cascom

12 ms·

1.
by cascom 3y ago
I don’t disagree, but I'm also not talking about debating a Mediterranean diet vs keto, I’m talking about cutting out fast food and big gulps…
2.
by cascom 3y ago
If people want to exercise choice - by all means, and I’m happy at the margin to punish Boeing, but I agree from a personal risk standpoint it’s probably inconsequential. I’m always amazed at where people spend energy mitigating risk, I had
3.
by cascom 4y ago
Those same people are now in the rehab business bilking the healthcare system for money
4.
How the FBI uses laws to spy on foreign terrorists to spy on you(thehill.com)
41 points by cascom 4y ago|18 comments
5.
White House Set to Pause New Tariffs on Solar Imports for Two Years(wsj.com)
15 points by cascom 4y ago|0 comments
6.
by cascom 4y ago
HK is over unfortunately
7.
by cascom 4y ago
But to be fair, none of those hedge fund’s employees are employed by the caymans entity, and the only reason they are not in the US (at least for US hedge funds) is to accept non-taxable us investors and foreign investors, U.S. taxable inve
8.
by cascom 4y ago
The short version is that the employee’s country of residence will dictate on all of these variables rather than the country of the employer. I don’t think a foreign employee of a U.S. company has any US status
9.
by cascom 4y ago
Yes they can
10.
by cascom 4y ago
Short version - do it where or near where the bulk of your 1) customers 2) investors 3) leadership team are likely to be located, that also is not an administrative hassle. Stay out of continental Europe and tax havens that you’re never goi
11.
by cascom 4y ago
Walmart actually diligences it’s vendors and manages its upstream supply chain - Amazon does zero diligence on its vendors and doesn’t manage its upstream supply chain
12.
by cascom 4y ago
Amazon is great for random stuff that is <$25 and you don’t put close to/in/around your body/food. I.e. if you need some calculator batteries or a book, great - you’re insane to risk you or your family’s health buying food
13.
by cascom 4y ago
(Not a lawyer etc.) If you didn’t have a US founder I think you’d have more options, but since you do, just embrace the US - it’s will also be the easiest from a fundraising standpoint, and one of the cheaper options. I actually think the U
14.
by cascom 4y ago
No
15.
by cascom 4y ago
Well 60% is insiders and 5% is institutions, which means the other 35% are likely individuals that are in for a rude awakening when they open their brokerage statement (and were likely the victims of some form of pump and dump). Second you
16.
by cascom 4y ago
If you can’t explain what you do to a grandparent or child, I’m not sure you really know what you do either…
17.
by cascom 4y ago
These trades become hard at this point, as the stock available for borrow becomes limited and expensive (all of the float is already short)+ the potential for a short squeeze increases (increased by the fact it can be manipulated by insider
18.
by cascom 4y ago
In my experience government regulators are typically follow their incentives which is tot take on cases that are easy (some one else’s does all the hard work and puts it in their lap), generate career making headlines, or generate revenue f
19.
by cascom 4y ago
I guess what I’m trying to get at is, as a practical matter, there are many tasks that are <1day of work, how do you bill for those tasks? Hyperbolic example: have a 1hr client call, charge for day’s worth of work, pursue non-work intere
20.
by cascom 4y ago
I think the incentive to bill 41hrs vs 40hrs is real, but talk to a lawyer about whether they care about 2301hrs and 2300hrs for the year and I think you’ll get Avery different answer
21.
by cascom 4y ago
The key to being able to transition to value based pricing is having a differentiated skill set
22.
by cascom 4y ago
Do you double bill client days? Many client tasks may just be a phone call or emails?
23.
by cascom 4y ago
Slightly off topic, and talking to users is the first step, be careful what you wish for. As an example, I subscribe(d) to NYT Cooking, they solicited my feedback on the search functionality (which is broken - full on broken, search for ome
24.
by cascom 4y ago
Ehh - the more typical one is that the person already paid tax on it when they made the money the first time
25.
by cascom 4y ago
If you’re “trading” the mortgage, you mark to market, but if you hold it for investment then you don’t (this is driven by bank capital requirements - if I need to go raise capital every time interest rates went up that would create huge pro
26.
by cascom 4y ago
There are 950k homes for sale in the us today (down from 1.05m a year ago)…if I sold $50b of homes tomorrow @ $430k median price = 120k that would bring inventory levels back to where they were a year ago and represent 2% increase in annual
27.
by cascom 4y ago
“Remortgaging every couple of years takes a bit of time, and shopping around, but is much cheaper” This is an incorrect statement. It is true only if short term interest rates (on average) remain flat or decrease over the next 30 years. Put
28.
by cascom 4y ago
Except no bank (at least in the us) will cut that deal, because they don’t mark those loans to market.
29.
by cascom 4y ago
Only if your savings are not robust enough to bridge you to replacing that income stream or you think home prices will be in a secular decline
30.
by cascom 4y ago
There have been a lot of headlines about this, and in the handful of markets I’m sure this has a price effect, but in the us market as a whole, they are $10b-$100b? of a ~25T market, it just doesn’t move the needle

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