Wallingford

"6b5754ce3adbec83260beb038b131e6b30a09d9ba06433fe5ef5a976c91946ba122ae95d350f578d77d05dead0b88adfaef5c60333640be23267b2e90ede0a09"

Last Notes

2024-09-04 15:37:19 CEST

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That's too bad. Integration on the merchant side would be a rich vein to mine, too, especially given the differential in Amex card fees. The risk is potentially reducing their swipe fees, but I don't see that as big threat. People can use visa anyway. But presenting a lower-cost merchant option, with a relatively distinct customer profile, alongside Amex as a pitch to merchants may open doors

2024-09-04 04:52:33 CEST

Doesn't a Block/Amex merger seem too obvious? Amex has the network, the balance sheet, the user base, the regulatory expertise and licenses throughout the world. Block has the demographics, the tech on Bitcoin/lightening, the narrative, the ability to offer CC rewards in a differentiated way. @npub1sg6…f63m ?

2024-09-04 04:04:26 CEST

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I haven't seen strike merch in a while...agree that it would be great to have the store back online.

2024-09-04 03:52:05 CEST

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is the mechanism here the yen gets stronger, so carry trade looks shaky, so liquidate assets to repay loans denominated in yen? Hence, the decline in Japanese stock prices?

2024-08-31 02:05:50 CEST

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Or he ignored it. Only invest what you can lose, etc.

2024-08-30 03:07:55 CEST

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This is probably a dumb question, but I'm trying to grasp the mechanics. Why were larger banks hit harder in 2019? Higher rates drive down bond values, but that reduces the denominator. Was it primarily variance in assets between the two classes of banks? That's the story told for the recent regional crisis.

2024-08-27 21:22:08 CEST

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thanks. I'll check it out.

2024-08-27 04:10:55 CEST

this is an interesting thought. the two, censorship and privacy, are often conflated.
https://m.primal.net/KOqd.png

2024-08-27 03:58:02 CEST

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Great question. This seed oil thing seems strange. I maybe can buy there's some marginal impact, but the way it is talked about implies there's some definite, measurable, material negative association. Otherwise, it's like chemtrails to me. Or another food/culture dogma, like Taleb talks about.

2024-08-27 02:44:49 CEST

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Mandibles isn't a bad into too. Storytelling sells

2024-08-27 02:29:42 CEST

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"why" is the wonderfully interesting follow up. While assuming the left is not motivated by some evil drive but are human beings that want to do right.