Krishna Memani (@kkmaway) profile picture

Investor All views expressed here are personal....

Livingston, NJ
Joined July 2014
I don't know about where you live...but my god..the weather in NY NJ has been fabulous the last few weeks....
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This idolization of NYC is just plain ridiculous.. Great city...with all its warts... Yeah yeah...I am a bridge and tunnels guy...whatever... Love the place..but let us not go overboard.
New York is the best city in the world. yes it smells and there’s needles on the sidewalk and lines to eat. don’t be soft.
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I planted a fresh batch of astilbes axweek ago... Happy to report that the initial indications are...and it is very very early...that i may have solved my astilbe planting skill issue... Very encouraging
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Seems to me that this AI driven productivity growth benchmarking is sensational but totally fruitless and somewhat useless exercise... There are two ingredients....real growth rate...and labor input. How hard is it to figure out at an economy wide Level that the needle hasn't moved much...fancy graphs and sectoral analysis notwithstanding...
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If you have ever grown Dahlias, especially the rare one...the best thing about Fall...is you get to see the size of your tuber clumps... Its like owning a doodle and awaiting the size of the litter... Size of the flower impresses your friends...size of the clump with active eyes pleases your soul.
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If you have a shaded area, the one plant that takes on like nothing else is vinca minors...you will love it...and then regret it...as to how aggressive these plants are...at par with mint.
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For large hostas, daylight nursery is the best. Available on Walmart. I have paid 3 times more for other vendors...and may be a third took off. My biggest challenge and disappointment has been astilbes. Due to a shaded backyard, I must have planted a few hundreds of them over the last two years and I have zero flowers to show for them so far. But I keep planting more...hoping the shade gods will smile once and I will call it a day.
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Next year when I plant petunias, I am 100 pct going with supertunias irrespective of their initial cost... Head heading is a total chore...I need to avoid it all expense...because it's not feasible for a person with a job in the summer. Regular garden store petunias were great...until late summer. Fall is even worse.
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If you are into gardening the two places I have had most success with are blue perennial and day Lilly nursery. I must have ordered them from 20 online stores.
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Blue perennial was extraordinarily good. Every single plant has taken in really well
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A cash incinerator...and a giant step forward for man kind...are two sides of the same coin...
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Whatever happened to the crypto twitter...I actually miss them..they were delusional for sure...like way up there...but at the same time and surprisingly...less delusional than AI twitter.
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No...it is neither compelling or convincing in any form...smh
Some charts are compelling, some are chart crimes, this might be a rare one that’s both.
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Replying to @geetz__romo
that’s including you booski
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I would be bigger buyer of Karthik's thesis...who is of course a savant...if the other side...especially CN...as he likes to call it....is motivated by the same...or at least similar....economic and political motivations. Its not an even fight...and the current trend is point to globalization 2.0...that too shall will reverse itself until we dont have nation states and political dominion. Just ask Karthik what is the justification for CN restricting sales of boring equipment to India... I will wait...right here
Expanded on recent mini threads over the last month on why anti-globalization populism in the US may have peaked. I would like to think that Globalization 2.0 may be a “Sometimes the dustbin of history turns out to be the recycling can” phenomenon. ft.com/content/ba3b9244-bf94…
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What a gorgeous fall day! More plantings...lots of astilbes today. Those suckers are tough to get established for some reason. Skill issue. Hoping to be luckier this year.
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Go gators...finally...been a while...
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