Joshua Taehyun Kim

@jtk0621

bitcoin maximalist / rational thinker / macro hobbyist / / rt != endorsement

New York, NY
Vrijeme pridruživanja: srpanj 2010.

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  2. proslijedio/la je Tweet
    prije 10 sati

    I always love these probability win % charts in sports. Predicting the future is hard, but necessary. Stay humble.

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    HYPOTHETICAL MATCH UPS against POTUS: - Bloomberg leads the president by 7 points. - Biden & Sanders lead by 4 points. - Warren by 1 point. - Buttigieg by 1 point.

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    prije 22 sata

    The most important of Bitcoin's "toxic" & "dogmatic" cultural norms are commitment devices. The strong norm against hard forking, except in the face of the most extreme & live of on-chain security problems, protects against multiple temptations.

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    prije 12 sati

    Today: stop talking about Venezuela as an example of the problems with socialism, it has no lessons for the U.S. Bernie’s senior advisor in 2013:

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    WTI hits the $49 handle

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    prije 23 sata

    "한국 사람들은 모레 지구가 멸망한다고 하면 그다지 위급하게 느끼지 않을 것" ㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋ

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    2017 vs TSLA. Wow.

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    prije 18 sati

    Man, Bernie is absolutely soaring in the betting markets

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    I've updated this chart tracking the spread of the Wuhan coronavirus in China, relative to different scenarios. Can clearly rule out the most optimistic. This week should determine whether the next most optimistic is feasible or whether the outlook is far worse. (h/t )

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    3. velj

    The weird thing about San Francisco is that a person can be incredibly wealthy and still feel dirt poor because of how dirty and unsafe it is. Meanwhile, a less wealthy person living in a clean and safe city feel richer than they actually are.

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    States by timeline until they flip Blue: Arizona North Carolina Texas Florida Georgia South Carolina States by timeline until they flip Red: Michigan Minnesota Pennsylvania New Hampshire Maine Connecticut Long term, electoral college favors Dems.

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    Valuation: Private Equity Deal, transaction Pricing x EBITDA 2019: 11.1x* 2018: 10.6x 2017: 10.5x 2007: 9.8x *Record highs, central bank balance sheets dramatically distorting historical valuation multiples. Baupost Via

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    Now that Mike Bloomberg is in spotlight, it's worth mentioning his top pol. adviser, Doug Schoen, was up until 11/19 an active foreign lobbyist for Ukrainian oligarch Victor Pinchuk. Schoen worked for Pinchuk for 20yrs (!) before abruptly terminating & joining Team Bloomberg.

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    What passes as history in Palo Alto.

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    3. velj

    Throughout history, stocks have done very well. However, there have also been disappointing investment periods (blue boxes). When these periods end & a new secular bull market starts, the price tends to sit above the 4-year moving average. Today, the trend remains bullish!

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    Even industries that are run competently by governments in Scandinavia or Singapore will probably be bungled badly by the Bernie people. They are a group specialized in winning factional political battles and shouting down critics on social media, not in running industries.

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    Bernie's instinct is to nationalize every industry. Before we accept these nationalizations, we should demand a predetermined exit strategy in case it goes wrong.

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    Raytheon engineer arrested for taking US missile defense secrets to China - When is our government going to understand that the CCP and their spies are THE existential threat to our Democracy and way of life? When will Wall St? ⁦

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