Spekulatius

Painful read. Ouch! https://www.cnn.com/2025/08/27/us/alaska-f-35-crash-accident-report-hnk-ml

15% of NVDA revenue in China yay or nay? Just a bit sloppy perhaps?

Average Joe in Turkey could buy property or stocks which also more then held their value in USD.

How is NNDXF up 10? I see about 33% which is nano cap is not much.

Firing anyone anywhere that Trump does not “trust” is not consistent within the constitution or the principle of division of power and would basically mean absolute power. If Trump manages to push the envelope as far as he wants, we do a have an autocracy that is just as bad as China. https://podcasts.apple.com/us/podcast/odd-lots/id1056200096?i=1000723625955

Bought a chunk more $SW.PA (Sodexo)

Looks and sounds like a North a Korea:

Bill Pulte also took a $50k PPP loan. Interesting folks talking the moral high ground.

This was easy to foresee. Look at any company that can’t say no and the government can get an equity piece. Invest or should I say divest accordingly.

$ELV - tax loss sales in my taxable account (reduced position by selling shares either the highest cost basis ). I added at end of July so still more than enough.

Stablecoin are like Eurodollars. They are derivatives of the USD but not controlled by the Fed. Formerly, Eurodollars were only available to institutions, now they are available for everyone. Since they are weakly regulated (per Genius Act ), I also would expect some blowups here and there. The fees are high though, because they offer no interest, which is captured by the issuers. So compared to money market funds, you lose 4% a year.

I think AI will do to critical thinking the same thing that social media did to human interactions.

Reducing $VNT and $ADM. Both worked fairly well.

Zohran is ahead because all the other candidates are compromised and look totally Tao totally like spent forces and discredited. Eric Adams is mired in corruption, plain and simple. Cuomo looks and talks like a James Bond villain. It is interesting that he calls Zohran “rich” because he makes $200K with his wife and lives in $2K rent controlled apartment while he himself married into the Kennedy clan and rents a place for $8K. I would bet that this accusation is going to lose him even more votes. Candidates like Zohran can win, because the establishment candidates are deeply flawed. Same way we got someone like Trump as president.

He is dump or thinks the people are dump. Maybe both.

$BRO long thesis in VIC just popped up for the 90 day peons: https://valueinvestorsclub.com/idea/BROWN_andamp%3B_BROWN_INC/6885860910 Nothing new here but I agree it’s reasonably valued.

No, I have not and probably won’t. I do enjoy music a lot and make it a point to go to local gigs in coffee shops and brewpubs here. I have a wide interest from rock (all flavors), pop, Indy sometimes classical music, Americana , folks, blues and try to find new things on apple music or YouTube. The only styles I never could connect with are Hip hop and rap and related styles. I can read notes and learned to play piano but that was a long time ago and have not played for at least a decade. My son is a natural and does pretty well on piano, keyboard and now saxophone in the college jazz band.

This is a bad example. Keynes as a life long learner. He wrote his “The General Theory of Employment ,Interest and Money” in 1936 , 7 years after the crash where he lost most of his money along with many others. His book is in large part how the Great Depression could have been avoided He also did later very well with pension funds he managed. He was not just an academic, he also was a practitioner. he is probably the greatest economist of all time and he was I some way a generalist as he understood how economics is related to politics and vice versa.

I do not think liberal Art degrees are useless, but it is way easier for an engineer or scientist to understand any social science than for an liberal art major to understand science. I studied physics back then and took some courses in marketing (Kotler etc) and it just seemed me that the material is so easy and straightforward that it’s almost self evident. Of course boing a good marketer is probably and artisan itself in way and just the the material will not get you to be good one. I have dabbled in history , marketing, economics and other topics of interest over time and I think the main thing you should learn in College is how to how and teach yourself and become knowledgeable in new fields, as well as critical thinking’s. That’s why computer science is a bit of an iffy field to me, because so much of what taught there has a short shelf life. So unless you learn to learn also, you might end up with knowledge that is obsolete in 5-10 years.

There is plenty of good content on Netflix. You can keep you family entertained with Netflix only (includes kids). Current favorites that I am watching right now are Wedneday and Sandman (Sandman’s 3 rd season is not as good the S1+2 , but still decent). The big advantage of Netflix is that everything that all the other ado eventually comes to them.

Since polls have been brought up, Trumps approval rating don’t look that hot -38% overall. Sharpest drop is Trump voters aged 18-34. https://www.pewresearch.org/politics/2025/08/14/trumps-job-approval-and-views-of-his-personal-traits/ I think they may have come to realize that the BBB does nothing for them.

Multidisciplinary is only helpful if you are really good at something already. There is no value in being at mediocre at many things. Also Art majors don't make the big bucks either. Sure, some be some but many end up as underemployed baristas. Engineers/scientists now working in AI can apparently make $100M pay packages just working for Zuck.

@John Hjorth Putin occupies a fleet of doppelgänger and they have sometimes. Used at domestic events . Putin is paranoid as heck too, so it makes sense. I think there is chance that the Put8n we saw in Alaska is indeed a Doppelgänger. if so, the FBI would know this, as they should have been able to take DNA samples, but they would most likely keep it a secret for obvious reasons. On the issue of gas, what is a gas station masquerading out of gas that out of gas? There have been ridicolous claims Russia is a superpower because they have so much energy? Well the have, but it seems they don’t have the mean to make use of it. Also watch the reports about the flamingo. It’s basically and updated V1 cruise missile with a jet engine and GPS. The 1 ton warhead is large enough to destroy industrial infrastructure and the readings beyond Moscow. if they can produce it in suffice quantities, it will do lot of damage Russias industrial complex and foremost energy infrastructure.

I think I would pass and I am almost 60:

He fired more than just this general , the Navy seal commander and a few other as well. A big purge. The German word for this is Gleichschaltung.