林森北路🪵 Sam Linson 🌲

value investor 💰
intellectually liberal 👌
culturally conservative 🙈
矜而不争 群而不黨

[林森北路🪵 Sam Linson 🌲 @SamsonLam15]

@Fuzokuu2 對某些國家的人我覺得30天也太多 15天足够了

[林森北路🪵 Sam Linson 🌲 @SamsonLam15]

https://t.co/VjnOewzU3L

[Ray Dalio @RayDalio]

https://t.co/5mkvsUPpQG

[J.K. Rowling @jk_rowling]

If you believe free speech is for you but not your political opponents, you're illiberal.

If no contrary evidence could change your beliefs, you're a fundamentalist.

If you believe the state should punish those with contrary views, you're a totalitarian.

If you believe political opponents should be punished with violence or death, you're a terrorist.

[English grammar @knowiiiedge]

Synonyms for ielts..

[Technology & Machines 👩‍💻⚙️ @logiclpd]

One word substitution

[Ray Dalio @RayDalio]

https://t.co/mFuuK7sgzU

[lidang 立党 （劝人卖房/学CS/买SP500/纳100/OpenAI/Anthrop第一人） @lidangzzz]

《玉盘》这首歌，原唱这个乐队叫“四川大凉山妞妞合唱团”，本来应该是一个全女生合唱团，

选送央视春节联欢晚会后，应该是几个关系户，插了四五个男生，词都不背，口型都懒得对，在台上直接滥竽充数，

这几个小男孩已经被B站弹幕挨个揪出来了，十多年后又可以在简历上装逼“上春晚，唱过热搜歌曲”了。

[林森北路🪵 Sam Linson 🌲 @SamsonLam15]

@wangwatchworld

[The White House @WhiteHouse]

"For 20 years, I’ve gotten up every morning on my knees and prayed that God would put me in a position where I could end the childhood chronic disease epidemic in this country.

On August 23rd of last year, God sent me President Trump." –@RobertKennedyJr

[Elon Musk @elonmusk]

Let that sink in

[蔡子博士Chris @caiziboshi]

川普这个近30分钟的演讲，我又仔细看了一遍，我觉得应该是川普近一段日子以来最好的一个演讲，不但是非常精妙的政治演讲，而且是一段堪称教科书般的脱口秀表演，大量运用脱口秀技巧，例如call back,并且有很多inside joke ，了解美国政治生态的绝对会会心一笑。另外整个表演绝对符合吐槽大会的表演标准，甚至川普都吐槽他以为这个稿子是为了他上Roast (美国版吐槽大会）准备的！

川普毫不留情地对查克舒默以及纽约市长等等的吐槽，堪称残暴又精妙，他们的反应也成为了此次完美的表演的一部分！我很难想象有第二个人当着这些人的面可以说出这些话，这不但需要勇气，也需要智慧，川普做到了！

犹太大佬查克舒默坐在他的旁边，川普几次跟他的互动，包括身体的接触，堪称经典，注意1:15, 13:37左右!

Enjoy!

[林森北路🪵 Sam Linson 🌲 @SamsonLam15]

@whyyoutouzhele 沒了中環的商業和金鐘的法治 香港就是廣東省的一個地級市

[unusual_whales @unusual_whales]

Today was the third highest $VIX reading, ever.

[财经数据库 @caijingshujuku]

