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Pro-Hamas protesters in New York are an absolute menace that's not helping draw attention to Israel’s far-right minister Ben Gvir's extremism or issues related to the Israeli right. Instead, they are actively and intentionally harassing and wreaking divisive havoc that’s

The democratic world dramatically underestimates the scale and success of the current propaganda warfare. We’re losing on multiple fronts, from China crafting US policy to Qatar convincing 48% of young Americans to support Hamas via similar means.

This is just the start. Don’t know if this was sabotage, but regardless, several states *could* have done this, and will in the future. The “fights” we’re used to in most of the western world (both domestic and international) are trivial “peace time” conflicts. We’re not

Fox did a brief segment on Gunsite where I’ve been training. I gave a brief quote at the end. I’d say it’s taken me ~60 hours of serious training before I felt confident a firearm is even a useful tool in my hand. foxnews.com/video/63722263…

Hamas accounts on Twitter and Telegram are exploding in orgies of joy, arrogance, foolish proclamations, and declarations that they're finally being recognized and legitimized by the USA. They're ecstatic that their employer, Qatar, just "purchased" the US presidency with a $400

I initially thought the US-Qatar and US - Saudi Arabia deals reflected Trump selling out Israel (and US to a lesser degree). Starting to seem like it was actually Qatar and SA selling out Hamas and Iran. Or maybe both. A few datapoints supporting this thought, all very thin

For just a moment, I was actually worried spending might get cut. That would falsify my core macroeconomic thesis of the last 20 years. It ends in fire 🔥not ice 🧊.

Everything still looking very bullish to me. (On a multi-month timeframe.) If we get a shakeout here, probably a great buy.

Just like GBTC back in the day, the entire game now - the whole thing - is figuring out how much more BTC these access vehicles will scoop up, and when they will blow up and spit it all back out again.

Starting to feel human again.