Brian Caffrey

Fan of people doing extraordinary things, regardless of field. 3:44 1500m, Highest athletic honor-represent my country, investing learner, Ancora Imparo

[Brian Caffrey @BrianVCaffrey]

@KrisAbdelmessih Great writing Kris. Ancora imparo.

[Kris @KrisAbdelmessih]

https://t.co/og7lGs8hkD

[Brian Caffrey @BrianVCaffrey]

@DsrPrivate Hhmm - which option most clearly aligns with "let the market do the work" for Warsh?

[Brian Caffrey @BrianVCaffrey]

@nickgiva1 Sprechen Sie Deutsch

[Brian Caffrey @BrianVCaffrey]

@NikLentz @DsrPrivate Best wishes for a speedy recovery

[Brian Caffrey @BrianVCaffrey]

@nickgiva1 QED

[Brian Caffrey @BrianVCaffrey]

@Zerosumgame33 That doesn’t help

[Brian Caffrey @BrianVCaffrey]

@dampedspring Lookin' good

[Brian Caffrey @BrianVCaffrey]

@nickgiva1 The democratization of Trustless

[Music over time🎻 @Peal8888]

Absolutely unbelievable. The man is a legend.

[Brian Caffrey @BrianVCaffrey]

@DsrPrivate Thanks Andy

[Brian Caffrey @BrianVCaffrey]

@DsrPrivate Why? What's the strategy? Have every other country buy and beholden to the US?

[Brian Caffrey @BrianVCaffrey]

@dampedspring A la Bessent with Sterling?

[Brian Caffrey @BrianVCaffrey]

@BobEUnlimited I've read from Andy that you've done this trade before, so this means a lot coming from you again..history repeating or rhyming?

[Owen @_OwenM_]

OH MY GOD.
JOSH KERR.
3:42.66 MILE.
WORLD RECORD.
THE ATMOSPHERE WAS DEAFENING.

#LondonDL

[Andy Constan @dampedspring]

Which is the cheap sector. "Rotate to what"

[Sahil @sahilypatel]

The deeper you go into the semiconductor supply chain, the less believable it becomes.

> TSMC, a company on a small island, produces over 90% of the world’s most advanced chips
> TSMC relies on dutch company ASML for EUV lithography machines
> ASML depends on German Company Carl Zeiss, the only firm in the world capable of making mirrors precise enough for ASML’s requirements.
> The light source for ASML’s EUV machines is produced by a single company in San Diego.
> The photoresists used to print transistor patterns are produced by Japanese firms like JSR and Tokyo Ohka Kogyo.
> The ultra-pure quartz needed to make silicon wafers comes entirely from a single mine in Spruce Pine, North Carolina.
> The copper and rare-earth materials inside chips are mined and refined across Chile, the Congo, and China.
> The specialized gases used in chipmaking, like neon and fluorine, largely come from Ukraine and Japan.
> The design blueprints for these chips often come from American companies like NVIDIA, AMD, and Apple, which rely on software tools from U.S. firms like Synopsys and Cadence.

Remove any single piece and the whole system collapses.

[Brian Caffrey @BrianVCaffrey]

@thealepalombo Ostuni is on our list. I’ll add the others. Caiscais is a good model

[The Random Recruiter @randomrecruiter]

How life starts to feel when you stop taking work so seriously