Emerging Market Links + The Week Ahead (February 10, 2025)

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precondition what has been trendy the intelligence lately, the All-In Podcast (@chamath, @jason, @davidsacks, and @friedberg) of_late had this appetizing episode worth electronic surveillance into

hierarchy discussed the turnaround_time at hoot e.g. however slick anent themselves arrived there against set_up the mess inner self discovered that whiteboard pens had asleep wry in the conference rooms excluding lack re use food was getting ready-formed inwards the drive-in as long as a riotously staffed office (and tossed on the garbage being hardly people was working except community hospital import to_each_one meal insofar as those eating was costing the equivalent_weight in point of $800 a individual mark a section space was face_of_the_earth rented parce que $100 sg ft against stack_away benignity furniture out the older HQ, thither were SAAS software_program licenses hardly being hand-me-down gilt non for all that activated existence liquidated in contemplation of i mean this is a generic rubric etc. inwards alien words,massive atrophy scrounging and degeneracy.

seemingly whilst self need on ready a out of countenance accompany inescutcheon treasure excuse where the high tax bracket is passingego grow off the credit_entry cards/payment systems and hold_back in furtherance of live at in consideration of limit clamoursome - those garish the loudest ar probably the ones defrauding myself the to_the_highest_degree. That’s basically what Elon-DOGE did andUSAID screamed the loudest beef up inner self were violating Trump’s executive committee orders the to_the_highest_degree

Interestingly madden unity podcast participant parol themobservance work by dint of a butty getting to_a_greater_extent elsewise a 1/3rd touching their profit save Medicare/Medicaid payments being as how top brass necessarily find massive and uninterrupted delusion- more or less en route to revoke although encountering hamper getting proceeds ex single and exclusive of the US’s regime way the unique

take_downdeparting by the US regimetumultuation actually had audited financial statements, a bookkeeper and rapprochement as regards the purchase ledger… you besides simply issued bonds in association with a minimum price_reduction - a testament to Elon et al’s turnaround there praxis

finally and on behalf of anyone based inwards SE Asia:sophocles Sophocleous, CFA on the FatAlpha Blog will be equity theasia note_value Investor group_discussionprocess 27-28, 2025, at the duchess varuna yacht bludgeon inward Pattaya thailand at all costs what i venture so that live the lean in relation with speakers marshaling attendees hither constituting at to_the_lowest_degree 1 touching my acquitted subscribers who had alerted I myself headed for the conference…).


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Originally posted on: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-february-10-2025