Now looking at younger self with a big smile.

Sadly or not, it seems like Hegel will become even more popular in the years to come.

Zoltan is mostly right but he is wrong about the future of the dollar. His analysis of geo-monetary dynamics is spot on. World money has core-periphery dynamics. Regime shifts are non-linear events. Keynes himself recognized that world events can't be measured using probability.

All data is an opinion.

McKinsey built an $11B brand by leaving nothing to chance. Not even earning trust. Here's McKinsey's trust-building formula:

Today, after over 5 years of work, HTTP/3 was finally standardized as RFC 9114! rfc-editor.org/rfc/rfc9114.ht… Together with RFC 9204 (QPACK header compression) and RFC 9218 (Extensible Priorities) it ushers in an important new chapter for the Web! Proud to have been part of this!

Correct

''The government f*cked up with a humongous 5+ trillion fiscal stimulus and we were sleeping at the wheel in H221, so we are going to get you unemployed to repair that. Thank you very much'' Jerome Powell, FOMC press conference

YOUR CHANCE TO SAVE GERMANY'S REACTORS A petition was written by 19 active German professors to repeal the nuclear phaseout. If it gets 50,000 legit signatures from anywhere in the world in the next 3 days, parliament MUST respond. How to help? Read on! epetitionen.bundestag.de/content/petiti…

Great article on basics of energy economics and PoV on Europe’s long-term energy security strategic model. replanet.ngo/post/europe-s-…

None of this would’ve happened if some mfer didn’t eat a bat

Lies, damned lies, and statistics. I have updated this Bloomberg Opinion chart with fresh data. China imported a record of ~1 million b/d of Malaysian crude in Sept. That's nearly **double** the real output of Malaysia. The reality? Re-branding of Russian, Iranian and Venezuelan oil.

Regular reminder that commodity markets clear in the spot market. If you've been pressing hard to fill inventories all year to avoid freezing for lack of Russian gas, but then you end up with nearly full inventories and it turns out to be a really warm autumn... well, this. 😬

“I do not doubt exponential technological advances. I do not doubt human progress, but I doubt that a 0% interest rate regime is a clever idea. Such a regime turns us into idiots.” At least, in such political and socioeconomic system. andreassteno.substack.com/p/steno-signal…

What have the musicians been doing since 1997?

"If I have one wish coming out of 2022, it's that this is the year—finally—when the myth of the assumed competence and virtue of billionaires is buried in a shallow grave down by the river." (Scalzi) bit.ly/3GjNiaQ

Every day I prep for battle: Up at 4am. Cold shower. Finish my 23-part thread about Sun Tzu. 35 minute cold plunge. Take 4 scoops of Athletic Greens. Then, I go to war: My WFH job as a program manager at Pinterest where I create 12-15 JIRA tickets ($265k TC).

WHAT COULD HAVE BEEN This weekend, Germany will complete their nuclear exit. They saved the best for last. This is the story of the Konvoi reactors, arguable the finest reactors ever built. Their loss is even heavier when you realize the original intent of their builders. 🧵