Jurgis

People have been saying this about CA for last 20 years or longer.

New members are already paywalled as Sanjeev posted on So opinions that paywall would decrease quality/quantity of postings are independent of the additional (?) no-ads paywall. There is a paywall already.

Is there a way to make/mark the thread unread? This was available in the old site, but I don't see it in the new site.

There have been some claims that mRNA-based vaccines may be more effective against new virus variants. Not sure how reliable these claims are.

I always say I'm Can-eh-dian! :-*

You should not generalize across Europe. In Lithuania anyone above 70 can get vaccine already and possibly even above 65. To be fair, Lithuania is still way behind US.

Camel might work better.

If China takes over, bitcoin is not going to save you. CCP is gonna nuke bitcoin as soon as yuan is the reserve currency. You cannot position yourself for global (civil) wars. Well, you can move to New Zealand, but even they will be affected ultimately. On the positive side, most likely nothing disastrous will happen in the next 10 years. And anyone who tells you that they can predict what will happen after 10 years is selling you pipe dreams. © Philip Tetlock Actually Tetlock said "5 years", but I'm gonna be generous. This message is likely going to self destruct in ...

So now you are introducing another (human?) actor into each write of weather station data. Did you consider the cost of this? Did you consider delay? I thought you wanted a real-time weather data. Now you are delaying it. Even if you are suggesting automated verification on write, it still delays the write. Also who is going to do the verification? And how is that different from centralized validation/verification that could use a regular DB and does not require blockchain? I understand that this could work in other domains perhaps. IMO your example with weather stations is not a good one though. Weather domain is not risky enough to be concerned about double writes, erroneous writes, etc. Errors are expected and anyone using data usually cleans the data on input. Yeah, that's unneeded overhead, cleaning on write is better if done well. I don't know if there's already clean-on-write for this data. Also, yeah, there is some reflexivity with blockchain solutions. People/companies/institutions may implement things using blockchain just because it's sexy and on the wave and therefore they have enthusiasm and possibly budget while implementing using DBs would be boring/no-enthusiasm/no-budget. In this respect weather station example might be good: NOAA probably has limited budget to provide free, validated, real-time weather data. If some organizations got the sexy/enthusiasm/some-money bug, they might be able to push through blockchain solution while they would not be able to push through regular DB solution. Maybe. So I would not be surprised to see some blockchain "successes" just because of that. ::) Edit: OK, I'm nitpicking here... but then the weather forecaster's DB can be borked... ;D They should be prohibited from reading blockchain data into non-blockchain DB. ;)

I get what you're saying for the rest of it, but I'm not quite sure how this applies. Wouldn't it have a much slower processing time than almost any other database structure in existence? Like, if you can't really consider a record committed until 51% agree on the record, doesn't that in effect make it a very slow database? Or am I missing something? But you really need that 51% agreement, since those weather station guys might decide to double commit or double spend their weather station data! That would be a weather prediction disaster! ::) Never mind that anyone doing weather predictions already gets all the data in pretty much real-time without borkchain.

A potential win/not-lose aspect is that: "One pill every two weeks fights diabetes, cancers, heart failure, and 18 other diseases". :) Covid-19 was recently added to this list. Isn't there an analytical risk here? Disclosure 1: over the years, i've had to periodically participate in committees which had to decide if the single payer should pay for certain propositions (there was typically a few participants whose main line of argument was: what is there to lose? a similar line of argument is used now to justify the 2T fiscal shot in the arm). Apologies: i tend to focus (too much?) on second and other higher order effects (the 'unseen' ones). Disclosure 2: i'm in the process of being enrolled in a study (based on strong foundations) which will follow people at relatively high risk to be exposed and to contract covid over the next few months. One arm of the study will receive vitamin D supplementation and the other arm will get a placebo. (i may receive a placebo but will watch for the side effects; you must be aware that the placebo group will also report side effects?) Should I tell you that high vitamin D can cause (? ) (is linked to?) kidney stone problems? Now that I told you this, watch out for kidney stones in placebo group... ::)

The book is written by someone who posts on CoBF - and at least some of you may know him. 8)

TIKR 8)

TIKR: www.tikr.com

OK, I am going to get a lot of flak for this, but I prefer investor/manager who is looking at the present and future and not waxes nostalgic about deals he did 50 or 70 years ago and people he worked with at the time. Yeah, it's all nice and grand and maybe even interesting in general. But Berkshire is a business and shareholders letter should be about the current and future state of affairs. OK, maybe Buffett does not want to tip his hand and talk about the future. How about talking about 2020 then? There's a number of things he did or did not do that get zero mention in the letter. ::)

KJP, most of what you said is correct. 8)

This movie has special meaning to me (not because of healthcare). i hope you like it. Just in case it's not said, it's a sequel to a movie called The Decline of the American Empire. (not joking) 8) Yes, we liked it. Started a discussion afterwards. Will watch "The Decline of the American Empire" sometime soon.

"The Legend of Cocaine Island" ( https://www.imdb.com/title/tt8106596/?ref_=rt_li_tt ) - It's about investing. Really. 8) Just started watching "The Barbarian Invasions" ( https://www.imdb.com/title/tt0338135/?ref_=nv_sr_srsg_0 ) - can't go into politics here, but it's about our Canadian friends' healthcare system 8) "The Trial of the Chicago 7" ( https://www.imdb.com/title/tt1070874/?ref_=rt_li_tt ) - peace bros!

OMG the questions... ::)

Donate for St. Jude's hospital, win a seat on Space X space trip: https://www.prizeo.com/campaigns/l/inspiration4 I donated. Maybe I shouldn't advertise this so that my chances to win would be higher, but screw it. Charity is more important. 8) If you donate and win, can we has a dinner/beer/something after the trip? 8)

Yea, I don't see how any lawsuit is successful against him. 1.) He's a Legend. and 2.) This whole episode is just entertaining to watch unfold. Your honor, I am not a cat and the defendant is a Legend. Case dismissed!

I think you misunderstand US legal system (IANAL LOLZ though). House is not in the business of suing people based or not based on the hearings. There are other governmental or non-governmental organizations that can sue him. In fact, there is already a class-action lawsuit against him and his employer from people who lost money on GME. Finally, pretty much anyone can sue anyone in US. This does not mean that the lawsuit will be successful. IANAL again.

8.6bb investment in Verizon. $4bb in Chevron. That doesn't seem like as good a use of capital as doing buybacks to me. Exactly my sentiment. If I was told I had to choose between owning BRK or VZ+CVX it is not a hard decision. +1

Capitalism works or maybe Screw-it-there's-no-point-to-invest-TSMC-is-gonna-eat-our-lunch-and-make-all-our-chips-anyway-fck-R&D-hire-McKinsey-for-financial-engineering really works

Serious question, if you feel you have no 'edge' (which is a quantitative concept i.e., better odds than average), why are you picking stocks at all? There would be no point. Because people are overoptimistic about their abilities and therefore they think they have an edge when they really don't. ....... On the other hand, as someone has already mentioned, Kelly's does not really capture the time dimension. A good/great business may be "efficiently valued" for today, but still provide a good/great return if held long time. Market often undervalues (not "always" like Gorilla Game claimed, but "often") undervalues long term compounders.