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Umit Singh Dhuga

@usdhuga.bsky.social
2K followers 1.9K following 13K posts

Hedge fund manager Former Classics professor (PhD Columbia; postdoc Harvard) Author of three books Hyperpolyglot Pope Author: www.usdhuga.com Academic: columbia.academia.edu/UmitDhuga Markets: unstableequilibria.substack.com

PostsRepliesMedia
Reposted by Umit Singh Dhuga
BCP Minus Context @bcpminuscontext.bsky.social · 23/09/2026
laws of England are considered as inapplicable
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Umit Singh Dhuga @usdhuga.bsky.social · 29/09/2026
My encyclical has been shelved over safety concerns. www.wsj.com/tech/ai/open...
wsj.com
Exclusive | OpenAI Scraps Release of New AI Model Over Safety Concerns
The model, dubbed GPT-6.1 Astra, was due to debut inside ChatGPT and Codex in October.
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Umit Singh Dhuga @usdhuga.bsky.social · 19/09/2026
A composer about whom I was ignorant until now. Well worth a listen. classical.music.apple.com/ca/album/677...
classical.music.apple.com
Emilie Mayer: Piano Concerto - Symphony No. 1 - Overtures (Symphonic Works, Vol. 1) by Alexander Melnikov — Apple Music Classical
Listen to Emilie Mayer: Piano Concerto - Symphony No. 1 - Overtures (Symphonic Works, Vol. 1) by Alexander Melnikov. 2026. 9 tracks. 1 hour, 19 minutes.
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Umit Singh Dhuga @usdhuga.bsky.social · 19/09/2026
Thanks @berkshire-haddaway.bsky.social
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Reposted by Umit Singh Dhuga
the babahuck @tylerhuckabee.bsky.social · 16/09/2026
rip annie dillard
One of the things I know about writing is this: spend it all, shoot it, play it, lose it, all, right away, every time. Do not hoard what seems good for a later place in the book or for another book; give it, give it all, give it now. The impulse to save something good for a better place later is the signal to spend it now. Something more will arise for later, something better. These things fill from behind, from beneath, like well water. Similarly, the impulse to keep to yourself what you have learned is not only shameful, it is destructive. Anything you do not give freely and abundantly becomes lost to you. You open your safe and find ashes.
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Reposted by Umit Singh Dhuga
BCP Minus Context @bcpminuscontext.bsky.social · 11/09/2026
thank you also for those disappointments and failures
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Umit Singh Dhuga @usdhuga.bsky.social · 11/09/2026
Lovely article on Spencer Miles: “Twelve months ago, Miles was still recovering from Tommy John surgery. He hadn’t thrown a competitive pitch since June 2024, and he had never pitched above the Single-A level.” www.mlb.com/news/spencer...
mlb.com
Miles was a Rule 5 long shot. Now, he's an indispensable Blue Jays arm
This story was excerpted from the Blue Jays Beat newsletter. To read the full newsletter, click here. And subscribe to get it regularly in your inbox.
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Umit Singh Dhuga @usdhuga.bsky.social · 09/09/2026
Splendid classical.music.apple.com/ca/album/677...
classical.music.apple.com
Le Violon de Rameau by Théotime Langlois de Swarte — Apple Music Classical
Listen to Le Violon de Rameau by Théotime Langlois de Swarte. 2026. 32 tracks. 1 hour, 15 minutes.
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Umit Singh Dhuga @usdhuga.bsky.social · 08/09/2026
Great pre-Jays music. Dig in. music.apple.com/ca/album/aft...
music.apple.com
After Hours (Remastered 2025) by Thad Jones, Frank Wess, Kenny Burrell & Mal Waldron on Apple Music
Album · 2025 · 4 Songs
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Umit Singh Dhuga @usdhuga.bsky.social · 07/09/2026
Love this.
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Reposted by Umit Singh Dhuga
Sickos Committee @sickoscommittee.org · 07/09/2026
SMH playing Jump Around at an ND home game
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Umit Singh Dhuga @usdhuga.bsky.social · 06/09/2026
“You know, Hazel, when I saw it was Daniel Aloysius Lynch IV, I said to myself, I gotta just stay in my legs, see it deep, let the barrel do the work if he makes a mistake middle-in.”
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Umit Singh Dhuga @usdhuga.bsky.social · 06/09/2026
Happy birthday @loanseyjonesy.bsky.social www.grailed.com/listings/102...
grailed.com
NFL Philadelphia Eagles Custom Shirt | Grailed
Searching for Philadelphia Eagles Custom Shirt? We’ve got NFL Men's Tops starting at $40 and plenty of other Men's Tops. Shop our selection of NFL today!
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Reposted by Umit Singh Dhuga
Emily @emilydawn.bsky.social · 06/09/2026
2025: They’re the best team in baseball!!!!!! 2026: They’re above .500!!!!
