Astrid Wilde 🌞 Profile picture
☼ student of history, markets, and media ☼ forever celebrating my friends ☼ join me on Threads https://t.co/dfT5hVTBrv
Sep 14, 2024 7 tweets 2 min read
starting a thread of bad data Crime statistics from the FBI are unreliable. If you look at their primary sources you can often find >20% differences between their primary source data vs. what the FBI reports. And the FBI always errors on the side of underreporting.
Sep 14, 2024 9 tweets 2 min read
the only two datasets on earth i trust are the reported exchange of a specific quantity of a good at a time and place for a price denominated in another good

and church records of marriages between two specific people at a time and a place

all other data is made up deaths from specific causes? made up
labor productivity over time? made up
caloric consumption over time? made up
___ as a percentage of household income? made up
GDP? made up
unemployment rate? made up
inflation? made up
Apr 29, 2023 12 tweets 7 min read
@strangestloop @metaLulie chapter 1: it's possible to know things without direct experience. the source of knowledge is making a guess and then criticizing that guess with competing guesses or evidence. this is called 'conjecture' @strangestloop @metaLulie chapter 2: ideas and genes both spread through self replication. but genetic memes can be spread while dormant but idea memes require expression to continue spreading. we all participate in the spreading of idea memes every day
Apr 28, 2023 5 tweets 1 min read
watching the first episode of Tengoku Daimakyou (Heavenly Delusion)

don't remember the last time i watched something with this much respect for the audience. simple incredible you just get to watch the characters interact with each other with near zero information at the beginning as to their relationships or history and the world is a complete mystery. everything is a surprise. simply delightful
Mar 13, 2023 7 tweets 1 min read
the Fed’s new program means banks can now borrow against their long duration bonds at par without limit. there is now zero risk for moving everything out to long duration and huge rewards for locking in 4.5% coupons for 10+ years. US banking just unlocked new levels of degeneracy K a t a s t r o p h e n h a u s s e
Mar 12, 2023 5 tweets 2 min read
Mar 12, 2023 4 tweets 1 min read
Twitter is really committed to trying to start a bank run on Monday huh

i think y'all will look silly. FDIC will announce exactly how much depositors get back by Monday and Ackman etc. will look foolish

i'm planning to buy long dated calls on a couple financials on Monday 🤷 for posterity:

Dec 9, 2022 21 tweets 4 min read
not many days left in the quarter and i have no active trades so:

~~2022 Trading Reflections~~

my portfolio is -1% since September. positive trades made up for $PARA, $ALLY, and $META trading down.

current largest positions:
$GSL, $ALLY, $SBSW, $PARA, $GPRO, $META, $LXU, $AMRK buys this Q: $GPRO, $LXU, $VFC, $META, $GOGO, $APP, $AMRK, $WBD, $WMG

sells this Q: $UBER, $SLNH + $SLNHP, $TME, $AMRS, $PBR.A, $TWTR
Nov 12, 2022 4 tweets 1 min read
as insane as this sounds to read with the benefit of hindsight, i totally understand.

i felt this way about someone once too. in 2015 that person kidnapped me, trafficked me, and blackmailed me out of my life savings at the time of ~$45,000. i spent the next 3 years homeless. sociopathic charisma is something i never would have believed in if i hadn't experienced it first hand. but there really are people out there who spend their entire lives honing their social intelligence to gain wealth, power, and status.
Nov 12, 2022 4 tweets 1 min read
doing a cursory scroll through the large content creators who were sponsored by FTX and looks like almost everyone is still in denial that he was a con man. the reputation fallout for large content creators is about to be without precedent. media is a giant monetization of the reputation game and A Lot of people just lost A Lot of credibility thanks to their followers now losing their life savings.
Nov 10, 2022 31 tweets 6 min read
What happened with Sam Bankman-Fried/Alameda/FTX and what are the near term implications, a 🧵

I'm going to try to make this as simple as possible so my friends outside of finance can understand FTX and Alameda are two separate legal entities. It's been an open industry secret for a long time that they didn't operate as such. An Alameda whistle blower leaked their balance sheet to the press and, sure enough, it was full of FTX's ponzi coin FTT. coindesk.com/business/2022/…
Oct 5, 2022 11 tweets 3 min read
Despite growing up in a deeply conservative community I couldn't understand the conservative mindset for my entire childhood. How I think of Conservatism now, a 🧵 Some common themes among conservatives are
1. Humans aren't necessarily good
2. Free choice is illusory
3. Moral duties are real
4. Choices and Change have consequences
5. Nature deserves moral weight
Aug 13, 2022 20 tweets 4 min read
during my undergrad i had a professor who was super interested in generational differences in attitudes towards dating and relationships. he asked the class *a lot* of @Aella_Girl style questions meant to split the room or get at the root of people's beliefs one of class periods that sticks out to me the most involved a series of questions about people's dating preferences:
1. if you had the ability to know with >95% certainty whether a relationship would "work out" (however you define that) before it started, would you want to know?