Daily Nuggets

First test nugget

Kali Synechia - good continuation

Ghost notes - things that should be there but missing

Make mistakes to rewire brain
	- Curiosity 
	- Objectivity 
	- Reassurance 
	- Empathy
	- theMITmonk

Solymar Templom ter kornyeken egy uj es egy regi epitesu haz ment 190-rol 160-ra, 200 es 210 nm

Functions of money:
Medium of exchange 
Store of value
Unit of account

Properties of money:
Portability 
Durability 
Divisibility 
Stability/Scarcity
Convertability/Acceptability

Indie brands:
Xeric US - wandering hours, 24 hours
Gustave France - 24h

Tisza economy:
- no exceptional tax
- no tax exemption for corps
- support for families stay and csaladi potlek doubles
- expected deficit 6.8% this year, more in 1.5 months
- financing cost is 2% better on long end
- wealth tax but low, over 2.5 mill
- kata back
- EUR by 2030
- pension is at least 300 EUR 
- budget draft by October 
- inflation controlled 
- strong HUF is not a priority

Corporate tax rate is historically low which makes profits higher and share prices higher

Fertility rates are mostly down due to less couples not due to less child per couple.

This generation socializes much less physically. Half in South Korea

Women go to university more than men now. Moreover women went to left more

Prosody - The emotion and meaning conveyed in the tone of voice. Can be hard in calls and chats, not present in texting

meritocracy = social, political, economic system where individuals earn wealth, power strictly based on talent, abilities and achievements

Cloves and cinnamon have the highest polyphenol content

Red yiest rice contains the highest lovastatin (monacolin k)

Who has the gold makes the rules

1 ounce of gold buys the best suit of the world

Men aged between 20 and 30 spend less time outdoors than inmates in prison

Budapest has 120 thermal springs

UNESCO Hungary:
Aggtelek
Tokaj
Ferto 
Hortobagy
Holloko 
Budapest spas
Pannonhalma
Pecs

Germany 🇩🇪 has more than 3 mn unemployed after 15 years

A piac extrém optimizmusát mutatja a következő 5 évben várt éves 21 százalékos S&P 500 profitnövekedés, amelynél nagyobb érték eddig csak a covid alatti profitösszeomlás után volt.

Export tax:
1995 EU  wheat
2002 Arg Soybeans
2021 Rus Wheat

From April 22:
- EU has 6 weeks of jet fuel -> end of May
- UK 90 days -> mid July
- Japan mid Nov

a barrel of crude oil yields only three to four gallons of jet fuel versus 19 to 20 gallons of gasoline

GMX 10k buyback per day
4% per year (around 10mill supply)
New CEO
Binance balances still around 700k

Roswell 1947 electromagnetic waves from test 4 bodies

Wilson/Davis memo:
- Admiral Wilson asking on legacy program
- Eric Davis summarized the chat in 13 pages
- Mitchell astronaut the sixth on the moon put it in his estate which was published upon his death

Caffeine daily intake under 100mg is ok, between 100-200 is high, over that is too high
An espresso is 70, black tea 55

Digital prison:
- old Ipad that does not get new OS anymore
- Tesla does not start w/o PIN
- DigiD is being sold to US company

MAC address, Ethernet, ARP, switch, VLAN

VLAN, router, NAT, VPN, full vs split

IT Networking note has many interesting concepts

Signature validation:
(md)e≡m(modn)
igaz es hasznalhato validaciora mert d private es e public ugy lett valasztva h ez teljesuljon
(n=55, d=27, e=3)
n=5*11(picked), f=4*10=40, e=3(picked), d*e≡1 mod f, find d where d*3≡1 mod 40

Recovery email and google email

Consumer spending makes up 70% of the US economy

there are 200-400 billions of stars in the Milky Way and hundreds of billions of galaxies

Olber's paradox: there are so many stars that the sky should be lit up at night but it is not

Doubling: 15% -> 5 years, 19% -> 4 years, 26% -> 3 years; e ^ (ln(2) / years) - 1

- corporate earnings have risen from 7 per cent of GDP in the late 1990s to 11 per cent today
- US deficit has risen to more than 6 per cent of GDP
- In the late 1990s, heavyweights such as Cisco, Intel, Microsoft, Qualcomm and Oracle posted annual earnings growth of between 30 and 80 per cent. The range for the Mag 7 is similar, from 89 per cent for Nvidia to 17 per cent for Apple
- Since the dotcom bust in 2000, the number of publicly listed businesses has fallen by half
- SpaceX, Anthropic and OpenAI, have little to no profits

