chewz

17 ms·

241.
by chewz 4y ago
> Is there something else going on? FED's recent higher rates for longer policy is death sentence for VC's and personal wealth of many people... So they are trying to create moral panic in order to reverse FED policy.. They wil
242.
by chewz 4y ago
> So the VC thinkbois basically created a run on SVB. Nice job guys! On purpose. Billions of their wealth depended on FED's easy monetary policy (ZIRP, NIRP, QE infinite) for last 30 years or so. For likes of Gary Tan, Peter Thiel a
243.
by chewz 4y ago
> - This is not a liquidity issue as long as SVB maintains their deposits, since these securities will pay out more than they cost eventually. This is exactly a definition of liquidity issue... Owning enough assets but not being able to
244.
by chewz 4y ago
Just ignore it... 1) Inflation in 2023 does not fit neatly into monetary theory 2) Every schmuck and his uncle thinks that they are smarter then FED chairman
245.
by chewz 4y ago
Also Germans moving from say Kassel to Hanover or Silesia to Ruhr, or Vienna to Berlin. Very low threshold - same language, culture but lower taxes or better opportunities. Or Poles moving from Galicia (now Western Ukraine) to Argentina or
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by chewz 4y ago
That was true until end of XIX century. Especially so in XIX century. For a person a move was quite simple, sometimes just few miles over the border. But moving a business, brick-and-mortar business like coal-mine or brewery was hard. That
247.
VC Funds: Startups Face “Mass Extinction Event” in 2023(globest.com)
1 points by chewz 4y ago|0 comments
248.
by chewz 4y ago
It is longer then 2 paragraphs...
249.
by chewz 4y ago
> Mehrling’s most recent book, “Money and Empire,” is in some sense a biography of the US Dollar told through the life and times of the renowned economic historian, Charlie Kindleberger. The book traces the evolution of Charlie’s thinkin
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by chewz 4y ago
I am not angry at Netflix. I simply have cancelled the subsription couple of of months ago - in March last year I think... It had been a good idea. I spent more time outdoors or reading books or just sleep instead of watching mildly interes
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by chewz 4y ago
Meta
252.
by chewz 4y ago
> Set up a massive short position on that company and fire off press releases on a slow Newsday to share what you found with the public. How naive... No One would listen... [1] > No One Would Listen is the thrilling story of how the H
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Do Techno Posers Have the Skills to Pay the Bills?(economicprism.com)
6 points by chewz 4y ago|4 comments
254.
by chewz 4y ago
Writing programs...
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by chewz 4y ago
> I am a healthy normal guy, But you are using nalgene BPA-free water bottles (7 in triangle), have PEX pipes at home, eat meals cooked in non-sticky pans and have soy added to your food... Out of your control... It is almost impossible
256.
by chewz 4y ago
> Nobody noticed except one finance expert, Neely Tamminga. Funny, but not true. This change in measuring US inflation is common knowledge among investors interested in US macro.
257.
by chewz 4y ago
India is not China. And it will never compare. Chinese people are just born ingénue engineers, every and each one of them. Indians are just Indians... https://www.ft.com/content/0d70a823-0fba-49ae-a453-2518afcb0... &gt
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by chewz 4y ago
Exactly. Google has no future. but for the moment it generates loads of cash to shareholders. Sundar's only task is to keep it as long as possible. And shareholders on their own will allocate this cash to next Google.
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by chewz 4y ago
Anus mundi
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Apple’s manufacturing shift to India hits stumbling blocks(ft.com)
1 points by chewz 4y ago|0 comments
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Freezing Porsche Taycan Drivers Report Failing Heaters(bloomberg.com)
8 points by chewz 4y ago|2 comments
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by chewz 4y ago
I do not. Therapy does not work for me for exactly the reasons you mentioned. I have however attended AA meetings and ordinary folks stories have impacted me deeply in therapeutic sense.
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by chewz 4y ago
Written by ChatGPT - seems like it...
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Visualized: The EV Mineral Shortage(visualcapitalist.com)
1 points by chewz 4y ago|0 comments
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Shoshana Zuboff: ‘Privacy has been extinguished. It is now a zombie’(ft.com)
12 points by chewz 4y ago|2 comments
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by chewz 4y ago
But Google is irreparable and sinking fast. The goal is to return as much as possible to shareholders during 5 years window Google still has so shareholders can better allocate capital themselves. Every 124k/year is appreciated.
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by chewz 4y ago
But Pichai is doing tremendous job. He had been hired to keep the lights on at Google for as long as possible and this is what he is doing. You can mine Google for next 5-10 years but it is basically a dead end company. The goal is to give
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by chewz 4y ago
I have learned that certain resolutions put too much strain on my eyes. Larger screen estaten with larger resolution isn't worth it in the long run. It also depends on time of the year - seasonal allergy, dust, ambient light can add a
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by chewz 4y ago
You might be a proud and valuable person in your personal life. But for a company, you are just an asset - low yielding asset with high depreciation. So it is rational decision for an enterprise to let you go and free some liquidity that co
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by chewz 4y ago
Fun fact: I have tried adding my keys and macOS refused because my Mac had been activated on December 3rd last year so for security reasons I can add keys only after March 3rd. this year.. > Because this is a new device on your account,

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