> no one could explain how they got those numbers.
Not quite. The big board percentages were effectively us (imports - exports) / imports * 0.5 ~ fuzzy adjustment based on feels. Your point remains theyre amateurish and bely a lack of any grounding to actual foreign import duties. But that is a direct way of representing a mercantilist world view where net imports bad, exports strong.
… and keep the interest from those and their “high value commercial paper.” Now, why this is better than a money market fund, and regulated similarly… no idea.
I suspect the issue is they still need cash for 1. dividends 2. Further dilution, er acquisition. They have some put away for the near term dividends. But you can see the negative feedback loop if they cant make those payments/acquisitions. Having a huge hole in the books wont help for raising cash through lending, or asset sales realizing the loss.
Re: 10% specifically, i havent checked but Im guessing thats a floor on their cost basis for a bunch of holdings going negative.
"As of early 2026, Strategy (formerly MicroStrategy) holds approximately $2.3 billion in cash and cash equivalents, including a $2.25 billion USD reserve specifically for covering preferred stock dividends."
If you subtract those 2 numbers you're left with $50 million. Does that mean they only have enough cash to pay 6 months of dividends? They still need to come up with more cash to maintain the dividends after that.
Yes their pattern is to issue bonds/equity to buy more btc and fund debt repayments. If people are no longer buying it causes problems. Not an unexpected outcome at all!
Did you just answer your own question? Sure, the share price is a psychological element and, in conjunction with pre-fractional-ownership, it helps explain the prevalence of splits above $100/share. But no, the individual unit price doesnt affect true “value”, marketcap, or fundamentals like future discounted profit model.
I personally remember the string of “us re makes no damn sense” articles in the financial press end of ‘06 and early ‘07. Iirc credit ratings and mortgage exposure specifically was being widely panned by 07. And still it took another year for it to shake out to the financial system at large.
Yes. Simplistically, its all about incentives, “you've got to dance while the music is playing.” If a professional money manager doesnt follow the mania theyre going to significantly underperform their competitors/benchmarks. If they underperform for multiple quarters theyre going to lose allocation, customers, and their jobs. See also the “perma bears” who have predicted “15 of the last 3 recessions.”
As an individual you can change your risk profile by rebalancing or profit taking during the mania. trying to find quality places to put your gains to reduce the downside risk. That said, in even a moderate correction youre going to underperform the index due to the silly magnitude of those mania gains over time. Eg an additional 2 years of +30% and then a 25% correction is going to outperform your “safe” 7% returns.
Also in australia, the BCC/NCA is an absolute joke compared to basically every other industrialized country. There’s a reason for the annual “Austrlian houses dont meet WHO minimum standards” articles.
As an example single pane windows havent been effective or widely used since the 70-80s in north america and europe. And both places energy standards effectively preclude them since 2000ish. Or insulation in australia is effectively absent in pre 2000s, and maybe R-4ish on a new build now. Conversely NA was R-4 in the 70-80s and it would be about R-6 (or more) these days.
Our residential solar and heat pump uptake is great. But for building standards and quality were a joke.
If youre a current AMZN employee you may want to delete or heavily edit this post. Go check your employers “social media policy.” Historically commenting on operational or internal aspects without PR approval was prohibited.
While it’s good to remain anonymous to avoid reprisals , once that’s done no one should care about upsetting their employer in an open forum. Despite what a corporation says they don’t own you, your thoughts or your voice.
> The first NVMe-backed instance family, i3, appeared in 2016. As of 2025, AWS offers 36 NVMe instance families. Yet the i3 still delivers the best I/O performance per dollar by nearly 2x.
Article should probably explicitly call out the difference between directly attached nvme storage (good ol i3) and “nitro nvme” (m6id and friends). The later is provided via an embedded card which emulates/provides a virtual nvme device directly to the host/instance. Without digging in to the specifics Im oretty sure thats accounting for the $/perf numbers being relatively flat. And “i” series being local storage cost/perf optimized compared to other families.
I'd +1 incentives, primarily P&L/revenue/customer acquisition/retention, with a small carve out for "culture." I've worked places, and for people, where the culture was to "do the right thing" or focus on user experience as the objective which influenced decisions like paying more (time and money) for better support. For the SDEs and line teams it wasnt about revenue or someone yelling at them, they just emulated the behavior they saw around them which led to better observability/introspection/reliable/support. Which, of course, we'd like to believe leads to long term to success and $$$$.
I also like the call out of SLOs (or OKR or SMART goals or whatever) as a mechanism to broadcast your priorities and improve visibility. BUT I've also worked places where they didnt work because the ultimate owner with a VP title didnt care or understand to buy in to it.
And of course theres the hazard of principal agent problems between those selling, buying, building, and running are probably different teams and may not have any meaningful overlap in directly responsible individual.
Not quite. The big board percentages were effectively us (imports - exports) / imports * 0.5 ~ fuzzy adjustment based on feels. Your point remains theyre amateurish and bely a lack of any grounding to actual foreign import duties. But that is a direct way of representing a mercantilist world view where net imports bad, exports strong.
https://www.investopedia.com/trade-experts-question-trump-te...
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