CIO with experience managing multiple mutual funds, hedge funds, and macro asset allocation portfolios in current stealth mode.
Stealth Mode
- Tweets 8,188
- Following 483
- Followers 11,117
- Likes 2,809
Here is the unfortunate hot take reality with AI and tech culture that Slutcon highlighted
America is more aligned culturally and morally with Chinese builders than Silicon Valley builders. I frankly trust the judgment of Chinese builders more than SF builders
2
330
The iced coffee debate is really about this.
A group of people demanded extreme accommodation from businesses as consumers.
The interview tests whether they can GIVE the extreme accommodation that they themselves demand because now they have to represent the business
280
Never buy & install appliances w @Lowes
1. They lose my unit on install date
2. 2 weeks later, they try to install but didn’t bring what they needed. Left it half installed
3. Today, 2 weeks later, Lowes has no idea what to do, no progress
Now I’ll have to wait 2 more weeks
1
389
This has been maximum incompetence and negligence with @Lowes
They have no communication with installers, no desire to finish a job, they literally are going to leave a double oven half installed. $500 extra for delivery and install
1
106
Utilizing capital losses can be a key tax tool.
But you can waste your capital losses if you aren’t smart
Current tax laws allow you to take more LTCG with 0% taxes than ever before
But if you have cap losses, you use those losses even though you would have owed $0 regardless!
1
342
Odyssey cast & character rankings
S Tier:
Odysseus as Damon. Perfect casting
A Tier:
Holland, Page, and Hathaway
Holland and Page aligned very well to their character. Hathaway was fantastic
1
490
As an American we are mid at sports per capita. Absolutely shit per capita in soccer. Even baseball and basketball, we are ok.
And that’s ok. Our system isn’t geared to maximize our national teams. Our youth compete, and aren’t commodities to be bought and sold.
It’s ok
369
This is why you rebalance.
So you can buy equities on days like today.
Earnings are still strong and improving. There is no negative catalyst. It’s largely just overextended profit taking. Chill & I hope you bought.
Crypto OTOH…
2
1
308
If this is the deal. How is this not a massive win for the US?
1. Iran gives up nuke program
2. China (Europe, etc) pay Iran to use the Strait
That’s about as big of a win for the US as you can imagine.
3
3
645
People seem to miss the fact that the US and Iran can both have non opposed objectives
They both can “win”
This isn’t some medieval war where the goal is to conquer.
Before you begin to evaluate ask:
1. What is the US objective?
2. What is the Iranian objective?
1
1
448
Everyone is biased in this war.
But we should always be intellectually honest.
There is no “deal” yet. Iran is considering the US 15 points and the US is considering Irans 10 points.
Considering is not a deal. It’s a negotiation.
Chill and be patient.
1
1
204
Europe clearly has the least leverage. Make it happen @jaredkushner
US:
Greenland
Hormuz Insurance
No nukes or terror sponsorship
Iran:
Reduce US military bases by half (move to Greenland)
Fee on Hormuz
Sanction reduction
Everyone wins.
2
1
1,045
The other counter is the midterms. Trump isn’t on the ballot and has been largely going around congress. Logically a big win here (Greenland) is infinitely a bigger legacy builder than a midterm win.
1
1
245