Covid origin occam's razor:

1. US government funded the research
2. Research was done in China because there were bans of gain of function research in USA

1/2
3. China didn't do as good of a job warning the world as they could have for the same reason why everyone locks down too late, it's hard to kill your own economy for something that might not happen.
4. The incentive to investigate is not there because US and China, two

2/n
biggest economies and most powerful countries in the world internationally jointly fucked up, so people within government are worried about their own careers investigating because of blowback from other parts of gov't, even though its right thing to do.

3/3
Bonus tweet: Fauci was deified by the media. He's a powerful guy. Besides all of his terrible advice throughout the pandemic, it looks like he knew what was going on. Takes balls to go up against this guy.

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More from @Molson_Hart

27 Nov
Just had a powerful insight. Let me type this bad boy off hot off the presses. Bear (bare?) with me.

I’ve intuitively always found private equity offensive. It just disgusts me. Okay. Why? It’s intuitive so I had to think about it. Stay tuned for the insight…

1/n
1. Thé PE boys make a ton of money
2. I don’t actually get the impression that they’re skilled (eg they make big returns trading assets between themselves, don’t innovAte, don’t create value) but they think they are

So these guys are not good but crank out money.

How?
What’s my intuition on that?

This is going to sound stupid but, it’s the fed.

This makes me sound like a some sort of angry man incomprehensible shaking an angry fist at somehting I can’t control but I actually think it’s the fed.

What does the fed do?
Read 14 tweets
24 Nov
Is there a company which dominates its category more than Lego?

Top 100 Best Selling Building Toys by Brand on Amazon:

1. Lego
2. Lincoln Logs
3. Lego
4. Lego
5. Lego
6. Lego
7. Lego
8. Lego
9. Lego
10. Lego
11. Lego
12. Lego
13. Lego
14. Lego

1/n

amazon.com/Best-Sellers-T…
16. Lego
17. Lego
18. Magna-Tiles
19. Lego
20. Lego
21. Lego
22. Lego
23. Lego
24. Lego
25. Lego
26. Lego
27. Lego
28. Lego
29. Lego
30. Lego
31. Lego
32. Lego
33. Lego
34. Lego
35. Lego
36. Lego
37. Lego
38. Lego
39. Lego
40. Lego
41. Lego
42. Lego
43. Lego
44. Lego

2/n
45. Magna-Tiles
46. Veatree
47. Lego
48. PicassoTiles
49. Lego
50. Lego
51. Lego
52. Lego
53. Lego
54. Lego
55. Lego
56. Lego
57. Lego
58. Lego
59. PicassoTiles
60. Lego
61. Lego
62. Lego
63. Lego
64. Lego
65. Qman
66. Lego
67. Lego
68. Magna-Tiles
69. Lego
70. Lego
71. Lego

3/n
Read 5 tweets
24 Nov
3 common sense apolitical changes America could make to increase happiness and efficiency not only in the US but globally:

1. Holidays
A. Move Thanksgiving to a Friday or make Black Friday a holiday. It's too disruptive to have Thanksgiving happen midweek.
B. For the same reason, make Christmas Day to New Years Day a week-long holiday.
C. Get rid of Columbus Day. Discovering America (the 2nd time) was badass but we have too many holidays in Q4 and we need to compensate for the holidays we're getting rid of.
D. Get rid of President's Day. Same thing.
E. Celebrate Halloween on the last Saturday in October so kids can trick-or-treat and do their homework.
F. Move MLK, Veteran's and July 4th (indepedence day) so they always fall on Mondays and so we have holidays throughout the year.
Read 7 tweets
23 Nov
This is an insightful and afaik novel covid observation.

Your risk of getting covid is not determined by cases at the country level, nor even at the city level, but instead the cases prevailing in the subgroups you’re a member of.

Said another way, it doesn’t matter how

1/n
many cases are tearing through your city. It matters how many are at your office, your kid’s school, or your place of worship.

And because most people don’t work two jobs, kids don’t attend two schools, and people don’t worship at two different churches, these groups

2/n
are poorly connected, which can explain why you see these random waves in a city that aren’t explained by weather or behavioral changes. That wave was just everyone who partied, or all the Christians, or high schoolers.

Makes sense!

3/3
Read 4 tweets
21 Nov
Poll for inventorybois only

(Thread follows poll)

This holiday my inventory levels now appear to be:
The quantity of inventory I have arriving after the holidays (or arriving too late to sell) is:
I think a lot of inventorybois went into this holiday expecting inventory to be short but the opposite is happening:

- because of supply chain news stories purchases that would’ve happened in November and December were pulled into September and October

Read 6 tweets
8 Nov
Retweet and reply if you'd like @fmanjoo to unload a container with me in Texas.

@fmanjoo Kind of cool to be published in the New York Times as a writer!

The editor edited out the top paragraph unfortunately (kinda embarrassing to them/@fmanjoo maybe?)

nytimes.com/2021/11/06/opi…
@fmanjoo I'm surprised to learn that you can get hate mail not just from Twitter posts going viral, but also from the New York Times.

I really believe what I wrote.

The idea that there's a free lunch and that you can live a comfortable life long-term without working is all wrong.
Read 4 tweets

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