Cassandra Unchained
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Cassandra Unchained· 2025-12-20 00:23
Behavioral Psychology in Investing - Scarcity: Limited availability increases perceived value [1] - Reciprocation: Obligation to return favors influences decisions [1] - Social Proof: Mimicking crowd behavior, especially under uncertainty, impacts choices [1] - Liking: Persuasion is easier from those who are liked or found attractive [1] - Authority: Opinions from perceived authorities carry significant weight [1] - Consistency/Commitment: Sticking to previous conclusions or choices is common [1] - Unity: Identifying with a group leads to favoring in-group members [1]
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Cassandra Unchained· 2025-12-19 17:36
This is well worth 3 minutes and 15 seconds of your time.https://t.co/VcVdhXYrb4 ...
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Cassandra Unchained· 2025-12-18 18:10
For those that do not know, Nick is the Fed Whisperer. True story. And "totally inexcusable" is a euphemism for what the Bureau of Labor Statistics did in calculating CPI.Nick Timiraos (@NickTimiraos):From @fcastofthemonth"This is totally inexcusable. The BLS just assumed rent/OER were zero for October. I am sure they have a good technical explanation for this, but the only way you get a two-month average for rent of 0.06% and OER at 0.135% is assuming October was zero. ...
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Cassandra Unchained· 2025-12-18 17:57
Just some history ....Around 1982-83, a friend (future Microsoft coder) and me created a stock market game (semi-random number generator) using Basic and his family’s new IBM PC. We printed up and sold stock certificates to friends. He and I co-founded the Computer Science club at Santa Teresa High in 1987. I learned Pascal, apl, and HTML. APL when I worked in IBM at the Almaden Research Facility and Cottle Road campuses in HDA R&D circa 1989 to 1992. The internal IBM network was all terminal based, no WYSI ...
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Cassandra Unchained· 2025-12-18 16:39
I am sorry I posted it there and not here.Still true generally. https://t.co/CSrhdgWLsO ...
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Cassandra Unchained· 2025-12-18 08:26
Good night...wait for itObituary - Ten Thousand Ways to Die https://t.co/Lxwh9MoLkK via @YouTube ...
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Cassandra Unchained· 2025-12-18 01:18
Sounds familiarThe Wall Street Journal (@WSJ):Exclusive: Activist investor Elliott has built a more than $1 billion stake in Lululemon and is pushing for a former Ralph Lauren executive to be CEO https://t.co/HvdJ0vIWMc ...
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Cassandra Unchained· 2025-12-17 21:38
Cassandra Unchained is 3 1/2 weeks old, and we thank everyone who has subscribed and participated on the discussion boards and now Chat.As The Heretic’s Guide to AI’s Stars continues, we recommend reading the first 3 posts in the series. The fourth post in the series – looking at the demand side as well as the financing of the buildout – is coming this month.The Cardinal Sign of a Bubble: Supply Side Gluttony is a look at today’s AI infrastructure buildout.https://t.co/OMrktpNXTIUnicorns and Cockroaches: Bl ...
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Cassandra Unchained· 2025-12-17 20:26
When looking at any chart purporting to show correlation as causation, alternative explanations must be explored.Very long term charts are preferred because time takes care of many valid alternative explanations as period-specific trees are seen from the perspective above a forest.In this case I think the chart explains the situation today really well. After nearly a decade of zero interest rates, $trillions in pandemic helicopter cash money, the greatest inflation in 50 years, and a new paradigm of higher ...
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Cassandra Unchained· 2025-12-17 16:28
This may support MOH but in the long run matters little to the thesis. I of course still like the stock.ACA: Four Republicans force vote on tax credit extension https://t.co/QFvxYEslrG ...