this is the way.
After many, many years of presuming good faith, I’m finding myself increasingly drawn to a Konmari curation policy: if the prospect of further interaction with a commentator does not spark joy, regardless of whether they are benign intent, block/mute and move on with life.
China’s luxury landscape is shifting as local premium brands surge while Western houses struggle. Bernard Arnault’s recent visits to rising Chinese labels like Songmont and Laopu Gold underscored the trend: domestic players are gaining momentum through cultural storytelling,…
This is going to ruffle some feathers, but… Real turkey knowers understand that you should never get a turkey >15 lbs Once you get bigger than that, it’s too unnatural. It doesn’t cook right. Instead of the 20+ lb monster, try two 12s this year: double the skin, double the…
Thank you for following! The mission to promote capybara continues!
If I had subscribed to @Jukanlosreve a few days earlier I would be up an extra five figures today. No brainer, +EV move to pay for information.
Short intro for the ~500 new followers - Hi. In April, I took a break from a >10 year career investigating everything from the 1MDB scandal, to Nordic AML failures, to massive industrial accidents. I started having success looking into Singaporean microcaps and was encouraged…
Stf fits squarely in the small following, Japanese pfp account category that generates alpha. Also recommend @capytalmgmt
I guess you would love to follow me if you checked my publication date on article below and price return afterwards substack.com/@stfbutnou?r=4…
This talk of 50-year mortgages is vaguely reminiscent of 1980s bubble economy era Japan with its then infamous multi-generational mortgages. At the same time, the pervading cultural discourse remains one that echoes the later lost decades era.
No. Nyan gonna quickly explain Enron and explain why this is most likely just a financial engineering from $META The funny thing about fraud is that people assume that they are smart enough to detect it. Thats what makes them the MOST susceptible to fraud. Ask Nyan how he…
🦔Meta is hiding $30 billion in AI infrastructure debt off its balance sheet using special purpose vehicles, echoing the financial engineering that triggered Enron's collapse and the 2008 mortgage crisis. Morgan Stanley estimates tech firms will need $800 billion from private…
Thought I'd provide a field report from my week in Bangkok. I spoke with factory owners, a car part manufacturer, the founder of a healthcare conglomerate, and an analyst who used to cover industrial property developers. 🧵
“The economy is on the brink of utter collapse” - you may be right that Thailand has issues but it reminds me of the talk about US stocks in 2010, around the time of the double dip recession.
Fast Fitness Japan (7092) pitched at 1350 yen, up over +50% now! @katakana_kurisu @CompaCompu You're welcome, but you guys have yourselves to thank for having the patience to ride this one out! To see why you should be subscribed to me, read the full stock pitch for free on the…
Eww a Canadian stock, I want a JP stock. Okay, here you go: Fast Fitness Japan (7092-TYO) Undervalued fitness club business in Japan that exhibits superior business economics and product market fit than most of its competitors. Trades below comps while having one of the…
The algorithm in X shall ban posts that are repeated over a dozen times or so. A kill switch of sorts. To post the same stupid stuff is a waste of time for all.
This is how everyone who is incredibly bearish on AI will look like in 5-10 years
Survival Update: after successfully failing as a portfolio manager, I have been forced to promote myself once again. I also promoted our head of fixed income.
Companies providing LLM services are progressing down the beaten path as with the white-label manufacturing of other physical products? @teortaxesTex
This week, two U.S. coding assistants—Cursor and Windsurf—were caught running on Chinese foundation models. Cursor’s “Composer” speaks Chinese when it thinks. Windsurf’s “SWE-1.5” traces back to Zhipu AI’s GLM. The real story here isn’t deception. Training foundation models from…
One of the reasons why I keep building and pumping my shoddy side project here is that people are actually posting high quality ideas and discussions. Come join @plasticnewt3 to discuss a Japanese legal tech SaaS co, here: ticker-notes.com/viewer?root=01…
Welp. Looks like Merridew was right. Again.
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