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undervaluedcurrencyfundamentals
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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17 September
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Their words
the jev release is giving react major version drop vibes. just a massive crashing wave, everyone rethinking fundamental stuff and thinking through the implications of a novel new primitive.
11 September
10 September
6 September
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Their words
The market cap weights make sense relative to the fundamentals.
3 September
2 September
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korrents.com
Investing in strong fundamentals and invisible supports makes good outcomes follow naturallyTheir words
Invest in building strong fundamentals, invisible supports, and outcomes flow like water.
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Their words
there is evidence that the reversal effect has weakened over time, leaving investors who bet on mean reversion and a return to fundamentals in the lurch
1 September
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Lovedaffiliate linkrcmnd.app
ActivityPubTheir words
Evan Prodromou has the unenviable task of making the whole ecosystem easy to understand. Thankfully he does that well. Things are logically laid out, there are comprehensive descriptions of even the most obscure parts of the spec, and it builds up nicely from the fundamentals.
21 August
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Their words
Early in the final stage of the Big Debt Cycle, the market action reflects this dynamic via interest rates rising led by long-term rates, the currency declining especially relative to gold, and the central government’s treasury department shortening the maturities of its debt offerings because of a shortage of the demand for long-term debt.
20 August
1 August
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korrents.com
China's real exchange rate should appreciate through higher domestic inflation, not currency revaluation.Their words
My view is that an appreciation of China's REER is very much to be desired, but the real (haha) way to get there is through higher inflation domestically, and that means different macro policies.
29 July
15 July
From one piece Context engineering with Dex Horthy 2 beliefs, in the piece's order there
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Their words
I think context engineering has been so long lived because it's it's grounded in the fundamentals of how transformer attention works and until we have post transformer models or linear attention or whatever it is which who knows when that's going to happen context engineering will be interesting and important to anyone building on AI
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Their words
We can we can teach we can teach somebody, I think, to be a really good AI developer in a few months. You can build enough intuition where you are, you know, accelerated off the ground and you can go like keep growing there. It's really hard to teach someone a CS undergrad program in in 3 months.
18 June
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Their words
Doomsday stories about how passive investing is making markets less efficient and less inclined to reflect fundamentals strike me as overwrought
17 June
5 June
3 June
From one piece Kubernetes and retiring at the top with Kelsey Hightower 2 beliefs, in the piece's order there
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Their words
So I'm looking at this like guys the fundamentals of this isn't like everything is going to change because of MCP. What the hell? A whole conference guys? This is just API design.
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Their words
There have been countries that have gone through currency resets. This is not a nice experience because if you had a little bit of money, a currency reset can mean you have now no money. If you had no money, it may feel like it's impossible to ever get any more money. If you're retired, what do you do during a currency reset?
29 April
1 March
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Usesrcmnd.app
Claude CodeTheir words
With Claude, I've built a host of software like this. Mostly small tools for myself — programs that instantly append copy buffers to text files (I keep a running file of nice things people write to me called notapieceofshit.txt) or quickly perform live currency conversions.
17 January
10 December 2025
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Their words
In short, investors' view of the decade to come is being shaped by the events of the last few days.
18 September 2025
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Their words
no one carries the full legitimacy inside of a company. Legitimacy is a currency in a companies. No one carries the full legitimacy in a company, even the CEO. The CEO just has a lot of input on the plan. The plan carries the legitimacy.
11 September 2025
6 July 2025
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Their words
If a new monetary network with its own unit (i.e. not pegged to an existing currency as a credit rail on top of it, but rather a fully parallel system to central banks) is going to bootstrap from zero to massive, it requires upward volatility.
30 April 2025
19 January 2025
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Their words
And to go back to thinking about money, money works because we all believe in it. It's a form of social trust, and it's a form of belief and faith in our society and in the other people in it. And when that breaks down, the money system will break down as well.
8 January 2025
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korrents.com
The United States is not at risk of a financial crisis caused by the size of its government debt.Their words
Stabilizing factors such as the global demand for U.S. dollars and debt denominated in its own currency suggest an era of fiscal dominance in the U.S. that's less dramatic than alarmists predict but more persistent and intractable than optimists hope.
6 November 2024
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Lovedrcmnd.app
A History of Graphic DesignTheir words
History is the best distinguisher of fashion from fundamentals.
24 September 2024
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Their words
Since then, these unconventional monetary policies have increasingly become the dominant force moving asset prices.
29 April 2024
18 March 2024
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Their words
Look, I think compute is going to be the currency of the future. I think it will be maybe the most precious commodity in the world, and I think we should be investing heavily to make a lot more compute.
17 November 2023
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Their words
I believe that power is the currency of international relations, and by that I mean that states are deeply interested in the balance of power and they're interested in maximizing how much power they control.
1 June 2022
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Their words
Sovereign debt markets (and many other markets as well) are subject to sudden stops in which investors either drop out or ask for large spreads even in the absence of large changes in fundamentals.
28 October 2020
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Likedaffiliate linkrcmnd.app
Venture Deals: Be Smarter Than Your Lawyer and VCTheir words
If you're considering raising institutional funding for your startup, then this is a key book to read to understand the fundamentals of the legal documents and terms. It came recommended by a number of fellow entrepreneurs and it didn't disappoint. I haven't raised money yet myself so I may change this score up or down significantly once I have that first hand experience.
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Mixed onaffiliate linkrcmnd.app
How to Become a RainmakerTheir words
If you like simple books like "ReWork", this is the sales book for you. Fox has a simple, direct way of sharing advice on how he sees the best sales people operate. Nothing here is Earth-shattering, but if you zoom out, you realize that the little details, the simple things are what trip a lot of people up in sales (myself included). If you want to tighten up your sales game, or just get some fundamentals right, this is a good, quick read.
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Likedaffiliate linkrcmnd.app
The 22 Immutable Laws of MarketingTheir words
My favorite kinds of books are to the point and filled with solid, actionable advice. It's amazing how much wisdom Ries & Trout have fit into a 130 page book. If you want to learn key marketing fundamentals, and avoid major marketing strategy failures, this book is well worth the read.
14 March 2019
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korrents.com
The thing open source can actually sell is not the code but access to its maintainers’ attention and expertise.Their words
While everyone is focused on putting up tollbooths, opportunities to “price” maintainer attention, and access to maintainers, remain undervalued.
1 January 2012
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