adabyron

Because it sounds nice to certain groups of people and they put 0 thought into it.

Sorry, I wasn't clear. I was referring to "the sky is falling" news in general.

Curious what others think. In my small real offline world, it seems this has caused people to get worked up about the sky falling a few times and then quit paying any attention to the sky or boy crying wolf at all.

Which means when events actually happen that will have a large negative impact on their life or their descendants, they just don't care. Which then results in another metaphor - boiling a frog.

Good reminder that exactly this time last year we had a big blow up that was short lived and blamed on the yen carry trade.

I will be very concerned for MSFT if small companies start outperforming larger companies. That's when Microsoft's advantage disappears. If AI truly encourages smaller, flatter organizations. IMO large enterprise adoption is their moat.

Please explain more. I haven't seen anything of quality. Best I can observe is they've increased ads on videos and pages.

Trump is 80. Putin is 73.

I was trying to compare equal in price

This made me go down a rabbit hole.

Looks like Mac Minis had a 64 GB model (hard to get now) for roughly $1,600. You could get a 3 of these (192GB) & thanks to the Thunderbolt 5 connection, they out performed any single board AMD for a similar price that had more memory. If you tried to do so something similar with Nvidia GPU you're looking at a lot of watts, cooling & a much faster experience but only 48 GB of memory.

I think a tricky thing is names like WMT, COST, TJX already have high p/e ratios.

You could usually try utilities or energy but those are also high due to AI buildout & Iran.

I think gold could make a come back since it's beating down a bit this year. Treasuries or just a reasonable hedge with puts against your holdings may be the best bet.

Of course none of this is financial advice & is just open discussion looking for thoughts.

They have original thoughts! It's just that those employees get squashed by other divisions or having to meet short term quarterly profits it seems.

There's also the whole giant trillion dollar company doesn't want to invest and let small ideas grow. They only focus on things that move the needle, which isn't much at the size.

Had Microsoft executed and invested, they could have made a come back imo in both search, mobile & hardware. Unfortunately major lack of leadership or they just don't want those areas.

I've found less friction in my experience. I prefer pair programming remotely over in person.

Pair Programming in person - one computer & one person looking over another's shoulder usually.

Pair Programming remotely - two computers & you can easily swap control of either's device or change who's sharing their screen.

The only thing working in an office wins on imo is building very close relationships with co-workers. I think physical presence is a human thing that cannot be beat. You can still build great relationships remotely but they're not the same. From the point of view of a company, remote relationships might be good enough or even better as they can prevent people becoming "to close" and ending up on the news at a concert together.

If you can get people to sit down and think through topics, many of the right and left people are often very aligned.

Unfortunately to many people just take headlines and memes from terrible sources as to how they should think without putting any thought into it. Both sides are also vilified against each other.

I would expect this to become one of those things in the near future.

A lot of the loopholes are really simple. You don't need a sophisticated tax scheme, just enough money to do the simple ones.

You need to apply it to staff as well and also the judicial branch and all of their staff. Then to all of their family as well.

The way I understand insider trading is usually prosecuted is you find out who made the bet & then you have to track down their communications to see if they got tipped off.