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Liberty

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Everything posted by Liberty

  1. https://9to5mac.com/2020/07/15/apple-wins-eu-taxes/
  2. Of course. But how much capital is that vs the market cap and volume? May be less than one hedge fund...
  3. I'm really happy to see this: https://www.cbc.ca/news/canada/montreal/quebec-mandatory-masks-indoor-public-spaces-1.5647203
  4. Another one at TSS: https://www.totalspecificsolutions.com/about-us/transaction-updates?tid=64 h/t @Pearnick
  5. I feel really good about that, actually. Screw them.
  6. To extend on the parallel here...after the fiber was laid, many of the fiber laying/using companies ended up in bankruptcy. Few honorable mentions: Global Crossing, Lucent, Sycamore, JD Uniphase (one of the first stocks I purchased in my very own brokerage account and got to experience the joys of a stock split), Advanced Fibre, Corvis, TyCom. The age of dark fibre (unlit, unused fiber) followed and took the next 10-15 years to put a dent into the available capacity. While I think the EV market is benefiting from substantial technology maturation and much more favorable adoption, I do think this overexcitement and rapid investments into the EV tech will lead to similar EV winter. I guess this is a long way of saying that I don't have any Tesla but wish I did ;D. Yeah, I don't expect a winter too. My analogy was only that when there's high excitement about a field, it can pull the future forward and make things happen faster than they otherwise would.
  7. https://www.cbsnews.com/news/coronavirus-japan-has-long-accepted-covids-airborne-spread-and-scientists-say-ventilation-is-key/
  8. Insane. But as someone who doesn't care about investing in the field but cares about EVs, this is great. It'll attract more capital to the field (you can already see all the other makers of EVs trucks and such raising money and going public), make legacy carmakers accelerate their transitions (for decades they always had huge incentives to slow-play things and make crappy EVs, and restrict them to low volumes, to not cannibalize their ICE sales, but now this strategy won't work anymore), and hopefully it'll lead to a much faster pace of innovation than without this craziness, kind of like all the fiber being laid during the dot-com that make everything that happened afterwards much easier and faster.
  9. :-X What do you think would've happened without pardon power/AG saying can't be indicted by Mueller/not testifying/not allowing most witnesses/not providing financial information/not following subpoenas/no senate that doesn't do its job in trial/clearly telling his cronies they'll get pardoned if they don't cooperate with law enforcement?
  10. https://www.abc.net.au/news/2020-07-03/canberra-free-from-known-coronavirus-cases-sewage-confirms/12418272
  11. Fauci piece in the FT: https://www.ft.com/content/57834c2c-a078-4736-9173-8fb32cfbbf4e
  12. Bill Miller podcast interview: https://www.bloomberg.com/news/audio/2020-07-10/bill-miller-on-the-classical-value-portfolio-podcast
  13. https://apnews.com/a319d390255fbe1836228e8c9a07ea64
  14. https://www.cnbc.com/2020/07/10/wearing-masks-is-now-the-most-important-thing-for-the-economy-feds-kaplan-says.html "Wearing masks is now the most important thing for the economy, Fed’s Kaplan says" Took them long enough.. Also: site I hadn't zeen before that tries to estimate the R0 in each state of the US: https://rt.live/
  15. A way to scale images would be useful. I always end up with huge images hosted somewhere else that I wish I could resize quickly, and I don't always have the time to resize locally and re-upload somewhere else. You can do it manually per below: {img}url{/img} {img width=XXX}url{/img} I'll give it a try. I tried at some point, but I probably didn't do it right because it didn't work. I use the above all the time. Of course the curly brackets have to be replaced with square brackets. img width=800 img width=400 img width=200 I think I may have used width="X" and it doesn't work with the quotemarks..? Maybe something else. Either way, thanks ¯\_(ツ)_/¯
