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2024-02-19 02:21
For Top 10% MF Rank StocksCountry = Japan| ROIC | | ROIC Quality | | ROIC Quality >= 5.49| | | MF Rank 1 (43.24/7.41) [25.49/10.66]| | | MF Rank >= 1865 : 0 (4/0)… Read More
2024-01-31 11:26
You are supposed to cross it Not fish in it. Fishing in the Rubicon (especially on January 6th) requires a permit. And you will go to jail if you try. Where as crossing the Rubicon… Read More
2024-01-27 03:38
Even rotten groceries are cheap. So beware of just going by cheapness (Price to X ratios where X is Earnings, Book, FCF, Sales etc.). A lot of cheap things on the market deserve to be cheap… Read More
2023-12-09 11:59
Globalization and free trade can still work if one country is not exporting their local currency by creating perpetual local deficits to keep the global trade well oiled and well financed… Read More
2023-11-06 12:05
US refineries (total) only store about 40 million gallons of military-grade jet fuel at any given time, or about 36,400 flight hours for an F/A-18E/F Super Hornet launched from an aircraft c… Read More
2023-11-06 12:02
Shanghai Gold Exchange physical Gold premiums (vs the West) has dropped from around 6% to 1.5% This is while the Gold price at the West rose from around $1830 to $2000 Western Gold price… Read More
2023-10-15 17:31
Ian M Banks novels are about The Culture vs The Idirans. The Culture is a attractive western liberal utopia which seeks to assimilate everything by making everything optional and pleasure in… Read More
2023-10-03 13:24
To consistently do fusion for long periods like the sun better than the sun won’t be easy, because it does not happen anywhere in the universe. Most of the stuff in the sun doesn&rsquo&hell…Read More
2023-09-21 17:37
For picking the right games and deciding how much to bet, only mathematics can help develop the right intuition. If there is only a 2 out of 10 chance to get 1.1 times your investment, the o… Read More
2023-09-07 11:22
It’s amazing how similar war is to the game of Go but without a square grid The chains in Go are like supply chains and trenches. To cut off a line feels like cutting of supply chai… Read More
Here Is Why Myanmar Needs Democracy
2023-05-30 16:58
Without democracy Myanmar is sending oil via a pipeline to China So we need to force oil to be send to China solely via the Malacca straits which can be naval blockaded by USA using its e… Read More
2023-05-21 15:49
I can guess how the Bretton Woods 3.0 will work. Central banks will have accounts with each other, and hold gold. Since some currencies are more useful than others to buy stuff, e.g. the Yen… Read More
Hypersonic Gliders Are Different
2023-04-01 10:19
What the Chinese and Russians mean when they say hypersonic gliders is the red trajectory in the pic. What Americans mean when they say they already did hypersonic weapons 50 years ago is th… Read More
2023-03-31 07:09
I am always afraid to jinx myself in public with forward looking statements about the financial markets. But here are few bad ideas being circulated right now. Most USD was created in the… Read More
2023-02-26 02:08
Regarding Aliens Alien human hybrids are just gruesome results of medical experiments on humans and children. Aliens are just gruesome results of medical experiments on humans and chil… Read More
2023-01-17 06:48
Even during GFC countries where buying USG bonds: https://ticdata.treasury.gov/resource-center/data-chart-center/tic/Documents/mfhhis01.txtBut last year was different countries sold bonds ht… Read More
2022-12-25 15:50
If Tibetans were not so politically important to the West in its schemes and plans, Tibet would be considered a theocracy which violates human rights much like ISIS. Trader Gyebo Sherpa w… Read More
Impossible Trinity
2022-11-30 14:22
Gold Gold has a natural interest rate of negative one percent which is the the fee you would pay the vault owner to store gold. So fiat money only had to offer a real interest rate which… Read More
2022-11-05 23:38
There is a lot to life which is like tears in the rain. A lot of good deeds are forgotten. There are many hidden Atlases around who hold world up with no recognition or payment. To compen… Read More
Identity Of Satoshi Nakamoto
2022-10-22 03:09
TL;DR: It is Felix Brandt, Professor of Computer Science, Technische Universität München Thanks to Deep Learning based stylometry it is possible to analyze computer code, emails… Read More
2022-09-29 13:26
For every 50 million USD VCs raise from their LPs they need a 2 billion USD exit or else VCs wont even break-even. So VCs only give each startup ~1 million USD from above 50 million, and eve… Read More
2022-09-29 06:18
Bitcoin is the only 0% p.a. interest rate risk-free asset. Gold has an interest rate of -1% p.a. interest rate risk free. This -1% p.a. is what you pay to a vault owner to secure your gold f… Read More
2022-08-24 17:14
Lack of evidence for string theoryLack of evidence for super-symmetryLack of evidence for non-baryonic, cold, dissipation-less, collision-less Dark matter.Broken Lambda CDM:The ecliptic plan… Read More
Taiwan Claims To Govern All Of China
