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Alesio
221 posts
Alesio
@alesuberalles
ex ⚪︎⚪︎Stock Exchange 主任、宅建士、(3,3) I’m pretty good at picking shitcoins //\\
長万別 Katılım Ocak 2014
704 Takip Edilen1.2K Takipçiler
@cousincrypt0 That 11% yield reminds me of something from late last cycle.. (ust) just saying
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You simply don’t understand.
The game has been changed forever.
Rajat Soni, CFA@Rajatsoni
This is insane $MSTR can't sell enough $STRC to get it back down to $100 This is the most highly sought-after product in the world And MSTR is the only company that makes it There should be entire college courses teaching about MSTR's flywheel effect
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@AutismCapital They’re actually referring to him as shadow president (影の大統領) or president behind the scenes etc
日本語
🚨 NEW: Peter Thiel meeting with Japanese Prime Minister Takaichi. Japanese media is calling him the “behind the scenes scriptwriter.”
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@CacheThatCheque Agree that the impact on the “old economy” sectors will probably be limited. if you’re a company that produces a bajillion metal widgets using expensive machinery like many Jcomps are, ai impact will probably be just lower indirect headcount in the long term
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One interesting scenario in an AI disruption scenario is that Japan may be a beneficiary.
1. Many Japanese boomer stocks are in low margin “old economy”sectors with high fixed costs and few new competitors. AI may reduce costs and drive margin expansion.
2. Japan’s shrinking labor pool makes layoffs less severe
3. Strong financial position and cash on balance sheet allows for Japanese companies to adapt to AI transition without taking on debt
4. In a world of AI, Japanese companies will stand out for their continued value on face to face interaction, service and quality
CTC@CacheThatCheque
TL;DR: AI will destroy white collar employment in a never ending feedback loop While AI will surely eliminate some jobs, the part about AI disrupting user habits stood out to me: maybe I'm autistic but I absolutely will use the same app/ product/ service regardless of price
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@CacheThatCheque Equity ratio of 73%, probably unaffected by electrification, and I see zero sustainability/diversity bullshit on their website. Low liquidity but good find I think
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Added Eidai Kako 7877.T to the portfolio. Tiny automobile supplier and plastics maker.
Classic shitco net net territory stonk. Very cheap at just 30% of its book value. Lots of cash reserves. Pays a 3% dividend yield on top of a QUO card yutai. Collect dividend and chill
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How Japanese married couples in refer to each other
Big generational switch with how a husband refers to his wife. Danna has good staying power though.
Most of my friends use Kamisan (and roll their eyes when I refer to my wife as Uchi no Nyobo, "It's not the Taisho era man")
Spatel@Rjrasva
x.com/n30n5223434/st… Some other changes that happened during this 60's era + even later: 1) Women walking alongside men, walked behind previously 2) Women addressing husband by 1st name instead of by a honorific, fairly recent as in last 30-40 yrs 3) PDA like holding hands
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Sentiment feels like alt season of past years but instead of searching for the shitcoin that hasn’t pumped yet we’re searching for the metal ($HG? $PPLT? $PALL?) that hasn’t pumped yet.
Personally think better to not chase and wait for consolidation. Metal bulls last years.
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@taraba777 少額売却しながら損益通算ができるから個人的に総合課税の方が好み。金融庁のやってることは全体的に的外れだと思うけど。
日本語
@Medforyou23 Smaller photo sizes and beauty standards definitely help. Ditto on the soda bottle sizes lmao
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“Japan has no fat people”
“Everyone walks everywhere”
“Japanese food is healthy”
“Japanese women are all trad and stay home and cook healthy meals” etc etc
Just more “amazing Japan” slop you see everywhere on the internet, lmao.
It’s not yet at American levels, but Japan has plenty of obesity and it’s growing rapidly among the young.
-Go to any small or medium sized city in Japan where public transit is nonexistent and everyone drives: you will see plenty of stroads, fast food chains, and all the same kind of fatties you’d see in the American South or Midwest.
-“Japanese food is healthy” is true if you ignore all the carbs and sodium and fried and processed food that Japanese people eat regularly
Camus@newstart_2024
Japan: The only wealthy nation with low obesity—around 5% vs. over 40% in the US. Not genetics. Kids walk to school independently from age 5, in groups with yellow hats—daily exercise built in. School meals are prepared fresh each day: rice, fish, vegetables, miso soup. No processed food or packed lunches allowed. When asked their favorite foods, children say broccoli, seaweed, or white rice. A visitor wondered if it was a joke. Japanese adults replied: “We teach children to enjoy healthy food. Don’t you?” It comes down to intentional habits and education. What’s one change we could make? Watch this 1:14 clip
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Was this $btc dump to 87k a green dot? lol
Michael Saylor@saylor
What if we start adding green dots?
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Still up if you change the region to worldwide
Alex Krüger@krugermacro
What happened with "alt season"?
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Japanese yen stable $JPYC (on eth, polygon & avax) to be approved soon corporate.jpyc.co.jp/news/posts/fir…
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