Kent Collier (@ddinvesting) 's Twitter Profile
Kent Collier

@ddinvesting

Founder & CEO of Octus: an intelligence and data provider focused on the global credit markets @OctusCredit // views are my own

ID: 53481841

linkhttps://octus.com/ calendar_today03-07-2009 19:56:22

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Andrew Ng (@andrewyng) 's Twitter Profile Photo

Some people today are discouraging others from learning programming on the grounds AI will automate it. This advice will be seen as some of the worst career advice ever given. I disagree with the Turing Award and Nobel prize winner who wrote, “It is far more likely that the

Autism Capital 🧩 (@autismcapital) 's Twitter Profile Photo

🚨ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades

Kent Collier (@ddinvesting) 's Twitter Profile Photo

This was JD Vance best speech ever IMO. If you believe that the ultimate prize is AGI at all costs, much of this administrations policies make sense

Balaji (@balajis) 's Twitter Profile Photo

A deindustrialized America simply does not produce enough to pay for what it consumes. It prints money instead. And exchanges these pieces of paper for valuable goods. But if the world stops using that money, the US has a real problem. So, alienating allies is not a good idea.

A deindustrialized America simply does not produce enough to pay for what it consumes.

It prints money instead. And exchanges these pieces of paper for valuable goods.

But if the world stops using that money, the US has a real problem. So, alienating allies is not a good idea.
Matt McDermott (@mattmfm) 's Twitter Profile Photo

Reddit is flooded with small businesses owners getting crushed by tariffs — devastated by the thought of raising prices, firing workers, or closing up shop entirely.

Reddit is flooded with small businesses owners getting crushed by tariffs — devastated by the thought of raising prices, firing workers, or closing up shop entirely.
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

There's one logical answer to what's happening here: The "basis trade" is being unwound. So, what is it? The basis trade is a strategy hedge funds use to "arbitrage" the small gaps between prices of cash Treasuries and futures. This typically involves LEVERAGE of up to 100X.

There's one logical answer to what's happening here:

The "basis trade" is being unwound. So, what is it?

The basis trade is a strategy hedge funds use to "arbitrage" the small gaps between prices of cash Treasuries and futures.

This typically involves LEVERAGE of up to 100X.
Kent Collier (@ddinvesting) 's Twitter Profile Photo

Foreign countries use excess dollars to buy treasuries. If we buy less foreign goods, they have less dollars and therefore demand for treasuries decline.

Foreign countries use excess dollars to buy treasuries. If we buy less foreign goods, they have less dollars and therefore demand for treasuries decline.
Octus (@octuscredit) 's Twitter Profile Photo

Not the founder story. The full story. Kent opens up about leadership, pressure, parenting, obsession, and what he’s still learning. 🎧 Listen and subscribe 🟢 ow.ly/v7LN50W55hT 🍎 ow.ly/lVIe50W55jb #InsideOctus #InsideKentCollier

Pulte (@pulte) 's Twitter Profile Photo

After significant studying, and in keeping with President Trump’s vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. SO ORDERED

After significant studying, and in keeping with President Trump’s vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage.

SO ORDERED
Kent Collier (@ddinvesting) 's Twitter Profile Photo

Thought on Casa Vs Trump: given SCOTUS did not address the issue of a State’s standing (Kavanaugh even addresses the lack of clarity on this in his supporting opinion) to bring these types of suits, isn’t this going to lead to forum shopping of States themselves in individual

Kyle Griffin (@kylegriffin1) 's Twitter Profile Photo

Breaking: An organization representing immigrants fighting Trump's birthright citizenship order just recalibrated its legal strategy. CASA Inc. is asking a federal judge for an emergency block on Trump's policy and says it has refiled its broader lawsuit as a class action case.

Elon Musk (@elonmusk) 's Twitter Profile Photo

Yes. A massive strategic error is being made right now to damage solar/battery that will leave America extremely vulnerable in the future.

Kent Collier (@ddinvesting) 's Twitter Profile Photo

Why is no one talking about USD - the dollar just had its worst first half performance in 50 years...So while the markets may be up, if you hold that exposure in USD, you are probably down This sets up a terrible long term trap for inflation Tariffs + dollar depreciation do not

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

While June CPI inflation was 2.7%, inflation is much higher in many basic necessities: 1. Utility Gas Inflation: +14.2% 2. Car Insurance Inflation: +6.1% 3. Electricity Inflation: +5.8% 4. Meat and Eggs Inflation: +5.6% 5. Car Repair Inflation: +5.2% 6. Homeowner Inflation: