Spekulatius

I guess you can just throw “AI kills this business” on the wall without much substance nowadays and then it’s on the business owners / investors to refute a claim. Which is hard to do because there is no substance in the thesis to begin with , so how do you even begin? Its quite something.

So Bessent needs to get fired now. It seem like his claim listing 2 primary residences is actually false while look did it correctly. Should we ask for a review of the treasury now? That’s the least that needs be done .

I just found Jeremiah Johnson on Tubi and watched it and then I saw the news that he passed away. RIP Robert Redford https://www.imdb.com/title/tt0068762/

Bought a little more of $LSEG/ $LNSTY, $BRO, $FI, $PYPL

The weakness in $PYPL is a bit perplexing since the last quarterly results were decent and they buy back shares like a real cannibal. I added a few more shares today. It does seem like the entire Fintech sector is weak lately, so maybe $PYPL just moves along here.

Yes $BRO and $AJG are similarly valued. Is stick with $BRO for now since I own some and don’t see an advantage buying $AJG over $BRO right now. $BRO is a bit depressed from the secondary to finance the equity portion of the aqusition.

Also added a bit of $FI, $ACN and a small starter in $FDS.

I think it’s clear to everyone that the allegation regarding Cook was a political play from Trump to get his way with the Federal reserve. Same than with the Fed renovation.

You could be right. Nihilism is probably more descriptive of this person than the right/ left classification ( which appears pretty moot to me in this context). There are some really twisted thoughts and subcultures out there which can be described as mental illness. I guess that’s how you get from furry memes and green frogs to killing someone.

RYAN looks interesting but I don’t like the LP/ tax receivable structure. Bought a few more $BRO shares instead today.

Adding a bit more $BRO here.

I don’t know who this kid is posting on TT but he is probably closer to the truth than most commentators. Tyler Robinson belonged to a group that call themselves Groyper apparently which is an alt right group that is probably best described as nihilist. Also, Kirk it seems to me ran demagogy as a business. How do you explain him proposing public executions and reconcile this with traditional Christian world views? Even his wife after his death is basically fanning flames here “they don’t know what they unleashed “. Sounds like demagogy to me. Who is “they”? What we are seeing here is a fracturing society fanned by various forces and now a president who is as divisive as he possibly can be. There are subcultures through social media and other reasons become quietly or not so quietly radicalized and nihilist for the lack of a better term. When he push nihilism to the extreme than indeed a murder become the same thing than a shitpost which is the point above poster is making. Sadly, if true, my guess is that we will see more of this happening.

What nonsense is this - ICE is totally out of control.

I may not give it justice and read only a few excerpts but found Mungers book a bit unstructured and insufferable and preachy. Cialdini’s book seems like a great one and it’s on my list.

I doubt the cavemen knew about recessive and dominant genes. When you look at the progress made in breeding plants and animals since Mendel published his findings and before you may find a hockey stick chart. Of course it was not Mendel alone, there were scientists before him and after him. Fundamental breakthroughs matters as luck and chance is much slower than systematic deduction and experimentation.

Why do you think it matters ? The fellow grow up in Trumper environment , somehow became extremist without having clear cut political views. And then decided to shoot Kirk because he “doesn’t like the guy”. Upthread MSM and all sort of things gets blamed, but my guess is people at his age don’t really consume MSM at all. Everyone has an answer but nobody has a clue. Background checks for weapon possession would do very little as he had no blemishes on his background checks. Best I can tell he was piggybacking on the Trump shooter as the case looks eerily similar. I don’t really think we can learn anything from this nor prevent similar crimes from happening in the future.

Psychology may be more usefully than any other liberal arts degree for investing. Thinking fast and also from Kahnemann is a must read for everyone interested in investing.

Actually, if you really want to know why this incident deserves more attention, check the full video that was released and in particular the aftermath. There were half a dozen of people on this train wagon while the. murder happened who all happened to look way or pretended to see nothing and scrolled on their phone. two guys carefully stepped around the blood spots on the floor. Perhaps better not to watch it if you want to keep your faith in humans. I don’t know what I would have done either. You can make whatever you want into this - a dangerous criminal who should not be out there, DEI (not sure what it has to do with it but have at it), or a public murder in a commuter train (which I have used myself on occasion). For me, the part of the story that is most relevant that this fellow can murder a woman in a train and the people around do nothing and keep looking away or at their phones. No politics, just apathy.

Crime rate were so much higher overall in the 60’s and 70’s that I don’t get how anyone would want to have those “good times” back. Thats even discounting the Vietnam war debacle.

I think you are wrong about religion. America was not designed as a religious state- the founding father were very smart and ahead of their time on this matter. Religion has nothing to do with WW2 either as the Nazis readily enlisted religion for their cause. I think religion had justification to create a legitimacy and foundation for nation but that was 1500 years ago. In the medieval ages relation started act as break and human progress ever since and I think we would be better off without them altogether. I’d we had abandoned religion around 1000 AD altogether, there had been much less wars and I think humans would be 100-200 years more technologically advanced than we are now.

Well to win over the daughter , you have to go through the mother first, although I never thought in such literal terms.

This should not have been a surprise if you follow Argentina politics. he has been mired in corruption scandal regarding his sister who runs the disability agency and also his campaign. It is not great idea to put relatives in government roles on the first place and this one and this one ay cost him. Also shooting the messenger (he fired the attorney who disclosed this issue in secret (?) recording instead of his sister won’t help either.

Very solid results from Robertet ($RBT.PA) https://www.actusnews.com/fr/telechargement/robertet/2025/09/11/open/93926-250910-robertet-communique-de-presse-resultats-semestriels-2025-v8_eng.pdf

Since I live in Charlotte - this has gotten pretty decent media coverage locally. Why do you have think a single murder deserves national coverage? Murders do occur every day.

Department of war. A boat in the Caribbean here, a couple of bombs on Iran- what could go wrong? I am getting Roland the Thompson Gunner vibes here: