mamonster

6 ms·

31.
by mamonster 4mo ago
EU can't put up these trade barriers because they need to keep interest rates below 3% and this would definitely get them above that.
32.
by mamonster 4mo ago
Not to be underestimated is the fact that the healthcare argument (I got like 5 flyers of a boomer in a wheelchair with a sad looking face with some nurse standing behind) is coming on the backs of boomers voting themselves the 13th AVS, wh
33.
by mamonster 4mo ago
Once you have an index, you can offer all sorts of products around it. -You can offer a return swap to an investor so he can "invest" in the index. You can alternatively build a whole list of derivatives and products around it and
34.
by mamonster 4mo ago
>Real jewels aren't trying to grow into a shrinking TAM Why do you think TAM is shrinking? It's pretty clear, to me at least, that Starlink is basically one of a kind military contractor that has a freeway to both raise prices
35.
by mamonster 4mo ago
My only real issue with SpaceX is that Elon has mastered the art of hiding real jewels (in this case the Starlink business) behind a whole pile of shit, and then forcing you buy the whole thing as a package. Having X and Grok be bundled wit
36.
by mamonster 4mo ago
>What does a CEO actually do for 60 hours a week In tech I dunno, in finance/trading the answer is pretty simple: European markets open at 9am, US closes at 10pm. There is your 12 hours with 1 hour lunch break.
37.
by mamonster 4mo ago
>Where actually went all the productivity gains of the last decades? Most productivity gains went into enterprise value because most of the productivity gains of the last decades are the result of capital investments. As a salaried worke
38.
by mamonster 4mo ago
I had to deal with 1C once for a client who insisted on reconciling his (mid-9 figure) assets into it. The good part of it is that a competent 1C programmer (of which he had 2) can basically make it do anything, exactly like SAP, but the ou
39.
by mamonster 4mo ago
> With no massive loans on her books, she can profitably offer lower prices than PE can Depends entirely on fixed vs variable costs. Rollups (which are very common now) work mainly because most "mom and pop" businesses can easi
40.
by mamonster 4mo ago
There are multiple reason: 1. If you assume that P.E is uncorrelated/has a low correlation to the stock market (subject of many years of diatribes), then you decrease volatility of your portfolio by adding it. 2. Because a pension fund
41.
by mamonster 5mo ago
50m^2 in Zug (the actual city) will probably cost you like 2.5k CHF in rent at least. Given that most management companies follow the 3 to 1 net salary to rent ratio as the minimum, you need to be making 7.5k after 1st/2nd pillar contr
42.
by mamonster 5mo ago
Imagine prime Jack Welch in this A.I era and the 10x coder-PM-builder slop you see.
43.
by mamonster 5mo ago
>What President before these last two wouldn't have jumped at it? This ignores/forgets the fact that Biden had the Ukraine crisis directly after Covid ending so he basically couldn't actually go all in on the conflict. &gt
44.
by mamonster 5mo ago
On Twitter I think most of the "Decadent West" accounts are for ad share. Elon has a whole harem of these accounts to retweet and ask stupid shit like "But has he actually done something illegal"
45.
by mamonster 5mo ago
>I've always felt the main reason That most companies use Salesforce Is that most companies use Salesforce. It's like this for most software, but as a salaryman it's better for you if you use the common software. If you ha
46.
by mamonster 5mo ago
I'm open to being corrected, but AFAIK the normal form (1870) precedes the official focus on operators (with Hilbert) by like 20-30 years.
47.
by mamonster 5mo ago
I still don't get why Axler decided to discuss the Jordan normal form after already doing the spectral theorem, it's a bit like presenting Riemannian integration after Lebesgue. For the long term his emphasis on operators is proba
48.
by mamonster 5mo ago
>Also worth noting: Poland didn't receive a dime of reparations after the War. Poland received virtually all of the lands that were considered Prussia though.
49.
by mamonster 5mo ago
This is like when I went to Paris for a business trip and learned that a specific set of French bourgeois take "bon appetit" before a meal to mean "have fun eating this shitty food" (and that you shouldn't say it in
50.
by mamonster 5mo ago
What I got from listening quite regularly (up to like last year or so) to All-In is that Thiel and Sacks were really the first to understand 2 crucial developments: 1) Making startups to explicitly target areas of government spending and th
51.
by mamonster 5mo ago
This is (unironically) what big institutional allocators love to hear. They've been sold the idea that almost every medium-very big tech corp is vastly overstaffed and can become a monster cash cow and stop SBC dilution by cutting head
52.
by mamonster 5mo ago
RSF(and its older brother MSF) is probably the best thermometer for what the French strain of neoconservatism thinks. Not surprised.
53.
by mamonster 5mo ago
Absurdism (of the Camus variety) is boomer nihilism.
54.
by mamonster 6mo ago
>15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintai
55.
by mamonster 6mo ago
"It is inconceivable that anyone will divulge a truly effective get-rich scheme for the price of a book. There is ample opportunity to use wealth in this world, and neither I nor my friends, nor anyone else I have ever met, has so much
56.
by mamonster 6mo ago
If the ambassador was a career diplomat with detailed knowledge of France, he would not be surprised because there has been minimal change (edit: in economic terms, in societal terms the change has been massive) ever since MLP took over fro
57.
by mamonster 6mo ago
>Nobody forced Iran to build all these missiles Saddam did. Their missile program is a direct response to the section of the Iran-Iraq war where Saddam flew long range bombers for terror raids (hmm who does this remind me of?) and Iran h
58.
by mamonster 6mo ago
No they didn't. They stopped exporting diesel and gasoline, not oil.
59.
by mamonster 6mo ago
Where is the actual OSINT though? No geolocation where the refueling is taking place, no timestamp on photo, no suggestion where the bomb is dropped. By your logic an OSINT account can show a picture of a SU-34 in the air with 4 UMPK bombs,
60.
by mamonster 6mo ago
There is literally nothing in this image suggesting they are flying over Iran with this loadout except the account just saying it.

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