thoughtstheseus

4 ms·

1.
by thoughtstheseus 7mo ago
Great point. Many Americans would prefer to buy (given) a flying car vs. build a flying car. Personally I believe there is dignity in self determination. To each their own.
2.
by thoughtstheseus 7mo ago
You also lower the profits from the exporting country (China) through reduced volumes. China has been on a massive productivity growth agenda that is only sustained through open trade and exports.
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by thoughtstheseus 8mo ago
That’s the goal. The current USA admin wants the 10k STEM PhDs to move into the private sector.
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by thoughtstheseus 8mo ago
They’re the wrong numbers and people misunderstand the numbers. The consumption basket for CPI (food) is determined by consumption surveys. Not desire or historical consumption. You can have less and lower quality food with a rising spend o
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by thoughtstheseus 8mo ago
Yes. USA financial markets are the envy of the world. Lots of capital which flows quickly.
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by thoughtstheseus 9mo ago
Agree it will land more stable for most parties but it will be turbulent getting there. Global free trade under the USD has created many structural fragilities. Principally that we have global overproduction outside the USA.
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by thoughtstheseus 9mo ago
That’s entirely the point. Leave the USA financial system or contribute more. If you pick an single alternative currency I’ll run through the reasons why most would choose the US Dollar.
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by thoughtstheseus 9mo ago
Some dude at Treasury even wrote a book about. Juan Zarate, author of Treasury's War: The Unleashing of a New Era of Financial Warfare.
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Ready to build Alaska's next legendary lodge?(motherlodehatcherpass.com)
4 points by thoughtstheseus 1y ago|0 comments
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by thoughtstheseus 1y ago
$30B over ten years to reduce blackouts and grid instability is a good deal. For reference, the 2021 Texas blackout caused ~$100b in damage. Very very few people in the power industry want to run coal plants- but they cannot in good conscie
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by thoughtstheseus 1y ago
If litigants receive relief through a PI, it addresses their specific harm. Extending it nationwide may be unwanted if other jurisdictions have different views on the policy. The Supreme Court’s ruling ensures relief is tailored to the part
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by thoughtstheseus 1y ago
If you win in lower court you can still bring the case to the Supreme Court to create national uniformity. One of the consolidated cases for Brown vs. Board of Education won in Delaware while others lost. That is the appropriate way to dete
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by thoughtstheseus 1y ago
South Korea looks like they are pursing nukes already.
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by thoughtstheseus 1y ago
Funny thing about a recession now is you can have standards of living increase for 10s millions of people due to how concentrated consumption and wealth is. Weird times
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by thoughtstheseus 1y ago
That makes sense to me. They both banned Samurai swords.
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by thoughtstheseus 1y ago
What you are saying is simply not sufficient. Norway does more goods trade with China and for more advanced / complex goods. Norway is funding USA’s direct geopolitical competitor. In case it’s not obvious, 100% tariffs on China means
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by thoughtstheseus 2y ago
I would pay tons of money for control of the algorithms. It’s annoying I can’t tell YouTube, twitter, etc. what type of content I want to see, what I do not, the frequency, etc. The complete lack of control by users of their feed makes Feed
18.
by thoughtstheseus 2y ago
You can see this dynamic in various investment markets. Stocks are priced according to their expected earnings while fart coin is a repository of excess liquidity. If you massively increase liquidity through money/debt creation you pum
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by thoughtstheseus 2y ago
Yes. Airplanes are complex, high value products with military applications. The skill set to successfully develop and field a fleet of planes is an obvious upskilling of labor which will bleed over to other fields. China cares about economi
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by thoughtstheseus 2y ago
The defense primes are 5-10x larger by today’s market cap. It seems unlikely the defense industry will shrink from here. Plenty of room to run. Anduril has been conservative on valuation imo.
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by thoughtstheseus 2y ago
Private equity has not, as an asset class, had excess returns since around 2006. Prior to that, private market companies were systematically undervalued relative to public. Post-2008, an accommodative equity market has supportive private eq
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by thoughtstheseus 2y ago
Private equity bought the Nestle water business. Now it’s owned by One Rock Capital.
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by thoughtstheseus 2y ago
#ThomaBravo
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by thoughtstheseus 2y ago
I don’t usually hear credible and thoughtful discussion on this topic… Fiona Hill’s 2023 Lennart Meri Lecture describes this well. Here’s a link: https://lmc.icds.ee/agenda/lennart-meri-lecture-7
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by thoughtstheseus 2y ago
The Western economies are focused on managing orderly decay and concentrating wealth into the elderly and elites. Not growth. Not durability. They are fragile, that’s why the money supply jumps to meet gaps. Expect more inflation in the Wes
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by thoughtstheseus 2y ago
Reminds me of a simple app I made that whispers “here and now boys” like the Island through my AirPods.
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by thoughtstheseus 3y ago
Throwing large amounts of compute, power, and learning cycles is building fascinating outcomes. That alone means strategic competitors should be secret.
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by thoughtstheseus 3y ago
Please stop the wasteful spending. Concentrate semi development geographically to realize synergies and economies of scale. Building redundant and competitive production thousands of miles apart in the Northeast/Great lakes, Texas, and
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by thoughtstheseus 3y ago
No such thing as a global gas price. Natural gas pricing is regional as it cannot be easily transported.
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Industrial strategy calls for 'generational' change(defensenews.com)
3 points by thoughtstheseus 3y ago|0 comments

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