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User ID: 4089

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1 follower   follows 0 users   joined 2025 December 16 18:23:20 UTC

					

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User ID: 4089

I don’t think extension risks is the main reason it’s down. I doubt those assumptions have changed much. It’s just rates higher leads to lower price.

The big issue with this product is if we would hit a crisis you won’t get big cap gains on QE again. Since then more people refinance. The benefit is you get higher yield. So if you wanted to bet on henta virus leading to lockdowns then you would prefer treasuries.

Sure. But I also think a little different in implying that their nuke plans had valid reasons. The issue is they played regional hegemon games and always floated nukes. If they had not played games but had nukes for security while geopolitically playing more like N Korea it would be fine. The combo is very bad for other players.

I guess I’m moderately bearish. Maybe a little sell in May correction. So I think I would wait for a 10% correction to deploy.

Some funds I’ve come across that could be of interests is David Orr’s Militia Capital. Does long and short. A lot of Japanese value. It’s corrected. Has had solid performance since inception. It’s a younger fund but I think you want managers in their prime. They do burn out. So he probably has 10 years. Also Gator Capital always interested me some for financials exposure. I think you can take 10-20% of exposures outsides of just beta products. Bonds also look like a reasonable risks reward at 5% on 30’s. So you can probably put $50k of your cash into them now. If shit would hit the fan they definitely provide a good hedge to other exposures now. If QE was needed again you could get a lot of cap gains there.

He’s still not made big mistakes of land wars. He’s kept his adventures limited. And Iran atleast has a fig leaf of geopolitically neutering China and not purely a let’s bring Democracy to the ME.

And still have hope that Trump pulls up a positive sum outcome with Iran that ends in diplomacy acceptable to both sides that benefits America by cutting China out of depending energy supplies.

Counter - They had a very real need for nuclear weapons. As a non-western nation in a western world having the can’t fuck with me card was viable.

Maybe they should have given up some other geopolitical aims that put them at odds with Israel but actually gotten nukes a long time ago.

IMO higher productivity doesn’t always lead to higher profits. Depends on pricing power. Shale oil has always been my favorite example for this.

I can’t tell which happened first from video. I personally think he was frightened but I may be wrong

Not sure what you’re trying to show? It matters if he was attacked in the moment which that doesn’t capture

There still isn’t a Singapore or Taiwan of Indian descent. Despite Indians probably outplaying Han Chinese in SV. They have succeeded at getting high ranking UK and US politicians plus a fairly large SV mafia. SV mafia may be bigger than English group (Musks, Thiel). That either implies a very small elite or a structural issue.

Not sure if it’s Trinidad but one of the big Indian areas in S America I believe was more lower class.

One thought experiment I’ve had is I think it would be very interesting if upper caste Indians found an island or maybe somewhere in S America and did like the Jews in creating Israel. HBD studies seem to show a large part of Indian population is very low IQ. I think it’s tough to manage a country like that. What could they create if like 20 million of the better caste Indians moved to Uruguay which has enough land and low population. What would they create in 50 years?

Neither Indians (caste system) nor Hispanics (white, black, Amerindian) fit into one group. Hispanic is like saying someone is American. It’s not an ethnicity.

I can’t tell from video how fast he was going before accelerating. It does appear more acceleration occurred after his car was hit.

The premeditation evidence was weak. I’ve probably posted the same thing about plowing when protestors surround my car.

https://youtube.com/watch?v=pVkD7c2D6H0&ra=m

He was clearly attacked before hitting anyone. The video angle changes makes it hard to pick up speed.

Am I reading you correctly? If your life is in danger by a mob let’s even say your family is in the car and they shoot at you that you would not accelerate to escape?

I don’t think he should get off completely for self-defense. Because a bat isn’t a gun. So even if he thought he was under attack he was wrong, but it should mitigate it. We can’t just let people claim self defense anytime their surrounded by a crowd at heated protests.

One interesting HBD thing here - from what I’ve read I believe Jews tend to have central/southern Italian DNA. I believe usually in the 40-50% range for the high human capital Ashkenazi. If Southerners really are dumber that implies a lot of modern evolution and selection of traits.

You are likely right it was decided wrong. And I did read some of the source. I’m not sure how much of it was decided wrong though but certainly seems like some of it was flawed.

Yes no one would read your post at this point. And I have no idea how you could tie it into something else.

Biblical translations are not the same thing as translating Spanish today. And it is one issue where discrepancies occur with Con Law today which is an interesting point. Bible was written in dead languages. And the translations are hundred of years even thousands of years later. It is in fact a hard translation with few source materials to really understand the earlier words. Con Law runs into this issue as English vernacular has changed over 250 years, but I assume far less than a bible translation. I would think if someone is translating Game of Thrones into Spanish the meaning of the words would not change that much. They wouldn’t be identical translations. Some translators are better poets and would make the story more enjoyable to read in Spanish. But for the most part meaning should not differ between translators.

  1. I guarantee there is a universe where you say they are allowed to accelerate. One in which a mob of people attack your car and it’s either blast thru or die.
  2. Video does show someone hitting his back bumper with like a pipe before he accelerated

This is one of those things from the great awakening that people just never knew.

