Category: Uncategorized
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Elon
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“The norm is not the average”
S&P 500 PE ratio above 23 historically resulted in 2-2% annualized returns over 10 years, with current PE ratio at 24, indicating low expected returns for the next decade.Oaktree Capital has consistently invested in high-yield bonds for 47 years, achieving 7-8% yields comparable to 10% S&P 500 returns, but taxes reduce after-tax returns to 4-7%.…
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Copy Exact
This is a technical documentary exploring the immense, unseen engineering challenges of TSMC’s effort to build its new fabrication plant in Arizona.
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Big JamieD
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War
Strategic Operations 🎯Israel’s Air Force achieved unprecedented success in controlling Iranian airspace, surpassing IDF expectations and leading to a historic declaration of war comparable to the Six Days War. 🔍Israeli intelligence, led by General Schlomi Binder, obtained a treasure trove of intelligence on Iran’s plans, including actual blueprints for weapons and strategies to destroy Israel. 🧠The IDF’s psychological warfare and deception tactics, including planting the…
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Rating Western Thinkers: A Letter From the Editor (and ChatGPT)
Power, Liberty, and Markets in Political Thought and Outcomes Throughout history, political and economic debates have revolved around the distribution of power and money. These debates can be organized along a philosophical spectrum ranging from Machiavelli and Tocqueville (0), who emphasize virtue, realism, and institutional control, to Locke and Adam Smith (100), who champion individual…
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Building Costs
Matt is joined by two experts from Zonda (a leading housing data and insights company), Matt & Todd, to discuss how global tariffs are expected to raise material costs by up to 9%, even for companies that don’t directly import goods. The conversation covers how these pressures are reshuffling market share among building product brands,…
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Mid Air Collision in DC
All around tragedy. Very sad. update
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Is China Really Imploding?
Peter Zeihan has predicted China will collapse as a political entity within a decade or two, possibly as early as 2050. Joeri Schasfoort argues that the predictions are not based on solid arguments but are purely sensationalist meant to get views. The video addresses Mr. Zeihan’s arguments regarding China’s economic decline and highlights the importance…
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WAR
RFK Jr. questions America’s involvement and financing of the war against Russia in Ukraine, suggesting that America “wants” the war. He believes that Europe should take responsibility for defending their continent before seeking US involvement. RFK Jr. criticizes Joe Biden for vetoing Poland’s request for fighter jets and argues that Russia tried to sign peace…