeper and dark. It never went away. But I never thought I'd see it presented so unapologetically.

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@DeadLiftCapital

11 months

LOL. 25 companies controlling 70% of the market is a lack of competition??? This is by far the dumbest thing I'm going to read today and it's only 9:30am.

President Biden

@POTUS

11 months

Folks, right now, 25 of the largest pharmaceutical companies in America control 70% of the market. This lack of competition drives up prices – making it harder for hardworking American families to access the health care they need. Today, my Administration is doing something

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@DeadLiftCapital

3 years

All the ppl down 40% in the last 3 weeks are now victory-lapping in my TL. What this mean?

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@DeadLiftCapital

6 months

Witnessing college acceptances at a large NYC public HS is a huge blackpill. The quality (or lack thereof) of kids who get in to elite universities and/or get huge scholarships due to diversity considerations would surprise even the most die-hard liberals among my followers.

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@DeadLiftCapital

3 years

So NYC is notifying teachers to prepare to go remote. If anything is worth rebelling over, it's this. Hard to overstate the damage that's been done to public school kids as wealthier private school peers widen the achievement gap. cc @angrybklynmom @DoEcorruption @BarbarianCap

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@DeadLiftCapital

4 years

This is the kind of bonkers stuff - from the likes of purported "experts" like @mlipsitch - that *completely* undermines the public's trust in scientists. When we ask why "the science" is so politicized, part of it is Trumpian insanity, but the other part is garbage like this.

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@DeadLiftCapital

11 months

@phl43 Now, at Penn in particular, there have been cases of actual assault, legitimate physical intimidation and the "globalize the intifada" chants in this past weekend's parade were 100% accompanied by actual vandalism and physical intimidation. (3/n)

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@DeadLiftCapital

2 years

Incredible stuff here

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@DeadLiftCapital

8 years

More updates

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@DeadLiftCapital

1 year

*sigh* Conservatives seem intent on raising their mortality rates. Unironically, it's not that tough to conduct an experiment to *rule out* a causal factor! But the @TheBabylonBee is run by ret*rds who I suppose missed the first few lessons of every HS science class.

The Babylon Bee

@TheBabylonBee

1 year

Scientists Who Have No Idea What’s Causing Autism Epidemic Also 100% Certain It’s Not Vaccines

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@DeadLiftCapital

3 years

Guy who calls himself “data driven MD” thinks that his 3yo’s life is at risk from Covid in grocery store. Part of me feels genuinely bad for ppl like this, the other part angrily recognizes that basic life cannot go back to normal bc of stuff like this that’s objectively nuts.

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@DeadLiftCapital

1 year

Should add NYC to this. I should also add that cheering the brutal murder and rape of civilians (as long as they're Jews) is less taboo than basic conservative opinions held by half the country.

Louise Perry

@Louise_m_perry

1 year

The people cheering Hamas on the streets in the UK, Germany, Canada and elsewhere are telling us that they would commit the same atrocities here if they could, how clearer do they need to be?

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@DeadLiftCapital

2 years

@sgodofsk Are you telling me that Scientific American is politicizing "science"?????

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@DeadLiftCapital

4 years

The one thing that unites everyone, apparently, is the knowledge that Larry Summers is a jackass.

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@DeadLiftCapital

1 year

Cohodes bringing up Chanos's bad performance is the galaxy brain nuclear fusion version of ppl in glass houses.

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@DeadLiftCapital

6 years

@SuperMugatu So basically POTUS is a L/S equity PM

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@DeadLiftCapital

2 years

Musk, Trump, Kuppy, etc

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@DeadLiftCapital

2 years

Periodic reminder that all of Robert Reich's policy preference and tweets can be explained thusly

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@DeadLiftCapital

2 years

@SaladBarFan is this matty?

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@DeadLiftCapital

2 years

@SkeleCap @CliffordAsness I love how less than 5 days after SVB collapses the lesson is "we need even more fake marks"

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@DeadLiftCapital

2 months

@viktorg475 @cremieuxrecueil That's a pretty blunt instrument, and that kind of matched dataset is frankly not very unique, so there's no value to be coaxed from it because it's commoditized.

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@DeadLiftCapital

5 years

This was gonna happen sooner or later. Obama is officially CANCELLED

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@DeadLiftCapital

7 years

My favorite twitter phenomenon is Asness destroying Ritholtz, and Ritholtz totally ignoring the arguments and responding to eggs instead

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@DeadLiftCapital

4 years

You either die a hero or live long enough to retweet Zacks investment research

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@DeadLiftCapital

2 years

this guy sells socks

Rob Fraser

@robbfraser

2 years

My flight to Vancouver was cancelled and it cost me $10,000 to take the ferry instead. Hold up… $10k for a 90 min ferry?! 🤯 Well, sort of. To ferry from Victoria to Vancouver costs $160 and 3 hours 15 minutes of my time. ⛴️ To take a sea plane costs me $220 and 1 hour 15

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@DeadLiftCapital

1 year

Sad that Edwin is legitimizing a guy with psychopathic tendencies who has proven to be as big a liar as any of the management teams that he (or Edwin) accuse of foul play.

Edwin Dorsey

@StockJabber

1 year

Really enjoyed doing this Idea Brunch with @AlderLaneEggs . Marc is one of the best out there and goes over some recent wins, his passion for exposing frauds, and shares his top ideas Thank you Marc for the great interview!

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@DeadLiftCapital

2 years

RT (🔒) New theory: fertility crisis is entirely due to it being fashionable to complain about your kids throwing up all night but not fashionable to talk about how your life has deeper meaning and satisfaction now.

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@DeadLiftCapital

2 years

He still has this up. Over/under on the number of years we're still retweeting this?

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@DeadLiftCapital

2 years

@monitoringbias @realchrisrufo There’s a lot. Don’t kid yourself. Rufo actually perfectly articulated the problem with these ppl. Ppl like Christakis, Jeffrey Flier, Jeff Sachs, etc. Tons of academics on here bitching about academic freedom while tacitly responsible for its demise.

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@DeadLiftCapital

4 years

@BiotechObserver @foundmyfitness cytotoxic masculinity, bro

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