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  1. Prikvačeni tweet

    New long-form piece: The Big Things: The Most Important Forces Shaping The World How demographics, inequality, and access to information influence seemingly unrelated events.

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  2. Here's a good one. WSJ, Sep. 1929.

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  3. I'm researching old headlines today. LA Times, 1928. 🙃

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  4. . do a giant secondary this morning and tweet “funding secured.”

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  5. Not many people predicted a global pandemic and Tesla at $900 in their 2020 market outlooks.

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  6. “Whenever I see a bubble, I rush out and buy it.” - Soros Not recommending, but this is why. Crazy attracts crazy.

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  7. Great piece by on the history of value investing. "Nothing in the nineteenth century is more remarkable than the way men forgot the last railroad debacle and proceeded to lose money in the next."

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  8. If you shorted Tesla last summer you have lost 100% of your investment in the last three trading days.

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  9. Few things have humbled more smart people than shorting stocks.

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  10. The comments are a good example of people rounding all probabilities to 0 or 100.

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  11. Over the next decade+, in order of confidence: -Real tuition prices will stagnate. -Real home prices will stagnate. -Real healthcare costs will stagnate. Too many signs that people are tapped out/over it/open to alternatives.

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  12. proslijedio/la je Tweet
    2. velj
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  15. New post: Useful Laws of the Land Laws from one field that apply to almost any other.

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  16. What we're reading: Hell-yeah commitment, population decline, and when influence fails.

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  17. Jeff Bezos's net worth increased by one Ray Dalio after hours.

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  18. 1. Go to a school you can afford. 2. Buy a house you can afford. 3. Buy a car you can afford. 4. Wash your dishes with proper soap.

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  19. Betteridge's law of headlines: "any headline which ends in a question mark can be answered by the word 'no'".

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  20. New post on why a lot of things in business and investing look easier than they are. "Every job looks easy when you're not the one doing it."

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  21. proslijedio/la je Tweet
    28. sij

    Arbitrage update! Water: $2.89 Water + sugar: $2.59 Now that’s a sweet deal.

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