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Solving problems that do not exist -- lessons from over optimizing and expensive opportunity cost
substack dropped 👇
open.substack.com/pub/60percento…
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brian
3.8K posts
brian
@fantanacap
sixty percent of the time, it works every time
san diego Katılım Ağustos 2023
166 Takip Edilen215 Takipçiler
@devahaz has claimed frozen pizza tech has progressed by a few decades in recent years and so we will be conducting an experiment in a bit for lunch today
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@TMTLongShort 💯... we need to throw everything at aging, not at its symptoms eg cancer, etc.
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Aging is a disease. Start thinking of it as such.
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@xMcQuaidx Local upscale grocer has tenderloin at $55 a pound for the weekend
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$66.50 for two NY’s. Beef inflation is getting ridiculous. 😓🤦♂️
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@excessreturnpod ye or just back test yer strat thru ‘00 07 ‘’16 ‘20 ‘22 ‘25
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"What I've noticed in looking at bubble regimes is strategies that work most of the time don't work as well in bubble regimes, except for one."
"Your alpha is probably less than it has been because your sample set that you've used to train your alpha, train your mind doesn't include very many bubble regimes."
Andy Constan on how active investors can adjust in a bubble regime.
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In 100 years not a single person will remember who this person is. But a single night can change the trajectory of your entire life
Wake the fuck up and act accordingly
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The true, existential risk of this sort of thinking is you can hyper-optimize every waking minute and then suddenly you wake up at 40 and realize you haven’t truly lived a single day of your entire life
Mikli@CryptoMikli
Steven Bartlett says a few glasses of wine ruined the next 3 days of his life “It's one of those areas where you don't understand the hidden cost until you really give it up for a while. I stopped drinking at 30 years old. I'm now 33. When I was 31, I thought, I'll have a drink again because now I could really A/B test it. I had a year of not drinking, decided to have a drink again” “It ruined three days of my life. I had a couple of glasses of wine, didn't get drunk. It ruined three days of my life because of the domino effect it caused” “I got worse sleep that night, and then because I got worse sleep that night, I ate more poorly the next day because my dopamine system or whatever, the cortisol system was all messed up. I podcasted worse. I didn't go to the gym that day or the day after because I felt really bad. I then slept worse, and I could track all of this on my Whoop”
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@conksresearch you just have to think in dipshit RE terms… takes 3-6months just ro get to a simple LOI and then another 3-6 months to negotiate lawyers redlining… then give it another 3-6 months to finalize contract and subsequent redlining
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Will be interesting to see which company Elon attempts to acquire first: Intel, Substrate, Cerebras, Space Forge or Etched
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After 40, every time you stay home you’d rather be out, and every time you’re out, you’d rather be home.
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asking the right question is the most powerful skill in the AI era
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Middle America families stuck in the biggest Ponzi scheme of all time that is travel baseball.
Baseball needs Legion Ball played at high school fields in t-shirts and gray pants more than ever right now.
Lenore Skenazy@FreeRangeKids
Sandlot it ain't. Youth sports now $40 B industry: "Teenagers on travel teams are rolling into weekend tournaments wearing a few thousand dollars of apparel, equipment & swag. Avg family spending on baseball increased nearly 70% between 2019 and 2024." wsj.com/business/retai…
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Now is a good time to dig into Warsh’s preferred inflation gauge
PCE was Powells gauge
Does this impact the feds credibility is one of the questions we face going forward
dallasfed.org/research/pce
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