  16. And not banning religious assembly either. The US Constitution continues to drive this. People lose all nuance. The very worst kinds of places for spreading seem to be interior places where people are close together, stay there a long time, touch a lot of surfaces, and talk or sing or scream really loud, with AC that recirculates air and pushes it around. So bars seem to pretty much be the worst.. Everybody screaming really close at each other because of loud music, staying there for houses in recycled air, touching lots of common surfaces, etc. Restaurants really bad, but a little better than bars, probably. Churches are pretty bad too, with all the singing and standing close to other people and such, staying there a long time, though not as bad as bars. Exterior things seem to be a lot less risky (I've seen 10-20x numbers vs interior), and if you can keep mostly a distance and wear a mask, probably not ideal, but not too bad. You don't touch a lot of common surfaces and any wind/air flow will make a huge difference. So a sporting event will be worse because people are sitting (touching seats) close by for hours and are screaming (lots of droplets from talking and screaming) and eating/drinking (putting hands close to face, can't eat with mask), etc, than a protest where people are marching in open air and can more easily stand apart and will wear masks. Probably explains why the cities with the biggest protests haven't seen huge spikes despite the time lag yet. But protests are definitely dangerous too. It becomes a question of risk vs reward. If this is the moment when people can finally get some progress on systemic police brutality and racism and change some things, to many it'll be worth taking some risks to get there. This is different from a sporting even, where you're not going to change laws and affect civil rights that may change many people's lives for generations to come... It's a bit like the hong Kong protests, some things are important in a democracy. Just like you don't cancel the election because there's a virus, you figure out how to do it as smartly as possible (which is why Trump is trying to taint the idea of voting by mail despite the fact that absentee ballots have been pushed a lot more by republicans than democrats in the past 20 years and Trump himself voted by mail).
  17. Usual urban legend/conspiracy theory fare. ::) We have a fair :P share of these on CoBF too. Yeah, but we know that Russia is actively planting stories like these, so it could be either one, or started by one and amplified by the other. Their aim is to hurt the US, so disinformation and sowing division are tools to that aim, just like supporting Trump was. You can go back to the report on Russia disinformation in 2016 and this is exactly their style. It's not a conspiracy theory when you know they're actually doing it, even if you can't know for a specific piece of data. But if they wanted to hurt the US, they couldn't do better than convince people that the virus and masks are a political issue and/or a hoax. That'll cost thousands of lives and trillions of extra dollars over what the cost would've been otherwise.
  18. Fauci: ‘I Don’t Think You Can Say We’re Doing Great. I Mean, We’re Just Not.’ https://fivethirtyeight.com/features/dr-fauci-partisanship-has-made-it-more-difficult-to-suppress-covid-19/
  19. I wonder if this type of disinformation is russian psyops or just dumb people, probably both..
  20. Yes, if I highlight a sentence and click "quote", the text box should only have the highlighted sentence featured as the quote. Another one is auto-scaling of images (prevents posting an image and having it blow up the viewing screen). I hope Sanjeev is not spending money to implement a forum engine from scratch. If he is, then it's IMO a waste of time and money. And the upkeep/fixes/maintenance is likely to be money pit too. OTOH, if CoBF is going to use off-the-shelf engine, then the engine-specific features in the wish list are pretty much DOA. I'm pretty sure most off the shelf forum software has a variety of options that can be implemented (or not) at the admins option. I agree custom software is unnecessary. Yeah, I think there's a bunch of plug-ins for most BB software that can do a lot of these things, but never done it myself, so can't confirm 100%.
  21. A way to scale images would be useful. I always end up with huge images hosted somewhere else that I wish I could resize quickly, and I don't always have the time to resize locally and re-upload somewhere else. You can do it manually per below: {img}url{/img} {img width=XXX}url{/img} I'll give it a try. I tried at some point, but I probably didn't do it right because it didn't work.
  22. This is wrong. I've been participating on online communities since USENET and BBSes and forums in the 1990s. Your theory doesn't actually work in practice. What you propose does create an echo chamber because it's a positive feedback loop that boosts signal of the same type and discourage divergent takes.
  23. A way to scale images would be useful. I always end up with huge images hosted somewhere else that I wish I could resize quickly, and I don't always have the time to resize locally and re-upload somewhere else.
  24. If you can only give people a star and it doesn't do anything else, I don't think the potential for abuse is very high. Worst case, a group of aligned-trolls all upvote each other all the time and their posts constantly have 4-5 stars, and everybody learns over time what is going on and ignores that signal.
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