People who cosplay as communists from the comfort of capitalist societies are unserious mfers.
ECONOMY
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Seagate and Qorvo Weather Tariffs While First Solar Struggles
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Seagate can handle tariffs, First Solar can’t Both disk-drive maker Seagate and wireless chip maker Qorvo signaled to investors Tuesday that they can withstand punishing tariffs, and their shares surged. First Solar conceded it could lose a lot of business, and its stock sank.
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Leader blamed for manufacturing recession without alternative strategy
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This mfer manufactured a recession and has no other plan but to blame others for it. Very on brand.
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Supply Shocks Impact Tech Giants Earnings Reports
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The TL Podcast for April 28th: Tech in the middle of shocking news Economists are talking about the prospect of supply “shocks” for the U.S. as shipments plummet. Can it have any meaning at all for earnings reports this week from Amazon, Apple and Microsoft?
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Trump Policy Economic Impact: Recession Concerns
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Le Trumpisme ça marche super bien ! Récession !
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Ukraine’s Rare Earth Elements and AI Industrial Infrastructure Development
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Inevitable. Now: what does Ukraine actually have in terms of REE? Existing surveys are out of date (Soviet Era.) But as I argue, this is directly correlated to the Industrial buildout of Intelligence.
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Rising Customer Acquisition Costs Squeeze Consumer Purchasing Power
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Augmentation du coût d’acquisition clients pour les annonceurs = augmentation du prix de vente (ou baisse de la rentabilité) = baisse du pouvoir d’achat. Mathématique.
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Poker Table Mindset: Reframing Negotiation Strategy
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(An evocative thing poker people sometimes say is “You are at one table your entire life. The other players rotate in and out of it.” That might actually be a helpful mindset for thinking about negotiation; no need to think about others’ opinions on other tables.)
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Corporate relationships and complex financial dynamics in tech ecosystems
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There might be a large universe of other people who have complicated feelings about money and other C corps that have different feelings about you but tables you are actually at always have you and then have small number of C corps that matter.