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Brett Rodriguez
129 posts


@GigaBasedDad Oh I can explain it. It’s a humiliation ritual. It’s to remind us they are in charge. It’s so boomers can say, “I won’t have my tax dollars going to X…” it’s to get the plebes to the polls to vote.
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@cliftonaduncan Also the last decade of any music that was actually “new.” Everything since is derivative.
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In the 1990s we experienced:
Peak Michael Jordan.
The rise of Tiger Woods.
Gas at 99 cents a gallon.
The golden age of Hip-Hop.
The rise of The Rock & Steve Austin.
The rise of Venus and Serena Williams.
A streak of classic Disney animated films.
Sitcoms: Seinfeld, Friends, Fresh Prince of Bel-Air.
Star Trek: "The Next Generation" and "Deep Space 9"
Peak SNES, and the arrival of Sony's first PlayStation.
Marvel Comics sold hundreds of thousands of books a month.
DC Comics' "The Death of Superman" became national news.
Rise of young comics including Dave Chappelle and Chris Rock.
Elite work from established Hollywood stars, breakouts of new stars and filmmakers, classic blockbuster films (and late night TV hosts who promoted the business instead of lecturing audiences).
Nostalgia for the 1990s is strong because excellence across multiple arenas in pop culture was obvious and undeniable, and this excellence enhanced our quality of life.
Fame had to be earned, we could enjoy things together, and algorithms had yet to atomize and divide us.
It was an amazing time to be alive.
Dave@GamewithDave
People who actually experienced the 1990s: What is something you miss from that decade that just isn't the same today
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@stored_alpha Especially if you hold these bond ETFs instead of the actual bonds
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@MichaelPBarber Excellent. We need SO much more of this kind of honesty. From all sides. Thank you, sir.
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@ClownWorld It’s been at least a decade since universities were places of “learning”
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@Girardism @michaeljknowles Well the best way to tell the early church is as the Catholic Church is how Paul and Peter were constantly praying to Mary.
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“What seems to me most striking about Paul is that he found himself faced with the same problem in dealing with Peter that many people, in all ages, have found themselves faced with in dealing with [the Church]. Paul was more radical than Peter. He lectured Peter, and often strongly disapproved of him. But, in the end, Paul always gave in to him because he knew that Christ had wanted Peter to speak for him. Paul went right to the heart of the matter in everything, and he recognized the authority of tradition — a tradition that had only been in existence for a quarter-century! And it is because he was perfectly aware of what was at stake that he acted as he did. If he hadn't, Christianity would never have survived; it would have fallen apart at once. To understand Christianity and orthodoxy, one must think of Paul. Paul was indeed stronger than Peter, better educated, more cosmopolitan, but he always yielded to Peter's primacy.”
— René Girard

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if you showed this chart to a typical economist like 20 years ago, they would've laughed you out of the room.
the right side of this is white collar jobs that were once worshipped. these jobs were comfortable, well paying, & came with societal status + recognition. your parents would’ve been proud of you.
now these are likely all set to be severely impacted in a shorter period of time than anyone likely ever thought of let alone projected. this is like ppl waiting on a beach enjoying the sun when a tsunami has already struck.

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@leevalueroach It’s a crap company that never deserved to make a penny. Every one under 35 thinks of as an annoying pop up that provides no real service at all. It is a melting ice cube.
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@haumicharts I have wondered this for awhile: does the price have to go up, even if they are being used as the “blockchain rails?” Aren’t the price and the utility unrelated? Or do I not understand at all?
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@haumicharts @be_rosebee What an amazing liberty streak from a New Zealander! I love it!
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@be_rosebee Every time I’m in an airport I can’t help but feel they’re microcosms of totalitarian states. Ordinary people in uniforms discovering they enjoy making you comply
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@JackFarley96 @BergMilton “Holding value” is what you want in a hyperinflationary situation. I wouldn’t want to have bought last week but I am quite thankful for the insurance it gives me in a really bad environment. If you can’t picture a situation where you might wish you owned physical gold it’s no 4u
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I managed the largest gold fund in USA. Here's the truth:
Stocks have "babies" (earnings). Gold has NO babies. 🍼
Gold's at historic extreme vs. oil/soybeans. You're crazy if you think gold's gonna outperform inflation
- @BergMilton
shorturl.at/NA513
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The Simple Hymnal (COIL bound)
jeredmckenna.com/product-page/t…
This looks great. I would order it this very second if I didn’t have to create an account to do so. 😒
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@CollinRugg No surprise. All skiers hate ice. No one want to fall on that stuff!
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British-American Olympic Skier Gus Kenworthy urinates “f*ck ice” into the snow ahead of the Olympic Winter Games in Italy.
The skier then told all his followers to "speak up against ICE" and gave them a script to tell their senators.
Kenworthy is competing for Team Great Britain.
How bold and brave.
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@AdrianNormanDC That’s a great idea. And as I recall we were expressly warned by the first president
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@leevalueroach No rush, right? You’re about to be able to get good companies on the cheap. Why buy junk? This bull market is on its last legs.
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Going through the $PYPL investor deck. They are guiding to $6 billion of adjusted free cash flow and $6 billion of repurchases.
With a stock price of $40.77 and 920 million shares outstanding we have an equity value of $37.5 million. There is $8.0 billion of cash on the balance sheet, $2.3 billion of short term investments and $4.3 billion of long-term investments. There is $9.9 billion of long-term debt. This gives us an enterprise value of $32.8 billion.
Using the $6 billion of adjusted free cash flow we get a free cash flow yield on an equity basis of 16%. Using the $6 billion of free cash flow on the enterprise value that yield is 18%. Note, adjusted FCF likely is counting SBC.
Here is what is even cooler. If PayPal buys back $6 billion of stock (their guide for 2026), total outstanding shares drop by 147 million to 773 million or a 16% drop. Market cap goes from $37.5 billion to $31.5 billion. Free cash flow per share goes from $6.52 per share to $7.76 per share. A 19% increase, purely from repurchases.
But as the growth hogs would say, oh my sweet gosh this is a dying company and where is my growth?!?!

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@CollinRugg @grok is this clip real, and if so, who is he interviewing?
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Joe Rogan on why he goes to church.
“When I was younger, I was very cynical about religion, and then I've gotten older…”
“One of the things that I always say is, if there was a pill that could make you as nice as the people that I go to church with, everybody would be on it.”
“They are the nicest f*cking people you will ever encounter. When we leave church, they're kind…”
“If you get just to the teachings of Christ, I can't find any faults in it.”
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