2022-08-17 04:56
Source: https://digitalarchive.wilsoncenter.org/document/121325.pdf?v=b6f92f00846fba4e9b2891ea5320a5f5 https://www.state.gov/u-s-relations-with-taiwan Most people think, the dispute is… Read More
2022-08-09 08:33
For conservatives to win, only a widespread energy scarcity can help. Energy scarcity leads to inability to run an urbanized globalized world. After energy is scarce each person needs to go… Read More
2022-08-06 12:23
The Great Filter is that the rate of psychopathy in our species is slightly too higher than what is required for a free market for nuclear fission energy. And to get around this nuclear secr… Read More
2022-07-22 05:54
I am who went through this story. This story is mine. There are others with their stories too. To be is to be the hero of a story. I will figure out the story by creating it Read More
2022-07-22 04:19
Chesterton’s Fence is the principle that reforms should not be made until the reasoning behind the existing state of affairs is understood. It can be abused. Just leave a random fen… Read More
2022-07-22 04:08
They did something else worse in the past.They did something else in their previous lifetime or incarnation.Their ancestors did something wrong in the past.Their tribe did something wrong in… Read More
Shale Oil Is Not Profitable
2022-07-21 07:31
Go check the balance sheets on the top 10 shale producers from 2010 to 2020. They ran up $600 billion in debt. Continental Petroleum is a perfect example. Shale is not profitable in retur… Read More
2022-07-04 15:38
The modern Left (post-modernists), believe there is no absolute truth, only relative truth. Anything can be argued to be anything (even to oneself). Life becomes all about a contest of who i… Read More
2022-06-30 00:50
I ended up in a rich household having a cheese tasting party. I’m there as a guest but 2 people treat me as the serving staff. One was the servant but went on a leave of absence to mak… Read More
2022-06-28 02:49
Since the whole world is talking about privileges, there is what I think is called a cool-kid-privilege in any field. In any new field whether it be the Internet, or cryptocurrency, until co… Read More
Here Is What Happened On 9-11
2022-06-27 02:11
4 days after 9-11 the Spanish newspaper El Mundo printed this: Las últimas informaciones procedentes de Estados Unidos señalan que los emisarios del magnate han logrado comp… Read More
2022-06-02 14:26
The movie Shooter is a good example of limited-hangout inversion-of-blame from the Department-of-Justice-FBI-Department-of-State axis of power of the USA to Department-of-Defense-Conservativ… Read More
2022-05-20 01:20
Source. If computers were invented today you’d never be allowed to execute arbitrary code on your own processor, and if the Web were new you’d never be permitted to enter an a… Read More
2022-05-19 02:55
From Bill Watterson’s commencement speech at Kenyon College in 1990: “Creating a life that reflects your values and satisfies your soul is a rare achievement. In a culture tha… Read More
2022-05-11 04:50
Peter Thiel loves to say how competition is bad for companies. He explains how Google was the first fully automated search engine, and Facebook was the first platform with real life identity… Read More
2022-05-09 09:10
Imagine if the situation was reversed. This statement is a cope, Implying there is a higher judge who will exact justice. Often there is no such judge other than ourselves. Make your e… Read More
2022-05-01 03:47
My thoughts on Gold, vs Bitcoin, vs Stocks based on this video and this video. There are times when all the Gold has the same market cap as all stocks in the world (e.g. 1970s). But that… Read More
2022-04-27 08:29
Technical Interviews are like dating. It is unpredictable. There are people on both sides claiming to be flexible and give tips on what works, but both sides are in fact very opinionated. Th… Read More
2022-04-26 17:04
When valuing companies without long term debt, it might be useful to think of salaried employees as 0 par value perpetual bond holders who earn coupon. A company that takes money from sto… Read More
2022-04-26 13:47
Imitation is the best proof of influence. If people jump off a bridge because you jumped off a bridge that shows you have influence. The more absurd the action being imitated the more influe… Read More
2022-04-26 13:25
Monetary inflation arising from the proliferation of deflationary layer-1 currencies must be studied.Altcoins co-exist and compete in the same geographical territory, so even during a deflat… Read More
2022-04-01 15:06
Ideal Money serves as A. a medium of exchange,B. a unit of account, andC. a store of value. In hard money like gold or bitcoin, C leads to irrational hoarding triggered by real or imag… Read More
2022-02-27 05:53
As discussed before, the self is a network which translates reality into stories in which it is the protagonist whose well being ought to be maximized. However a reality it exists within… Read More
2022-02-19 11:46
Savings Bank Accounts can only insure up to say 50,000 USD of deposits and this is a constant source of pain for High Net Worth individuals and corporations. They cannot store their billions… Read More