黄奇帆2024最新内部演讲，3万字看懂中国未来，资源、钱往哪里去（收藏）

节选自黄奇帆2024年在中共广东省委党校春季主体班上的讲话。狗总强烈推荐，值得收藏细品，看完对在国内的投资、学习、就业都有巨大帮助：
第一部分，新质生产力是当下中国高质量发展的内在选择、必然选择
新质生产力不是一般的经济增长，而是摆脱了传统生产力发展路径的增长跃迁，是实现中国式现代化的重要物质技术基础。
理论上，一国经济增长和生产力发展本质上是一个经济剩余逐步积累的过程。一般有四种途径：一是通过持续的要素投入，如通过资本投入、劳动力增加和自然资源的开发利用，使得生产超过消费，产生剩余和积累。二是通过国际经济合作，比如在国际贸易中形成净出口或者引进国际投资来促进经济增长。三是通过对外武力征伐、殖民等，掠夺他国的资源和财富。四是通过科技进步和优化资源要素配置，提高全要素生产率，进而促进经济增长。
对于第一种路径，在历史上推动了世界许多地区的经济发展，但也带来了资源枯竭、环境破坏和不平等等问题。中国过去的经济增长在很大程度上也得益于这种要素投入型的增长模式，但近年来随着资金、土地、劳动力等要素价格持续上涨，比较优势不再显著。而且长期形成的靠房地产、基建等投资拉动、债务驱动为主的增长模式也日益难以为继。
1980年的时候，中国10亿人口，人均GDP200美元，大体上是2000亿美元总量的一个国家，占全球GDP比重只有1%，相当于欧洲小国家荷兰的经济规模。经过40年的改革开放，2020年GDP达到了18万亿美元，相比1980年的GDP增长了90倍。对中国来说，在这四十年的伟大进程中，通过大规模的基建建设、产业投资、城市的房地产开发，以及其他各个方面的经济发展，中国已成为世界第二大经济体，应该说是一个巨大的举世瞩目的历史性跨越和重大成就。
这个发展一方面得益于三大红利。第一是当时我国有10亿的人口，具有低成本的劳动力的比较优势，也就是人口红利。第二是我国改革开放的基础性制度供给，形成了改革的制度红利。第三个是我国融入了全球化，就有一个全球化的红利。这三大红利推动我国长足发展、加速度发展。另一方面，从生产力要素投入角度讲，这也是我国40年大量的资源投入、资金资本投入以及劳动力投入产生的成果。到了目前这样的状态，我国能不能还按照过去40年大规模的资源投入、资金资本的投入或者劳动力投入来推动今后几十年继续高速或者持续地发展呢？显然出现了三个不可持续的问题。
从资源要素投入来说，2023年我国GDP是126万亿人民币，大体上消耗了地球各种资源量的50%。全世界190多个国家，从地球内部挖掘各种矿物质原料，比如铁矿石或者煤炭，或者石油，或者天然气，或者各种做水泥用的石灰石，或者还有其他的各种矿石等等。总之，地球上目前每年采掘各种矿产资源总计约240亿吨左右，我国差不多要用120多亿吨，大体用了全球资源的50%。我国的GDP大致是全球的20%左右，我国的工业规模和进出口贸易分别是全球的30%左右。总之，我国以全球20%—30%的产出规模，消耗了全球地下资源的50%，如果我国按这个比例继续下去，再过个二十年，如果我国GDP翻了一番，是不是就把地球资源全部包下来了呢？GDP翻番，资源还要翻番，显然是不可能的。
对于中国的经济来说，工业生产源头减量，从源头上降低资源消耗量；节能减排从源头上降低单位能源消耗的力度、减少碳排放是十分重要的、十分关键的，是我国持续发展的必由之路，这在我国“十四五”规划和2035年远景目标要求里面有充分的体现。中央政府明确提出，到2035年中国GDP的单位能耗要从现在全球单位能耗平均值的150%降到全球平均值；我国现在的单位能耗是全球发达国家的单位能耗的两倍，到2050年，要降到全球发达国家单位能耗的平均值等等，总之要源头减量、节能减排。如果继续按过去40年的投入方式推进，是不可持续的。
从资金资本要素的投入来说，中国的经济在1980年以前是计划经济，计划经济跟市场经济相比，流通中的货币使用量相对较低，市场经济则需要增加货币流通来做润滑剂，促进各种资源优化配置。这几十年我国货币M2的增长幅度是令人震惊的，2023年年底或者2024年年初，大体上M2的货币量已经突破了300万亿。我国从20世纪40年代后期开始发行人民币以来，用了63年，到2013年M2达到了100万亿，第二个100万亿用了7年左右，第三个100万亿就是2020年到现在，用了4年左右。中国的货币发行越来越快，资金量也累积到非常巨大。
总之，在十几年前，我国如果一年增加几千亿的M2，年度经济增长速度就可能增长两三个百分点，物价、房价或者股市的价格也会有波动。到了这两年，我国一年增加20万亿的M2，股市好像也没动，房市价格也不起来，商品价格好像也不敏感。商业银行里面有巨额的资金，这么多的M2是通货膨胀了吗？看着货币量好像应该是通货膨胀，但是看市场没有反应，反而感觉像通货收缩。目前这个资金对市场不敏感，都存在银行里不出来，市场没发生周转，没进股市，没进房市，也没进老百姓的口袋去消费。
1

