Cal
532 posts

Cal
@CalEscue
Great family. Great friends. Pursuing the dream. The good life, la pura vida. All comments are my own.
Chicago, IL Beigetreten Eylül 2012
862 Folgt182 Follower

This is a perfect illustration of how we perceive the Hormuz risk.
Everyone is seeing the avalanche coming, yet everyone thinks that somehow it is under control... it isn’t.
There is no plan. No alternative routes that can scale fast enough... Hormuz opened or closed is all that matters.
The current avalanche is so big and dangerous that markets think this will resolve quickly due to the heavy economic costs... it won’t.
One month in, we hear reports that this operation might take from a few weeks to six months, to years... the avalanche will hit much earlier
Within a few weeks:
- Taiwan runs out of LNG -> no AI
- Fertilizer supplies are getting decimated -> no food
- Japan, Europe, Australia run out of diesel
The only thing keeping markets afloat is an unreasonably high amount of hopium... once it's gone, expect a violent rerating
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The entire row is alllllll yours.
Welcome to United Relax Row, three adjacent United Economy seats with adjustable leg rests that can each be raised or lowered to create a cozy lie-flat space for stretching out...
You'll also get a mattress pad, blanket and two pillows. If you’re traveling with kids, a plushie too! United Relax Row will be available starting next year on more than 200 of our 787s and 777s, each with up to 12 of these brand-new rows.
united.com/Elevated
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@RussellVought9 experienced strategic sourcing leader in Cloud and AI if you are looking for support/ open roles with your new AI procurement directive!! Can send you a DM!
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@civeljahim @nntaleb His point, I reckon, is that he doesn't want to associate with the kind of person who regiments his life like this... treating something that should be done through intrinsic motivation (reading) like a homework assignment.
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If you don't get why, between 2019 and 2022, I turned down exactly 10 requests to be on his podcast, this will provide a succinct explanation.
Lex Fridman@lexfridman
I'm reading a book a week in 2023. Classics, sci-fi, nonfiction, or anything people highly recommend. I'll keep adjusting the list. Start on Monday, done by Sunday. Might make lowkey videos of takeaways. If you want to read along, the current list is here: lexfridman.com/reading-list
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@rachelerman @_emilywright_ @joysharonyi @kdombsadof @laurastevens Don’t you think you could’ve interviewed people remotely and save the emissions you put out into the environment? Did you think about an electric car? This seems like a fools errand for the sake of an article.
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Looking for your favorite summer weekend read?? I drove across the country and talked to people at gas stations in every state about how we are all coping with inflation. washingtonpost.com/business/inter… This was such a fun project by @_emilywright_ @joysharonyi @kdombsadof @laurastevens
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@wholemars @elonmusk Ah does the tennis hall trick still work? For sensing pressure?
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@MrJamesMay Are you turning into @RichardHammond. What has he done to you? @JeremyClarkson tell me you’re not taking up golf now too?
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@rachjuramirez @nmeyersohn Cans of Arizona ice tea will remain, as per the last 20 years, at $0.99
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Dollar Tree will soon be $1.25 tree.
The company announced it will raise prices from $1 to $1.25 on the majority of its products by the first quarter of 2022. @nmeyersohn reports. cnn.com/2021/11/23/inv…
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This 100% describes my coffee purchases. Worth it. Get what I want. How I want.
Douglas A. Boneparth@dougboneparth
With all the money I’ve saved making coffee at home, I can now afford to make more expensive coffee at home.
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