Sublime

This week I learned about Marp that allows you to convert markdown to presentations (pdf/ppt). Very handy in LLM era. Other good alternatives to this? https://t.co/srlE7Cqlu0

Once you realize that your most important job as a parent is to be a good role model, you go, oh, good dear. I need to improve. And that means kids are a wonderful forcing function for living a richer better life.

I talked to a friend who wants to start a blog and wanted some advice on that—how to find her voice and so on. A few random thoughts:

我目前的股票持仓：SPY，QQQ，NVDA，TSM，WMT，META，JPM，TSLA，COST，LLY，NFLX，AAPL，QCOM，AVGO，MRVL，PLTR，HOOD，TWLO；其中今年以来抛售了全部MSFT，新增了MRVL，PLTR，HOOD和TWLO，加仓了NVDA，TSM，AVGO，没有减仓 https://t.co/wjFVusWWwx

https://t.co/VWIB7G9jbH

今天看到小红书几个理财帖子（我又被封了一个月），说如何定存高利息，投资破房出租还有买国债；但从我的认知，我认为普通人最好最平凡的理财方式就是买美股然后卖Covered calls;特别是那种可以直接从账户里消费的券商，我想不出比这收益更高、风险更低、流动性更强的投资方式。**Pareto optimality；如果你不想动脑筋，你就买QQQ；你想动脑筋，就复制佩洛西，或者做其他研究。克服思维和理财惰性，可能比读一个学位还有用。