TiMmm Li***n
@tlivian.bsky.social
Here for the "fish" 🐟 🐟 🐟 🐟 🐟 🐟 🐟 🐟 👍🌌
A bit of a geek for data, facts, rationality, mental models, value investing (long term, not to be bundled in w/ gamblers/traders that call themselves "investors"), thinking, analysis, spreadsheets...
📍Miami, FL
A bit of a geek for data, facts, rationality, mental models, value investing (long term, not to be bundled in w/ gamblers/traders that call themselves "investors"), thinking, analysis, spreadsheets...
📍Miami, FL
Great example of how Trump values obscuring/skewing reality & behaving like a communist country or dictator wanting people in the dark. $AMZN shining light on the real world implications of half baked tariffs & attempting band-aid, short cut fix to a long term problem www.cnbc.com/2025/04/29/w...
White House blasts Amazon over tariff cost report: 'Hostile and political act'
The White House slammed Amazon for reportedly planning to display the cost of President Donald Trump's tariffs next to the total price of products on its site.
www.cnbc.com
April 29, 2025 at 2:13 PM
Great example of how Trump values obscuring/skewing reality & behaving like a communist country or dictator wanting people in the dark. $AMZN shining light on the real world implications of half baked tariffs & attempting band-aid, short cut fix to a long term problem www.cnbc.com/2025/04/29/w...
Ways Trump is an ass in how he's going about things and the trade war g.co/gemini/share...
Gemini - Assistance Concluded: Any Further Help?
Created with Gemini
g.co
April 26, 2025 at 3:30 PM
Ways Trump is an ass in how he's going about things and the trade war g.co/gemini/share...
Reposted by TiMmm Li***n
Trump's math: off by billions! #econsky
Trump: tariffs are collecting $2B per day
CPB: Nope. It's actually $250M per day.
"Trump’s claim of $2 billion or more a day in tariff revenue is contradicted by figures released by multiple federal departments or agencies."
www.factcheck.org/2025/04/trum...
CPB: Nope. It's actually $250M per day.
"Trump’s claim of $2 billion or more a day in tariff revenue is contradicted by figures released by multiple federal departments or agencies."
www.factcheck.org/2025/04/trum...
Trump Expands on Dubious Daily Tariff Revenue Claim - FactCheck.org
President Donald Trump has added to his unsupported claim that the U.S. is making “$2 billion a day” from tariffs by saying that the country was losing $2 billion or $3 billion "a day” under President...
www.factcheck.org
April 19, 2025 at 3:31 PM
Trump's math: off by billions! #econsky
Intent vs. Reality: Electoral College was meant to balance power, but now favors a tiny fraction of voters. 🤯Campaigns mostly focus on swing states, ignoring the rest of the country. This creates disproportionate influence & election outcomes. Time for reform! #ElectoralCollege #DirectDemocracy
April 19, 2025 at 5:59 PM
Intent vs. Reality: Electoral College was meant to balance power, but now favors a tiny fraction of voters. 🤯Campaigns mostly focus on swing states, ignoring the rest of the country. This creates disproportionate influence & election outcomes. Time for reform! #ElectoralCollege #DirectDemocracy
Blindly "buying the dip" & dumb money, automatic index fund buying are examples of unintelligent investing that aren't concerned with valuation or logical evaluation & help prop up stock prices & perpetuate rampant premiums/overvaluation, herd mentality.
Please, explain what I'm missing...
Please, explain what I'm missing...
April 16, 2025 at 2:13 PM
Blindly "buying the dip" & dumb money, automatic index fund buying are examples of unintelligent investing that aren't concerned with valuation or logical evaluation & help prop up stock prices & perpetuate rampant premiums/overvaluation, herd mentality.
Please, explain what I'm missing...
Please, explain what I'm missing...
"Liberation day" April 2nd was liberating us from our sanity and capital gains.
He should have done it on April 1st for April Fools, since it's a joke and he's a joke.
He should have done it on April 1st for April Fools, since it's a joke and he's a joke.
a man in a suit and tie is sitting at a desk holding a piece of paper
ALT: a man in a suit and tie is sitting at a desk holding a piece of paper
media.tenor.com
April 11, 2025 at 6:28 PM
"Liberation day" April 2nd was liberating us from our sanity and capital gains.