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Umit Singh Dhuga @usdhuga.bsky.social · 06/09/2026
Yesterday the Royals started pitcher Daniel Aloysius Lynch IV against the Jays, and we won. Today the Royals had a homer against the Jays from a man named John Rave. We still won. How can you not be romantic about baseball.
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Umit Singh Dhuga @usdhuga.bsky.social · 05/09/2026
That’s right.
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Umit Singh Dhuga @usdhuga.bsky.social · 04/09/2026
Ladies and gentlemen — the weekend.
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Umit Singh Dhuga @usdhuga.bsky.social · 04/09/2026
My essay on the Kawhi Leonard saga, the Aspiration carbon fraud, and the financial instruments that tie it all together — caps, from NBA salary caps to carbon caps. Dig in. unstableequilibria.substack.com/p/kawhi-caps...
unstableequilibria.substack.com
Kawhi, Caps, and Carbon
The NBA’s salary cap held. The voluntary carbon cap never existed.
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Umit Singh Dhuga @usdhuga.bsky.social · 01/09/2026
This is a beauty: my favourite living violinist (Andrew Manze) playing a concerto by my favourite living composer (Thomas Adès). classical.music.apple.com/ca/album/172...
classical.music.apple.com
Adès: Violin Concerto, Op. 23 by Norwegian Radio Orchestra — Apple Music Classical
Listen to Adès: Violin Concerto, Op. 23 by Norwegian Radio Orchestra. 2014. 6 tracks. 34 minutes.
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Umit Singh Dhuga @usdhuga.bsky.social · 01/09/2026
Jim Cramer is tweeting about “unholy developments”.
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Umit Singh Dhuga @usdhuga.bsky.social · 31/08/2026
As the Jays are off today, we need something brisk and bracing. Here is that thing. classical.music.apple.com/ca/album/188...
classical.music.apple.com
Homage to Heifetz by Gustavo Dudamel — Apple Music Classical
Listen to Homage to Heifetz by Gustavo Dudamel. 2026. 12 tracks. 1 hour, 15 minutes.
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Umit Singh Dhuga @usdhuga.bsky.social · 30/08/2026
Beautiful.
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Umit Singh Dhuga @usdhuga.bsky.social · 30/08/2026
Banger.
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Umit Singh Dhuga @usdhuga.bsky.social · 29/08/2026
“Guerrero’s not getting the big hits, but he’s cheering on his teammates!” — Apple TV MLB coverage of Jays v Mariners
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Umit Singh Dhuga @usdhuga.bsky.social · 28/08/2026
iykyk
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Umit Singh Dhuga @usdhuga.bsky.social · 28/08/2026
What we all really want is for Peyton Williams to get called up to Toronto from the Buffalo Bisons for an interleague series against the Pittsburgh Pirates so that we can see Bubba Chandler face The Iowa Meat Truck.
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Umit Singh Dhuga @usdhuga.bsky.social · 28/08/2026
In case you’re wondering how Daniel Aloysius Lynch IV has fared against, say, Mookie Betts: Mookie Betts is 1-for-5 against Daniel Aloysius Lynch IV in 8 career plate appearances, with a homer, 2 RBIs, 2 walks, and a sac fly. That’s .200/.375/.800. Not investment advice. Nor spiritual advice.
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Umit Singh Dhuga @usdhuga.bsky.social · 28/08/2026
Myles Straw is definitely my current favourite position pitcher for the Jays. (It used to be Tyler Heineman.)
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Umit Singh Dhuga @usdhuga.bsky.social · 28/08/2026
The KC Royals have a pitcher named Daniel Aloysius Lynch IV
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Umit Singh Dhuga @usdhuga.bsky.social · 27/08/2026
So good. music.apple.com/ca/album/blu...
music.apple.com
Blue Saxophones (Remastered) by Ben Webster & Coleman Hawkins on Apple Music
Album · 2013 · 9 Songs
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Umit Singh Dhuga @usdhuga.bsky.social · 24/08/2026
Mood music.apple.com/ca/album/sta...
music.apple.com
Stan Getz And The Oscar Peterson Trio by Stan Getz & Oscar Peterson Trio on Apple Music
Album · 1957 · 7 Songs
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Reposted by Umit Singh Dhuga
Quantian @quantian.bsky.social · 22/08/2026
All I want for Christmas is for people to understand that “capital allocators engage in speculative capex financed by debt” is literally a description of how every advanced economy on the planet, including the USSR and China as well as capitalist countries, has created economic growth since 1800.
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Umit Singh Dhuga @usdhuga.bsky.social · 22/08/2026
Bring Sean Keys up from Buffalo, put him at first base, and relieve Valenzuela of awkwardly deputising at that position. Kirk looked shaken up; Vladdy claims he can’t remember being struck in the head (nor running home). Can’t carry that kind of risk.
