Head of Macro (@wlamberson) 's Twitter Profile
Head of Macro

@wlamberson

ID: 6731422

calendar_today11-06-2007 05:57:03

5,5K Tweet

915 Followers

364 Following

Sawyer Merritt (@sawyermerritt) 's Twitter Profile Photo

NEWS: Europe’s largest pension fund says it sold its entire $585M stake in $TSLA in Q3 partly due to Elon Musk’s compensation package. The fund voted against it and thought it was "exceptionally high.” If they had held, their Tesla stake would now be worth over $1.1 billion.

NEWS: Europe’s largest pension fund says it sold its entire $585M stake in $TSLA in Q3 partly due to Elon Musk’s compensation package. The fund voted against it and thought it was "exceptionally high.”

If they had held, their Tesla stake would now be worth over $1.1 billion.
Edwin Dorsey (@stockjabber) 's Twitter Profile Photo

Every year, the SEC spends ~$14 million responding to 10,000+ FOIA requests, which gives some savvy hedge funds an edge I made @FOIAsearch to make it easy for any investor to search through them all and detect undisclosed SEC investigations Let me know what you think!

FT Alphaville (@ftalphaville) 's Twitter Profile Photo

Please come to FT Alphaville’s Art of the Chart show in London on 27 February. There will be scatter plots, marimekkos, wine and virtual reality. on.ft.com/3ECNL9s

Please come to FT Alphaville’s Art of the Chart show in London on 27 February. There will be scatter plots, marimekkos, wine and virtual reality. on.ft.com/3ECNL9s
Hayden (@the_transit_guy) 's Twitter Profile Photo

In order to facilitate housing growth and infill development, South Bend offers 27 pre-approved housing plans, ranging from single-family homes to duplexes and six-plexes. They provide site and building plans and pre-approve housing within two days. More of this.

In order to facilitate housing growth and infill development, South Bend offers 27 pre-approved housing plans, ranging from single-family homes to duplexes and six-plexes. They provide site and building plans and pre-approve housing within two days. More of this.
Ryan Petersen (@typesfast) 's Twitter Profile Photo

I want to start a conference for people who’ve gone through failed ERP implementations. Will print money and generate endless hilarious anecdotes.

Noah Smith 🐇 (@noahpinion) 's Twitter Profile Photo

We killed this one piece of fake news. It's kind of like in the movies where the humans finally manage to kill one alien monster, and then about 10,000 of them show up.

Head of Macro (@wlamberson) 's Twitter Profile Photo

The performance summaries are also public as reported by mercer. New Mexico’s SIC is historically tiny but since fracking took off on our half of the Permian basin, it’s become a real sovereign wealth fund.

Head of Macro (@wlamberson) 's Twitter Profile Photo

Neom is all Figma, no CAD. Great write up in the FT. I’m planning a trip for the Asian winter games. Holler if interested. ig.ft.com/saudi-neom-lin…

Arpan G (@arpangup) 's Twitter Profile Photo

When Shohei Ohtani was a high school freshman, he created a detailed "dream sheet" with one central goal: to be the #1 draft pick for 8 NPB (Nippon Professional Baseball) teams. It was a 64-cell roadmap based on a framework called the Harada Method. Here's exactly what Shohei

When Shohei Ohtani was a high school freshman, he created a detailed "dream sheet" with one central goal: to be the #1 draft pick for 8 NPB (Nippon Professional Baseball) teams.

It was a 64-cell roadmap based on a framework called the Harada Method.

Here's exactly what Shohei
Head of Macro (@wlamberson) 's Twitter Profile Photo

The UK loves to lecture others on governance. Meanwhile, try earning a driving licence: instructor–examiner cartels, black-market test slots, months-long queues. It compares unfavourably to Kenya. This is corruption in all but name—and it’s essential occupational licensing.

Andy Hall (@ahall_research) 's Twitter Profile Photo

Here's proof that Claude Code can write an entire empirical polisci paper. To validate my claim that AI agents are coming for polisci "like a freight train", today I had Claude Code fully replicate and extend an old paper of mine estimating the effect of universal vote-by-mail

Here's proof that Claude Code can write an entire empirical polisci paper. 

To validate my claim that AI agents are coming for polisci "like a freight train", today I had Claude Code fully replicate and extend an old paper of mine estimating the effect of universal vote-by-mail
Rohan Paul (@rohanpaul_ai) 's Twitter Profile Photo

Powerful new Harvard Business Review study. "AI does not reduce work. It intensifies it. " A 8-month field study at a US tech company with about 200 employees found that AI use did not shrink work, it intensified it, and made employees busier. Task expansion happened because

Powerful new Harvard Business Review study.

"AI does not reduce work. It intensifies it. "

A 8-month field study at a US tech company with about 200 employees found that AI use did not shrink work, it intensified it, and made employees busier.

Task expansion happened because
Chris Worsey (@chris_worsey) 's Twitter Profile Photo

I took the Andrej Karpathy autoresearch loop and pointed it at markets. 25 AI agents debate macro, rates, commodities, sectors, and single stocks daily. Every recommendation scored against real outcomes. Worst agent by rolling Sharpe gets its prompt rewritten by the system. Keep or

Head of Macro (@wlamberson) 's Twitter Profile Photo

In a world powered by steam, electricity might looked cool, might look like hype. Noah Smith 🐇🇺🇸🇺🇦🇹🇼 points out it took 30 years to redesign factories to ⚡️. Here George Sivulka nails how firms need to use AI to realize its value. Spoiler: you don’t just give everyone a chat bot.

Hebbia (@hebbiaai) 's Twitter Profile Photo

Finance is a team sport. Projects is a shared workspace where your whole team collaborates, builds institutional knowledge, and unlocks AI's full potential. Read more at the link below.