Ven
@edgefills
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Chess NM. Realize gains in real life. Figuring out where to place Pascal's wager on the roulette table. Malt Vault linked below
Joined August 2014
On foreboding, actually finding time off, and the inevitable discussion of the bubble collapse to come, and how you stay invested in the long run
maltliquidity.com
Ven Reads 11/25
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>Hickey Freeman in the same sentence as Zegna Jokes aside, just pay a tailor to alter your clothes. The fit becomes 10x as good for a couple dozen bucks, and basically anything you find online can be altered. You’ll never go back
What no one tells you is that you can get a 10/10 quality suit (Canali, Loro, Zegna) with a bit of maneuvering and effort for 20-30% of the original price
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Damn, that’s a good one
“The rant” went on and had a million gems (differing slightly by who told it) but always culminated with this: “Everyone thinks I’m leaving my wife for sex, but really, I’m leaving for the foreplay” I’m sure his wife had a very diff version lol but I always think of that line
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Legal technicalities only work for so long…
NEW: Kalshi has been hit with a nationwide class action lawsuit in the SDNY for operating an illegal online sports betting platform and for "duping" customers into believing that they are legally gambling against other consumers when they are actually gambling against the house.
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It’s a win win win. Dealer builds a market, watchmaker has demand for the really rare, cool stuff (which insulates them against a broader market slowdown), he gets a 1 of 1 piece. Money hasn’t had a meaning below 8 figures for Zuck for a long, long time, I treat this as a subsidy
I look at Zucks collection and there is one common theme for all of his watches Are they rare and cool yes…but it’s all the stuff that has been shelved that dealers can’t move His watch dealer is making BANK on him by finding crazy rare pieces making stupid low ball offers
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Finance George Santos Nothing about this has made sense — where the funding comes from, what even his experience in finance is, etc. I guess courts have their uses lol
Not only was Lil’ Jimmy Fishstix’ Tesla repo’d by the US Marshals, but his former employer was the high bidder at the Sept. auction. They now own his car, LOL. Hey @j_fishback, I have a question. Did your Tesla drive itself to the impound or did the Marshals come pick it up?
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Bukele was right, anything short of his approach to judicial reform will never succeed
🚨 NEW: The Government is set to scrap trial by jury for most cases Only murder, rape, manslaughter and a few public interest cases will go to a jury, while all other cases will be decided by a single judge [@thetimes]
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The only reason you'd push a "140k is the poverty line" take is to distract from how shit your financial products that "help young people" are
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We shouldn’t be governed by people who need to see therapists.
🚨 Democrat nominee for the upcoming TN07 special election Aftyn Behn condemns women who get married and start families-- saying it's the product of "deeply patriarchal structures": "My therapist always asks me to transcribe my dreams and the recurring dream I've had is standing
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You’re a 4 trillion company, not AMC, what is this
We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater
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OP actually comes to the exact conclusion I described when talking about onion futures all those years ago — how the commodity can't exist in the securitized market because of a rule. Does the vault really exist?
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see also:
The US tax code is designed in a pretty brilliant way around inheritance. You literally cannot be a billionaire unless you are perpetually invested — it's the most leveraged existence. The tax gets far, far too prohibitive if you are ever liquid, you'll lose most of it.
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Friendly reminder that everyone is a lot more cash poor than you think
Mr beast will definitely be a billionaire, but that’s what regular people don’t understand. A “billion” is an illiquid valuation, which is why Supermax athlete salaries are deleterious leverage scenarios. You have to pull half a bill out of thin air just to sign a player! It’s
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Gee, I wonder if anyone has analyzed this concept of "liquidity"
one of my superstitions is that "billionaires" don't exist. any attempt by a so-called "billionaire" to liquidate their holdings would fail to produce a billion dollars in cash.
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It's pretty clear across the board that the pressure to produce something out of Capex has amplified heavily. You can only put out so many 10 year projections...
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It’s like, the universal rule of boomer investment firms interpreting management, as soon as you start a spat with short sellers, people think something’s up. Especially into EOY tax harvesting too…
The single most bearish thing to happen to NVDA in the last 2 weeks was that they felt the need for some reason to write a memo to sell side analysts about inventory and AR
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Memed into reality? Don’t reply to blog posts with sell side research memos…
Getting a >$4T company to respond to your bear thesis by sending a memo to WS sell side analysts (but not shareholders) gotta hit hard for Burry. He clearly struck a nerve somewhere within $NVDA for them to react like this. Weird stuff haha.
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Getting a >$4T company to respond to your bear thesis by sending a memo to WS sell side analysts (but not shareholders) gotta hit hard for Burry. He clearly struck a nerve somewhere within $NVDA for them to react like this. Weird stuff haha.
Nvidia emailed a memo to Wall Street sell side analysts to push back on my arguments. I stand by my analysis. Obviously, the full analysis does not fit in a tweet. I will release on my timeline. The first post in The Heretic’s Guide to AI’s Stars “Supply-Side Gluttony” is up
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In terms of maximizing earning potential, tbh, I've probably captured ~15% of what has been offered or been available. This will change, but it only means my network gets better, and, consequently, so does my work
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