He should have done it on April 1st for April Fools, since it's a joke and he's a joke.
He should have done it on April 1st for April Fools, since it's a joke and he's a joke.
Everyone please take a minutes to process the distinction between EQUAL OPPORTUNITIES, not EQUAL OUTCOMES. It sounds similar, but it's a world of difference & incentives are aligned. I think that's what's really meant by "equality", not the extremes expected by liberals or limited by conservatives
April 8, 2025 at 1:43 PM
Everyone please take a minutes to process the distinction between EQUAL OPPORTUNITIES, not EQUAL OUTCOMES. It sounds similar, but it's a world of difference & incentives are aligned. I think that's what's really meant by "equality", not the extremes expected by liberals or limited by conservatives
Highly recommend reading this Dimon(d) gem ($JPM) than a bunch of severely biased articles or a few watered down annual letters
Trump folks should study this, way better than the garbage his "economists" are generating, it's a free playbook for them www.jpmorganchase.com/ir/annual-re...
#EconSky
Trump folks should study this, way better than the garbage his "economists" are generating, it's a free playbook for them www.jpmorganchase.com/ir/annual-re...
#EconSky
April 8, 2025 at 1:25 PM
Highly recommend reading this Dimon(d) gem ($JPM) than a bunch of severely biased articles or a few watered down annual letters
Trump folks should study this, way better than the garbage his "economists" are generating, it's a free playbook for them www.jpmorganchase.com/ir/annual-re...
#EconSky
Trump folks should study this, way better than the garbage his "economists" are generating, it's a free playbook for them www.jpmorganchase.com/ir/annual-re...
#EconSky
Energy/Oil leads/led to wealth, lack of energy, less wealth. Silly not giving energy the love/appreciation it deserves, while also planning a reasonable transition to cleaner sources on a sensical timeline (& not the ultra-liberal desire to have it all now, with no sense of what's involved) #EconSky
April 7, 2025 at 6:18 PM
Energy/Oil leads/led to wealth, lack of energy, less wealth. Silly not giving energy the love/appreciation it deserves, while also planning a reasonable transition to cleaner sources on a sensical timeline (& not the ultra-liberal desire to have it all now, with no sense of what's involved) #EconSky
Feels like the big, buyback "cannibal" companies and the "buy the dip" mindless drones feed off each other, and topped off with the dumb money indexes that just keep buying regardless of price and zero analysis or comparing for better potential returns. It's a "dumb money" world #EconSky
April 7, 2025 at 6:01 PM
Feels like the big, buyback "cannibal" companies and the "buy the dip" mindless drones feed off each other, and topped off with the dumb money indexes that just keep buying regardless of price and zero analysis or comparing for better potential returns. It's a "dumb money" world #EconSky
Hey Mr. Orange/Bubba Trump, you "don't have the cards" either to take on the whole world you senile, overconfident fool.
two men are sitting on a couch and one of them has a sticker that says you don 't
ALT: two men are sitting on a couch and one of them has a sticker that says you don 't
media.tenor.com
April 7, 2025 at 3:24 PM
Hey Mr. Orange/Bubba Trump, you "don't have the cards" either to take on the whole world you senile, overconfident fool.
Stupid! #EconSky sacrificing huge economic benefits 4 tiny % GDP. Our trade imbalance is <4% GDP, also dumb since we export high value/margin services, tech, software & import low margin products that require huge capex. Sharpen your pencils dummies & focus on gross profits, not simple gross values
April 7, 2025 at 2:59 PM
Stupid! #EconSky sacrificing huge economic benefits 4 tiny % GDP. Our trade imbalance is <4% GDP, also dumb since we export high value/margin services, tech, software & import low margin products that require huge capex. Sharpen your pencils dummies & focus on gross profits, not simple gross values
Being a U.S. citizen feels like I'm a parent @ a party that has to apologize for my misbehaving child. Sorry, rest of the world. Bully, delusional, psychopathic, egomaniac, morons w/victim/target complex (that's all talk) took over, started a trade war w/everyone (bad odds of success). #Embarrassed
a brown dog is sitting next to a white table and holding onto a shoe .
