This is what downtown San Francisco looks like right now.
(🧵1/x)
My hands are trembling I am so angry at our leaders.
This is their doing.
This is what happens when the criminal justice system doesn't work.
San Francisco has become lawless and residents and businesses are going into self-protection mode.
The stats are fictitious. Nobody reports. People are hunkering down.
A shiny example of what a progressive-run city looks like.
I believe our government is more akin to a regime than a body of public servants.
San Franciscans -- this is our doing. It's up to us to reverse the trend.
Read San Fransicko, get on Twitter, engage with your neighbors, talk to local business owners.
This is going to take years to turn around...
First up, recalls.
(Fin)
Someone sent me an album of more photos.
I made a slideshow on YouTube and added some thoughts.
Still grappling with why I think this situation is so concerning.
https://t.co/tWUnmxtym8
Someone sent me an album filled with photos of boarded up San Francisco.
— Michelle Tandler (@michelletandler) November 30, 2021
I recorded some thoughts while looking through them.
Would love to know how everybody is thinking about this. https://t.co/DRmNGnL2fz
More from Real estate
The industry further has potential to capture incremental opportunity of 4500-5000Cr low-end plywood market. https://t.co/Cre3xVUNqu
GREENPANEL would grow earnings at 15-20% CAGR over the next 3-5 years with ROCE & Margin expansion once they commision the de-bottlenecked capacity in FY22 and the brownfield AP CAPEX in FY23/FY24.
— Saket Reddy (@saketreddy) October 14, 2021
Huge runway for growth, industry structure (both MDF & RE) turned for the good! https://t.co/jFTZCwhNMS
GREENPANEL had 1,400 dealers (retail business) as of FY21 and added 250 dealers in 6MFY22. Target to
increase this to 2,200 by FY23.
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Ironies of Luck https://t.co/5BPWGbAxFi
— Morgan Housel (@morganhousel) March 14, 2018
"Luck is the flip side of risk. They are mirrored cousins, driven by the same thing: You are one person in a 7 billion player game, and the accidental impact of other people\u2019s actions can be more consequential than your own."
I’ve always felt that the luckiest people I know had a talent for recognizing circumstances, not of their own making, that were conducive to a favorable outcome and their ability to quickly take advantage of them.
In other words, dumb luck was just that, it required no awareness on the person’s part, whereas “smart” luck involved awareness followed by action before the circumstances changed.
So, was I “lucky” to be born when I was—nothing I had any control over—and that I came of age just as huge databases and computers were advancing to the point where I could use those tools to write “What Works on Wall Street?” Absolutely.
Was I lucky to start my stock market investments near the peak of interest rates which allowed me to spend the majority of my adult life in a falling rate environment? Yup.