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  1. Kevin88660

    The Theater of Chaos: Where Your Future Dies...

    MINDSET NEWSLETTER 
    It’s kind of related with ai these days. I can get LLM to summarize Kevin Warsh’s one hour speech into 12 bullet points without having to go through the videos multiple times.
  2. Kevin88660

    Random Chat, Thoughts, Posts, and/or Rants Thread

    HOT! CHAT 
    I think it’s legit if she actually learns from the owner on how to run the business. Buying a business with heavy upfront money and then getting caught in a swim or sink situation would be terrible. But if she is not the person driving the tow truck, it’s akin to opening a F&B business not...
  3. Kevin88660

    I'm AZ - Married With Kids, Looking to Escape The Golden Handcuffs!

    INTRO 
    2021 was also the peak of the tech job market boom cycle.
  4. Kevin88660

    The Theater of Chaos: Where Your Future Dies...

    MINDSET NEWSLETTER 
    This is just my personal bias that if you just wanna stick to one “computer game equivalent” or getting obsessed of current affairs, you might as well learn about the financial market, investment and interpreting Kevin Warsh’s speech. This is no replacement for your direct work or business...
  5. Kevin88660

    MJs 1/2/3 Marriage Strategy: When to Get Married...

    GOLD! PEOPLE 
    Working on yourself and your own life is never of waste of time imo. The lion sleeps most of the time and hunts only when the time is right.
  6. Kevin88660

    @Mj Demarco An Important decision ( For business owners only)

    STORY 
    What is the domain experience that you will be getting for the 36 dollar an hour job? What is the best alternative job you can find in the city?
  7. Kevin88660

    Bitcoin / Cryptocurrency Discussion (And Predictions)

    HOT! CRYPTO CHAT 
    Examples are “Software eats the world thesis” proposed 2011, “Fat Protocol theory”proposed in 2016, and AI investment thesis proposed in 2024. These are ideas that have long term validity (at least more than ten years) since their inception because they are riding on a long term trend. And by...
  8. Kevin88660

    "How do you die after being #1... having captured the entire market?" - Dollar Shave Club, a business' lifecycle, and piss-poor planning

    SCALING 
    That’s why family businesses not accountable to outside shareholders are usually in better positions to make better long term positions to various stakeholders in the ecosystem. It’s not that they don’t make money. They do make money. But they are not pressured to do moves that shoot themselves...
  9. Kevin88660

    Stock Market Discussion, Chat About the Latest Market Action

    HOT! CHAT 
    Ya upon further reading I think Nvidia’s earnings is a much stronger catalyst for the jump. AWS alone is committing to buy 2 million Nvidia GPU.
  10. Kevin88660

    Stock Market Discussion, Chat About the Latest Market Action

    HOT! CHAT 
    Stock market rebounded after Treasury says it considers using its trillion dollar sitting in the GA account.
  11. Kevin88660

    Stock Market Discussion, Chat About the Latest Market Action

    HOT! CHAT 
    Very interesting 2026 Dow acts as the safe heaven instead of long term treasuries. The concern over fiscal sustainability and possible inflation has changed how investors think about risk and flight to safety.
  12. Kevin88660

    The Theater of Chaos: Where Your Future Dies...

    MINDSET NEWSLETTER 
    If he is still in college it’s not surprising. That’s environment. Eventually people move on as environment changes. Job, girlfriend, wife and kids will wear him out on that, and hopefully his hate towards the job and get him to find his way here.
  13. Kevin88660

    The Theater of Chaos: Where Your Future Dies...

    MINDSET NEWSLETTER 
    Domain knowledge gap is the issue. Unless the business model is easy to understand and the person who writes it explains it well. Most execution threads are more created with the intentions for accountability for the creator. It’s not meant to be a step by step guide for someone new to the...
  14. Kevin88660

    The Theater of Chaos: Where Your Future Dies...

    MINDSET NEWSLETTER 
    At least for MJ by 2014 you definitely have earned your right to waste some of your time on political entertainment, because you already had made generational money. Politics is fundamentally arguing and fighting over who gets what, so for anyone still feeling financially insecure the best...
  15. Kevin88660

    Your City, Your Destiny: How Your Environment Shapes Your Life Trajectory

    MINDSET 
    No place is perfect we have to constantly take advantage of the strength of a place, ride on the opportunities while avoiding the scripted pitfalls of the crowds. Other than the physical location city, you can replace it with other kinds of environment like old friends, socioeconomic background...
  16. Kevin88660

    Best Offer I have seen this year

    MARKETING 
    Depends on the pain points of the customers. In insurance sales most of the clients get too many sales bombardment marketing message. But the pain points are that sales agents respond slowly when it comes to service enquires or claims. When I was actively acquiring new clients back then. My...
  17. Kevin88660

    How do you juggle work and business, multitasking vs one after the other?

    MINDSET 
    Don’t try to cram two tasks at the same time which requires a high level of focus. I assume you work at home so it’s quite flexible. The intervals are best imo doing low focus high time consumption kind of boring and manual labor. Deleting your junk emails. Washing clothes. Or even walk around...
  18. Kevin88660

    A message to a friend who's overwhelmed and worried

    MINDSET 
    You can cherry pick things and end up with different conclusion. It’s true that housings were more affordable relative to wages in the past. But it’s also true that in the past most options were slower traditional businesses. They don’t have magic internet money like dot com, apps, softwares...
  19. Kevin88660

    How to profit from fitness feats, or world records?

    HOT! HEALTH 
    Congrats for the milestone. If you did it with leverage, my urgent recommendation is to deleverage now. Saw plenty of dudes with leverage around me hitting astronomical gain in 2021 then lost 80% back to the market in a correction. With new found security a lot more ambitious options are on...
  20. Kevin88660

    Is human-verified business research still worth paying for when ChatGPT exists?

    IDEA 
    ChatGPT doesn’t have enough localised knowledge for business reports. The gold is the domain knowledge of the business practitioners. It’s not something that a human could just research using publicly available information.

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