Sherlock Петрович
rand0mth0ughts.bsky.social
Sherlock Петрович
@rand0mth0ughts.bsky.social
A software architect by day. A finance aficionado, trader, explorer, foodie, and history buff in my spare time.
Пока вы уже который год, опасаетесь бесчинств от наших братьев, доказательств чему никак не можете предоставить. Напоминаю, летом 2009 федералы арестовали 44 человека ...
t.me/random_from_...

#twotypesofpeople #NewsOfTheDay #history #ЖадностьПорождаетБедность #BrightonBeach
Random Thoughts
Пока вы уже который год, опасаетесь бесчинств от наших братьев, доказательств чему никак не можете предоставить. Напоминаю, летом 2009 федералы арестовали 44 человека в северном Нью Джерси по обвинени...
t.me
November 14, 2025 at 2:57 PM
People, and predominantly Russian-speaking Jews, who framed the recent NYC election via islamophobia and antisemitism missed the boat by a mile. That's because anti-Mamdani interests with money on the line masterfully triggered collective emotions and ...
t.me/random_from_...
#politics
Random Thoughts
People, and predominantly Russian-speaking Jews, who framed the recent NYC election via islamophobia and antisemitism missed the boat by a mile. That's because anti-Mamdani interests with money on the...
t.me
November 11, 2025 at 3:48 PM
In trading, when something expected isn't happening, it's time to close a position, even at a loss. The rationale is simple. If the thesis suggests that X results in Y, by historical observation, then a trade is to profit from Y. X did occur, but Y didn't. Thus, the original thesis was wrong. Sell.
Amazon cuts 14,000 corporate jobs as spending on artificial intelligence accelerates
Amazon will cut about 14,000 corporate jobs as the online retail giant ramps up spending on artificial intelligence while cutting costs elsewhere. In June CEO Andy Jassy, who has aggressively sought t...
ground.news
October 28, 2025 at 1:43 PM
Немного о наивном восприятии статистики.

Обычный приём в экономических исследованиях отображать изменения какой-то величины по группам во времени. Это эффектно подтверждает необходимый аргумент, но есть нюансы.
t.me/random_from_...
#economics #AmericanDynamism #factoftheday
Random Thoughts
График взят тут. Немного о наивном восприятии статистики. Обычный приём в экономических исследованиях отображать изменения какой-то величины по группам во времени. Это эффектно подтверждает необход...
t.me
October 9, 2025 at 8:43 PM
U.S. government shuts down, but futures are only down 28 points at 9 AM. That's all there is to know about perceived importance and its impact. At least for now.

#politics #finance #AmericanDynamism
October 1, 2025 at 1:13 PM
Разработка беспилотных авто одно из передовых направлений новейших технологий. Финиш уже совсем рядом. В некоторых городах США можно воспользоваться такси без водителя. Аналитики предсказывают ...
t.me/random_from_...
#tech #BraveNewWorld
Random Thoughts
Разработка беспилотных авто одно из передовых направлений новейших технологий. Финиш уже совсем рядом. В некоторых городах США можно воспользоваться такси без водителя. Аналитики предсказывают огромны...
t.me
September 30, 2025 at 12:58 PM
The mom-and-pop style of Real Estate investing is suboptimal at best. Comparative performance versus financial assets over a long term is overwhelmingly in favor of the latter.

False narratives, over-concentration ...
t.me/random_from_...
#finance #twotypesofpeople #AmericanDynamism
Random Thoughts
The mom-and-pop style of Real Estate investing is suboptimal at best. Comparative performance versus financial assets over a long term is overwhelmingly in favor of the latter.  False narratives, ove...
t.me
September 29, 2025 at 7:30 PM
The shorting of MSTR premium relative to Bitcoin hasn't disappointed. Kudos to Jim Chanos. Sell MSTR and buy IBIT for an equal dollar amount. At the time of this writing, MSTR still has ~28% in premium. There is more room in the trade. We're witnessing ...
t.me/random_from_...
#finance
Random Thoughts
The shorting of MSTR premium relative to Bitcoin hasn't disappointed. Kudos to Jim Chanos. Sell MSTR and buy IBIT for an equal dollar amount. At the time of this writing, MSTR still has ~28% in premiu...
t.me
September 25, 2025 at 6:51 PM
Human capital is by far the most important contributor to wealth creation and improved standards of living. There is plenty of historical evidence supporting this claim. Demographics is destiny. Immigration is a counterbalancing force to ...
t.me/random_from_...
#politics #economics
Random Thoughts
Human capital is by far the most important contributor to wealth creation and improved standards of living. There is plenty of historical evidence supporting this claim. Demographics is destiny. Immig...
t.me
September 24, 2025 at 8:15 PM
Options are fantastic financial instruments. From just two basic components, an investor can construct an endless array of positions designed to profit from all imaginable scenarios. Want to make 2x when a stock moves up? No problem.
t.me/random_from_...
#finance
Random Thoughts
Options are fantastic financial instruments. From just two basic components, an investor can construct an endless array of positions designed to profit from all imaginable scenarios. Want to make 2x w...
t.me
September 24, 2025 at 12:53 PM
S - Stagflation.
An economic environment with sticky inflation and lower economic growth. Lower than what one might ask. Lower than what the economy is capable of. Stagnant growth means bond yields are likely to decrease. There is less demand for...
t.me/random_from_...
#finance #economics
Random Thoughts
S - Stagflation. An economic environment with sticky inflation and lower economic growth. Lower than what one might ask. Lower than what the economy is capable of. Stagnant growth means bond yields ar...
t.me
September 12, 2025 at 6:32 PM
"Where you stand depends on where you sit."
или
"Точка зрения определяется местом сидения."
Автор афоризма - Rufus Miles, работавший в правительстве США. It's also known as Miles' Law.

