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korrents.com
The power that comes from the ability to disrupt trade is a wasting asset and cannot be used indefinitely.Their words
the power that comes from the ability to disrupt trade is a wasting asset. You can use it for a time, but not indefinitely.
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The the words it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
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19 September
15 September
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korrents.com
The AI boom has become a huge political liability for Trump and clinging to it will not workTheir words
But of course it won’t work. The AI boom, once Trump’s last remaining political asset, is now a huge liability.
8 September
1 September
27 July
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Their words
I think evals, they outlive the harness a little bit, but not by that much. Like an eval might live for maybe one, two, three model generations, but nowadays the you know, we're on the exponential. The model is improving so quickly, very often we just saturate the eval, and then we have to throw it away, and we have to come up with a new eval.
24 July
9 July
10 May
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korrents.com
Trustworthiness is the most underrated asset in business, and prioritizing by ROI always ranks it last.Their words
Trustworthiness is the most underrated asset in all of business. And the things that create trustworthiness by definition stack rank to the bottom if we do it by ROI because doing the right thing has intangible rewards but tangible costs.
9 December 2025
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Their words
There’s a consistent history of transformational technologies generating excessive enthusiasm and investment, resulting in more infrastructure than is needed and asset prices that prove to have been too high. The excesses accelerate the adoption of the technology in a way that wouldn’t occur in their absence.
29 October 2025
18 August 2025
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Their words
I mean I've heard from multiple investors that foundation models are the fastest deteriorating asset of all time. And so if step one of your business is to burn through tens of millions or hundreds of millions of dollars of capital before you find product market fit and that asset has value for like a a week, I'm not sure it's like a great business model.
6 July 2025
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Their words
So, daily leverage is pretty bad unless you're a short-term trader. Volatility hurts that type of leverage.
13 January 2025
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korrents.com
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.Their words
In today’s world, I think the increase in self-fulfilling asset prices will be due to power and data centers.
24 September 2024
From one piece Bitcoin: A Global Liquidity Barometer 2 beliefs, in the piece's order there
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korrents.com
Bitcoin tracks the direction of global liquidity more consistently than any other major asset class.Their words
Bitcoin moves in the direction of global liquidity 83% of the time in any given 12-month period, which is higher than any other major asset class, making it a strong barometer of liquidity conditions.
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Their words
Since then, these unconventional monetary policies have increasingly become the dominant force moving asset prices.
30 April 2024
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korrents.com
The real price of debt is paid in options and flexibility, which is the asset that matters most.Their words
you start to see it as a constraint on the asset that matters most: having options and flexibility
1 October 2023
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Their words
As it turns out, after Schumpeter wrote most recessions were caused by either the bursting of asset price bubbles, monetary policy mistakes (unnecessary deflations), or sharp increases in the price of oil.
29 June 2023
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The Intelligent Asset AllocatorTheir words
If you want to know which book made me fall in love with investing, then check out The Intelligent Asset Allocator by William Bernstein.
29 May 2023
2 March 2023
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korrents.com
Labour-saving innovation in rich countries is aimed at the only asset most of the world’s poor have to sell.Their words
Therefore, we have the perverse situation that the richest people are hiring some of the most talented and technologically sophisticated people on the planet to engage in innovation aimed at driving down the demand for labor—the major and often only asset of the world’s poor.
1 June 2022
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Their words
I believe that, except in times of hyperinflation, the price level does not behave as an asset price but as the aggregate of billions of mostly backward-looking decisions, and that expectations of future primary balances have little effect on the price level today.
22 November 2021
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Their words
Finally, not just old chips and new chips, but the companies that make the chips (semiconductor fabs) are becoming more consolidated and more strategic.
The Rising Tide of Semiconductor Costfabricatedknowledge.com
1 July 2019
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Their words
Speed in software is probably the most valuable, least valued asset. To me, speedy software is the difference between an application smoothly integrating into your life, and one called upon with great reluctance.
4 March 2016
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korrents.com
Stored personal data is a toxic asset: it is a liability that keeps growing for as long as it is kept.Their words
What all these data breaches are teaching us is that data is a toxic asset and saving it is dangerous.
27 November 2008
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