birb_cromble
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User ID: 3236
birb_cromble
21hr ago
If I wanted to invest in nuclear, what topics would you suggest I start learning? I don't like to invest in single stocks when I don't have sufficient domain knowledge to make realistic assessments of the industry. Right now I'm only exposed second hand through XLU.
birb_cromble
23hr ago
How are you getting that Korean news? Is it English translations or do you speak the language?
birb_cromble
23hr ago
This post is a goldmine. Thanks!
birb_cromble
1d ago
It's been a lively week in finance news, so I'm going to do a little bit of a round up here.
Anthropic Delays its IPO to November, per the Wall Street Journal.
Does anyone know the cutoff date where Anthropic can no longer use Q2 financial data? I vaguely remember mid November for that date.
On a lighter note, Hunter Biden established a meme coin. Some early investors are calling it a rug pull.
How do meme coins even work? Every time I see them, I think it's just a casino. Am I right, or is there some intrinsic value I'm missing?
Saudi Aramco halts crude oil supply to European Customers
This seems... bad. I don't want to catastrophize or wax political, but various commenters here have noted that oil is a mostly-fungible global commodity. If the European market isn't able to get their crude from the Saudis, they're going to try to get it from somewhere, and that's going to take that oil off the market. How is that going to impact consumer markets? My heating oil bill has already quadrupled.
birb_cromble
1d ago
I had a homemade protein cookie from a recipe I have since lost. It was mostly a mix of protein isolate, oats, egg white, and some flavoring.
Are you on any medications? You can find a thread of mine from about a year ago where amoxicillin clavulanate caused me to wake up every morning with raging anxiety attacks for close to a month.
I also used to have similar problems when I was in the cut phase for physique competitions. I tracked it back to a blood sugar crash and calorie deficit overnight. Eating about 100 calories of slow-digesting food helped.
birb_cromble
1d ago
Harnesses will fix hallucination much like they have for coding.
Harnesses fixing hallucinations is news to me. I just spent an hour today putting a Junior's head on straight after codex sent them down the garden path for a day and a half.
birb_cromble
1d ago
Like, definitely plenty of jank, just less of it.
I was able to stand on a dead guy and ride him like a magic carpet onto the top of a nearby building.
I can hardly imagine what more jank would look like, but I'm sad I missed it.
birb_cromble
2d ago
As I work the repertoire for the band where I'm subbing, I'm noticing something interesting. They do a lot of covers of one hit wonders, but it's not covers of the One Hit.
For example: anybody who was alive in the 90s probably knows Del Amitri, but they're covering a totally different song. It's been fun seeing how a lot of one hit wonders were pretty good musicians who had the (mis)fortune of writing something outside their usual niche.
Do any of you have good examples of that? I'd love to give them a listen.
birb_cromble
2d ago
I've been playing a little early access indie game called Half Sword. It's a physics-based medieval fighting simulator where you use your mouse and keyboard to control individual arms. It's simultaneously incredibly detailed and incredibly jank. I think I'm enjoying the jank more than the detail.
birb_cromble
2d ago
This shit keeps me up at night. I work as a software developer, but I don't work "in tech", per se. I constantly hear these horror stories, and I'm just waiting for the contagion to spread to my little corner of the industry. It really makes me wonder if any of my backup plans are even worth it.
birb_cromble
3d ago
I was mildly optimistic about SpaceX until the S-1 came out. The launch business has legs due to government contracts, but the xAI portion of the business is a giant pit in the ground where they set money on fire. At this point their financials suggests they're a data center REIT with delusions of grandeur. I'm not willing to make a long term bet on that. If the stock price drops to around $70 I'll reconsider, and I'd also do so if the AI portion of their company shows improvements. Until then I'm sitting on the sidelines.
I'm out and about so I can't really dig for a source, but I'm pretty sure they already have charges set on at least some of the factories.
birb_cromble
3d ago
How often does something like this happen, where a judge refers a DA to the feds for prosecution?
birb_cromble
3d ago
It looks like the fed voted for a 25bps rate hike, with a possibility for more this year.
Even though I've been expecting it for several months now, I'm still surprised it happened. The market is responding negatively to the news
birb_cromble
3d ago
We briefly rented a murder house growing up. It was considerably under the going rate at the time - cheap enough that we could afford to live there.
birb_cromble
3d ago
Are you leaving domestic agencies off the list because you think they wouldn't do it, or because you think they're screwups?
birb_cromble
3d ago
I probably wouldn't use me as a point of comparison for anything. I'm a little below average height, and I have abnormally short legs and long arms. I'm almost custom-built for squat and deadlift.
My guess is you're proportioned more like a human than a fantasy dwarf, in which case those numbers aren't bad at all.
birb_cromble
4d ago
Spending is $2,276.17 lower than the same day last year. My heating oil bill has quadrupled for the upcoming season, so that's going to make things tricky going forward.
Nonetheless I persevere.
birb_cromble
4d ago
After close to a year of injuries, rehab, recovery, and retraining, I've finally managed to get my deadlift back over 500 lbs.
My calves, transverse abdominal, lower back, and traps are killing me. My shin and right hand look like I spent the night in a muay thai hand job battle because of the bar knurling. It took me three tries to get out of bed.
Nonetheless, I did it and I'm pretty happy with the number. It's not my personal best ever, but maybe I'll get back there one day. In the meantime, I'll move on to building up my squat numbers again. Hopefully that will build up my core enough to keep the deadlift from being so unpleasant.
birb_cromble
4d ago
VXus Tracks the FTSE Global All Cap ex US Index, so outside of tracking error, it should be.
birb_cromble
4d ago
The only reason I didn't suggest VT is that a lot of people think it has too much ex-US exposure. VXUS would give him the opportunity to decide his own tolerance levels
birb_cromble
4d ago
Steve Yegge is a stark example of that.
I will wait for the S-1 to make any decisions, but my gut prediction is that I won't be touching it with a ten foot pole. All of the leaked data suggests shaky financials with fickle customers and costs that aren't entirely under their control. That sounds less like a high margin software company and more like an airline.
I'm not sure Fabian tactics would have worked. The Union's advantages in manpower and materiel were staggering. The combined northern military was roughly twice the size of the Confederate forces, and the Union hadn't dipped nearly as deeply into its conscription pool as the Confederates did.
Given the limited industrial base of the Southern states, Union generals could force engagements simply by targeting vital infrastructure and strategic cities, like they did during the historical war. At that point, Confederate generals would be forced to choose between engaging in a battle against a numerically superior and better equipped force, or lose more of their ability to make war with every passing day.
If you put a gun to my head and forced me to step into the time machine, my personal attempt to salvage the situation would probably depend on the date.
Starting the war 10-20 years earlier would negate a lot of the Union's advantages in manpower, industry, and logistics. It might not be enough, but it would be something. It would also offer enough time to stage a proper PR campaign against Northern insurgents like John Brown.
If I had to start on exactly the same date as Davis, I'd likely turn to guerilla actions as soon as possible. Border states like Maryland were already powder kegs. If the Northern war machine couldn't trust the civilian population from Harrisburg to Annapolis (either through organic discontent or agents provocateur), it would seriously limit their ability to move supplies and soldiers through one of the most important corridors of the fighting.
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