Hacker Newsnew | past | comments | ask | show | jobs | submit | largbae's commentslogin

Can we call this phase the clawback?

The author is implying that BoJ can/might/will cause appreciation of the Yen, which will force folks who are short(borrowing Yen) to buy USD assets to go underwater, forcing liquidation to pay back the Yen, and appreciating the Yen more. It's possible but there is no guarantee it would be a disruptive feedback loop or this year or etc.

If you believe them, then you can hedge buy either shorting TLT(betting treasury yields will rise), or going long Yen (e.g. FXY shares/calls).

I bought some FXY calls but just enough to hedge the Yen prices of my upcoming Tokyo trip in case they're right.


They got the word wrong, but I don't believe cryptocurrency would count either: The interest rates at BoJ _are_ low, but to borrow anywhere near that low they have to have high quality collateral like treasuries.

All frontline experience is valuable. It reminds the leader that in war, real people, people on your own side, people that you know, people that you will miss, will die.

and in this case the particulars match the archetype: my understanding is that Zhang was the "dove" while Xi is the "hawk." The hawk just ate the dove. We're going to war.

This whole cycle feels like The Sorcerer's Apprentice re-told with LLM agents as the brooms.

I am not a user yet, but from the outside this is just what AI needs: a little personality and fun to replace the awe/fear/meh response spectrum of reactions to prior services.

It was always theater, Bruce Schneier did a great set of blogs and tests back in the 2001+ time showing flaws throughout the process. At the same time, he pointed out that humanity had already adapted their response to airplane hijackings _that day_ (the Pennsylvania flight). An airplane exploding from a bomb is definitely scary, but not as scary as airplanes being turned into missiles by a few suicidal passengers.

Articles like this where we lament being trapped in an ecosystem duopoly are contemporary with articles saying that software engineering is over and LLMs can just vibe code anything you imagine. What's keeping the duopoly in charge?. Code signing?

You think a local model will get to that point? Some AGI revolution like your describing is impossible for humanity as a whole even if LLMs get that smart. The same companies control the supercomputers and your access to them.

Are the folks still using ES simply unaware of the performance advantages of ClickHouse, or is there some use case that ES covers that CH is still missing?


Full-text search. It was only added to Clickhouse relatively recently, and is still in Beta. It's a core feature of ES from the beginning.

https://clickhouse.com/docs/engines/table-engines/mergetree-...


The Farmer's Dog pub is listed as fucked, maybe this site could get a shout-out on Clarkson's Farm. The difficulty of doing business in the UK is a common theme on his show.


Give tax breaks to tv personalities who buy farms as tax dodges and it has to be paid for by someone else.


Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: