Monday, July 20, 2020

The Wages of Strauss -- “I think I made a mistake. I thought this was a hoax.”

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A sad, shocking story from the chief medical officer of San Antonio’s Methodist Hospital: A 30-year-old who attended a “Covid party” and ...
Friday, July 17, 2020

Lockdown Jukebox

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Working from home I've been burning through a lot of instrumental music. (You come to miss the background noise.) I've been digging ...
Thursday, July 16, 2020

It's a V-shaped recovery if you start with a V that's almost a right angle and you tilt it sharply to one side.

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Bullet points from ApartmentList.com     32 percent of Americans did not make a full on-time housing payment in July, up slightly fro...
Wednesday, July 15, 2020

There is no argument so dumb it cannot be recycled

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This is Joseph Really? “There has never been a more critical time for Americans of all ages and backgrounds to be aware of the multiple ...
Tuesday, July 14, 2020

We have a major stock bubble driven by hype, fraud, daytrading, and denial in the middle of an economic collapse in the middle of a pandemic. This would seem to be a bad thing.

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Probably a good time to revisit this thread. "A company for carrying on an undertaking of great advantage, but nobody to know what it...
Monday, July 13, 2020

And given that the world's most valuable car company currently sells less than one percent of the world's cars, competition might be something investors should be thinking about.

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The arguments justifying impossibly overvalued stocks usually come down to the same basic narrative. At some point in the near future, the c...
Friday, July 10, 2020

IMDB -- Composer (519 credits)

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And one tribute.
Thursday, July 9, 2020

The superpower of 2020 is making parody normal

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This is Joseph You know that I have had strong opinions about childcare. But the current silly situation just keeps getting more and more ...
Wednesday, July 8, 2020

Maybe I should just start calling them Wednesday tweets

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Today we're IPOing Gaslight ($GSLT). It's the next Amazon. If you publicly disagree, we will simply point out that you missed out...
Tuesday, July 7, 2020

Another newly relevant old post

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Theyll miss in person instruction ofc, but isnt the true loss that they won't meet their fellow ritzy kids, and those social connecti...
2 comments:
Monday, July 6, 2020

"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage."

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I have a feeling that I'm late to this party (around 21 years late), but I really like this essay by Warren Buffett, particularly his d...

Disinformation and dysfunction

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Another strand in an old thread . At this point, I suspect that most people in Trump's circle and possibly Trump himself realize that...
Friday, July 3, 2020

What we were making fun of ten years ago

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You’ve really got to wonder about a comms shop that asked itself “who is the most credible messenger of merit-based hiring” and came u...
Thursday, July 2, 2020

When a disinformation bubble designed to constantly ratcheting up fear and rage runs into the genuinely catastrophic...

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In chaotic times, you are constantly running across data points that you know are important but because they come at you so fast it's di...
Wednesday, July 1, 2020

One of these days I'm going to have to write something about the consequences of years of playing along with myths of tech messiahs, unmooring "success" from viability, and generally letting rich people get away with anything-- but for now some totally unrelated deferred Tuesday tweets

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Tesla is a company priced one, maybe two orders of magnitude above the fundamentals in the middle of a bubble in the middle of an economic...