#factoftheday #politics
September 11, 2025 at 8:05 PM
rumination
#wordoftheday
September 4, 2025 at 1:08 PM
hucksterism
#wordoftheday
August 29, 2025 at 9:58 PM
Регулярно всплывает тема стратегической важности редкоземельных металлов. За Китаем 70% мировой добычи и 90% обработки.
t.me/random_from_...
#economics #AmericanDynamism
Random Thoughts
Регулярно всплывает тема стратегической важности редкоземельных металлов. За Китаем 70% мировой добычи и 90% обработки. Китай периодически использует своё монопольное положение как инструмент влияния,...
t.me
August 13, 2025 at 9:54 PM
Население Нью-Йоркской агломерации (NY Metropolitan Area) – 20млн, ВВП $2.3T. Население РФ – 144Млн, ВВП $2.2T. Равные показатели ВВП достигаются семикратными людскими ресурсами. Территориальные различия: 12,093 км2 против 17,098,246 км2.

#factoftheday
August 11, 2025 at 4:22 PM
Greed has been and remains the force underpinning all financial manias. Bitcoin is no exception. Yet, at least three aspects distinguish it from the Southern Sea bubble, the Dot-com, Japan's real estate craze
t.me/random_from_...
#BraveNewWorld #finance #ЖадностьПорождаетБедность
Random Thoughts
Greed has been and remains the force underpinning all financial manias. Bitcoin is no exception. Yet, at least three aspects distinguish it from the Southern Sea bubble, the Dot-com, Japan's real esta...
t.me
July 28, 2025 at 3:18 PM
July 23, 2025 at 11:42 PM
inscrutable
#wordoftheday
July 23, 2025 at 12:47 AM
decathexis
#wordoftheday
July 21, 2025 at 7:30 PM
Why you should stick with the simplest insurance products, aka Term Life.
t.me/random_from_...
#finance
Random Thoughts
Why you should stick with the simplest insurance products, aka Term Life. Case in point: Acceleration of Death Benefit Policy from MetLife. An acceleration of death benefit (also called an accelerate...
t.me
July 20, 2025 at 12:54 AM
Stablecoins (SCs). The Bad. Part 2.
The other not-so-obvious, but essential piece of the puzzle is the networks over which SCs are exchanged.
t.me/random_from_...
#BraveNewWorld #finance
Random Thoughts
Stablecoins (SCs). The Bad. Part 2. Part 1. The other not-so-obvious, but essential piece of the puzzle is the networks over which SCs are exchanged. The blockchains. If SCs are analogous to banknote...
t.me
July 17, 2025 at 8:55 PM
Stablecoins (SCs). The Bad. Part 1.

There are two main classes of issues with SCs. Economic and operational. Let's evaluate those through the lens of a U.S.-based user.
t.me/random_from_...
#BraveNewWorld #finance
Random Thoughts
Stablecoins (SCs). The Bad. Part 1. You can read about the good parts here. There are two main classes of issues with SCs. Economic and operational. Let's evaluate those through the lens of a U.S.-ba...
t.me
July 17, 2025 at 8:09 PM
альмонарий
#wordoftheday
July 16, 2025 at 1:40 AM
Stablecoins (SCs) part 1.
The crypto tokens whose value is pegged to $1 and backed by real assets. Algorithmic ones were proven to be a joke, so I'll pretend they don't exist.

The utility for SCs in the U.S. and developed economies is muted.
t.me/random_from_...

#BraveNewWorld #finance
Random Thoughts
Stablecoins (SCs) part 1. The crypto tokens whose value is pegged to $1 and backed by real assets. Algorithmic ones were proven to be a joke, so I'll pretend they don't exist. The utility for SCs in...
t.me
July 15, 2025 at 9:13 PM