My causal analysis of the crash
5% like 2001
5% like 2008
5% post covid supply fragility
5% interest rate hikes
5% actual inflation
10% monkey jpegs
15% incoming news about ufos
20% unit economics of SaaS don’t work
30% unit economics of industrial economy don’t work
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Replying to
Wrong dimensions 😇
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Replying to @vgr
What's up with the unit economics of the industrial economy?
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Correct unit is kilograms of CO2 per meme. Where memes are measured in harambes. CO2-kg/harambe
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Replying to @vgr
What's the answer?
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Replying to
I'm no expert, not by any means, but it feels like a supply chain issue (lockdowns in china) is being responded to not by fixing the supply chain, but rather attacking peoples ability to spend.
There's some logic to it "if people have no money things can't be expensive" but...
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I've seen enough recessions to know that high gas prices are always bad news. #SolveForPattern
All a stock market correction means is that everyone was incorrect for a long time and they all just realized it.
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