CarryOnLuving

@StockSavvyShay Market cap of Indian stock market is more than India's GDP. You can't compare market cap to GDP.

$GOOGL market cap is now larger than India’s GDP: • Google: $4.2T • India: $4.1T

@UziCryptoo Real estate assets are treated as a different investment than financial assets. There are significant tax breaks for mortgage financing and resale of property that don't exist for financial assets. On flip side, there is property tax, while no wealth tax for financial assets.

My home is paid off. My wife & I allegedly own it FREE & CLEAR. But today we got a bill for property taxes. If we don't pay it, ARMED MEN will come & take it from us & then cage me until I pay them MY MONEY. So do I own it? Am I really free? I already pay 35% income tax + easily another 15% taxes in: -Sales. -Gas & fuel. -Capital gains. -Plethora of other taxes. TAXATION IS THEFT. Property tax shouldn't exist.

@TexasCowgrl1111 US Government prints dollars and then taxes your home because it now costs more with dollar inflation!

Hypothetically…….. I’m being taxed on money I never made. Let that sink in. If I bought my property outright for $60,000 in 2009 Now the county says it’s worth $246,000. Did I sell it? No. Did I make a profit? No. Did I get a check for $246,000? No. But my taxes jumped like I did. That’s the problem. This isn’t income. This isn’t cash. This is a number someone decided on paper — and now I’m being billed for it. If my stock portfolio doubles, I don’t pay taxes until I sell. If my income doesn’t increase, I don’t magically owe more income tax. So why does owning a home work differently? Why am I being taxed on unrealized gains? A house isn’t just an investment — it’s where people live. And this system means you can do everything right, pay off your home, and still get squeezed harder every year because of a number you never turned into money. You don’t truly own something if you can be taxed out of it. This isn’t about “services” or “inflation.” It’s about being charged for value you never received. And people are starting to notice. This needs to be on everyone’s mind✔️

@exec_sum Sam Altman has navigated OpenAI through a world of naysayers - from Elon to OpenAI boardroom to now the CFO.

REPORT: Sam Altman is excluding CFO Sarah Friar from investor meetings after Friar internally voiced concerns about OpenAI's ability to IPO this year, per The Information

@wallstengine The fact that Sam Altman has no equity is huge advantage to OpenAI as he is not diluted with each capital raise. Dilution worries is what prevents management from growing through equity.

Leaked OpenAI cap table, via Forbes: > Microsoft turned $13B into $228.3B > SoftBank’s $64.6B check is worth about $99.3B > Nvidia investment is roughly flat > Sam Altman still shows NO equity > The OpenAI Foundation holds 25.8%, worth about $219.8B at a $0 cost basis

@SumitM_X VPs at investment banks perform roles and are paid at levels that are comparable or higher (specially in front office) to VP roles in many industries. Having worked at cross-section of industries, I have witnessed this first hand.

Do you know : Goldman Sachs has 12,000 Vice President (VP) around 30-40% of the firm's total workforce..

@TukiFromKL Bezos doesn't have $234B. Most of that number comes from his stake in Amazon, that is only worth money if the company is showing growing profits. Otherwise, his net worth comes crashing down along with all shareholders.

🚨 Bernie Sanders just said what everyone's thinking but nobody with money will say.. Jeff Bezos is worth $234 billion.. plans to replace 600,000 Amazon workers with robots.. and is raising $100 billion to buy factories and automate them.. he's not building jobs.. he's buying companies to delete them.. the same man whose workers pee in bottles because they can't take bathroom breaks is now spending $100 billion to make sure they don't need bathrooms at all.. and here's the question nobody's answering.. when 600,000 people lose their income.. who's buying from Amazon.. you can automate the workforce.. you can't automate the customer.

@financedystop Many MRI and Radiology labs quote you a price if you pay cash that is lower than the negotiated price they receive through insurance. Obviously!

@ramez Bigger homes and fewer children!!

Indoor living area per person has roughly tripled in the US since 1950.

Travis Kalanick, by founding Uber, stands as one of history's biggest job creators, enabling over 8.8 million active drivers and couriers by 2025 in 70+ countries. @travisk

@altcap Perhaps companies should be taxed proportional to Ebitda per US employee headcount. So highly profitable companies that generate low employment are taxed higher.

AI is deeply unpopular. According to Pew, sadly only 17% of Americans think AI will have a positive impact. In China, 83% believe AI will be positive. A token tax & political backlash is coming unless the narrative changes. 🇺🇸👀🧐

@shanaka86 $300B Brownsville Refinery investment is the projected long-term offset to America’s trade deficit once the 168k bpd plant is operating (tied to the 20-year U.S. shale offtake deal). Actual construction cost: ~$3–4 billion.

