Brent Sayder

Author of Grey Machines
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[Brent Sayder @BSayder]

@echetus https://t.co/62tsFvwZEE

[Brent Sayder @BSayder]

If you go far enough left you get your guns back, if you go far enough right you get abortion back

[Brent Sayder @BSayder]

@LandsharkRides God does not lift weights at the gym: He lifts humans to transcendence, and for that He chooses a Peaty salted oj with mct oil

[Veronica, Collagen Scientist 🇵🇱 @celestialbe1ng]

The anti-alcohol, anti-pleasure, live-off-grid rhetoric is anti-Western culture actually. We shouldn’t aspire to live like the Amish. We should aspire to enjoy the splendour of our civilisation: beautiful architecture, candlelit dinners, intellectual conversation, cocktails with beautiful friends under chandeliers. We didn’t build all this just to retreat back into huts and eat ground meat off wooden chopping boards

[Brent Sayder @BSayder]

the thing about this 1984 quote every loves to pull out is that if you read the book, you find out he misjudged the specific woman he was thinking of, adds more complexity to the statement

[Libertarian Gandalf @libertarianfilm]

@PoleConnection

[Brent Sayder @BSayder]

@BreatheLesss @asparagoid I could manage that, thank you

[Brent Sayder @BSayder]

Anyone know what this Buddhist monk who learned Buteyko was specifically doing while "power walking with maximum air hunger"?

Just holding breath for as many steps as possible and taking a break for a min or what?

@asparagoid? @BreatheLesss?

link to full post in comments

[Brent Sayder @BSayder]

@asparagoid @BreatheLesss Very helpful, thank you. That’s why I liked the 10-15 seconds above cp holds from the monk, looked very sustainable, and thought maybe I could supercharge it with some of his power walking.

[Brent Sayder @BSayder]

@asparagoid @BreatheLesss Interesting, thank you. My issue is motivation atm. I get profound benefits from qigong: mostly zhan zhuang and small universe breathing, relatively gentle arts. I’d like to add some buteyko, but near suffocating myself all-day seems hyper intense.

[Brent Sayder @BSayder]

You may check my spelling, AI, but keep your worthless opinion away from my grammar:

You have not found an error, you have discovered an artistic styling beyond your comprehension

[Brent Sayder @BSayder]

https://t.co/xIZABEejrX

[Brent Sayder @BSayder]

@DeltaClimbs perhaps at the level of the nation state, but if individuals believe in the MAD doctrine, won’t their beliefs bring it from meme to reality?

[Brent Sayder @BSayder]

@Crowded_Mkt_Rpt

[Brent Sayder @BSayder]

@larpcapitalwc we basically all do

[Brent Sayder @BSayder]

@LogicalThesis @TradetheMatrix1 The Ted Warren playbook

[Brent Sayder @BSayder]

As someone who has done great investing in Japanese net nets for several years (don’t think I ever lost money on one of them, and not because of any skill on my end), I can tell you there’s nothing wrong with buying deep value microcaps and large-cap tech together: Barbell

[Tokyo Deep Value @TokyoDeepValue]

Buying Japanese stocks in 2026 is the single most asymmetric trade available to a patient investor anywhere in the developed world, and almost nobody outside a small circle of dedicated value investors is taking it, because taking it requires opening a brokerage account that gives you access to the Tokyo and regional Japanese exchanges, reading filings in a language you do not speak with the help of a translation tool, and tolerating two or three years of looking foolish at dinner parties while everyone you know buys an AI ETF and tells you that value is dead.

Value is not dead. Value got on a plane. It is sitting, right now, in hundreds of small Japanese companies that are profitable, debt-free, run by 70-year-old presidents who consider debt a moral failing and who have been compounding cash on the balance sheet for 30 years. Many of them trade at 1 to 2 times annual cash flow, which means the entire business is being sold to you for what it earns in 12 to 24 months. Many of them carry land on the balance sheet at 1965 acquisition cost, which means the real estate alone is worth multiples of the entire market cap. Many of them have buyback authorizations they have not yet executed, dividend policies they have not yet raised, and activist investors quietly accumulating positions in the shareholder register that have not yet been disclosed in headlines anyone you know would ever read.

The catalyst is already arriving. The Tokyo Stock Exchange is publicly naming companies that trade below book value. The governance reforms that began with Abenomics in 2013 have, in the last five years, accelerated to the point that buybacks, dividend increases, and activist victories are happening at rates that are, in any historical context, unprecedented for the Japanese market. The founding-family successors who do not want to run forklift-spring factories in Gifu Prefecture are inheriting the shares from their fathers and selling to strategic acquirers in afternoon transactions that almost nobody in the American financial press covers. The dam that held this value in place for 30 years is cracking in real time, and the water has barely started to move.

You build a basket. Thirty to fifty names, equal weighted, sized small, held for a decade. You do not pick winners. You buy the math. Some names sit flat for years and then re-rate 4x in a quarter when one of the catalysts lands. You cannot predict which name will be which. You do not need to. You need to be in the basket when the catalysts arrive, and the catalysts are arriving faster, in 2026, than at any point in the modern history of the Japanese market.

This is not a clever trade. This is not an information edge. This is not a thesis you have to defend in a 90-minute pitch at a hedge fund conference. This is arithmetic, applied patiently, in a market that has been mispriced for three decades and is now, finally, beginning to correct, and the only thing standing between you and the correction is a brokerage account, a translation tool, and the willingness to do unglamorous work that almost no other American investor is willing to do, which is, as it has always been in every great deep value opportunity in the history of capital markets, the entire reason it still works.

[Delta, Dirac @DeltaClimbs]

The dimensions of warfare are expanding?

Oh?

You think life itself has ever been anything other than total war?

Even the cells and possibilities within oneself viciously kill each other to survive

[Maria Schmid - 🇵🇹 @MariaSc90701399]

ONE OF UKRAINE'S MOST POWERFUL WEAPONS TODAY — CURIOUS?

It's not a missile. It's not a tank. It's not even a conventional explosive. It's a pencil — or, more precisely, graphite.

[Brent Sayder @BSayder]

As a Brit of partial Turkish descent, I can tell you that St George was not Turkish in any way beyond inhabiting lands later conquered by Ottomans, nor do we particularly celebrate St George’s day.

Only churches and some fringe groups do

[Kevin Maguire @Kevin_Maguire]

Today we celebrate a Turkish migrant worker who never set foot in England and in 2026 would probably be barred.

Happy St George’s Day.

[orph @orphcorp]

information is free because saturating your cognition & preventing you from taking action is the product

[Brent Sayder @BSayder]

Future generations refuse to be born: they don’t want to inherit the massive debt intended for them.

Inflation could erode the debt, but that would cause riots: nightmare of the ruling classes