[Michael Shellenberger @shellenberger]

I’m afraid I have some terrible news. The governor of America’s largest and richest state has just signed a law that puts 10 million children and adolescents in grave danger of medical mistreatment.

The media headlines have it wrong. They claim that California Governor Gavin Newsom’s new law protects children by stopping public schools from outing their new gender to their parents.

It does just the opposite. It makes children vulnerable to irreversible and lifelong medical abuse and mistreatment. And it is all based on the pseudoscientific idea that some children are born into the wrong bodies and that we can change a person’s sex through drugs and surgery.

For any of this to make sense, you have to understand what’s happening in Britain. Several years ago, the government appointed a well-respected pediatrician named Hillary Cass to investigate whether it was ethical to block the puberty of children, give them opposite-sex hormones, and perform surgeries on their bodies to make them feel better about their gender. Dr. Cass came back a few weeks ago and said no, absolutely not.

Around the same time, the British government banned puberty blockers nationwide. And, just a few days ago, the new Labor Party government affirmed that it would maintain the former government’s ban.

In her report, Cass said that the so-called “social transition,” whereby a child adopts the identity of the opposite sex, is not a neutral act and has psychological consequences. This means it is the first step toward medical intervention.

What Gavin Newsom has done is actively prevented schools from informing parents that their children have been put on a medical pathway.

This is an outrageous attack on the rights of children and parents. Children have a right to go through puberty. No adult should be able to block their puberty. And parents have a right to know if their child thinks that they are the opposite sex or were born into the wrong body.

We have seen with leaked internal documents of the leading gender medicine group, WPATH, that these medical interventions, namely puberty blockers, hormones, and surgery, are not only irreversible but result in sterilization and loss of sexual function.

Children or adolescents are simply not mature enough to understand the effects of so-called “gender-affirming care.” They cannot, in other words, give their informed consent.

The new law creates the grave risk that activist teachers, students, and outside groups will convince their children that they were born into the wrong body, and hide their “social transition” from parents, which will lead to harmful medical mistreatment.

As such, the law that Newsom just signed is the opposite of what both children and their parents need. We need schools to immediately warn parents if their children think they are the opposite sex.

After all, this is a diagnosable psychiatric condition known as “gender dysphoria.” And if your child has a psychiatric disorder, whether anxiety, depression, an eating disorder, or gender dysphoria, you have a right to know.

And schools must stop teaching children, or allowing other people to teach children, the pseudoscientific and dehumanizing ideas that it’s possible to be born into the wrong body and possible to change one’s sex.

As such, either the legislature, the courts, or a ballot initiative will be required to nullify Newsom’s law. Until then, it is important to spread the word to parents that California public schools are fundamentally unsafe for the millions of children who attend them.

[Emir Han @RealEmirHan]

"I'm at that stage in life where I stay out of discussions. Even if you say 1+1=5, you're right, have fun."

—Keanu Reeves

https://t.co/knl2HeJhkl

[Fernando Lopez @surpotraining]

Top 5 Exercises for Muscle Growth:
🧵

[林森北路🪵 Sam Linson 🌲 @SamsonLam15]

@RadioGenoa There are two genders

[Navalism @NavalismHQ]

Fast, lift, sprint, stretch, and meditate.
Build, sell, write, create, invest, and own.
Read, reflect, love, seek truth, and ignore society.
Make these habits.
Say no to everything else.
Avoid debt, jail, addiction, disgrace, shortcuts, and media
Relax.
Victory is assured.
@naval