Kumar Thangudu

America is the king kong of markets and dwarfs the rest of the planet.

When the semiconductor industry got access to the technology to reverse engineer chips, the quantity of new chip designs and output went up dramatically.

Took my father to Palma a few months ago.

Good twitter thread worth reading.

oilstorage.engineersf.com - put this together.

My mind is racing.

Powell Industries ($POWL)) makes medium voltage bespoke switchgear and packaged power solutions and is HQ'd in Houston, has ~3k employees, and is ~80 years old.

I figured America would have to cope with burgeoning infra, healthcare, defense, defense, and pension debt sometime in the next 5-15 years.

My theory on this is that as a civilization, humans are experiencing the pains of a system of living introduced 137 years ago, that unless confronted, will topple the western way of life.

This blog post was triggered by my theories on how the tyranny of taking care of elders will encroach upon every expense the state adds to the taxpayer, even our transport.

I'm in South London now for a few months.

TLDR: American homeowners are overpaying $149 billion annually due to fraudulent property assessments, with 30-42% of their tax payments servicing old municipal debt instead of current services.

TL;DR: The Construction Crisis Nobody's Talking About Black lives matter was Ground Zero for the contention between how onerous an underfunded pension police force can get and the local population.

Vehicles can be converted to run on compressed natural gas with relative ease.

There comes a time when every economy needs an Accountant.

I believed the USDA rural loan program was one of the last refuges for those at the bottom against a regime of new taxes, fees, and expenses coming to the American taxpayer. https://dailyyonder.com/analysis-trump-2026-budget-slashes-rural-housing-and-othe…

Prelude: Coining MARC™ I’m coining a term: Mutually Assured Refining Capacity (MARC)™.

The data shows that America will simply be too old for war and manufacturing.

My latest obsession has been looking up median ages of countries.

tldr: There's a lot of bullshit going on right now about Lithium propulsion boats and planes, don't trust the energy return on investment or viability of its profitability...it's fundamentally a net negative energy return on investment.

TLDR - There's going to be no return of manufacturing at any relevant scale without a fix in labor, construction, pension, currency, and tariff planning in the right order.

tldr: India advances as far as it can with poor property laws and limited energy production capacity and the metrics show it.

Forewarning: This post is the anti-Montauk blog post.

Good ole Corporate espionage.

I think my accumulated portfolio above will outperform 95% of $250M or less VC, PE, and Hedge funds in the next 5 years in terms of risk, liquidity, and returns.

There's dangerous rhetoric on the order of WMD being pushed as it relates to Iran.

One may have to raise one's cerebral atrophy, to raise that sweet nectar of pension money via VCs, I've often thrown pot shots at the Kurzwelian CS neuroscientist self-proclaimed polymath physicist types.

Designing and Launching a Smart Modular Power Distribution Unit for High Performance Compute Whitfield Systems Note: This post is a detour from the normal.

TLDR: The USDA Rural loan program may be a last refuge and upward mobility token available to the masses against the backdrop of a hostile tax regime coming to a locale near you.

I've gotten a lot of messages asking how I predicted there would be many assassinations.

My old spot on Twin Peaks.

I guesstimate that commercial office property taxes make up a 5% to 15% chunk of a locale's tax revenue.

A photo from 2021.

The food here is awful, the view is amazing - a UNESCO world heritage site.

I'm writing here from Spain.

I got way more subscribers than I expected doing this.

TLDR: American Dynamism or American reshoring isn’t coming to a city near you at any level of real big scale.

This post was originally written here and got bookmarked over 500 times, way more than I expected.

Kumar’s Natural Gas Sector Bull Thesis Disclosure: My gambles here from least risky to most risky were $FCG, $UAN, and $TELL.