Outside View @OutsideView_
Thoughts and ideas mostly about investing. Thinking out loud, feedback and discussion welcome. California, USA Joined April 2016-
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@Pete_Monahan_JD @Redistrict Just on current results Dems have more votes (“other” are Dems), and late counted ballots will tilt D.
@Redistrict The usual risk of gerrymandering is diluting your margin and leaving yourself vulnerable to a wave, but CA Dems found a new one: splitting your vote among more candidates than the opposition and getting shut out of top two.
Xavier Becerra’s rise is inspiring to those of us who appreciate a real political machine.
This quote is such a gem. I read it to my OBGYN wife and she said “no one believes us no matter how gently we say it.”
My hot take is that if upper middle class families in CA fully understood what’s happened to UC admissions they’d hang the Regents from the Campanile.
This is from UC Berkeley’s own faculty, but I couldn’t have said it better myself: “Admitting severely underprepared students to advanced programs at the wrong schools serves no one but administrators who build careers by promoting ideological goals.”
In an informal survey of Berkeley faculty, 83% of respondents supported going back to requiring standardized test scores for admission.
Best moment I’ve seen since that stupid tarps off trend started
Smoking the hardest hit ball of your career (114.6 EV) to a section chanting “overrated” might actually be more disrespectful than telling someone to suck your dick.
Welp, good actor it is.
Fascinating interview. Part of me thinks Platner has that right combo of bio, charisma, political skill and message that will elevate him to prominence. Felt that way about Obama in 04 and AOC in 18. Another part of me thinks he is a very good actor. podcasts.apple.com/us/podcast/the…
@drterrysimpson What you are failing to realize is that your SAT score is one of the things that made you stand out despite poor educational options in your Alaska village. And that’s what can and will happen today with the SAT reinstated. It doesn’t need to be a perfect score, either.
@SmartMaticEng @CardioNP @UChicago Oh my - well my SAT was 1600, so it was, a perfect score. I had taken college classes at the local community college because my high school in Ketchikan was a joke . Those classes I had a 4.0 average. Oh, and my ACT was not quite as good at 35. It was later they asked about my
@drterrysimpson What was your SAT score?
I tend to think these IPOs will be overpriced (I just can’t with $SPCX) but this chart makes me think the opposite tbh.
As PeterLynch always says, “IPO stands for It’s Probably Overpriced.” This will mark the top for tech.
Worth keeping an eye on
I'm not saying "time to panic" so much as I'm saying it's not entirely awesome that the highest level of delinquencies since the 2008 financial crisis are coinciding with near-record low savings rates during a period of stubbornly high interest rates and rising inflation
You’ve accurately described the underlying issues. Grade inflation and poor quality K-12 ed is the core problem. Standardized testing provides a check to validate HS academic performance, and studies have shown it is very predictive of college readiness and performance. Eliminating it has made the problem worse. The burden of proof has been met. Again, this is not about admitting only top scores. It’s about validating the academic record. The UC is not the only one dealing with this problem. Elite schools on the whole are reinstating testing requirements. UC admissions is not the place to solve then underlying issues. CA has a 3 tier college system.
People forget the key principle of moneyball. It’s not about on base percentage, launch angles, etc… it’s about finding market inefficiencies. Once it was discovered that these factors were undervalued, they lose their edge because everyone pays up for them. Maybe the Rays found an inefficiency at the other end. No different than how a stock of a great company might be a great investment at one price but a bad investment at another price.
The Tampa Bay Rays' newest analytical strategy is breaking Baseball again
The California Master Plan already answers her equity argument. California guarantees everyone with college ambitions a place in public higher education: community college, Cal State, or UC. That is the system. It is generous and it is devoted to the success of every student.
I'm a connoisseur of dumb redneck shit and it's been years since something has impressed me. Don't let the flawlessness of its execution rob you of awe of its skill and danger.
In Alberta news, some crazy fucker breaks a world record driving off our local waterfall. Shout out to Dusty Friesen and his boat named Dent.
University of California STEM professors want standardized tests back due to severe math deficiencies among students: “We now observe preparation gaps so severe that instructors must reteach middle school mathematics” “The current admissions metric, based primarily on GPA & essays, can no longer reliably distinguish readiness for university-level STEM majors in an era of severe grade inflation & AI assisted application essays”
@HJB2_0 This is one of the craziest stories in the world today.
Just in time for IPO season
Ferrari has just officially unveiled its first ever all-electric car, called the Ferrari Luce. • Starting price: $640,000 • Interior co-designed with Apple's former head of design, Jony Ive • Range: 280 miles (expected EPA) • Peak charging speed: 350kW • 122 kWh battery •
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