As a very detached observer: the NFL seems to do a great job promoting league parity. Feel like the “good teams” are always changing and at high velocity

Japan, a nation of 120 million, had just 700,000 births in 2025. Holy cow.

Travel to an emerging market and observe this for yourself

If there’s one thing we Americans are not, it is bag fumblers. If dollar keeps weakening, bonds weak, stocks down, the system will self correct, politically. 401Ks are bipartisan

Aselsan (IBSE:ASELS) is a long. It's not cheap anymore, but still has significant "right place-right time" upside atm. EBITDA was $70mm in 2019 and will do $1bn+ in 2025. Perfectly positioned as small + medium countries seek alternative defense suppliers to US/China.

They’re depreciating the dollar to boost economic growth, but it’s just another implicit tax on households. Just like tariffs were

The only remaining asset that has not been memed yet. Let’s make it happen

The awkwardly unspoken reality that an increasing number of slides in PortCo Board decks are written by LLMs

Market tomorrow AM: You are hiding stop loss orders under your IGV position, are you not Mr. Bond?

Hmm are we all underweight Japanese equities

It’s 2026 and still none of us know what Palantir and Applovin actually do

Whatever happened to the guy on here who made his entire account about being 120% long GOOG

If Iran pops off EM equities are going to get smoked and probably Korea too

All these nights of messing around with open claw, and the TL has still not produced one tangible example of something valuable getting done

The funny thing about podcasts now is it’s clearly just people talking about what they’ve read on Twitter and presenting it as their own thoughts. You can almost predict their next thought

Takım. 💪

The funniest timeline would be if the Boomers as their last act save the world by NIMBYing AI into getting neutered in order to protect their home values

The thing about the Citrini piece that is internally inconsistent is: where does all the surplus go? Ok we all become impoverished and aggregate demand collapses. What financial asset is spared from that?