CREatrix

China is engaged in a technological draft.

100,000 students will be focusing on AI, quantum computing, robotics, semiconductors, and batteries.

It’s a prudent security and investment roadmap.

Same.

That it’s not 100% pure snark.

Let’s assume that over-simplification of the issue is made in good faith.

Reducing the fed funds rate should affect the entire yield curve, but impacts will vary based on maturity and market expectations.

So, it’s complex. This is why Larry Summers was shouting to get what they needed in ‘21.

Yo. I don’t like agreeing, but the man has a point. Cost of capital is one of the levers we have for trying to reduce the deficit (and yes, I recognize the other is spending less, but good luck with that.)

If one wanted to find either high-level or wide data sets for changing infrastructure, how would one go about it?

Northrop B-2 Spirit - Wikipedia

A timely technical procrastination: en.m.wikipedia.org/wiki/Northro...

^ this guy gets it. My BF was head of financial services for one of the big three. He would agree. Many of his accomplishments for clients (at times increasing net income by 50%) are described as increasing revenue and “right-sizing” (read: laying people off.)

But riddle me this: Fortune 500 CEOs pay MBAs who’ve never operated anything as management consultants.

A corollary to “we are what we pretend to be, so we must be careful about what we pretend to be” could be “be careful what you expect to see, for that is what you shall.”

Thank you!

Is there much work on the efficiency of markets subject to network effects, yet with some degree of informational opacity by design? (i.e. Commercial Real Estate, as an example)

5. Good sign if it could make a solid dog’s name.
6. Double letters and palindromes are your friend.

H/t: Rich Barton courtesy of
@tferriss

Guides to naming your company when brand-building:

1. Use the high point scrabble letters.
2. Fewer syllables are better.
3. Positive connotations are great.
4. It’s great if it can be turned into a verb. (As a former attorney, I take issue with this.)

He is risen.

Fun fact guys: China is the country that produces most of the capital machinery in the world.

You know, the things you build factories with.

You must take suffering and turn it into something useful.

Let your pain prevent someone else’s, magnify compassion, inspire creation.

My favorite quote thus far on tariffs is from a senator referencing “the devil’s lettuce.”

You couldn’t make this timeline up, folks.

The saying “it’s the exception that proves the rule” has always driven me crazy.

Probably because people treat rule = law in arguments/debates.

Reframing rule = heuristic is both intellectually honest, and destroys the supposed conclusion.

If you’re expecting higher inflation, fixed income will get tanked over the long term.

However, it’s probably a temporary tactical move until an appropriate strategic one becomes clear.

They looked at me like I had sprouted a horn to become a K-corn, and not in a good way.

Based on the market’s reaction this morning, perhaps there was something to that little projection.

Yesterday, I told my nephew and half-sister’s half-brother (I’m from the South, y’all) that I thought there was a 25-38% chance of a drawdown of 25% *or more* from the beginning of the year.

CRE and private corporate finance are my loves, but public equities are near and dear to my heart.

My portfolio has beat the S&P 500 since 2020 and counting.

(5) Access to edge markets: what does both the short- and long-haul fiber availability look like?

(3) Redundancy: use both multiple carriers and connection points to prevent compromised performance and bandwidth issues

(4) Thinking forward: is excess bandwidth or dark fiber available? (This matters as we utilize more video and high dimensional data.)

Things to keep in mind when assessing potential data center sites:

Fiber Matters (for Data Centers):

(1) Density: more is more when it comes to fiber

(2) Latency: how long does it take to send data over the available networks to major hubs?

“She’s the one who turned herself into a tree to stay away from Apollo. That’s, like, friendzoning to the max.” - V.E.H.

“for whatsoever a man soweth, that shall he also reap”

-% of max utility power currently being consumed
-What utility provides service to the site?
-Number of major utility failures in the past year
-Average time to repair for utility outages?

Some power concerns for your data center development:

-# of utility feeds into site
-# of separate substations feeding into site
-Cost of electricity per kWh
-Cost basis of electricity (metering, per circuit charge, etc.)