# Kumar Thangudu - Posts


- [Goodhart's Law has a Half Life and 2nd Place to America is Very Distant](https://kumarletter.com/posts/goodhart-s-law-has-a-half-life-and-2nd-place-to-america-is-very-distant.md) (2026-06-10)
- [Software is having its semiconductor-toolchain reverse engineering moment](https://kumarletter.com/posts/software-is-having-its-semiconductor-toolchain-reverse-engineering-moment.md) (2026-05-19)
- [My North Korea Strategy and Why the Elderly Should Live in a Major City](https://kumarletter.com/posts/my-north-korea-strategy-and-why-the-elderly-should-live-in-a-major-city.md) (2026-03-24)
- [American Manufacturers Pay 3x More To Finance Equipment Than Their Global Competitors](https://kumarletter.com/posts/american-manufacturers-pay-3x-more-to-finance-equipment-than-their-global-competitors.md) (2026-03-11)
- [Oil Storage Dynamics Shifted Civilization to Lower Frequency of Long Term Price Elevations from Geopolitical Instability](https://kumarletter.com/posts/oil-storage-dynamics-shifted-civilization-to-lower-frequency-of-long-term-price-elevations-from-geopolitical-instability.md) (2026-03-09)
- [America's Deep State Wants US LNG Exports to China and Europe to Increase - A Working Thesis](https://kumarletter.com/posts/america-s-deep-state-wants-us-lng-exports-to-china-and-europe-to-increase-a-working-thesis.md) (2026-03-01)
- [Powell Industries ($POWL)- a Sign of Things to Come?](https://kumarletter.com/posts/powell-industries-powl-a-sign-of-things-to-come.md) (2026-02-25)
- [I Was Wrong](https://kumarletter.com/posts/i-was-wrong.md) (2026-02-05)
- [Otto Van Bismarck's 1889 Legacy and Why the World Feels Out of Whack](https://kumarletter.com/posts/otto-van-bismarck-s-1889-legacy-and-why-the-world-feels-out-of-whack.md) (2026-01-20)
- [This Morning I Discovered a London Congestion Charge Increase from £15 to £18 Next Year, It's a Sign of What's Coming](https://kumarletter.com/posts/this-morning-i-discovered-a-london-congestion-charge-increase-from-15-to-18-next-year-it-s-a-sign-of-what-s-coming.md) (2025-11-20)
- [Some Predictions and Stuff](https://kumarletter.com/posts/some-predictions-and-stuff.md) (2025-11-16)
- [How Appraisers, Schools, Banks, and Software Companies Are Stealing $5 Trillion from American Homeowners Through Fraudulent Property Tax Assessments](https://kumarletter.com/posts/how-appraisers-schools-banks-and-software-companies-are-stealing-5-trillion-from-american-homeowners-through-fraudulent-property-tax-assessments.md) (2025-09-28)
- [Public Pension Funds Are Killing American Babies: How $5.7 Trillion in Public Money Is Destroying Housing, Birth Rates, and Future Generations](https://kumarletter.com/posts/public-pension-funds-are-killing-american-babies-how-5-7-trillion-in-public-money-is-destroying-housing-birth-rates-and-future-generations.md) (2025-07-21)
- [The Great American Compressed Natural Gas Vehicle Betrayal: How Bureaucracy Defeated Common Sense](https://kumarletter.com/posts/the-great-american-compressed-natural-gas-vehicle-betrayal-how-bureaucracy-defeated-common-sense.md) (2025-07-12)
- [The Stealth Nationalization of America: How 5,000+ Public Pension Funds are Quietly Seizing Control of the Economy Armed with $6T+](https://kumarletter.com/posts/the-stealth-nationalization-of-america-how-5-000-public-pension-funds-are-quietly-seizing-control-of-the-economy-armed-with-6t.md) (2025-07-07)
- [The End of USDA Rural Loans via Defunding](https://kumarletter.com/posts/the-end-of-usda-rural-loans-via-defunding.md) (2025-06-29)
- [Mutually Assured Refining Capacity : The Hidden Force Keeping Global Peace](https://kumarletter.com/posts/mutually-assured-refining-capacity-the-hidden-force-keeping-global-peace.md) (2025-05-23)
