Category: Uncategorized

From ‘Mr. 187 IQ’ Scott Greer, “‘F–k You, I Got Mine’ Understanding a core sentiment of American life.” Another great article. I can draw parallels with my 2016 article “Wealth Creation as the New American Religion“. The pursuit and preservation of personal wealth has led to an era of atomization. This can be societally, but… Continue reading Wealth and Social Atomization in America

The US-China trade wars have reignited over the past four days. In the early hours of Friday, October 10th, Trump threatened tariffs on China, causing the Nasdaq to drop 3%. But after the market close, Trump confirmed the decision, announcing that ‘100% tariffs on China’ would go into effect on November 1st. As per my… Continue reading US-China trade wars resume: Bitcoin hedge a success

A common narrative is that AI/LLMs will make writing as a profession obsolete. We already see this in school and college, in which millions of students have taken to using chatbots to expedite the often tedious process writing essays, or for homework assistance, to the chagrin of teachers and administrators, who see now their roles… Continue reading Why long-form writing and blogs will continue to thrive in spite of AI

There’s a popular narrative, which is that a high IQ is insufficient for making money, and that many smart people are either unwilling or unable to make money due to personal issues or being unfairly excluded from society. And there is some truth to this. I can relate to not wanting to work in a… Continue reading If you’re actually smart, there is no excuse to not be able to make money

1. The AI market can support many players. What is interesting about the AI/LLM boom is how it can support so many entrants and big players–like Cursor AI, Open AI, Cline, Gemini, Claude, Grok, CoPilot etc.–and each carving a niche and a high valuation. This is in contrast to social networking, in which Facebook was… Continue reading Two thoughts on AI: How it’s different from past bubbles

AI is creating so many millionaires–such as startups, investing, huge salaries, VC, consulting, etc. Even if these companies run at losses, so many people are getting rich. At the same time everyone is now wondering, “Is this the biggest bubble ever?” These bubble arguments sound reasonable and the people who make them have credentials and… Continue reading Is AI a bubble? Maybe, maybe not. Who cares.

A recurring theme is that ‘commonsense’ advice is often wrong. This is why so much advice is wrong or bad, because it’s rooted in commonsense or ‘first principle’ notions of virtue, but unsupported by empirical evidence or experience after said advice is applied and predictably fails. We live in a society, for example, where low-grade… Continue reading The pitfalls and worthlessness of commonsense advice

Bitcoin passes $122k. It would appear I was wrong about shorting Bitcoin as a hedge, but Bitcoin has a tendency of forfeiting its gains. This was seen in August 2025 when it passed $124k, only to fall to $107k weeks later. There are three factors that portend negatively to Bitcoin: 1. No progress on Bitcoin… Continue reading Bitcoin update: three negative factors, and more correct predictions

It’s interesting how ‘efficiency’ also applies to non-financial things. This can be the tendency of the lines at food stores to have the same waiting time despite differences of line length (e.g. a long line of people with small orders who are paying in cash, versus someone with a huge order that is holding everyone… Continue reading Efficient markets and the replication crisis

This tweet went hugely viral, as many can relate: Sorry but how tf do construction workers get so fat that looks like a hard job idk — Mariè (@p8stie) July 24, 2024 What is the deal with overweight blue-collar workers especially in construction, compared to sedentary office workers, who are comparably more slim? I am… Continue reading Metabolism and IQ, revisited