SolidSoil

希望能做自己喜欢的事

唯有文学和音乐不可辜负

中文/English/日本語

authentic, rational and moderate

[SolidSoil @solidsoillee]

“生的全能虽然已是破碎的废墟，但我们还是可以居住其中，生活到离开的时候。”

[SolidSoil @solidsoillee]

这种描述对于加密货币交易者来说可能还是太晦涩了一点，据我所知，他们能理解的只有“买！”“卖！”和一些在价格走势图上不明所以的画线。

[SolidSoil @solidsoillee]

资产的价值在转变为现金之前只是一种由大众认知所塑造的幻觉，它的高低是由少量边际交易者在当前流动性下形成的成交价格外推到大量不参与交易的存量资产导致的。

[Ted @TedPillows]

Stocks are dumping.
Gold is dumping.
Silver is dumping.
Crypto is dumping.
Bonds are dumping.
Even Oil is dumping.

If everything is dumping, where the hell is money going?

[SolidSoil @solidsoillee]

今年会非常，非常有趣。

[47NEWS @47news_official]

【速報】利上げ遅れなら「大きな負荷」と日銀総裁
https://t.co/FMckXm0Rb7

[SolidSoil @solidsoillee]

就算大雨让这座城市颠倒

[国立映画アーカイブ @NFAJ_PR]

本日6/2より「映画監督 是枝裕和」開幕！
新作『箱の中の羊』が公開中の是枝裕和監督。そのフィルモグラフィーを一挙にたどる国内初の大規模な特集上映です。長篇劇映画のみならず、その後の是枝作品を方向付けた初期TVドキュメンタリーやTVドラマも上映します。
https://t.co/dhMyGWB9zU

[SolidSoil @solidsoillee]

这点钱就鼓捣来鼓捣去搞个几年可能还不如挑一只全债基金涨得多.

[SolidSoil @solidsoillee]

姐妹你是个小红书投资专家，去年初你在定投红利股吃分红财富自由，去年中你在定投国产算力芯片替代财富自由，现在你开始定投纳斯达克etf财富自由了，不愧是投资大师.

[SolidSoil @solidsoillee]

我能想象到的最快让AI产生有效营收的方式就是在传统行业大量裁撤事务性人员，如果没有保护雇员的立法，这一点恐怕很快就会在上市企业的报表中体现，最终在中短期促成一种金融市场的繁荣。问题就在于，裁撤了大量员工的企业想要谁来购买他们的产品呢？失业者吗？

[The Kobeissi Letter @KobeissiLetter]

Nvidia CEO Jensen Huang responds to claims that AI is taking jobs:

"People are talking about AI decreasing jobs, it's complete nonsense."

[SolidSoil @solidsoillee]

马应龙魏忠贤说的含金量还在上升

不过既然是神话就总有一天会破灭，指数被动投资也一样

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Imagine you spent 40 years doing the boring, responsible thing.

You opened a 401k at 23. You contributed every paycheck. You ignored the noise. You bought the index because Bogle told you to, because Buffett told you to, because every honest piece of financial advice for 30 years told you the index was the safest, most diversified, most rules-based way to own America.

The whole point was the rules.

The rules said: a company must trade for 12 months before joining the S&P 500. The rules said: it must show four consecutive quarters of GAAP profitability. The rules existed because in 1999 the index quietly bought a lot of stocks at the top, and pensioners paid the bill.

After the dot-com crash, S&P tightened the rules. Nasdaq tightened the rules. FTSE Russell tightened the rules.

For 23 years, those rules held.

Then SpaceX filed for IPO.

And the rules changed.

The S&P 500 waived the profitability requirement. Nasdaq cut its trading-history window from 90 days to 15. FTSE Russell cut its to 5.

Bloomberg Intelligence estimates the major index funds will absorb between 19% and 24% of SpaceX's float within six months. That's over $30 trillion of passive 401k and retirement money, mechanically buying a single newly public company at IPO valuations, because the rules said they had to.

Except the rules used to say they didn't.

Here's the thought exercise:

If you spend 40 years building a system designed to protect ordinary savers from buying overpriced stocks, and then you waive the protections the moment a sufficiently large stock asks you to, what was the system actually protecting?

Most of investing is about understanding what's a rule and what's a guideline.

A rule binds the rule-maker.

A guideline binds the saver.

You're allowed to find out which is which only after the fact.

[Calm Down @CalmYhvh]

実際はこう。

[MAIKO @maiko_pixel]

2種類の鳩のドット絵レンチキュラーを作りました🕊️
COMITIA156で販売します

#COMITIA156
#コミティア156

[SolidSoil @solidsoillee]

我是真的很讨厌不真诚的人，一个人成为人最低的要求本应该是诚实地面对自己，但现实是几乎没有人能做到，只要有能自欺欺人的借口，绝大多数人都会选择活在能让自己舒服的谎言之中。

[SolidSoil @solidsoillee]

国内工作就总会遇到那种集齐了：农村出身，做题家，为了和并不相爱的人结婚在高位买房，对领导阿谀奉承只为了一份可以还贷款的工作，一眼看上去就知道完全不是在为自己内心而活的人。只要这种人没有死绝劳资关系就不可能改善，关键是他们明明有选择的自由却仍然选择这样活着，不知道该不该怒其不争。

[tiansheng li @0x0177b11f]

单论程序员这个岗位,国内完全是建立在 "你不干有的是人干" 这种买方市场的逻辑之上,日韩那边几十年的人口衰退已经逐渐成为 "你不干没人能干" 的卖方市场了,虽然考虑到社会文化因素没那么明显,但是这次三星罢工就明显可以看出来在真正的巨额利润面前,啥文化都是次要🙃

[不在 @arazu_kanako]

私は美術館と本が好きだが、美術館と本を好いているような人間のことは嫌いだ‼️

[SolidSoil @solidsoillee]

前阵子在涩谷看到一位小哥戴着marshall major,心想这耳机也太帅了吧，最后没忍住买了。虽然音质只能说一般吧，但是架不住戴上好看啊。

[SolidSoil @solidsoillee]

“日出处天子致书日没处天子无恙。”

[れい @Rei102rei]

你今天吃了什么？

字を書くことが苦手。
#中国語

[SolidSoil @solidsoillee]

怎么时间线上全是今天开始每天一百定投纳斯达克十年财富自由的傻逼，我是不是该减仓美股了（

[SolidSoil @solidsoillee]

@Brokenmouse 因为你以自己的能力和风格为基准来考量，你的家庭成员也有足够的理性来就事论事，但我觉得以的贴主家庭情况可能做不到，这大概不是他能不能足够理性来做决断的问题...

[SolidSoil @solidsoillee]

是对中年人来说刚刚好的甜度