ALT: a brown dog is sitting next to a white table and holding onto a shoe .
media.tenor.com
April 5, 2025 at 12:53 PM
Being a U.S. citizen feels like I'm a parent @ a party that has to apologize for my misbehaving child. Sorry, rest of the world. Bully, delusional, psychopathic, egomaniac, morons w/victim/target complex (that's all talk) took over, started a trade war w/everyone (bad odds of success). #Embarrassed
It's amazing & I'm highly appreciative of all the scientists (or scientific minded people) that painstakingly observed, experimented, documented, thought about & shared their findings to make more sense of our world inch by inch, if we don't already we should have a "Thank a scientist day"
April 4, 2025 at 12:20 PM
It's amazing & I'm highly appreciative of all the scientists (or scientific minded people) that painstakingly observed, experimented, documented, thought about & shared their findings to make more sense of our world inch by inch, if we don't already we should have a "Thank a scientist day"
You ever get the feeling that we're the guinea pigs in some egomaniacal sociopaths misguided and uninformed experiment that's for really bad odds of a good outcome. Damn Mr. Orange
a cartoon character says mouahahah in front of him
ALT: a cartoon character says mouahahah in front of him
media.tenor.com
April 2, 2025 at 10:48 PM
You ever get the feeling that we're the guinea pigs in some egomaniacal sociopaths misguided and uninformed experiment that's for really bad odds of a good outcome. Damn Mr. Orange
Changing your "ruler" is a clear signal of failure A$$ 🕳️ It's gonna be like watching a 4 year car wreck.
“The stock market is going to be great,” he told the crowd at an investor conference Feb. 19.
#econsky
www.nbcnews.com/news/amp/rcn...
#econsky
www.nbcnews.com/news/amp/rcn...
Trump made the stock market a marker of success. Now he's hedging as markets dip.
Trump has long touted the market's success in office. Now, he's taking a different view as stocks have tumbled, with the S&P 500 having its worst day since September.
www.nbcnews.com
March 31, 2025 at 10:21 PM
Changing your "ruler" is a clear signal of failure A$$ 🕳️ It's gonna be like watching a 4 year car wreck.
Musk can't take his own medicine and whining about Tesla takedown protesters being paid and organized, while he's doing cash giveaways to get people to vote #hypocrite
March 31, 2025 at 6:02 AM
Musk can't take his own medicine and whining about Tesla takedown protesters being paid and organized, while he's doing cash giveaways to get people to vote #hypocrite
Great example of diminishing returns or hedonic adaptation awareness can save U from grief if stretching beyond your means. Munger understood the basics. Unfortunately, U.S. is home ownership crazy/biased & has done a crap job on good rental alternatives
finance.yahoo.com/news/charlie...
finance.yahoo.com/news/charlie...
Charlie Munger Lived in the Same House for 70 Years—And Thought Fancy Homes Just Make People Miserable: 'Having a Basic House Really Helps You'
Before Charlie Munger passed away at 99 in 2023, he left behind more than legendary investment advice. He also left behind a modest home he lived in for seven decades—and a blunt message about why mos...
finance.yahoo.com
March 29, 2025 at 4:45 PM
Great example of diminishing returns or hedonic adaptation awareness can save U from grief if stretching beyond your means. Munger understood the basics. Unfortunately, U.S. is home ownership crazy/biased & has done a crap job on good rental alternatives
finance.yahoo.com/news/charlie...
finance.yahoo.com/news/charlie...
Musk is so biased, it's ridiculous how obvious his incentives are.
-SpaceX: contracts
-Tesla: deregulation & autonomous (along w/tariffs that kneecap his competitors that aren't as well positions)
X: more chaos=more activity (reinforcement+proof)
xAI: gov't gutting & automating as much as possible
-SpaceX: contracts
-Tesla: deregulation & autonomous (along w/tariffs that kneecap his competitors that aren't as well positions)
X: more chaos=more activity (reinforcement+proof)
xAI: gov't gutting & automating as much as possible
a man wearing a baseball cap is standing in front of a door with his mouth open and says `` of course '' .
ALT: a man wearing a baseball cap is standing in front of a door with his mouth open and says `` of course '' .
media.tenor.com
March 29, 2025 at 4:19 PM
Musk is so biased, it's ridiculous how obvious his incentives are.
