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Posts by 1974ideas

Dementia Don with his weekly test results.

Dementia Don with his weekly test results.

Test results summary: He crayoned mostly inside the lines and was able to tell the difference between Stephen Miller and a hyena (on the third try).

3 months ago 7594 1523 1174 264
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It's always about the money, honey. #rant #teacher #teachersoftiktok #money TikTok video by Unlearn16

www.tiktok.com/t/ZTroR8Amb/

Easy to understand summary of US Venezuela relations

3 months ago 25 7 2 0

Don’t. Print. Lies. In. The. Newspapers.

No, not even on the op-ed page.

3 months ago 99 14 0 0
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A handy pocket card: the companies that Trump has nationalized (to the extent we know)

4 months ago 89 74 2 9
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🚨 We are one step closer to banning members of Congress from trading stocks.

The discharge petition will need 218 members' signatures to bring it to the House floor, but this is progress!

4 months ago 18 4 3 0

No, we don't want "free" healthcare.

We want universal healthcare paid for by our taxes that covers everyone and leaves no one bankrupted and sick.

This isn’t difficult to comprehend.

5 months ago 3202 1029 116 50
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4 months ago 1 1 0 0
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Where are our Congressmen?

4 months ago 15 7 2 1
Cascade Dynamics
Why this isn't just "AI bubble pops, startups fail, move on"

The Perpetual Motion Machine In Reverse

On the way up:

ZIRP β†’ Yen carry trade profitable
Carry trade β†’ Private credit boom
Private credit β†’ AI speculation fundable
AI speculation β†’ NVIDIA/tech stocks soar
Tech stocks β†’ Collateral for MORE carry trades

Perpetual motion: Each layer feeds the next

On the way down:

AI hype slows β†’ Valuations questioned
Valuations drop β†’ Private credit loans underwater
Private credit defaults β†’ Lenders demand redemptions
Redemptions β†’ Must unwind carry trades
Yen carry unwind β†’ Yen strengthens, dollar assets sold
Dollar assets sold β†’ Tech stocks crater
Tech stocks crater β†’ Collateral vanishes
Collateral vanishes β†’ Margin calls cascade

Anti-perpetual motion: Each layer accelerates the next DOWN

Cascade Dynamics Why this isn't just "AI bubble pops, startups fail, move on" The Perpetual Motion Machine In Reverse On the way up: ZIRP β†’ Yen carry trade profitable Carry trade β†’ Private credit boom Private credit β†’ AI speculation fundable AI speculation β†’ NVIDIA/tech stocks soar Tech stocks β†’ Collateral for MORE carry trades Perpetual motion: Each layer feeds the next On the way down: AI hype slows β†’ Valuations questioned Valuations drop β†’ Private credit loans underwater Private credit defaults β†’ Lenders demand redemptions Redemptions β†’ Must unwind carry trades Yen carry unwind β†’ Yen strengthens, dollar assets sold Dollar assets sold β†’ Tech stocks crater Tech stocks crater β†’ Collateral vanishes Collateral vanishes β†’ Margin calls cascade Anti-perpetual motion: Each layer accelerates the next DOWN

A brief overview on why the AI Bubble is not just a 'Dot Com' or even just a '2008'; but something existentially threatening to Capitalism.

5 months ago 322 87 14 26
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Graham Platner sounds like a bullshitter.

My experience with bullshitters has been terrible. Bullshitters tend to be lazy, unserious liars who promise the world and never deliver.

5 months ago 1 0 0 0
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5 months ago 418 129 3 3
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Yep

6 months ago 165 38 4 4
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She sure knows how to bring the fire! πŸ’™

7 months ago 648 247 25 11
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7 months ago 23 12 2 0