Fede Marchesi
@alexi_fede
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Supply Chain / Complex Problems / Black Swans & Risks & antifragility (including deadlifts) Retweet is not endorsement
Brescia \ Milano
Joined August 2009
The closest to what is defined as Minimal State by Nozick. A paradise for Anarchists (at least for some kind of them)
Dubai 🇦🇪 winning … 10 reasons: 1) SAFETY (women walks at 3am alone) 2) LAW & ORDER IMPLEMENTED on all 3) Freedom of religion 4) OUTSTANDING infrastructure / public transport 5) ZERO Income Tax 6) Middle of globe (7 hrs London, 14 NY, 7 Singapore) 7) Best schools,
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It takes deflation for prices to come down……the western financial system cannot withstand deflation…..it is built on ever increasing cash flows and assets values upon which to financialize. Deflation would wreck the stock market and the banking system of the west (much like it
Inflation eased, but prices stayed high— nearly 10% above its pre-pandemic trajectory. The Fed hasn’t restored the old path; it’s stabilized a new one. What does “normal” mean in a permanently higher nominal world? https://t.co/RMUo1bXqwx
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Here I am for a few days in the growing miracle of Europe. Nice to see you again Warszawa!
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Rome never really fell… it rest in our hearths. You are just wrong.
@thinkingwest The Holy Roman Empire (962 - 1806) stood longer than the Western Roman Empire (27BC - 476AD) Just saying 👀
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Italians delivering higher GDP per person employed than Germans challenges the arrogant narratives about hard working, efficient Germans, and lazy Italians. When did things in Germany start to go wrong?
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Money exists because it worked. Not because it has to work by designed. Nor because it is the best system. It just simplified trade and generated abundance. Same for gold: it has value because it had value in the past. That does not imply that it has intrinsic value.
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The Byzantine navy was the greatest navy in history, they invented Greek fire and ruled the Mediterranean for nearly 1000 years, but they outsourced their shipbuilding to the Venetians in the 1180s, and 20 years later they were conquered via a naval assault…by the Venetians.
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There's another reason. Much of the overinvestment had been on "dark fiber". When the bubble bust, this fiber simply lied dormant....without losing either in value or bleeding cash. The main costs had been right of way, the bill of materials, fiber etc, all elements with both
INTERNET SUCCEEDED BECAUSE IT EFFECTED THE UPSTREAM. AI IS FAILING BECAUSE IT'S UNRELATED TO UPSTREAM. https://t.co/1Csxlsxqoe
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Germany has a broken social contract. Future historians will spend generations proving that broken social contracts in Western European countries were an outcome of Soviet operations that came to fruition too late to benefit the Soviet Union. It will be taught as a great
What we are currently observing in Germany is mostly the outcome of self-inflicted pain based on wrong choices derived from negligence, ignorance or „besserwisserei“ about the real world and global system transformation.
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Layoffs announced in Germany, past 12 months: • VW: 35,000 • Mercedes-Benz: 40,000 • Audi: 7,500 • Ford: 2,900 • Daimler Truck: 5,000 • ZF Group: 14,000 • Bosch, Continental, Schaeffler: 7,000 And countless suppliers. German economy is not in a crisis, it’s imploding.
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Inflation is always a Supply Chain Disruption. Hyper-inflation is a Supply Chain Disruption, so big that the market is not setting the price any longer.
Inflation is not only caused by money printing. Elon has an excellent but incomplete definition of inflation: “An increase in the money supply that is not met with a corresponding increase in the supply of goods and services.” (Paraphrasing poorly) Well what happens if we
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A transfer of wealth from everyone to the few and another “tax” for the Italian consumer
Capite bene che questi numeri assurdi esagerati sono fatti addebitando oneri in bolletta agli italiani con la compiacenza dell’autorità e senza alcun rischio d’impresa. E li sbandierano anche. Una roba ripugnante.
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CHARLIE MUNGER, NASSIM TALEB, PETER THIEL. RICH, BUT ERUDITES. THEY TEACH SOMETHING TO THE WORLD, THEY USE THE MONEY TO SPREAD KNOWLEDGE. THE REST ARE USELESS! https://t.co/1CsxlsxYdM
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GM Supply Chain 180 degree. Video incoming on my substuck: https://t.co/znCLyFkN80
@ektrit
NEWS: General Motors is telling thousands of suppliers to begin phasing out China-sourced components for its North American–built vehicles, aiming for a transition as early as 2027. GM wants everything from electronics and wiring to raw materials and basic hardware sourced
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In Italia abbiamo un sistema economico che necessita più tecnici specializzati ed offre meno opportunità a laureati (è il mercato). L’effetto è quello di aver formato un esercito di persone che si spostano altrove per mettere a frutto i loro talenti. Prego, un piacere
In Italia ci sono troppi laureati e pochi tecnici specializzati. Nessuno vuole più fare lavori manuali. L'effetto è quello di aver creato un esercito di laureati che non sanno fare nulla.
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Germany will be seen as an example of a country which turned prosperity into demise. Two reasons: 1. Arrogance, which led to missing on new technologies & innovation, and sticking to industries from the last century 2. Nonsense left green narratives killing traditional values
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Haven’t stopped thinking about this since I first saw it:
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Monroe doctrine. Plain and simple.
🚨 HOLY CRAP! Sec. Marco Rubio DROPS THE MIC on the EU accusing President Trump of violating "international law" by striking narco-terrorists "I find it INTERESTING all these countries want us to send nuclear-capable Tomahawk missiles to defend Europe. But when the United States
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The EU-Regulations have reached 20 million words in 2024. Red tape, they said.. via @SelektivMedia
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