Sublime
An inspiration engine for ideas
This man knows the market.
He predicted:
1) Dot-com Bubble (2000)
2) Great Recession (2008)
3) The COVID Bubble (2021)
Howard Marks just went on Bloomberg and said "tariffs are changing everything."
Here is his latest w... See more
Amazingly, many journalists & people in tech don’t appear to know that the proximate cause of the “Internet Bubble” collapsing was Greenspan/The Fed raises interest rates.
Keith Raboisx.com
I sit on the House Financial Services Committee, which oversees the banking regulators.
I am aware of no real limitation on the ability of banking regulators to de-bank law-abiding citizens and businesses without due process of law. The federal government’s unfettered powers of de-banking represents an insidious thr... See more
9月FOMC---Don't fight the Fed
本次美联储以11票支持1票反对的比例通过降息50bp的政策决议，点阵图中表现出鹰派指引，对25年底利率预测的中位数为3.4%（市场预期在3%以下）
因为联储重回前瞻指引（或者说front the curve），所以有以下分析： https://t.co/Jl7kzp1hfX
No one ever tells you that...
1. You are responsible for your own happiness. Not your wife, not your parents, not your friends. Growing up is realizing this.
2. Life in a nutshell: when you're 18, your situation reflects your upbringing; when you’re 38, your situation reflects your decisions... See more
GREG ISENBERGx.comI don't know why the narrative is "AI isn't going to take your job."
Of course it is.
I'm predicting we'll see at least 4 million layoffs driven by AI over the next 24 months.
In 2022-23, tech companies laid off over 400000 employees. Google cut 12000. Meta slas... See more
GREG ISENBERGx.com
Y Combinator just shared the startups they want to invest in for summer 2025.
The big theme is AI that turns 40-hour jobs into 40-minute tasks.
My 30 second summary and 12 takeaways below: https://t.co/wCiYRqEMKm