-SpaceX: contracts
-Tesla: deregulation & autonomous (along w/tariffs that kneecap his competitors that aren't as well positions)
X: more chaos=more activity (reinforcement+proof)
xAI: gov't gutting & automating as much as possible
-SpaceX: contracts
-Tesla: deregulation & autonomous (along w/tariffs that kneecap his competitors that aren't as well positions)
X: more chaos=more activity (reinforcement+proof)
xAI: gov't gutting & automating as much as possible
Hoping more of these Trump voters are having "aha" moments and seeing past the lies and words and basing things on the performed actions. Hopefully this learning will stick around for a few generations and not be a tiny blip that only lasts for 1-2 more elections.
“The Bureau employs some 2,000 people in the city of 29,000.”
The Red Rural Recession.
www.thedailybeast.com/maga-junkie-...
The Red Rural Recession.
www.thedailybeast.com/maga-junkie-...
March 29, 2025 at 4:09 PM
Hoping more of these Trump voters are having "aha" moments and seeing past the lies and words and basing things on the performed actions. Hopefully this learning will stick around for a few generations and not be a tiny blip that only lasts for 1-2 more elections.
So shady, getting rid of transparency and very basic reporting requirements for entities to disclose beneficial ownership (mostly for shell corps and unraveling the onion-like structure)
Pretty clear proof how pro-corruption this administration is. Hello more money laundering & cloaked sneakiness
Pretty clear proof how pro-corruption this administration is. Hello more money laundering & cloaked sneakiness
March 26, 2025 at 3:01 PM
So shady, getting rid of transparency and very basic reporting requirements for entities to disclose beneficial ownership (mostly for shell corps and unraveling the onion-like structure)
Pretty clear proof how pro-corruption this administration is. Hello more money laundering & cloaked sneakiness
Pretty clear proof how pro-corruption this administration is. Hello more money laundering & cloaked sneakiness
I think the world would be a better place with more accountability, and rational carrots (aka incentives) AND sticks (aka punishments that actually punish).
It's like "Skin in the game", you gotta be willing to take the upside AND the downside (not just one).
It's like "Skin in the game", you gotta be willing to take the upside AND the downside (not just one).
March 22, 2025 at 6:34 PM
I think the world would be a better place with more accountability, and rational carrots (aka incentives) AND sticks (aka punishments that actually punish).
It's like "Skin in the game", you gotta be willing to take the upside AND the downside (not just one).
It's like "Skin in the game", you gotta be willing to take the upside AND the downside (not just one).
I'm all for the environment + green, but the way the ultra liberals go about it, instead of a sensible transition & carrots/incentivizing people to shift more willingly & making the greener option more competitive/exciting, the impatience & sticks/punishments come out & bans. Takeaways rarely work
March 22, 2025 at 6:22 PM
I'm all for the environment + green, but the way the ultra liberals go about it, instead of a sensible transition & carrots/incentivizing people to shift more willingly & making the greener option more competitive/exciting, the impatience & sticks/punishments come out & bans. Takeaways rarely work
Here's
Grok's take on aspects of
@elonmusk & @realDonaldTrump
(Grok can't say it, but seems like it's getting at they're both douches, also included ChatGPT)
Grok's take on aspects of
@elonmusk & @realDonaldTrump
(Grok can't say it, but seems like it's getting at they're both douches, also included ChatGPT)
March 22, 2025 at 3:33 PM
Here's
Grok's take on aspects of
@elonmusk & @realDonaldTrump
(Grok can't say it, but seems like it's getting at they're both douches, also included ChatGPT)
Grok's take on aspects of
@elonmusk & @realDonaldTrump
(Grok can't say it, but seems like it's getting at they're both douches, also included ChatGPT)
Not sure I agree that this is monopoly power, just changing the business model, the same way Costco and Walmart did, just invested bigger and sooner and now all the others are playing catch-up after the model is proven, it's not $AMZN fault the others had legacy businesses they were focusing more on
March 22, 2025 at 3:07 PM
Not sure I agree that this is monopoly power, just changing the business model, the same way Costco and Walmart did, just invested bigger and sooner and now all the others are playing catch-up after the model is proven, it's not $AMZN fault the others had legacy businesses they were focusing more on