JUST IN: The United States has not built a new oil refinery in fifty years. Fifty. The last one broke ground when Nixon was president and oil cost $3 a barrel. Trump just announced a $300 billion deal to build one. The largest energy investment in American history. Port of Brownsville, Texas. Groundbreaking Q2 2026. Binding 20-year offtake agreement. Processing American shale crude. Thousands of jobs in South Texas. “The cleanest refinery in the world.” The lead investor is Indian. Reliance Industries, controlled by the Ambani family with a 50.39% promoter stake, operators of the Jamnagar complex in Gujarat, the largest single-site refinery on Earth, are the confirmed major foreign partner. Trump thanked them on Truth Social as “our partners in India, and their largest privately held Energy Company” for their “tremendous investment.” Now hold two facts simultaneously. India’s Reliance Industries is investing billions in an American refinery to process American shale oil for American energy dominance. India’s government, led by Modi, is simultaneously importing over 40% of its crude from Russia at war-discounted prices, rejected the US “permission” framing for a 30-day Russian oil waiver on 7th March (“India has never depended on permission from any country”), and continues buying Iranian crude via Chabahar port logistics. The same country. The same week. Building American energy independence with one hand. Buying Russian crude with the other. This is not hypocrisy. This is the Modi Doctrine operating at its highest expression. Multi-alignment means India does not choose sides. It chooses deals. QUAD membership for security. Russian crude for energy. Chabahar for Iranian access. Reliance capital for American refining. Israeli defence technology for military modernisation. Gulf remittances for 10 million workers. No formal alliance with any power. Maximum leverage with all of them. Every relationship is transactional. Every commitment is calibrated. Every contradiction serves a constituency. Trump needs the refinery because the Iran war just proved that 50 years without building one left America dependent on foreign refining capacity for products its own shale produces. The Strait of Hormuz did not just close oil transit. It closed the refined product supply chain that feeds American gasoline, diesel, jet fuel, and petrochemicals. Building domestic refining capacity is the structural response to Actuarial Warfare: if chokepoints can be closed by insurance spreadsheets, the only defence is not needing the chokepoint. Ambani needs the deal because Reliance’s Jamnagar complex processes Gulf crude that transits Hormuz. The same Strait that is mined, uninsured, and defended by 31 autonomous IRGC commands. Diversifying into American shale refining hedges against the exact crisis currently paralysing Reliance’s primary feedstock route. This is not philanthropy. It is the world’s largest refiner buying insurance that no P&I club can provide. The war created the crisis. The crisis created the deal. The deal was signed by the country whose Prime Minister was just given “permission” to buy Russian oil and told America it never asked. Fifty years. One war. One phone call. And the billionaire who builds it is from the country Washington cannot decide whether to sanction or celebrate. Full analysis here. open.substack.com/pub/shanakaans…

@Simon_Ingari Negotiating a higher salary than what a company believes it should pay for a job, is similarly a bad idea. They will pay you upfront, and then either have unreasonable expectations or try to roll it back over the years.

Never accept a counteroffer—even if it’s a 100% hike. Being in HR, I’ve seen this play out more times than you think. A candidate I was hiring for was earning 100,000. He got a new offer of 170,000, a solid jump. But within 15 minutes of the offer letter hitting his inbox, he backed out. His current company dangled a 190,000 counter-offer and he accepted it immediately. Fast forward 4 months… The same candidate messaged me again. His company had laid him off and replaced him with a cheaper resource. His message started with: Hi sir, I’m really sorry… do you have any openings? This is exactly why I keep saying this: 👉 A counter-offer is not a reward. It’s a strategy to buy time until they find someone cheaper. 👉 Loyalty doesn’t magically increase with money. 👉 If they valued you, they wouldn’t wait until your resignation to pay you fairly. Please don’t fall for counter-offers. It looks like a win… until it isn’t.

@wallstengine Right now Anthropic seems vulnerable to me! Its not clear if Anthropic have any long term edge over other models (including open source) and they are identified as a supply chain risk by the largest customer in the world that is US Government.

Anthropic launched an “AI Exposure Index” to track which white-collar jobs look most vulnerable to LLM automation and whether the labor market is starting to show stress. Anthropic says computer programmers rank as the most exposed, with about 75% of tasks automatable.

@BoringBiz_ If software is going to decline rapidly, the mid-career professionals will likely see heavy job losses. You don't want to start your career in a rapidly declining profession.

We told an entire generation to learn how to code and then rug pulled them by destroying the chances of landing a job there as a new graduate Let that sink in

@C_3C_3 Young men are not evil. They are generally more productive and hard working than other demographics. You can make the case against illegal immigration without calling them so.

If treason was a chart this is it… The Biden Administration allowed an estimated 5,000,000 unvetted military age males enter America in 4 years. Probably more.

@RepMarkHarrisNC @USTermLimits Politicians should represent desires of their constituents, not their own. When there is no carrot of re-election, they don't need to listen to their constituents anymore.

75 years ago, Congress wisely imposed term limits on the presidency. Why shouldn't we hold ourselves to the same standard on Capitol Hill? Term Limits Day is the perfect reminder: Congress needs statesmen—not career politicians. Time to pass term limits! @USTermLimits

@StockSavvyShay Most use of AI is likely limited to sharing better quality emails and presentations. As regards the advantage from AI helping read documents faster. Well the business advantage is always relative. So if other banks are doing the same, there is no revenue upside.

Jamie Dimon says $JPM LLM is used by 150K employees weekly but the productivity gains don’t show up cleanly in near-term financials. He remains more cautious on the economy given geopolitical, fiscal and trade uncertainty.

David Sinclair: Lab reversed 75% of biological age in mice in 6 weeks. Restored blind eyes. FDA just cleared the FIRST human trial (ER-100), results THIS YEAR. Aging = lost info. Info can be restored. Geting old will be optional ?

When you’re 5 years old, a year is 20% of your life. And when you’re 50 years old, a year is 2% of your life. This is an explanation given why time speeds up as you age. It's called Janet's law. It states you’ve experienced roughly half of your perceived by life by 20 years old. Or to put it another way: A summer holiday for a 5 year old feels as long as the 10 years from 40 to 50 years old. But Janet's law can be broken with high agency. You have agency over the speed time. You're not a passive victim. A better explanation of why time speeds up as you age is because you have fewer new experiences as an adult, so your brain deletes the memories. If you take agency over your life, do new things and create memory dividends, time slows down. If you live your life on autopilot, you may die at 80, but feel like you died at 20 years old. If you take agency over your life, you may diet at 80, but feel like you died at 200 years old.