On the Matter of Whose Balance Sheet This Actually Is
Memo: On the Matter of Whose Balance Sheet This Actually Is TO: Capital Allocation Committee RE: Q3 planning assumptions, AI infrastructure line item CLASSIFICATION: Internal…
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This state is similar to a crack in the earth's crust, which has changed places with the heavens...
As they say, you quickly get used to good things, and if something disrupts this good, everything goes wrong. For example, it is easy to get used to calm, measured days when you…
I came across sad statistics...
There are many things that we only become interested in when, as they say, a turkey pecks us, for example, the question of where and where the water in a tiny stream is running…
The taste of this wild garlic is much better than that which grows in the garden...
I am sure that very few people have not read or seen the film adaptation of Rudyard Kipling's novel Mowgli, but if there are any, then the child who grew up and was brought up in…
On the Fed's New Policy of Strategic Ambiguity
Internal Memo: On the Fed's New Policy of Strategic Ambiguity RE: Why "no forward guidance" is just guidance you have to pay a subscription fee to hear To whoever still…
The sea, in my understanding, is the sea, which means a lot of water.
Sometimes, our hopes and reality do not meet at the point of intersection. For example, you can build a large ship, but the ocean around you will be too shallow to travel on the…
The water becomes suitable for launching aquarium fish...
I used to go into the forest after the rain, wander around it, wet my shoes and pants, freeze and ask myself: What have I lost here? This question is a normal environment…
I am not a shipbuilder ...
Any sunken ship looks sad, whether it is a real ship launched, or a beaded one, or, as in this case, a ship made of two fallen leaves and a branch that connected the sail to the…
Why we keep buying dips that shouldn't exist
MEMO TO: Risk Committee FROM: Trading Desk RE: Why we keep buying dips that shouldn't exist CLASSIFICATION: Read twice, forward never Someone needs to explain to me, slowly and…
Going to the sea every year is the right practice...
Going to the sea every year is the right practice, it gives you the opportunity to really relax. But if, suddenly, one year you can't get to the sea, then you start to imagine…
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