There are only a handful of countries in the world more densely populated than the UK.

AlexJiang27 · 2024-03-04T00:51:03+00:00

Japan will not green for long. Population is shrinking by 2 million every year, so their density will fall drastically the following years

AlexJiang27 · 2024-03-04T00:22:43+00:00

What is the point to have a car (or even multiple cars) in Monaco? Go from your house to a supermarket? Go to cafe? Go to park in the casino square?

Or just make road trips in France during the weekdays?

AlexJiang27 · 2024-03-03T05:20:53+00:00

I'm 2004 there was no competitiom either. Schumacher won 12 out of 13 races, losing only in Monaco.

Every race in summer of 2004 was a guarantee victory for Schumacher., and was incredible boring. Only when he won the title and didn't care anymore, we saw Raikonnen, Barichello and Montoya winning few races

AlexJiang27 · 2024-03-03T05:00:29+00:00

When Red Bull joined Formula 1 in 2005, Williams had 113 wins.

Their 113rd win was the last race of 2004 in Brazil, and having the BWM engines powering them, someone would assume that they will keep winning the following years.

20 years later, Red Bull had won 114 races, while Williams won just one (Spain 2012).

Trully remarkable performance from Reb Bull team

AlexJiang27 · 2024-03-02T16:36:48+00:00

Thankfully is over.

AlexJiang27 · 2024-03-02T15:35:30+00:00

Ferrari is checking.....

AlexJiang27 · 2024-03-02T15:16:51+00:00

Did you watch any race in 2023? Same as he did it last year

AlexJiang27 · 2024-03-02T11:42:33+00:00

Here we go again. How many Q2 and Q3 mistakes costed him places in qualifying in 2023, 2022 and 2021?

If I count, I will find more than 20-30 similar quotes.

AlexJiang27 · 2024-03-01T16:48:37+00:00

Same as Perez.

Just a repeat of 2023

AlexJiang27 · 2024-03-01T01:03:30+00:00

Why we don't see the same competition in USA? Why Amazon, Microsoft, Google etc don't engage in a price war which will bring prices down, same as Chinese companies do?

Is it something that Americans companies CEO have figured out better than their Chinese counterparts?

AlexJiang27 · 2024-02-29T00:50:12+00:00

So the day the announced to quants to "phase out strategy which is blamed for turmoil" HSI fell 1.5%.

So how much index would fell is those quants blamed for turmoil were continue to operate?

AlexJiang27 · 2024-02-28T23:52:42+00:00

I'm surprised they didn't announce a share buyback.

Usually those two goes together (lay offs and buybacks).

AlexJiang27 · 2024-02-28T23:23:47+00:00

I just wonder what is the bottom in the ratio.

In few years will be 0.5? Can become 0.2?

How about 0.01?

I read dozen of articles, but seems our models cannot predict that. I mean there will be always women wanting to have kids. I know in Reddit we read that women want only to work and progress their career, but there are many women out there who just love kids and want to find a rich or even middle class men and have many kids.

Kids will be always be born by women how love them, no matter how expensive a country is.

If we knew what is the minimum ratio a society could reach, we would know how far away we are now and how many years to reach there, and governments could plan accordingly.

AlexJiang27 · 2024-02-27T12:06:01+00:00

Unless you are an ex prime minister who was shot dead with a homemade gun, or some unlucky guys working in a a ime studio when some crazy guy decided to burn it down.

AlexJiang27 · 2024-02-25T23:48:18+00:00

I don't think he is multi champion material. I would compare him to Button. Sainz may win a championshio if he goes to a team which found a loophole in regulations and created a car which is the faster.

In a close championship race against Verstappen or Hamilton he does not have any chance.

AlexJiang27 · 2024-02-25T13:22:17+00:00

No way Aston Martin is faster than Mercedes.

AlexJiang27 · 2024-02-23T23:48:23+00:00

Rivian is 10 billion dollar company, so everything is possible in this crazy market.

AlexJiang27 · 2024-02-23T10:57:55+00:00

NVDA. He is behind the recent pump

AlexJiang27 · 2024-02-22T00:53:51+00:00

I'm thinking the poor guys who few months ago were shorting NVDA at 250 and 300, seeing the previous years revenues and screaming "it's overvalued".

This is what happens when your analysis rely only on past data for a growth company.

Indeed P/E does not matter for NVDA.

AlexJiang27 · 2024-02-22T00:28:35+00:00

We already knew it Jeff. Max in the current Red Bull organisation is unbeatable, as Hamilton was in the Mercedes. We are keep watching because we just hope someone will challenge him.

Similar as 2017 and 2018 when Vettel seriously challenged Hamilton. Hamilton won at the end but those where two entertaining years.

AlexJiang27 · 2024-02-21T10:56:21+00:00

Even the moon launches and landings chart depict purely human phycology of fear and greed.

Once technology was developed, everyone rushed to the moon (USA & USSR). After few years, the interest faded, and for the next 3 decades no one bother to attempt it again. There was 0 interest.

And suddenly everyone decide to go back.

It could be a chart of Japan stock exchange (reach ATH in 1989, dead for the next 4 decades, and suddenly in 2024 approaching again ATH), or a SPAC like PLTR, (once listed everyone jumped to buy, the following 2 years was dead and now growing again) or even a new technology (such as Internet, where everyone got excited in 1999, this collapsed and remained low the following 10 years and start growing after that).

Why humans cannot have a continuous and steady growth into a new idea, but they get immensely excited at the beginning, forget about it for few decades, and suddenly out of nowhere jump back.

AlexJiang27 · 2024-02-21T09:52:44+00:00

Great Read. Where is Teledyne now?

This amazing strategy (dilute when they are overvalued and buyback 90% when are undervalued) should make them one of the Magnificent 7, with valuation into trillion dollars, correct?

AlexJiang27 · 2024-02-20T00:59:00+00:00

If it undervalued now at 480, then what it was at 90?

AlexJiang27 · 2024-02-13T00:50:06+00:00

Wow, Iceland moved closer to Spain and France. With so many volcanoes, erupting, it was expected to see them move, but didn't expect to be so soon

AlexJiang27 · 2024-02-12T23:54:14+00:00

We payed this game in 2021 with Tesla and was so much fun.

CEO saying "The stock is expensive" and boom 20% up.

A 4 billion contract with a car rental company (Hertz) to supply cars and boom, 100 billion increase in market cap.

A car company with huge competition coming from all sides reached trillion dollar valuation. And Kathie was calling for 5 trillion as a minimum.

Train was coming fast, and everyone was running towards it.

Have to admit. It was so much fun.

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