Luka is underrated like Jokic is because they don't have the "look" of the prototypical great athletes; "eye-test" bias.

the simplest explanation is always the best one - all these strategists trying to pin down what Trump is trying to accomplish like he has some grand plan - guys, he's literally just winging it.

ebay misses earnings - it's all over!

Jevons paradox with Chinese characteristics DeepSeek spreads across China with Beijing’s backing - on.ft.com/3D8Bw4h via Financial Times

breaking news: $NFLX will now livestream all future Oval Office meetings

we pump shitcoins, but are you wearing a suit President Zelensky?

"Trump constantly threatened to undermine China with tariffs and yet, during his first term, the best-performing major market in the world was China, outpacing even the US."

earnings revision as a factor is a similar factor at play with liberation day

are these trade deficit, ChatGPT calculated tariffs dynamic? what happens if $AAPL and others move more production to Brazil and the trade deficit blows out? only half in jest!

what makes this potentially really toxic is policy on both fronts - monetary and fiscal - going the wrong way, at the same time

if you are 2-3T company, don't you need a global world to sell into?

I'm sure after a century of humiliation, Xi Jinping would love to bow down to Trump's threats in 1-2 days (sarcasm)

a downgrade of US debt from an agency will be nasty reflexive

ocam razor this, ocam razor that - isn't the simplest explanation that a moron wields a powerful job?

non-tariff barriers include pandemics like covid-19

"Trump is a fantasist whose deepest-lodged fantasy - that he is an unstoppable champion - keeps coming true. Why would a little market turmoil stop him?" ft.com/content/9f5189…

"Republicans ask to remove Biden-era gun controls" - deregulation with Trump characteristics...

the perils of not having a strategy and talking too much is on full display

Tim Cook took over from Steve Jobs at $AAPL and the stock has compounded tremendously; decent analog with Greg Abel & Warren Buffett at $BRK

I feel cheated. Do ppl forget that we were talking about creating god with AGI not too long ago? Now it's maybe it can book you a flight, reliably, in the next 3-5 years, something which is already easy to do.