It's a slow, snowy afternoon. How about a 🧵 on "rationalists" & "rationalism"? I want to talk about what real rationalism might look like & what people devoted to rationalism might actually behave like--and how that differs from what you often see from self-styled rationalists.
https://t.co/F1nEQfUOJN

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@Daoyu15 @lab_leak @walkaboutrick @ydeigin @Ayjchan @franciscodeasis @TheSeeker268 @angie_rasmussen
28. Before moving on to DARPA, let's look at DTRA:
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) July 31, 2020
A must read!
It is astonishing the number of pies they had their dirty little fingers poking into:
Note John Epstein and Kevin Olival from EcoHealth Alliance are key figures in DTRA:https://t.co/O4QwVWrm7m pic.twitter.com/cnNGZ7AApj
@Daoyu15 @lab_leak @walkaboutrick @ydeigin @Ayjchan @franciscodeasis @TheSeeker268 @angie_rasmussen
24. DTRA Network for Collection of Viruses
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) January 9, 2021
7. DTRA - Metabiota - One Health - Ecohealth
Bat Research Networks and Viral Surveillance: Gaps and Opportunities in Western Asia pic.twitter.com/SOqSSXF3pa
@Daoyu15 @lab_leak @walkaboutrick @ydeigin @Ayjchan @franciscodeasis @TheSeeker268 @angie_rasmussen
That is the key question
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) January 5, 2021
1. DARPA/DTRA use NGOs like Ecohealth or Metabiota to collect new pathogens
2. They are sent to US labs (Mailman, Rocky Mountain, Atlanta CDC, UNC, USAMRIID) for GOF work by Lipkin, Nichols, Rasmussen, Baric, Dension, Munster, etchttps://t.co/wqhHK7uZO6
@Daoyu15 @lab_leak @walkaboutrick @ydeigin @Ayjchan @franciscodeasis @TheSeeker268 @angie_rasmussen
1. I wonder why Dr. Angela Rasmussen is so so upset & full of almost palpable venom about a Hypothesis and a "What if" question by @nicholsonbaker8 in the @NYMag https://t.co/a6lxtJLpKR
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) January 5, 2021
Did I hear someone say "DARPA"?
Did I hear someone say "DTRA"?https://t.co/i27mpxJDw2 pic.twitter.com/x4X3QPnTMS
\U0001f91e ONLINE RAFFLE is available from @bodega for the upcoming "UNLV" Nike Dunk Low Retro. Open until 5 PM ET on 2/16.
— Kicks Deals (@KicksDeals) February 15, 2021
\u27a1\ufe0f\u27a1\ufe0f https://t.co/JxJlyPuJVo pic.twitter.com/zenWOCDg4L
like seriously why not make a ton more of them if they're gonna be so sought-after? they land at outlets? so? nike still makes money off that.
the only reason to keep making them so limited is that they KNOW all that matters is the profit on the flip and if they were readily available FEWER people would want them, not more
the whole system is super broken, but it's just gonna go the way it goes, because at this point it all caters to the secondary market. the only reason Nike can sell Jordan 1s for $200 is because the people buying them can flip them for $500
adjusted for inflation, a $65 AJ1 in 1985 is like $160—and modern-day AJ1s are made from cheaper materials in factories staffed by cheaper workers. they don't HAVE to be $200 retail. but the secondary market nuked the whole concept of what sneakers are "worth"
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Covering one of the most unique set ups: Extended moves & Reversal plays
Time for a 🧵 to learn the above from @iManasArora
What qualifies for an extended move?
30-40% move in just 5-6 days is one example of extended move
How Manas used this info to book
The stock exploded & went up as much as 63% from my price.
— Manas Arora (@iManasArora) June 22, 2020
Closed my position entirely today!#BroTip pic.twitter.com/CRbQh3kvMM
Post that the plight of the
What an extended (away from averages) move looks like!!
— Manas Arora (@iManasArora) June 24, 2020
If you don't learn to sell into strength, be ready to give away the majority of your gains.#GLENMARK pic.twitter.com/5DsRTUaGO2
Example 2: Booking profits when the stock is extended from 10WMA
10WMA =
#HIKAL
— Manas Arora (@iManasArora) July 2, 2021
Closed remaining at 560
Reason: It is 40+% from 10wma. Super extended
Total revenue: 11R * 0.25 (size) = 2.75% on portfolio
Trade closed pic.twitter.com/YDDvhz8swT
Another hack to identify extended move in a stock:
Too many green days!
Read
When you see 15 green weeks in a row, that's the end of the move. *Extended*
— Manas Arora (@iManasArora) August 26, 2019
Simple price action analysis.#Seamecltd https://t.co/gR9xzgeb9K