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Robert Young Pelton
@RYP__
, 3 tweets, 2 min read Read on Twitter
The Chinese destroyed the West Coast real estate market. These days all you have to do is look up at night and see how many new condos have no lights on. vancouversun.com/business/real-…
Can't say I'm not jealous.
California universities have high Asian representation, for example "Uniformed Caucasians Lost Among Asians" aka UCLA has 28% Asian in undergrad program. "University of Spoiled Children" aka USC has 16.8%. That's not a bad thing just disproportionate to local demos.
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Robert Young Pelton
@RYP__
It's what?, Tuesday already and there is no war....so it must be time for another cleverly orchestrated vaguely sourced attack on oil to convince us to attack Iran. in.reuters.com/article/uk-glo…
Energy Minister Khalid al-Falih said the 7 drones were launched by the the Houthis and hit two pumping stations, Al al-Duwadimi and Afif on then 750-mile East West pipeline between the eastern fields to the port of Yanbu. Again little to no damage. english.alarabiya.net/en/News/gulf/2…
The only source for this story of the 6am/6:30pm attacks... in all the news media.... worldwide... is the official Saudi government propaganda arm, the Saudi Press Agency. There is not one independent confirmation of this story. Not...one spa.gov.sa/viewfullstory.…
Read 13 tweets
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Robert Young Pelton
@RYP__
Like Cheney, Bolton wants to promote skewed intel to have influence. That means avoiding or at least downplaying analysis that comes from biased sources. I know the foibles of US intel but special interest disinformation is not intel, it is psyops. thedailybeast.com/trump-administ…
Think tanks funded by special interest groups, anti terror "intel" agencies (many of them Israeli) and private networks like Erik Prince constantly try to skew policy against Iran to the benefit of Sunni dictatorships. Money skews logic and America ends up making bad decisions.
These influences are why we didn't catch bin Laden at least in 8 scrubbed missions times before 9/11, why we created Jihadi groups in the tribal areas, why we invaded Afghanistan instead of Pakistan and why Iraq was such a needless mess which led to ISIS.
Read 9 tweets
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Robert Young Pelton
@RYP__
Here is some footage of the waterline damage to the rear ballast tank (water)of Norwegian tanker Andre Victoria off #Fujairah. Not how you would sink a tanker. I am thinking Captain Nemo needs to be brought in to consult on this sloppy work.
Sky news is also showing damage (?) of twenty year old Aframax tanker Al Marzoqah. Have to wonder why the two non-Arab ships have minor dings and the Arab ships look fine.
Those of you who blow stuff up for a living are going to go 'hmmmmm". First pic is clearly an impact hit with no heat, second is not even close to what an RPG or explosive device can do. A reminder of what an actual ship attack looks like: maritime-executive.com/blog/preparing…
Read 7 tweets

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Rasta ™
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Vancouver Real Estate Flip Flops
@VanREflipflops
“But it’s believable to me that if there’s an impact it would be at the higher end (of the market),”

Let's say 700 homes change hands per year in West Side #Vanre. Avg say $3M per home. That's roughly $2B per year.

Say half that is mortgaged, so

vancouversun.com/business/local…
2/ $1B per year COMPLETELY controls the West Side mkt.

Last week I tweeted about ONE woman from China 10 years ago looking to buy 4 to 5 homes on the West Side. If she's looking to spend $20M, all you would need would be 49 more of her to completely buy up every
3/ property that hits the mkt on the West Side.

Is that so inconceivable?

50 wealthy Chinese investors could come in a corner the West Side #Vanre mkt.

Now throw in the local money launderers as in the #VancouverSun article and you need even less than 50 Chinese buyers.
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Jason Keeney
@beingjkeeney
It’s time we all learn the Truth.

The Truth isn’t always what you want it to be, it’s not something you just invent out of thin air.

The Truth is the foundation that we mere mortals must build our lives on, if not then we are doomed to failure, that’s why addicts live such ...
... a hard life. You can’t build a life on a lie and you can’t build a society on a lie.

I will attempt to lay out the Truth as best as I can for everyone, some people will already know a lot of what I’m about to post, but I tried to build this so anyone can follow it.
There are a few things in here that even those of you who are well informed will not know.

Pay attention to the timing of how this all fits together, it was hard to lay this out as multiple things are happening simultaneously and we have to back up and run back through things ..
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Kevin Kwok
@kevinakwok
New essay up. On Making Uncommon Knowledge Common + the Rich Barton Playbook

kwokchain.com/2019/04/09/mak…
Rich Barton isn't known well in SV. But has strong claim to best consumer founder

Magnitude of success probably isn't best metric. Repeatable success is the key. And Rich Barton may be only consumer founder with three billion plus outcomes

Founded
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- Zillow
- Glassdoor
Had written about him in memo on Zillow's pivot to Opendoor's model and his return as CEO. So wanted to split out section on Rich Barton's Playbook and Zillow's origin to share

Repeatability in the dark forest of consumer implies non-arbitraged insights. And is worth discussing
Read 29 tweets
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⌦TAEflavoredKOOKIE
@TaekookieManner
Myth AU

A night of celebration in the celestial realm palace, a demon disguises himself as an angel to get inside, not for blood but out of pure curiosity. But then at the stroke of midnight, while trying to leave, an angel strikes him down and brutally rips off his wings.
Tags:
`Angst
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Notes/ Warnings:
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`qoute tweet please
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The linen cloak hides him from the cold air that surrounds the morning mist around the marketplace. It was still quiet, not alot of people were out, only a few. And hopefully he finds something he was looking for.

Apples and nothing else.

it was the season for apples
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The Strategy Bin
@StrategyBin
06/01/2019 - 78 years ago today, the longest-serving #UnitedStates #President, #Franklin D. #Roosevelt (#FDR) addressed the 77th #Congress with his "#Four #Freedoms" speech with the intent to shift #US #foreign #policy from that of #neutrality to #interventionist.
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