2022-02-11 04:41
There are around 4 types of USD. And usually it is possible to convert between them. When the convertibility fails we get the Great Financial Crisis or the COVID-19 crash in March 2020. T… Read More
2022-01-24 05:03
We are conditioned by the media to believe central banks can affect inflation, unemployment, and general economic well being. However central banks have lost this power at least since the… Read More
2022-01-08 10:52
Never make plans about future involving other people’s decisions. If you do, factor in the possibility of failure and alternate plans.Wishing doesn’t make it soRespect and fear C… Read More
2021-12-11 16:35
The Aliens have a Sabbath. And they are already here hibernating/incubating inside a UFO that crashed before the 946 AD eruption of Paektu Mountain near the Russian/Chinese/Korean border. Th… Read More
2021-09-19 04:20
There are many groups fighting each other, and very few of them consider themselves loyal to the concept Afghanistan. e.g. There are the Warlords who are not same Taliban. Then there are tri… Read More
2021-09-14 07:07
Most of high school math is the intuition that: addition/subtraction is about panning the number line or plane or space,multiplication/division is about zooming-in/zooming-out of the numb… Read More
2021-09-02 05:43
My friend told me: Peter thiel’s argument is that we have a lot of innovation in bits but not in atoms. So stagnation in the broader economy instead of progress (as measured by medi… Read More
Secret Keeping In Large Organizations
2021-07-26 04:23
Many people cannot keep a secret It is true that large groups cannot keep a secret. This is why secrets in large organizations are a series of layered limited hangouts. People at each lay… Read More
2021-07-12 05:05
Since most people (including myself) are imitators of people we admire, any new change to the way everyone does things has to come top down. The first people who has to accept the change oug… Read More
Hide Your Power Level
2021-06-30 16:59
I should remind myself to never speak up in a group unless absolutely necessary. Always knew it was never welcome. But sometimes I forget it and test waters again. Always speak up only to… Read More
2021-06-24 06:10
If you know Unix commands and can afford to rent your own servers, all of you should run their own: email server ( https://mailinabox.email/ )matrix server ( https://github.com/spantaleev… Read More
2021-05-30 15:57
Paradox There is a reliable predictor, a player, and two boxes designated A and B. The player is given a choice between taking only box B, or taking both boxes A and B. The player knows t… Read More
Michael Burry’s 13F
2021-05-25 09:44
Recently the media was reporting Michael Burry’s 13F filings. 13F could be misleading because according to the SEC: SEC FAQ This means if Michael Burry wrote an option it won&rsq&hell…Read More
2021-05-17 16:29
The need for small teams of supreme intellectuals (Feynman, von Neumann tier) is paramount if a difficult challenge is to be overcome. Institutions predicated on extensive collaboration betw… Read More
2021-04-11 05:11
Psychics are a fraud. And scientific method is definitely better at inching closer to truth and reality. However anything can be subverted. Lookup Lysenkoism or Nazi Eugenics. Can you be sur… Read More
Bootstrapping Self
2021-03-25 16:14
Steps to bootstrap a Self using artificial neural networks: Train a neural network A to reproduce a movie screenplay by watching a movie video and audio as input.Train a neural network B… Read More
2021-02-10 06:35
Any group that is willing and able to kill people indiscriminately is a State. States are usually monopolistic and territorial. They collect rent from people living within its territory… Read More
2021-02-10 05:38
The real takes more effort than the unreal. How fast a group recedes into the unreal is a good measure of its future decline. In Cargo Cults, the tribe makes artifacts that look like a pl… Read More
2021-02-03 05:29
Cults can predict and even control everything that happens to you and your world. Got sick? That is because you recently didn’t do what the cult asked you to do. Communism in Russia en… Read More
2021-02-01 14:14
Let O(X) be the odds that X happens. O(Prediction|Clue) = O(Prediction)* (|Prediction=Present and Clue=Present|/|Prediction=Absent and Clue=Present)* (|Clue=Absent|/|Clue=Pres… Read More
2021-01-08 14:57
License to kill people indiscriminately in large numbers if necessary is the source of all authority on this planet. This license is lucrative and the licensee tends to be territorially mono… Read More
Low Level Christianity
2021-01-08 14:42
As an ex-Christian, I like thinking about Christianity as a product of design by the Roman empire which tried to unify the belief systems of allied and conquered regions in a way that pr… Read More
2020-12-11 04:43
There are three parties in censorship. The party being censoredThe censorThe snitch. This is the person/group which generates the brouhaha and asks the censor to censor someone or somethi… Read More

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