Why Warm Countries Are Poorer unchartedterritories.tomaspueyo.com/p/mountains?ut…

CATL got an innate but prodigious gambler at the helm, who was born too poor to ever feel loss aversion, and simultaneously astute enough to read government policy tea leaves and paranoid enough to always thrive, not die, under pressure. interconnect.substack.com/p/robin-zeng-c…

China is cultivating talent at scale. It now produces far more science graduates than America and a quarter of the world’s top AI researchers. Yet it struggles to retain many of its brightest, who still look abroad for doctoral training and jobs. archive.ph/caZcA#selectio…

“Had to look up the rules to poker the night before she played” Is this the most perfect analogy you have seen to relative market performance over the last 3/5 yrs?

India's Shortcomings & Pakistan's PR xxtomcooperxx.substack.com/p/indias-short…

Too much Nationalism over how a Messaging App should be named. Douyin was launched in China first (Protected by the Great Firewall). Launched for rest of the world under name of Tik Tok after extensive A/B testing of different English names.

Buckley: The Life and the Revolution That Changed America - Price drop on Kindle Edition (550 to 105) amzn.to/3VEdfc4

The “social credit score” may be one of the most poorly understood issues, given its popularity in public discourses And that big context is this: China had an extremely low-trust society to start with. china-translated.com/p/what-role-do…

Chinese people, my family included: they are remarkably effective compartmentalizers, ruthlessly focused on the here and now. Sad histories are not to be dwelled on. Trauma is suppressed except when motivationally useful jasmi.news/p/china-2025?u…

Irving Fisher Déjà vu 😉

There’s nothing wrong with striving for success/self-improvement. But it isn’t what will make you happy, because there’s always another mountain to climb. Happiness doesn’t really come from achievement, it comes from family, friends, faith and ultimately, inside.

Advisors on X seem to always Buy / Sell at the right time, Select the right sectors / funds. Some then become FM's and suddenly all that magic disappears 😉