Mau @MauZachG
Joined September 2013-
Tweets3K
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Followers213
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Following2K
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Likes3K
"It's funny 'cause it's true." - Homer Simpson
"It's funny 'cause it's true." - Homer Simpson https://t.co/bvJL6BecYM
38% Private Equity ≈ 60% Equity This is like 80% equity, 10% fixed income, 10% real assets, and 20% absolute return.
38% Private Equity ≈ 60% Equity This is like 80% equity, 10% fixed income, 10% real assets, and 20% absolute return.
Stanford $35b endowment investment allocation
Earth moves thousands of kilometers each month because of the gravitational pull of the Moon. Both orbit their common center of mass, located about 1,000 km under your feet!
Government purchases/investment component of 1Q2024 GDP eased to +1.2% annualized … softest since 2Q2022
Same pattern will play out for VC/PE
❖ U.S. FERTILITY RATE FALLS TO RECORD LOW The total fertility rate fell to 1.62 births per woman in 2023, a 2% decline from a year earlier, federal data released Thursday showed. It is the lowest rate recorded since the government began tracking it in the 1930s.…
Hedge Fund launches over time via BB:
@SciGuySpace @LauraForczyk @SpaceAbhi @llcrabbie Impulse Space intends to move up a few positions by the end of the year
GDP components with prior comps
Surprise surprise surprise…
Surprise surprise surprise…
US. Emissions. Have. Almost. No. Impact. On. Global. Warming. We are <15% and shrinking. In 10 years we'll be a rounding error. China/India only thing that matters and we have no control over what they do (and they are growing emissions to get their people out of poverty).
US. Emissions. Have. Almost. No. Impact. On. Global. Warming. We are <15% and shrinking. In 10 years we'll be a rounding error. China/India only thing that matters and we have no control over what they do (and they are growing emissions to get their people out of poverty).
Recording a solo episode of the Huberman Lab podcast on how to strengthen and pain free your back (a very common problem). I’ve consulted with 3 world experts: a PT, a MD and a PhD expert in spine pain and physiology, What do you want to know? Please put in the comments below:
Passive fund ownership of the S&P 500 is about 24% today- up from 7% ten yrs ago. Meaning that on average an SPX stock has 24% of its shares out owned by index funds (which can incl smart-beta or themes tho). Great study out today from @JSeyff here: blinks.bloomberg.com/news/stories/S…
Chart of the day via Apollo One big reason the U.S. economy continues to be so 'strong'
Saturn's icy moon Rhea. With mighty Titan behind. By Cassini.
Correlation of Surface Temperature with the Color of the Star
The New Power Law: An Exclusive Breakdown of Top VC Firm Returns Following a viral tweet last year, we got our hands on an anonymized dataset from the SPI team over at Stepstone breaking down the portfolio returns and concentrations strategies of more than 150 top VC funds
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4K Followers 243 Following This account exists to help fathers up their game | Join the movement to make a better life for your family | They deserve your best
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Losses? I don't have losses. I have 𝘥𝘦𝘧𝘦𝘳𝘳𝘦𝘥 𝘢𝘴𝘴𝘦𝘵𝘴.
Augustus upon hearing what Varus did at Teutoburg.
@SciGuySpace @LauraForczyk @SpaceAbhi @llcrabbie Impulse Space intends to move up a few positions by the end of the year
Recording a solo episode of the Huberman Lab podcast on how to strengthen and pain free your back (a very common problem). I’ve consulted with 3 world experts: a PT, a MD and a PhD expert in spine pain and physiology, What do you want to know? Please put in the comments below:
$META beats: -10% $TSLA misses +10%
“To accept it without arrogance, to let it go with indifference.” — Marcus Aurelius
Acceleration inspires people. Inspiration fuels further acceleration. This is the hyperstitious boom loop. 🚀
Good god. Make it stop. Total fucking nonsense.
The new CEO of Microsoft AI, @mustafasuleyman, with a $100B budget at TED: "AI is a new digital species." "To avoid existential risk, we should avoid: 1) Autonomy 2) Recursive self-improvement 3) Self-replication We have a good 5 to 10 years before we'll have to confront this."
I’d like to take a moment to thank the PM for informing the public that this platform is the only truthful one
Australia's Prime Minister taking time during his presser to advertise for Elon. "By and large, [other social media] responded appropriately to the calls [for censorship] by the E-Safety Commissioner. X chose not to. ... We know, I think overwhelmingly, Australians want…
If the US did not want higher interest rates to add to deficits & inflation, it would be saying "Sorry Ukraine, Israel, & Taiwan, interest rates have risen on our $35T in debt so we cannot afford to give you any more aid." We are not saying that = inflation Higher for Longer.
The US House approved $95 billion in aid for Ukraine, Israel and Taiwan, ending months of political impasse trib.al/DMyG4wg
MMT proponents often say that a public sector deficit is a private sector surplus. Well, yeah. A surplus of money. That's why it's inflationary. 🤷♀️
The Battle of Pharsalus (48 BC): Caesar, Pompey & their Final Clash in the 3rd Roman Civil War. Book USA amzn.to/3r1b8mI Book UK amzn.to/3JnZjx1 The 2 greatest Roman commanders of their generation met in battle again at Pharsalus in Greece. Caesar faces Pompey
@leadlagreport Ironically, if they crash stocks, it’ll reduce tax receipts and thus increase the deficit at a time when the deficit is already unusually wide.
April 15 is the birthday of Leonardo da Vinci, one of the people in history (along with Aristotle, Franklin, von Neumann, who else?) who came closest to knowing the most about everything that was knowable at the time. His Vitruvian Man is, I think, a self portrait.
Thought this was AI generated at first but appears to be real Get this man some Bitcoin 👏
"If you care about your fucking country, read Ludwig von Mises and the six lessons of the Austrian economic school, motherfuckers." - @moicanoufc
This Brazilian MMA fighter just gave a shoutout to America, the Constitution, the 1st and 2nd amendments, and Von Mises and the Austrian school of economics in his victory speech.
Only one thing to do in this situation
These are both mine, from the 2017 Eclipse and from Monday. 2017 inspired and kicked off my journey into astrophotography, so it's interesting to see how much I've developed my style since then. I wonder who out there started their own journey on Monday?
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