Outdoors
@mikeg1872
Investor and Hiker.
Was dir gefallen könnte
Grandad, you’ve been investing in individual stocks for nearly five decades now. You must have destroyed the S&P!
I get Bitcoin, but not U.S. dollar stablecoins. If you're going to introduce a third party custodian, why settle for a token backed by a flawed fiat currency like the dollar, when you can own one backed by gold? You get the same liquidity, but you also get a real store of value.
A list of quality businesses:
The fastest way to disincentivize building it in the USA by foreign entities. Your capital isn’t welcome here.
*LUTNICK: TARIFF WILL APPLY TO FOREIGN CAR MAKERS BUILDING CARS IN U.S. 🤣🤣🤣
Geoffrey Hinton warns that if superintelligence is built, it will be so vastly smarter than humans that we won’t even understand what it’s doing — much like offering candy to children to get them to unknowingly surrender control. He believes that once a superintelligence…
CNBC: If a company were to say we're raising prices because of tariffs, is that a hostile act? LUTNICK: I think if you go out of your way to try to make it seem like your price has changed when it's nonsense. A 10% tariff is not going to change virtually any price.
Trump has made all of us 20% poorer
it's kind of surreal. from “learn to code” to “even coders are obsolete” in days, if i am not wrong. Barack Obama is now joining the choir of ai commentators — not just talking about job loss, but something deeper: the erosion of meaning when machines replicate not just labor…
Barack Obama says AI isn't just disrupting coders -- it’s disrupting meaning “Already, AI can code better than 60–70% of programmers. A lot of that work is going to go away.” When high-skill work is automated, it's not just the experts who need to adapt. Where does purpose come…
A valuation chart based on the PS ratio relative to analysts' revenue growth forecasts for 2025. Trading at a premium: $SHOP, $META. Fairly valued: $GLBE $PINS $AMZN $CART $ETSY $JMIA Trading below average valuation: $BIGC $CVNA $SE $MELI $CPNG.
youtube.com
YouTube
Tariffs on generic drugs will cause companies to stop making them:...
After Pres. Trump exempts tech like phones, computers and chips from new tariffs, Commerce Sec. Howard Lutnick tells @JonKarl they will be included in semiconductor tariffs to be released in coming months. “This is not a permanent sort of exemption.” abcnews.link/tHCEJjA
Eric Schmidt says intelligence is about to decouple from us. “The computers are now doing self-improvement.. They don’t have to listen to us anymore.” Within six years: a mind smarter than the sum of humans -- scaled, recursive, free. We have no language for what’s coming.
Despite all the economic risks, forward profit margins — calculated by dividing expected earnings by expected sales — stand near record-high levels.
Hopefully this will change by next year, but hope is not an investment strategy
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