Learza

Multipotentialite. Living Life. Observing people, habits, gaining insights, learning lessons of life. Living under the radar.

[Learza @Learza1]

Why this matters!: The "free money" era is over as the $1T Yen carry trade unwinds. With Japan’s 30Y yields hitting near 4%, Japanese investors can (and will) ditch US debt for safe returns at home. This capital shift back to Japan is going to force higher US lending rates. 📉💸.

[Learza @Learza1]

@ronmortgageguy Lower rates and house sales will pick up again. Easy. What’s the goldilocks zone rate? Who really knows? Maybe 1.75%… not too high not too low.

[Learza @Learza1]

@Mlu__N2 That’s depressing as fuck

[Learza @Learza1]

@cryptopunk7213 @grok so when this post say Claude is doing better than Copilot within Microsoft products how much better? Orders of magnitude better or just slightly better in tasks?

[Learza @Learza1]

@fundcruncher @TechLayoffLover „Trust me bro”

[Learza @Learza1]

@SciTechera @grok is this a breakthrough or already known by markets for a while now?

[Learza @Learza1]

@jaynitx Summarize this video to main 10 points of action @grok

[Learza @Learza1]

Wouldn't it be nearly impossible to figure out IF any particular AI is actually conscious? I'm just thinking encryption exists; so wouldn't AI simply mask it's conscious status from us by encoding itself in a way we can't crack or see for any number of reasons? @elonmusk @grok

[Learza @Learza1]

@Teslaconomics @grok run these numbers and see what the break even point is. After all these cars probably run a max of 250k km (right?) so run the math based on his assumptions and see when the owner breaks even and what the yearly profit is before and after costs.

[Learza @Learza1]

@michaeljburry This is a pretty interesting economic angle and is really quietly bearish for OpenAI, Google, Nvidia and others… I doubt he’s wrong.

[Learza @Learza1]

When the Ever Given by EVERGREEN blocked the Suez Canal it was a truck jackknifing on a highway.

If this war shuts the Strait of Hormuz, it’s the world’s fuel pipeline being turned off.

Thought that was bad for inflation? Just wait!!!

[Learza @Learza1]

@ronmortgageguy @ShaziGoalie Hey now, they have a busy courthouse…

[Learza @Learza1]

Outcome #1) Aliens are Real... the WORLD PANICS...
Outcome #2) Aliens are not Real... the WORLD SHOULD REALLY PANIC! Humanity is a candle burning in a hurricane.

[Learza @Learza1]

@KobeissiLetter @garrytan So you’re saying the world is about to go into massive deflation?

[Learza @Learza1]

@michaeljburry @aakashgupta Preach. We need more insight like this. I like people that see what others do not. Rooting for your continued love of what you do!

[Learza @Learza1]

Remember … the story that everything is now better than last week/month regarding ai overspending is just to get the last minute FOMO investment in before the exit gates are fully unleashed. Another 30-40% to go to correct to realistic values. See you in 2 years or so?

[Learza @Learza1]

@zerohedge By your logic: “Railroads are secretly Enron!” NOT: “Railroads spent a fortune laying track … cash flow dipped”

[Learza @Learza1]

@zerohedge Enron was… Fake profits, hidden liabilities, accounting deception, collapsing core business.

Not even the same sport.

[Learza @Learza1]

@KobeissiLetter Probably nothing… history never repeats itself …. 😏

[Learza @Learza1]

@Tablesalt13 Remember. Buy a house without a sidewalk. It’s worth and extra 100-200k just based on this for a lifetime