Andrei Jikh

I teach Finance & Investing on YouTube

[Andrei Jikh @andreijikh]

@Lucasiezzi_ Congrats! Now there’s at least 3 people in total that I’m aware of

[Andrei Jikh @andreijikh]

No clue what’s coming but it doesn’t sound good. Hope you’re prepared

[The Hormuz Letter @HormuzLetter]

BREAKING: Pentagon prepares every major US military base to operate for at least 90 days without outside electricity, fuel, water or supplies, anticipating a major war that could cripple power grids, break global supply chains and threaten critical infrastructure on US soil, per Fox News.

The plans include portable nuclear reactors, large-scale battery storage and microgrids able to disconnect installations from the civilian electrical grid entirely.

[Andrei Jikh @andreijikh]

I asked Claude to give me the Warren Buffets of previous empires. Here's what it said:

- Joseph de la Vega wrote a book in Amsterdam in 1688 telling Dutch investors not to use leverage and to hold their VOC shares. That was good advice for about thirty more years.

Example 2. Britain launched the Foreign & Colonial trust in 1868 with a pitch that was basically the index fund argument - give the small investor the same diversification a rich one gets. Also good advice, for a while.

Example 3. France. By 1914, something like 1.6 million French households owned Russian government bonds. That was the best conservative choice. That was what the respectable financial press told the prudent middle class to do: don't speculate, buy quality, hold it. By 1918 the Bolsheviks repudiated all of it. Zero.

Then Claude says “the question is not whether to DCA or not, but into what exactly that will survive the transition. In Weimar, the people who came out whole owned factories, farmland, and foreign currency. What is that today?

[Andrei Jikh @andreijikh]

Everything is perfectly normal.

[Andrei Jikh @andreijikh]

Circular financing. Real estate edition:

[Nobody Special @JG_Nuke]

Lennar caught selling homes to themselves, juicing numbers and inflating comps.
h/t @hntrbrkmedia @m3_melody $LEN

[Andrei Jikh @andreijikh]

@crypt0biwan @Lucasiezzi_ @Ballstradamus95 No worries! Very few copies survived compared to the Carddass stickers

[Andrei Jikh @andreijikh]

@crypt0biwan @Lucasiezzi_ @Ballstradamus95 May 1996 (first appearance of Pikachu is facing right in Designer Workshop, look which way Club 1 Pikachu is facing). There’s a lot more evidence (I have no rarity and carddass, love all of them).

[Andrei Jikh @andreijikh]

Not disputing Club matters. But "100% confirmed" needs a dated source: a Bandai catalog, a magazine ad, or packaging with a month. Carddass has the CoroCoro ad.
What's the equivalent for Club?

Some of the firsts don't hold up either. Red/Green were sealed products before anything else.

And "ポケモン" was already in the games: the ふうせんポケモン on your own Jigglypuff is just its Pokédex category from Red/Green.

[Andrei Jikh @andreijikh]

Don’t forget the massive bailout that follows - can’t let the pension funds, retirees, and insurance companies fail.

Big print. Move the losses to the taxpayers.
Privatize the gains, socialize the losses.

[Ronaldo Putera @ronaldoputera]

Already predicting this

This is their gameplay

[Andrei Jikh @andreijikh]

@LukeGromen @dotkrueger The fact that you’re getting attacked means you’re onto something.

Derivatives are just another way to tame the true price.

[Andrei Jikh @andreijikh]

I was pretty consistent

[Andrei Jikh @andreijikh]

A bank just failed (Nano Banc of Irvine, California) and the 10 Year bond yield is skyrocketing. Probably nothing.

[Andrei Jikh @andreijikh]

1. Cause the problem ("AI crisis")
2. Use crisis as cover for financial repression
3. Sell them the solution (CBDCs)
.
.
4. Profit?

[Andrew Curran @AndrewCurran_]

The chief economist at Apollo is warning that mass adoption of AI agents could trigger a bank run as they optimize user investments. Gary Gensler spent his last few years as SEC chair warning that the exact same problem will hit the markets: the pursuit of algorithmic perfection at scale destroys system stability. Personal-finance agents making simultaneous optimal decisions could potentially cause a massive flash crash.

Agent acausal coordination, with no messages passed between them, will show up in a lot of places. Markets will get the big headlines, but huge numbers of clever advisors making very similar choices will impact all of human society. Capability gains make this worse, not better. The smarter the agents, the narrower the optimal path; and knowing that other agents see that exact same path lets them move together without talking to each other. Agents do not need to collude to act in unison. Thus, they break no human laws by doing so. Human laws were not written for this. They were not written for a lot of what is coming, and it is about to start happening very fast.

[Andrei Jikh @andreijikh]

Pretty sure this is incorrect. Shadowless cards were made first in terms of how they were manufactured.
The stamps were most likely added as one of the steps in the printing press. Evidence of this is the Demo Game Pack (released December 1998, which were just Shadowless cards, no stamp), and were released prior to the 1st edition release (January 9 1999).

What most likely happened was after they ran out of first edition print (or decided to stop), they had a bunch of shadowless inventory left over. They released the remainder of the cards without adding the stamp part of the process. It's a technicality but I think evidence suggests this was most likely what happened.

Unfortunately most of us kids thought shadowless were fakes, because they looked different and didn't have the stamps. That's why surviving graded copies are 1/3rd roughly of the 1st editions. They're far more rare!

[Andrei Jikh @andreijikh]

BREAKING: Interest rates go up 0.25%. The plan continues: look tough on inflation, continue shifting the debt from long end to short.

[Andrei Jikh @andreijikh]

lol

[Andrei Jikh @andreijikh]

Such a perfect timing of events too (I purchased a lot of stuff from Japan recently not using my Robinhood card, and I had a real scare with Chase this week too). I legit believed it given my context but caught on pretty quickly

[Andrei Jikh @andreijikh]

Wow! @RobinhoodApp users beware! Just got a fraud prevention text from Japan that looked legit. I respond “No” and got an immediate call from someone who sounded legit. It was a phishing scam. Stay safe!

[Andrei Jikh @andreijikh]

Please be careful of scammers. Block this email: [email protected]

[Andrei Jikh @andreijikh]

Anyone else find it odd the US Mint is selling 1oz of this gold coin at nearly $20k?

[Andrei Jikh @andreijikh]

It’s new age money laundering

[Graham Stephan @GrahamStephan]

Genuinely: How is this not a tulip bubble 🤔