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Umit Singh Dhuga @usdhuga.bsky.social · 22/08/2026
Wild.
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Umit Singh Dhuga @usdhuga.bsky.social · 22/08/2026
Umpire needs to run someone for this.
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Umit Singh Dhuga @usdhuga.bsky.social · 21/08/2026
"I have spent the summer reading a lot of Graham Greene, which turns out to be suitable training: in Greene, the rain over Indochina keeps its own schedule and is magnificently indifferent to the narrator’s need, duty, or inclination for resolution." unstableequilibria.substack.com/p/godzilla-44
unstableequilibria.substack.com
Godzilla +4.4
An El Niño basket, timestamped on 21 May and marked three months later to the day. Here is the mark.
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Umit Singh Dhuga @usdhuga.bsky.social · 21/08/2026
In case, like me, you’re having trouble sleeping… newballpark.raysbaseball.com
newballpark.raysbaseball.com
Tampa Bay Rays
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Umit Singh Dhuga @usdhuga.bsky.social · 16/08/2026
www.mlb.com/news/tommy-j...
mlb.com
Tommy John, whose surgery blazed a trail for countless players, dies at 83
Tommy John, a reliable stalwart of big league rotations who won 288 games over three decades while seeing his name become synonymous with a medical procedure that has saved the careers of countless ot...
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Umit Singh Dhuga @usdhuga.bsky.social · 13/08/2026
"The read: markets narrate energy as the inflation regime and the buildout as a stock-market story. The measured tape says nearly the opposite — the war is an event priced as insurance; the buildout is the regime, confirmed on both clocks." - B'waj's latest
unstableequilibria.substack.com
The Reaction Is the Report
What earnings season measures isn’t earnings
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Umit Singh Dhuga @usdhuga.bsky.social · 13/08/2026
El Niño update from NOAA this morning. Not investment advice. www.cpc.ncep.noaa.gov/products/ana...
cpc.ncep.noaa.gov
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Umit Singh Dhuga @usdhuga.bsky.social · 12/08/2026
Reupping this.
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Umit Singh Dhuga @usdhuga.bsky.social · 12/08/2026
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Umit Singh Dhuga @usdhuga.bsky.social · 12/08/2026
IYKYK Not investment advice. Not even spiritual advice.
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Umit Singh Dhuga @usdhuga.bsky.social · 12/08/2026
“But this I say, He which soweth sparingly shall reap also sparingly; and he which soweth bountifully shall reap also bountifully. Every man according as he purposeth in his heart, so let him give; not grudgingly, or of necessity: for God loveth a cheerful giver.” — 2 Corinthians 9:6-7
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Umit Singh Dhuga @usdhuga.bsky.social · 10/08/2026
On Saturday 8 August, Jo Jo Parker got called up from Dunedin to High-A Vancouver. It was his 20th birthday. On Friday 7 August, Josh Smith hit his first home run as a Blue Jay. It was his 29th birthday. Brendon Little’s 30th birthday is 11 August. Mason Fluharty turns 25 on 13 August. 🐣🐥
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Umit Singh Dhuga @usdhuga.bsky.social · 09/08/2026
Enjoy. classical.music.apple.com/ca/album/169...
classical.music.apple.com
A Golden Cello Decade, 1878-1888: Dvořák, R. Strauss, Bruch, Le Beau by Connie Shih — Apple Music Classical
Listen to A Golden Cello Decade, 1878-1888: Dvořák, R. Strauss, Bruch, Le Beau by Connie Shih. 2022. 13 tracks. 1 hour, 17 minutes.
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Umit Singh Dhuga @usdhuga.bsky.social · 08/08/2026
A very Frank Martin day. This album is lovely. Cc @buckquivas.bsky.social music.apple.com/ca/album/mar...
music.apple.com
Martin: Le vin herbé by Daniel Reuss, Frank Martin, RIAS Kammerchor & Scharoun Ensemble Berlin on Apple Music
Album · 2007 · 20 Songs
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Reposted by Umit Singh Dhuga
Toby Nangle @tobyn.bsky.social · 07/08/2026
🚨 What the heck is going on with 15yr JGBs? @iankmsmith.ft.com and I go down the rabbit-hole out for @alphaville.ft.com. www.ft.com/content/22a6...
Japanese government bond yield curve, August 5 2026. The 15yr benchmark is marked in red.
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Umit Singh Dhuga @usdhuga.bsky.social · 08/08/2026
Have a listen to Frank Martin’s only opera, Der Sturm, a 1956 setting of Schlegel’s German Tempest. music.apple.com/ca/album/fra...
music.apple.com
Frank Martin: Der Sturm by Netherlands Radio Philharmonic Orchestra & Thierry Fischer on Apple Music
Album · 2011 · 12 Songs
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Umit Singh Dhuga @usdhuga.bsky.social · 08/08/2026
Love this map by @minorleaguer.ca
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