Perhaps he should be guilty. Maybe it wasn’t enough of an attack to justify plowing. The case though wasn’t as clean cut as white supremacists plows thru crowd for no reason.

Personally I don’t see how they got reasonable doubt. No way to know what he thought was happening and sounded to me like he acted innocent after the incident.

I think at this point S Italy has been brain drained too much to recover like W Virginia and it’s primarily not a HBD situation for why it didn’t develop. Colonialism probably stunted the region until it was W Virginia’d.

Most Americans are Southern or Central and did highly assimilate. There is some residual higher criminality. And the Mafia was not a low IQ business. Bigger than US Steel had a great degree of complexity. It was basically an international trading firm in illegal goods, gambling (requires math), and extortion (this kind of low IQ). Mafia did require a great deal of complexity.

My gut says the explanation for why S. Italy failed is primarily colonialism while at the same time Italians were allowed to mass migrate.

W Virginia scores poorly on demographically adjusted school performance. My gut says this does not mean West Virginia has bad public schools. I would probably prefer to send my children to a WV public school than a Chicago public school. But like 90% of the top 50% of WV population has emigrated elsewhere. This is think is also true comparing Florida Hispanic performance to California Hispanic performance. Florida is filled with upper class white people who came legally. Cali is filled with Aztec Hispanics who came illegally.

In this case Vaping is illegal in a lot of places. Chicago they are fairly hard to buy and when I’ve bought one I believe it was illegally.

I have no problem with people doing things in good faith but being wrong. That will happen. Judging by the article shared today I do not believe she is a good faith writer.

Small things definitely need to count for morality. The commons depend on a lot of people doing small things morally. Like not littering. Not stealing $5 items at Whole Foods. Small theft adds up to a percentage of shrinkage which then makes everyone else pay more.

I think you are still giving lower standing to my words than they deserve. You are trying to apply mistake theory. That there is a logically mistake or lack of empathy.

Just because two arguments have the same structure does not mean both are wrong. Or that in the case of a culture war either side is wrong. As the old saying goes politics is downstream of culture. Culture does have a big effect on a society or civilization. I saw an interesting chart the other day on Twitter and it showed America being 3 civilizations in a 100 years - Orthodox Jews, Amish, and Latter Day Saints. That is what happens under the current dominant culture. An entire civilization will basically be wiped out due to homosexuality and the collapse in tfr.

When culture has consequences it is not mistake theory. Its is conflict theory. So yes I believe in the common good which means my disagreements with the other side are not mistake theory. It’s conflict. Conflict happens. It is not a bad thing.

How is this case any different than the guy who got life in the United the Right accident. People protesting, chaos, scuffle followed by a dead guy.

The one who plays for the right team gets a month in prison. The one who plays for the wrong team gets life.

  • maybe they are truly different but it’s clear in that case his car was struck before he accelerated -

She wrote an article that vaping is poison. If she wrote the article with the same journalistic integrity as this article then I believe it’s fair some of the deaths fall on her.

If you shit on the commons then when the commons are bad you have some responsibility for the commons being bad. Her culpability though would depend in my view significantly on her intent. Did she write the article wanting click-baity outrage porn that was poorly sourced or did she write the article believing she was informing the public.

I would put writing an article that has direct correlation to people smoking more cigarettes as a very shitty thing to do if the article on vaping was poorly sourced. It would have a very logical path to people die more of lung cancer.

I am more referencing how do they sleep at night. To write an article that misinforms to this extent (unless she really does have quality off-record research).

  1. I need food. I am writer. So I write the (badly sourced) article
  2. Trump is bad so even writing false thing is a good
  3. Somehow true believer.

This article on Puerto Rico seemed written by a lawyer to say bad things about Trump without crossing a line that would be defamation

It’s possible all the “anonymous” sources are being done in good faith……..but it’s also how we spent 10 years in the Iraq War. It was the exact strategy he would do go on the MSM selling the WMD for war. It’s still essentially toilet paper because liers user this tactic too.

So this author is an even worse person than I first imagined. Vapes are banned in a lot of places because of a morally panic on popcorn lung. Twitter is telling me they are banned in 60 countries. Let’s just say she contributed a part to causing a ton of lung cancer deaths.

Also a lot of people generally still believe vaping is bad for lung health. It might be worse than no smoker but it’s almost certainly less than 10% as bad as cigarettes.

I would also be curious what gets journalist to write things like these articles. You can read the article and by her own language realize she is writing in a specific style that she knows she doesn’t have the goods. But still rights the article anyway. Is it just needing a paycheck?

Wasn’t Dred Scott correctly decided? Their listed in constitution as property?

If Democrat and Republican Law is different then we have a Senate. If liberal and conservative are different then we have a Senate. It needs to just be words on paper. Like if I am reading a Spanish author and give the book to 10 translators they basically give me the same English text.

What’s the case here? I don’t see any source in the entire article. And “massive”? I’m seeing 5k prison votes total which apparently the margin was 30k votes?

The drugs are probably just an easier case.