Dan Davis
@DanDavi47038421
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Re-Tweets are bookmarks for reference.
Joined August 2022
The 18 year RE cycle is global. https://t.co/B7ubygVMAz
cnbc.com
China's slowdown worsened in October, dragged by soft consumer demand and a deepening property downturn.
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It opened my eyes as well especially because what Disney did was legal; that is, US law allowed firing Americans and then having the Americans train their foreign-worker replacements. Bad policy.
@RonDeSantis Disney firing all of their IT was the thing that opened my eyes to the absolute treachery of H1B abuse and offshoring. Never forget that betrayal and keep fighting for American workers @RonDeSantis ! Thank you!!!
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China's economy is getting shellacked. -1% YoY exports, missed last month +1% vs +3.2% expected. Manufacturing in China has contracted for 7 straight months... https://t.co/fRlZx7yYhi
cnbc.com
The two countries agreed to roll back a range of punitive measures, including steep tariffs, export controls for critical minerals and advanced technology.
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CCP Analyst: "Mr Xi, we have great plan to beat American military." Xi: "I am busy man, be quick." CCP Analyst: "We build ships, planes, missiles. Convince Americans to make graphics cards." Xi: "Oh? And how will you do that." CCP Analyst: "Tell them chip is smart, solve
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Another article / description of the 18Y housing (debt) cycle. https://t.co/3D4Dwo4EYf
noradarealestate.com
Discover the 18-year real estate cycle and how it impacts property investments. Learn about its phases and make informed real estate decisions.
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Bond yields skyrocket as Powell announces 25 bp cut and an end to QT.... ........ ............. This is the bond market noting that QE was monetization, not temporary.
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The Ninth Circuit's ruling in favor of President Trump on the national guard deployment contains a stinging rebuke of the district court: "Rather than reviewing the President’s determination with great deference, the district court substituted its own determination of the
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Getting closer to Black Mirror episode "Fifteen Million Merits", where screens surround people's lives, forcing them to watch ads unless they spend merits to skip them—looking away triggers a punishing noise to ensure compliance. 😒 https://t.co/hFOC7hKK8h
techspot.com
The mounted paper dispensers are equipped with optical scanners that display a QR code. Users must use their smartphones to connect to the dispenser, triggering an app-based...
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I don't know how they get this much information into an model that fits in 20GB. I just asked it to give me a recipe and instructions for making stuffed peppers with ground beef. Perfect, detailed. Then look up something I didn't know, Khao Soi soup. This is Thai Coconut
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The more I learn about AI, the more it is getting pretty terrifying. I heard that before, and mostly dismissed it. But in the last 2 weeks I've jumped into it, running AI models locally. LM Studio, Olamma, setup some LLMs running local. Not hard to do. My PC is fairly
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Precious metals getting shellacked, though gold appears far less phased than others:
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