S&P 500's 1.05% dividend yield, the lowest since 1999

Daily sugar intake is ok under 25g and it is very bad over 50g

Vasarely 1906-1997
Zebra 1937
Vega series 1957-
Supernovae 1959-1961
Orion series 1960s-70s
Gestalt works 60s-80s
He made some sculptures in late years

During the 1980s, Americans lived through a period when the 10-year Treasury yield nearly hit 16 per cent. By the end of that decade, it was typically 8 to 9 per cent.

this week’s CPI report, which showed inflation hitting a three-year high

MunichRe is interesting. Has AA- rating, 5+% yield, under 10 PE, strong funda

Ken Fisher says bull markets end with either a whimper or a wallop.
Whimper: 2000, 2021
Wallop: 1987, 2008, 2020

Buffett on inflation in 1977:
https://6869280.fs1.hubspotusercontent-na1.net/hubfs/6869280/1977%20-%20Warrent%20Buffet%20-%20How%20Inflation%20Swindles%20the%20Equity%20Investor.pdf

mDNS protocol is standard in modern devices. Avahi serves it on ubuntu. It resolves .local to hostname.local

Make a Prograssive Web App or PWA to be an app by Add to Home Screen or Install App from browser.

VAT doesn’t go to the revenue and the income statement

Rev -> COGS -> Gross income -> Op.Costs -> Op.income -> Non op exp. -> Tax -> Net income

global mobility gap is record 160 countries (AFG, SYR vs SGP, JAP, EU)

Bile acid - liver takes cholesterol to make bile acid to absorb fats, soluble fibre doesn’t let bile acid to be recycled

4 sources of liquidity that come to the market, K-economy, dont buy lattes, concentration
https://seekingalpha.com/article/4918521-record-retail-inflows-where-all-money-coming-from?position=must_reads_test_jun2026_bullsbears_variant_a1&pinned=false&mailingid=46381405&serial=46381405.358827&utm_source=seeking_alpha&utm_content=seeking_alpha&userid=59868133&source=email_must_reads_test_jun2026_bullsbears_variant&messageid=must_reads&sailthru_auth_param=59868133:1782849511:504a1cc832611613914734589874b920&test=v1&utm_medium=email&utm_campaign=Must%20Reads_test_jun2026_bullsbears_variant%202026-06-30&utm_term=must_reads_test_jun2026_bullsbears_variant

Bob Farrell's 10 rules:
https://seekingalpha.com/article/4747460-rules-of-bob-farrell-updated-illustrated-guide

SMTP, DMARC, DKIM, Brevo code, HTML email

Definite optimism, Tesla 250k cyber -> 20k, AI capex double than opCF but too small vs hyperscalers, rev down PE is crazy

Carlisle for lower rates due to pent up demand

Shania Twain that doesn’t impress me much
Gloria Gaynor I will survive
Szucs Judith - Soho party - Fresh Gyerr tancolj

Retinoids do something. Retinol, tretinoin, adapalene.

Alpha-hydroxy acids do something. Glycolic, Lactic, Salicylic (actually a beta-hydroxy).

Physical sunscreens actually do something. Zinc oxide, Titanium dioxide.

None of these are expensive.

McKinsey analysis about global balance sheet and differences in macro per major countries

https://www.mckinsey.com/mgi/our-research/the-global-balance-sheet-2026-imbalance-and-divergence

Availability bias: Negative events are vivid and memorable.
Loss aversion: Downside fear outweighs upside potential.
Narrative appeal: Bearish macro stories feel “serious” and intellectually respectable.
Recency bias: Investors overweight recent shocks (inflation, wars, oil spikes).
Identity anchoring: Some bears define themselves as “macro realists”.

Pension funds control more than $25 trillion , Sovereign Wealth Funds control another $12 trillion. Insurance companies control another $10 trillion. The billionaire class control another $10 trillion. Corporate buybacks are the single biggest direct bid under the market. These programs provide another $1 trillion per year in demand.
Add these large pools of capital together, and you get $65-$75 trillion of demand. The total value of all publicly traded stocks in the U.S. is $75-$81 trillion.

https://dune.com/saulius/gmx-analytics