Just Another Pod Guy
@TMTLongShort
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Economic Blitzkrieg. Never said it was a good bet, just a complex bet. Long/Short Tech Investor. Will say retarded shit often. Deeply unserious person. š«”
Joined February 2020
Iāll spell it out explicitly one last time. Everyone thinks Trump wants balanced trade. He does not. He wants to force allies to stop trading with China. Completely. Zero inbound supply. Because itās not just because of American jobs. Itās a proactive move to slow down.
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RT @gregoryblotnick: advice I wish I'd been given at a younger age - "stock pitch" thread Q&A - modeling - the L/S industry - answering DM'ā¦.
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RT @Borlaug_: Anyone looking for a HC analyst (non-therapeutic) w 4-5 years of buyside + some sellside exp? L/S or LO, must be a NYC-basedā¦.
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Correct.
Do you know how much more productive I am with ChatGPT vs a entry level junior?.
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RT @j0hnwang: > be Justin Sun.> spawn in China in 1990.> graduate from Peking Uni (harder to get into than Harvard), then UPenn.> found Peiā¦.
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Fr fr.
If you're 15-25 you're a zoomer. If you're 25-35 you're a millennial. If you're 35-85 you're a boomer. Let's not complicate things people.
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Somewhere in the bowels of the State Department there is a thick binder titled āShifting from Chess to Go: How to Address the Second China Shock & Triffinās Dilemmaā and I think thatās beautiful š.
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I have been clear that I think risk broadly is underpriced in absolute terms because I think China will respond aggressively. But I also think that relative risk between US and non-US assets is severely overpriced. Because if Iām right the U.S. is by far the most insulated.
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Balaji is one of the highest IQ people on earth. But tribalism and anchoring comes for all. You need to fight your biases and always ask yourself what you might be missing. In this case itās not looking at the broader chessboard and underestimating reflexivity in a system.
DECOUPLING FROM DOLLARS.The US sends India billions in printed dollars for valuable goods. This is actually the US government ripping off India, like it does Vietnam, and everyone else, including its own citizens. not vice versa. To be precise: last year India exported $87B of
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Know that this exists. Itās valuable because it derisks your life knowing if shit hits the fan you can simply get on a flight and drastically reduce your burn rate while you figure shit out.
Something that will blow your f*cking mind š§š“ā¦. How LITTLE a top 1% lifestyle costs in Santa Cruz, Bolivia. Letās run the numbers:. (Using a family of four as the example). House: 4 Bed 3 bath home in the most exclusive gated community in the city. Cost 300k. 2k/m with a
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Gut healthcare admin spend by 90% using AI. Increase pharma spend by 10x using AI. Force ROW to pay parity prices using tariffs & MFN. Live longer.
Remarkable that US spending on pharmaceuticals is just ~1.6% of GDP. Amazingly good value for money considering the welfare gains. (And especially given the extent to which the US subsidizes the rest of the world.).
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Iām running out of āI told you soās . (JK I can go all day š).
Axios reports the US is pushing Europe to halt all Russian oil and gas purchases and impose secondary tariffs on India and China, mirroring US measures against India. U.S. URGES EUROPE TO HALT RUSSIAN OIL AND GAS PURCHASES; THREATENS SECONDARY TARIFFS ON INDIA OVER ITS ENERGY.
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Some interns getting fired over this š.
The partnership between the United States and India continues to reach new heights ā a defining relationship of the 21st century. This month, weāre spotlighting the people, progress, and possibilities driving us forward. From innovation and entrepreneurship to defense and
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I love using this meme but I think supply side measures will be the preferred path. The problem is ofc that where young people want to live coincides with where local zoning laws are insurmountable and every step towards affordability is accompanied by an existing homeowners
BESSENT SAYS TRUMP MAY DECLARE A NATIONAL HOUSING EMERGENCY THIS FALL TO ADDRESS RISING PRICES AND DWINDLING SUPPLY -WASHINGTON EXAMINER INTERVIEW.
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Looking forward to the Mea Culpas at the end of all this š.
I mean, Trump putting an end to 60 years of China-India conflict has gotta make him a shoo-in for that Nobel prize, yes?. If you donāt see that China is the clear winner of America First, youāre just not paying attention.
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People keep saying things like this and keep getting surprised when China breaks through much much sooner than expected. Reflexivity, intentionality and IP theft are a potent cocktail.
According to Goldman Sachs, it suggests China's lithography progress is 20 years behind based on the roadmap position of Chinese companies and ASML.
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The same people who constantly go back to the U.S. treasury market as the ultimate arbiter of American policy seem to conveniently forget about the Euro-Dollar debt market. Because at least the Americans have levers to pull as the entity that also prints dollars. Meanwhile.
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Nope - three reasons: . 1) sectoral tariffs are an alt that will get you most of the way there. 2) the closer we get to midterms and the better Trump is polling the higher the odds he can get congress to pass legislation supporting tariffs once he has more seats. 3) because.
@TMTLongShort If the SC rules tariffs as implemented unconstitutional wouldnāt this blow the whole strategy up?.
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