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We’re a boutique search & digital marketing agency expanding our dev team. Work with JS/TS, modern frameworks (React/Vue/Astro), Cloudflare Workers (KV, R2, D1), caching, and front-end components from Figma. Bonus if you’ve done headless WordPress (WPGraphQL, ACF). Join us to push boundaries with Edge SEO, advanced caching, and data-driven content strategies.
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If you want a good framework for understanding the composition & mechanics of why this is happening - do a quick google search of "Mike Green Passive Flows".
TLDR: SP500 + auto-enrolling 401ks + buying the index without valuation = That scene in The Sorcerer's Apprentice where the brooms won't stop filling cauldron.
What you are describing is LPR/respiratory reflux/silent reflux. It’s likely caused by diet, stress and posture that causes issues with the lower esophageal sphincter and unlikely to be bacterial overgrowth.
That's a fairly low quality med-spam internet article, like
> so take the quiz below. If your total score is 15 or more, there’s a 90+% chance you have LPR reflux.
with no quiz. It doesn't mention anything about posture, stress, or the lower esophageal.
It seems like a new catch all stomach disease, much like the old catch all stomach disease.
I didn't find the quiz there but it looks like there's a standard test for LPR where if your score is 13-15 or above means you probably have it.
I've done it and being "reasonable" and not exaggerating on my answers, my score is 20, so it could be it. Symptoms are there and there's no heartburn or typical reflux.
I had a similar idea, but swapped the Legos for the ikea replacement parts catalog. What’s the cheapest standing desk you can build with these cheap and easily available parts?
> Missing a leg for your sofa? Need an extra hinge? Spare parts big or small, we’ve got you covered. Repairing rather than replacing your furniture is great for the environment and great for your wallet!
> You can order smaller spare parts such as screws, knobs or hinges at no cost using our self-service tool. Small spare parts will be delivered directly to your address in approximately 7 to 10 business days.
> To purchase spare parts for your appliance, contact the authorized service center as listed in the user manual provided with the product.
When the fed suppresses interest rates and back stops the mortgage market, residential realestate starts to look like risk free treasuries with a ~9% yield.
If it looks like either the stock market or the housing market is about to crash, the fed will print unlimited amounts of money to prevent that.
The only problem is that the rational action with that knowledge is to buy in as soon as possible, with all your cash, thereby making the bubble even bigger. It's a death spiral of inflation.
I agree. Also sounds like a great way to transfer more wealth from the poor to the rich considering only the rich have the ability to quickly funnel most of their wealth between different types of investments.
Where can you get 9% yield on housing? Where I live, you can only buy houses at prices that are above what you can get back in rents. You are very lucky if you can get to 1% yields, which is below inflation and not technically a good investment. The only way it still makes "sense" is by speculating on rising prices for real estate. Which is not risk free at all.
If you buy housing all cash the appreciation and rent (net of expenses) could easily hit 9% per year. If you mortgage it you do pay interest which lowers the yield, but also need to factor in the increase in principal, and that the appreciation is net of your down payment + interest, not the entire sticker price (eg a 10% down purchase of a $1m home financed at 3% that appreciates 6% is actually a 30% yield).
No it doesn't. The interest on the mortgage can be as low as 0.5%, so even if you pay in cash, you would only be at 1,5% yields (with my generous example of achieving 1% yields via the rent).
The "appreciation" is not a given and not risk free at all. Certainly not 9% per year - for how many years do you think that would continue?
All the weak shorts have washed out or got tired of bleeding premiums for the past 3-5 years - it will be interesting to see if this will reignite that community to put them back on. Long Tesla is very much a pro-cyclical business, if you read between the lines, Burry is also expressing his $500mm opinion that this cycle is coming to an end.
I highly recommend Joe/Mark at quietlightbrokerage.com.
quietlightbrokerage/FEinternational.com/empireflippers.com all share the same buyer list FYI
I would suggest reaching out to each and finding out who you are comfortable with.
I would also suggest taking a look at:
centurica.com/website-buyers-report
This will give you a sense of the multiple on SDE you are likely to get. Lots of credit available to buyers right now so its a great time to sell, specifically saas.
Apples to apples, this is less of an answer to adwords and more along the lines of an adsense competitor. IMHO This launch will take a huge bite out of quantcast + any cookie pooling/dmp companies. It will also be interesting to see how adroll and other retargeting companies end up fairing.
Budget-wise, I think this will expand the pie for over all ad spend rather than suck out any air from googles ad platforms.
what is interesting I think, it that facebook more or less might make all private data peddlers irrelevant. I could be bad or it could be better in a sense that your data will be in one place instead of a thousand different unknown places. it would be easier to target by eff such well branded target..
IMHO.
We’re a boutique search & digital marketing agency expanding our dev team. Work with JS/TS, modern frameworks (React/Vue/Astro), Cloudflare Workers (KV, R2, D1), caching, and front-end components from Figma. Bonus if you’ve done headless WordPress (WPGraphQL, ACF). Join us to push boundaries with Edge SEO, advanced caching, and data-driven content strategies.
Stack: JS/TS, React/Vue/Astro, REST/GraphQL, Cloudflare (Workers, Pages), Git, QA, SEO best practices Nice-to-Have: Headless WP, WPGraphQL, Gutenberg dev Perks: Competitive comp, remote flexibility, hairy projects Interested? Email: singrassia@reflexive.io