Alpha_Anon (@Epicphilos) profile picture

🧠 Health & Wealth Whisperer 💰 | Non-Fiction Nerd 📚 | Investing & Philosophy Enthusiast 📈🤔 | Coconut Connoisseur 🥥 | Introvert by Nature , Stoic by Choice!

Joined September 2018
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Enlightenment is the space between your thoughts.
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Alpha_Anon retweeted
Replying to @JosD92official
Starlink has limited scope to compete with Jio/Airtel. It targets the <2% villages still without reliable 4G/fiber (hard terrain, low viability), plus disaster backup. Capacity ~2M users max; MoUs with both telcos mean it complements more than rivals them in cities. Not launched commercially yet. Expected residential ~₹2500-8600/mo + ₹30-34k hardware. JioFiber from ₹399 (30 Mbps unlimited), Airtel Xstream from ₹499 (40 Mbps). Mobile plans far cheaper: Jio/Airtel ~₹349 for 2GB/day + unlimited calls/5G.
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Our OAS bill has an average annual compounding growth rate of ~5.7% per year. That's faster than inflation (3.0%) and wage growth (3.2%).
14.7% of federal spending goes towards funding Old-Age Security in 🇨🇦. In 🇬🇧, 11.1% of public spending is used to fund the State Pension + Pension Credit, and they're *still* feeling the pressure. We're on pace to be paying double by 2045. It's time to address our OAS crisis.🪙
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What kind of strategist doesn’t know about Interest rate currency parity?
For the record: Canada is not the United States, and the Bank of Canada should not hike just because the Fed did. Look at Canada’s own data. CPI-trim is 1.9% year over year. Only 46,000 full-time jobs have been created this year. Companies are leaving. Housing has stalled. Little exposure to AI buildout or reshoring. That is not a hot economy. Copying a Fed hike would punish Canadian households for an American problem. The BoC’s job is to set policy for Canada, not Washington.
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Carney has appointed the ultimate Liberal powerbroker to head up the government’s corporate welfare agency. Dominic Barton is the man who ran McKinsey while the firm profited from helping Purdue Pharma “supercharge” the opioid crisis; who chaired Trudeau's economic advisory council while McKinsey's federal contracts exploded thirty-fold to over $200m, contracts the Auditor General later found broke the rules. Now he will help insiders get billions in handouts, bailouts, and carve outs, paid for by you. And he was the man at McKinsey who cozied up to the Communist government in Beijing, even working with state-owned companies that violated international law and he refused to condemn the Uyghur genocide. The Liberal Club gets rich making everyone else poor.
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Alpha_Anon retweeted
Canada: the country where you declare economic war over your own sovereignty while also recognizing the land you live on isn’t yours thereby undermining your own claims to sovereignty.
The Canadian government begins their response to Trump’s tariffs by recognizing that they are gathered on “indigenous” land:
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Is he one more Cathy Wood loading!!
Leopold Aschenbrenner will disclose his new trades in exactly ONE WEEK. Here are his past trades: SNDK: Entered the bulk of his position in Q4 2025 at roughly $230 per share, now ~$1494. Up ~550% on his position. BE: Entered at ~$86.89 (end of 2024), now ~$253. Up ~190% on his position. INTC: Entered call options in Q1 2025 at ~$19 per share, now ~$117+. Up ~510% on his position. LITE: Entered around $40 in 2024-2025, now ~$885+. Up ~2000% on his position. COHR: Entered around $60, now ~$318. Up ~425% on his position. At only 25 years old, he has outperformed Warren Buffett, Michael Burry, and every tier 1 investor. When he discloses his new trades, we will share them here. Turn on notifications so you don’t miss the alert, this is VERY important. If you don’t follow us, you might regret it.
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Milton Friedman schools a socialist politician 👏 “The period of economic freedom was a period in which the differences in income between the rich and the poor were getting smaller... Government is a source of differences in income, of special privilege, of monopoly.”
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Most ridiculous note taking app
I'm officially introducing the BookNote app. A place to save your reading insights and put them into action:
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It’s important we have low IQ hustlers like this who have no idea what they are doing, for rest of people to make money
In January 2025, I published a mean reversion strategy with a free backtester. 11 months later, here are the out of sample results: - +30.4% return (vs +24.4% Nasdaq) - -10.2% max drawdown (vs -22.8% Nasdaq) - 72% win rate - 83 trades Here's the exact system:
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This guy works at base 44, looks at and steals all user data and now claim to sell it on internet through DMs?
I work at @base44 , so I see many prompts every day. Most of them are okay. Some are good. But about 1% are genius. I spent the last week analyzing that top 1%. The results were honestly shocking. 🤯 Most users prompt like they are talking to a human: "Make a cool, modern website for a tech company." (Results: Generic, boring, hallucinations). If you want to learn how to prompt and vibe code like a pro Drop a comment below, and I'll send the guide to your inbox. 📥
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Now @michaeljburry has talked about it finally. I understand financials, i understand growth , I read the annual reports and i spoke about the dilution from early 2023 onwards. But the one who made the money is my friend who just Yoloe’d on hype and has no clue what dilution is
Replying to @MebFaber
The amount of dilution palantir has is crazy. It will never bring returns to shareholders if they keep diluting 10% every year
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Not a fan of,but absolutely love PP when he takes on the govt and puts him to task. PP is an excellent leader of opposition
HAPPENING NOW: Poilievre asks Carney how it's even possible for him to be more financially illiterate than "the drama teacher." Totally legitimate question. Meanwhile, Tim Hodgson looks aghast as Carney goes into a complete meltdown over it.
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Charlie Kirk is the person who had a peaceful dialogue , he was against fluff and political nonsense. He created the dialogue which everyone wanted, why kill him? its a sad sad day
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Bullshit articles overload. The title claims no milk and later suggests use grass fed diary. Twitter is full of self contradicting health gurus hustling stuff
Most doctors are clueless about bone health. Calcium supplements and milk for strong bones? They're hardening your arteries, depleting your magnesium, and creating brittle bones that snap. Here are 8 simple ways to build strong bones and feel 25 again: 🧵
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Your life isn't something someone gives you. It's something you choose. slowburnalpha.substack.com/p…
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Somethings you watch can question the key endeavors of life ! 1883 TV series did that to me
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Let's take a closer look at who was right and who was wrong. On April 28: Vote for Change. Vote Conservative:
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O3 is the worst performing flagship model, bring back o3 mini high @sama
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"I am sometimes taken aback by how people can have a miserable day or get angry because they feel cheated by a bad meal, cold coffee, a social rebuff or a rude reception. We are quick to forget that just being alive is an extraordinary piece of good luck, a remote event, a chance of occurrence of monstrous proportions. Imagine a speck of dust next to a planet a billion times the size of earth. The speck of dust represents the odds in favor of your being born; the huge planet would be the odds against it. So stop sweating the small stuff. Don’t be like the ingrate who got a castle as a present and worried about the mildew in the bathroom. Stop looking at the gift horse in the mouth – remember you are a Black Swan." - Nassim Nicholas Taleb
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