San Francisco Peace Treaty "illegal and invalid". Taiwan is fucked. Basically "disputed territory", well the entirety of Asia is, especially Japan, but whatever. Why would China do this?
my god, someone finally said it. turbonormies on life support.
I met with Peter Thiel once
I pitched him on a system to detect trends
he told me it wasn't interesting because by the time a trend is in place, it means that it's likely overvalued
I thought I learned a lost then he top blasted all his previous investments and turbo printed
this was probably the first time I internalized that powerful people have no real reason to tell you the truth behind their process. you can just say things. You can show up to Market Wizards and fabricate your entire process and nobody will know.
all rhetoric is just a methodology to reach an objective, especially with the powerful, there is zero truth value
applies to many areas of life
TruthCels will read Warren Buffet's newsletter and buy value stocks and underperform for decades while Buffett full ports AAPL at 26x earnings and sells the highs
everything you think you've learned from people is probably just some sht they said in the moment, either to give them a compliance benefit. cheapen a deal. meme a founder into doing something. who knows
you certainly don't. I certainly don't. the only data worth anything is first party study / collection
spent the entire day studying the tariffs system under various corp structures, tldr you can optimize but only through "first sale" duty rules while respecting arms-length transfer pricing. you're looking at possibly 2-5% tariff depending on operational profit on the US entity
went yesterday to the mall on a Tuesday morning, full to the brim with people, average speed to get there 13km/h due to heavy traffic. I really think people are no longer working and that's why they are so obsessed with remote work
not even $5m is enough to never have to work, especially when you're under 50 years old.