- [America is Too Old For War and Reshoring Manufacturing at Any Relevant Scale](https://kumarletter.com/posts/america-is-too-old-for-war-and-reshoring-manufacturing-at-any-relevant-scale.md) (2025-05-02)
- [Median Age Metrics Explorations](https://kumarletter.com/posts/median-age-metrics-explorations.md) (2025-04-25)
- [Electric Propulsion's Dirty Secret: Why Lithium Can't Fly  (Or Float) Profitably](https://kumarletter.com/posts/electric-propulsion-s-dirty-secret-why-lithium-can-t-fly-or-float-profitably.md) (2025-04-18)
- [The Order of Operations Necessary to Reshore Manufacturing at Relevant Scale is Unlikely and Fail Prone](https://kumarletter.com/posts/the-order-of-operations-necessary-to-reshore-manufacturing-at-relevant-scale-is-unlikely-and-fail-prone.md) (2025-04-17)
- [India Moves Tectonically Forward: Informed Optimism](https://kumarletter.com/posts/india-moves-tectonically-forward-informed-optimism.md) (2025-04-14)
- [Stanford Montauk Trustwads - PE, Hedge Funds, and VCs - A Biased View](https://kumarletter.com/posts/stanford-montauk-trustwads-pe-hedge-funds-and-vcs-a-biased-view.md) (2025-04-03)
- [Deel Accused of Corporate Espionage by Rippling, But There's Likely Even More Existential Issues](https://kumarletter.com/posts/deel-accused-of-corporate-espionage-by-rippling-but-there-s-likely-even-more-existential-issues.md) (2025-04-02)
- [Accumulating $NGVC, $TRAK, and $PRTH](https://kumarletter.com/posts/accumulating-ngvc-trak-and-prth.md) (2025-03-31)
- [Anyone Telling You That Iran is Going to Shut off the Strait of Hormuz with Needless Wars is Likely Misleading You](https://kumarletter.com/posts/anyone-telling-you-that-iran-is-going-to-shut-off-the-strait-of-hormuz-with-needless-wars-is-likely-misleading-you.md) (2025-03-17)
- [Likely to Be Rackets - Quantum Computing and Small Modular Nuclear Power Plants](https://kumarletter.com/posts/likely-to-be-rackets-quantum-computing-and-small-modular-nuclear-power-plants.md) (2025-03-06)
- [Engineering a New PDU from the Ground Up](https://kumarletter.com/posts/engineering-a-new-pdu-from-the-ground-up.md) (2024-07-15)
- [USDA Rural Loans Might Be One of The Last and Few Refuges Against A Hostile Tax Regime](https://kumarletter.com/posts/usda-rural-loans-might-be-one-of-the-last-and-few-refuges-against-a-hostile-tax-regime.md) (2024-07-07)
- [Predicting Assassination Season](https://kumarletter.com/posts/predicting-assassination-season.md) (2024-06-16)
- [Repairing California Without Fixing the Ballot Process is Impossible](https://kumarletter.com/posts/repairing-california-without-fixing-the-ballot-process-is-impossible.md) (2024-05-20)
- [Commercial Office Doom Loop for Cities](https://kumarletter.com/posts/commercial-office-doom-loop-for-cities.md) (2024-05-13)
- [Quick Thoughts After A Talk with a Moroccan Black Cab Operator](https://kumarletter.com/posts/quick-thoughts-after-a-talk-with-a-moroccan-black-cab-operator.md) (2024-04-28)
- [Water Shortages, Why are They Happening at an Increasing Pace - My Ongoing Thesis](https://kumarletter.com/posts/water-shortages-why-are-they-happening-at-an-increasing-pace-my-ongoing-thesis.md) (2024-04-26)
- [Why Fusion is Irrelevant and Unlikely](https://kumarletter.com/posts/why-fusion-is-irrelevant-and-unlikely.md) (2024-03-24)
- [Been Away for a Bit, New Posts Coming Soon](https://kumarletter.com/posts/been-away-for-a-bit-new-posts-coming-soon.md) (2024-03-18)
- [American Dynamism is Hype-tastic and We Won't Be Reshoring at Scale Anytime Soon](https://kumarletter.com/posts/american-dynamism-is-hype-tastic-and-we-won-t-be-reshoring-at-scale-anytime-soon.md) (2024-02-12)
- [Principles of Paranoia : Engineering Insights](https://kumarletter.com/posts/principles-of-paranoia-engineering-insights.md) (2024-01-25)
- [My 2019 Long Levered Natural Gas Bull Thesis ](https://kumarletter.com/posts/my-2019-long-levered-natural-gas-bull-thesis.md) (2024-01-24)