i just totaled the usd market value of all my stocks and futures, and yikes what am i doing

---

Tail risk. They're cheap and provide the needed "risk protection" institutions need for coverage. They were worth about $50 a pop back when they were sold (About $10mil USD in premiums for all 200,000 of them). That's easy money for whoever sold them and a very nice safety net in case it does crash.

---

GM seems to be trying but it’s painfully clear how bloated and kneecapped they are. They seem to be afraid to dump money into their new platforms as fast as they need to and everyone is afraid of making individual decisions without running it through 37 departments for approval and waiting 8 months for the most basic changes to start being implemented. If a Chinese auto manufacturer decides they need to build a new test facility, make a design improvement, change suppliers or demand different specs on components it’s done in matter of days to weeks. They have a couple year opportunity to not let themselves rot and they are already blowing it, even Tesla being positioned better than any of the legacy automakers is just burying their head in the sand and giving up. The US corporate structure isn’t setup to make fast decisions. Even me as an individual or small business if I want to get a tool die made, I’m looking at 6 months minimum and $350k USD. If I go to get that same die made in China I can get it done for $40k and I can make daily or weekly revisions by sending new prints directly to the machine shop through WeChat. And if I don’t like the quality they’ll have a new one on the way immediately. In the US it would be a month of back and forth and possibly involve them firing me as a customer.

---

For a small one time fee of 2k usd I will personally fly to your location and sage your home to remove the bad juju. This offer is only good for 2 weeks.

---

ya I was prob a bit hyperbolic, but I'm not even a mega bear but it needs to pull back a bit and be somewhat normal or could have a crash. should've risen rates more but if they keep at it for a bit it might just work out. jpow was actually achieving the soft landing until it got crazier. so many factors like oil/diesel, yen dying, usd losing its uumph, china, idk looks rough for the next while if things remain on current course

---

I think there is a real world where we have periodic small slowdowns instead of a giant crash. But the longer we delay healthy small recessions, we risk truly permanent disasters. In 10-20 years USD and the country as we know it might not even exist.

---

You need to pick those non usd assets yourself because a lot of international funds and etfs at the moment are balls deep in non usd components of the AI trade. On red days some of my non us stuff took deeper hits than us equities.

---

As a bear, my concern is they won't truly let it crash and will keep bailing out AI even if it's shit. It's amazing even frontier models on high effort and token usage still routinely hallucinate basic information on simple questions. Just completely states falsehoods with high confidence. Because of that, I find it hard to believe many of these public benchmarks are not being extremely gamed in RL environments. Not sure what a solid defense is, if it even exists. Cash may not work. All I can say is don't put all your eggs in the US and be diversified, hedged like a sane person with international and non-USD assets.

---

bag of spinach, 2 bags of cut celery stalks, 4 cans of slip jack tuna, turkey bacon, can of sanz marzano tomatos, pizza mozarella, pepperoni, 3 pre-made pizza doughs, 2 boxes of frozen bbq ribs, family size serving of macaroni salad All for $45 USD Meanwhile I spend the same amount on 4 lunches from fast food / takeout joints, even with increasing grocery costs best to just spend more can still eat food that hits the same spot as fast food, just a tiny bit more effort at quarter the price.

---

He lied on immigration? Take all 1trilon usd from him and deport.

---