bedouin (@bedouincap) 's Twitter Profile
bedouin

@bedouincap

of the desert

ID: 220705943

calendar_today28-11-2010 16:09:36

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As a very detached observer: the NFL seems to do a great job promoting league parity. Feel like the “good teams” are always changing and at high velocity

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If there’s one thing we Americans are not, it is bag fumblers. If dollar keeps weakening, bonds weak, stocks down, the system will self correct, politically. 401Ks are bipartisan

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Aselsan (IBSE:ASELS) is a long. It's not cheap anymore, but still has significant "right place-right time" upside atm. EBITDA was $70mm in 2019 and will do $1bn+ in 2025. Perfectly positioned as small + medium countries seek alternative defense suppliers to US/China.

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They’re depreciating the dollar to boost economic growth, but it’s just another implicit tax on households. Just like tariffs were

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All these nights of messing around with open claw, and the TL has still not produced one tangible example of something valuable getting done

All these nights of messing around with open claw, and the TL has still not produced one tangible example of something valuable getting done
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The funny thing about podcasts now is it’s clearly just people talking about what they’ve read on Twitter and presenting it as their own thoughts. You can almost predict their next thought

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The funniest timeline would be if the Boomers as their last act save the world by NIMBYing AI into getting neutered in order to protect their home values

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The thing about the Citrini piece that is internally inconsistent is: where does all the surplus go? Ok we all become impoverished and aggregate demand collapses. What financial asset is spared from that?