Feel free not to follow me…nothing I write should be construed as advice, to the extent I can provide encouragement, look me up
New York, NY
Joined October 2022
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The Ocean Doesn't Care About Your Swimming Lessons: Synthetic Brains & Steam Trains a.co/d/03Jo17it
Experience teaches you that the market almost constantly misprices assets in the short term, but prices them accurately after a couple of years. That reliability requires a certain amount of trust in the mechanics.
The lack of trust is the most expensive mistake you can make.
Silent Generation (Born 1928-1945)
The Silent Generation's slang reflects post-war optimism, jazz culture, and the birth of teenage identity.
Cat
A cool person, especially a jazz musician. "He's a real cool cat."
Daddy-O
Term of address for a man, often used ironically. "What's the word, daddy-o?"
Dig
To understand or like something. "I really dig this music."
Hep/Hip
Aware, knowledgeable, cool. "She's hep to the scene."
Keen
Excellent, attractive. "That's a keen idea!"
Nifty
Clever, stylish, excellent. "That's a nifty little gadget."
Swell
Excellent, wonderful. "That's just swell!"
Bee's Knees
The height of excellence. "This restaurant is the bee's knees."
Cruisin' for a Bruisin’
Looking for trouble. "He's cruisin' for a bruisin' with that attitude."
Flip Your Wig
Get excited or angry. "Don't flip your wig, it's not that bad."
Knuckle Sandwich
A punch. "Keep talking and you'll get a knuckle sandwich."
Made in the Shade
Guaranteed success. "With that inheritance, he's made in the shade."
Passion Pit
Drive-in movie theater, make-out spot. "Let's hit the passion pit tonight."
Radioactive
Very popular or hot. "That new club is radioactive."
Razz My Berries
Excite or please me. "That new Cadillac really razzes my berries."
Greatest Generation (Born 1901-1927)
The Greatest Generation's slang emerged from the Jazz Age, Prohibition, and World War II, reflecting resilience and wit…
Bee's Knees
Excellent, outstanding. "That performance was the bee's knees."
Cat's Meow
Something wonderful or stylish. "Her dress is the cat's meow."
Giggle Water
Alcohol, especially during Prohibition. "Pass the giggle water."
Hooch
Illegal alcohol. "Got any hooch stashed away?"
Jake
Fine, satisfactory. "Everything's jake."
Jalopy
Old, decrepit car. "He's still driving that old jalopy."
Ritzy
Elegant, luxurious. From the Ritz Hotel. "That's a ritzy establishment."
Spiffy
Smart in appearance, excellent. "You're looking spiffy today."
Swanky
Stylish, expensive, fashionable. "That's a swanky joint."
Baloney
Nonsense. "That's a bunch of baloney."
Gams
Legs, especially women's. "She's got great gams."
Moxie
Courage, determination. "She's got real moxie."
Swell
Excellent, wonderful. "That's swell news!"
Sockdollager
Decisive blow or remarkable thing. "That speech was a real sockdollager."
Tomato
Attractive woman (now considered offensive). "She's a real tomato."
Upchuck
Vomit. "I think I'm going to upchuck."
Wet Blanket
Someone who spoils others' fun.
"Don't be such a wet blanket."
Zozzled
Drunk. "He got completely zozzled at the party."
Memory is capacity constrained. MU, Hynix et al. Unlike a copper mine, we can add as much capacity as we like. Will it take time? Sure. However, once you understand that more memory can be produced as a fact, and within years, one might think of memory companies as what they are: commodity companies that will revert to the mean. Anyone disagree?
Here’s the tell: when capacity is added, stocks will go down!
Peter Lake (“world’s anonymous singer songwriter”) retweeted
“Between the idea and the reality… falls the shadow.” (T.S. Eliot)
“Vision without execution is hallucination..” (Thomas Edison)
—
This concept applies to investing for me.
On X and reading threads: I find the conversations center on technique, valuation, which is like driving using a rearview mirror.
But not the source that produces the financials….then business logic.That is qualitatively, often enough, but when measured produces numbers.
Does that make sense? No matter, different strokes for different folks.
Have a nice weekend!
Peter Lake (“world’s anonymous singer songwriter”) retweeted
Every man who works ought to have sufficient leisure.
Henry Ford
Peter Lake (“world’s anonymous singer songwriter”) retweeted
I’m told there are too many applicants for the position at Marlowe. Please be realistic! Below is a video. This is not a normal job—for some this is fairy dust that will change your life, for others, hell on earth. If you don’t hear back, try harder to get our attention. And when in doubt, don’t bother. Happy weekend!