"Kissinger dies and suddenly the US is in a trade war with China policy doesn't matter it is all just spellcraft and when the man dies the spell dies with the man" -The homeless guy outside the gas station

IMO, the divergence of these two lines is the source of our discontent. It's the reason people feel like they aren't being treated fairly even when things have never been better. fred.stlouisfed.org/graph/?g=1HYp7

This selective relief on tariffs is why the tech oligarchs all showed up at the inauguration. They are smart enough to understand realpolitik and amoral enough to exploit it.

On Thomas Jefferson's birthday, let's recall the grievances he wrote in the Declaration of Independence against the abuses of the Mad King. For cutting off our Trade with all parts of the world: For imposing Taxes on us without our Consent: For depriving us in many cases, of

Seems like cost of living is headed higher in the US. What does this mean for sovereign individual types? Seems like cost of capital is headed higher too. What does this mean for startup founders? No big changes so far, but future may be visible by looking at the margin?

Would be amazing if California would do this!

Now that the economy is coming back in SF I think we need to implement congestion pricing here too. Seems to have worked great in NYC.

Idea. Designate blocks of not currently protected Federal lands in high sun/low water areas (CA/NV/AZ/NM/TX) as exempt from environmental review for solar projects. Connect together and to CA and TX grids using freeway right of way. Sell leases and fund sovereign wealth fund.

It is a shame that Elon Musk wasted his influence on shutting down American soft power (seems like the primary thing DOGE actually accomplished) rather than installing a competent head of DOE and NASA.

Interesting thread on shifts in US imports. TLDR: Imports from China are being rerouted, mostly through Vietnam and Taiwan, but also through Mexico.

Tax cuts for the rich and a new war in the Middle East. It’s like Bush II all over again.

Bitcoin mining seems to set a soft floor on electricity prices at about $0.04/kWh. But synthetic fuels don’t pencil out until below $0.03/kWh. We should probably fix this.

I can't imagine this is going to do anything good for US weapons sales overseas. Customers will have to be worried about US capacity (in addition to willingness) to resupply in a conflict. x.com/nickschifrin/s…

Constitution provides minimum ages for Federal office, but no retirement age. This seems to be a bug, but we have no will to fix it. One of the parties should probably do this unilaterally for their candidates.

For non-computer folks with an iOS phone and Windows desktop, but no corporate IT support, is it easier and more reliable to? a. Use Edge to manage passwords on iOS. b. Use iCloud to manage passwords on Windows. c. Use 1Password on both.

My client Will Kim has a green card, grew up in the US, became a scientist & is researching Lyme disease vaccines. He has spent >7 days in a CBP airport detention ctr w/ no daylight, sleeping in chair, no access to lawyer. Another brutal attack on immigrants & science. Free Will!