adam_arthur

125 ms·

1651.
by adam_arthur 6y ago
Except the situation we're in is unprecedented. Never before has the government stepped in with this much force in response to an economic crisis. The March crash was the event that was going to normalize asset prices, but really jus
1652.
by adam_arthur 6y ago
The stock ran up close to 20% in the last month. An even stronger earnings beat than reported was already priced in. Even after the 7% decline, it's still higher than 1 month ago.
1653.
by adam_arthur 6y ago
Exactly, send the money out today, claw it back from those who earned too much in 2020. Small businesses collapse, but government efforts haven't been towards helping them, largely more towards sending out helicopter money to the peop
1654.
by adam_arthur 6y ago
The fed should use a more comprehensive bundle of goods to measure inflation. Home prices, is a good example. Once they do that, inflation numbers will read much higher. By some accounts, home prices have increased by over 10% since this ti
1655.
by adam_arthur 6y ago
Except high income earners can choose to invest a much higher percentage of their income. I can invest 80% or more of my take home pay if I choose to live frugally. Somebody close to minimum wage can probably get somewhere closer to 10%, wh
1656.
by adam_arthur 6y ago
It doesn't have to be one or the other. 100% agreed that fed action via bond buying has been excessive as well. In a healthy economic system, there need to be "down" cycles where overleveraged or poorly run businesses fail. I
1657.
by adam_arthur 6y ago
Especially when coupled with the excessive fiscal stimulus. We should absolutely help those most impacted by the pandemic, but the amount of money being injected amounts to gross negligence. Why were people who made 6 figures and still empl
1658.
by adam_arthur 6y ago
Deflationary relative to the USD and other fiat currencies. The world is never going to run primarily on BTC, so talking about inflation purely in terms of number of BTC is a bit pointless :)
1659.
by adam_arthur 6y ago
I've found the problem of "too many abstractions" fairly common in functional programming contexts... though not saying it's inherent to the paradigm. Usually it manifests in having tens or hundreds of tiny, stateless fu
1660.
by adam_arthur 6y ago
DRY is about creating a common abstraction for code that is "semantically" equivalent, not "incidentally" equivalent. Even if the code is the same today, is there a case to be made for a new feature that would require th
1661.
by adam_arthur 6y ago
Ok, but their multicore score is only on par, not better than equivalent class chips on older fab generations. Where is the huge gap? https://wccftech.com/intel-and-amd-x86-mobility-cpus-destroy... Or check multicore scores
1662.
by adam_arthur 6y ago
The i7-2600K (Sandy Bridge) benchmarks at ~5000 on Passmark, and the i7-10700K at about 20,000. So it seems they've had quite a bit of improvement. Note this is going from 32nm to 14nm. Intel is in a really bad place now (in a forward-
1663.
by adam_arthur 6y ago
Power consumption is not linear as it relates to performance. CPUs designed for the desktop are going to use excessive power by design. They'll often use many times more power than mobile equivalent, but only have slightly better singl
1664.
by adam_arthur 6y ago
It's fast because they optimized everything across the board, and also paid for exclusive access to TSMC 5nm process.
1665.
by adam_arthur 6y ago
Yeah, totally agreed. But if you read these comments, they seem to be in total amazement about the performance gap and not acknowledging how much of an advantage being a fab generation ahead is. Customers don't care, but discussion of
1666.
by adam_arthur 6y ago
Certainly Apple's processors are far ahead, but they're a full process generation (5nm) ahead of their competitors. They paid their way to that exclusive right through TSMC. I'm sure they'll still come out ahead in bench
1667.
by adam_arthur 6y ago
Certainly true. Though higher price with lower rates, assuming monthly payment is the same, can be beneficial as a larger percentage of your payment goes towards principal. That only holds as a positive if price doesn't drop due to int
1668.
by adam_arthur 6y ago
It certainly would be, though it seems the Fed is committed to keeping rates low in perpetuity. It's possible we hit a point where inflation ticks up due to recent stimulus/printing, and the Fed is forced to raise rates suddenly.
1669.
by adam_arthur 6y ago
> The price alone is mostly irrelevant for the buyer. The price is certainly relevant when it comes time to sell, and a high price due to low interest rates leaves you more vulnerable to price shocks in the event rates need to rise. Of c
1670.
by adam_arthur 6y ago
Hello Alex! I'd be happy to work with you on this. I've built a custom JavaScript sandbox and corresponding electron based IDE (with syntax highlighting, full "intellisense", type hinting etc) in the recent past. Lots of
1671.
by adam_arthur 6y ago
If they execute well and diversify enough, their valuation could become warranted in some years. However, I think it's likely that regulation will eventually prevent vendor lock-in/monopoly around charging stations. Imagine you co
1672.
by adam_arthur 6y ago
Yes, the Fed is supposed to be concerned with inflation, but the CPI measure used to gauge inflation is not comprehensive enough. Inflation of assets, home prices, equities should be considered. Their mandate is not comprehensive enough. Th
1673.
by adam_arthur 6y ago
Covid did cause the market to crash. It was one of the fastest crashes in stock market history. However, the federal reserve and government acted in tandem to enact the swiftest and largest economic response to an event like this in history
1674.
by adam_arthur 6y ago
I'm not a big fan of the TINA (There is no alternative), assertion. Sure, if you compare yields of stocks against bonds, they look relatively more attractive, but that's a strictly relative comparison. Even if bonds yield 0%, if y