You are a disgrace

Do not buy the “no pain no gain” emerging argument from the Trump team. Sometimes the argument makes sense: A fiscal consolidation may put debt back on a sustainable course, but may also lead initially to a recession. Stronger regulation may slow activity now but make the system

Pete Hegseth is a f*cking liar. This is so clearly classified info he recklessly leaked that could’ve gotten our pilots killed. He needs to resign in disgrace immediately.

I wrote about tariffs. mutorogroup.com/notes/2025/4/5…

The sooner people realize this isn’t a negotiation or “escalate to deescalate” and it’s up to markets/Congress/the general public to change things here, the more realistic everyone will be.

people every day just casually being disappeared off the street and Wall Street, corporate lawyers, CEOs, all with their LinkedIn pages and PR and lobbying machines offering nothing but crickets. Don’t ever forget those who had power but chose to look the other way :

"Sure, I supported a mad king who watched in glee on Jan 6, 2021 as his supporters broke into the hallowed halls of Congress. I voted for mass deportation and lower taxes for the 0.1% from a serial rapist. But, boy these tariffs really shocked me!"

Could you please stop cutting away from the runners, WCVB-TV Boston? You’re skipping over the best parts to show KitKat commercials. If the commentators need a break then just have them stop talking and show ads picture-in-picture? #BostonMarathon

Pep Guardiola couldn't win the Champions league in 4 attempts with a Bayern Munich super team. It took Pep Guardiola 7/9 attempts to win the Champions league with Manchester City. Klopp has only one Champions league trophy in his entire managerial career. Mourinho was

My working assumption is that the ICE agents often wear masks for the same reason bank robbers do: they are afraid of prosecution. Is there any other theory?

why does every cool popular person support Arsenal wtf

After years of complaining about cancel culture, the current administration has taken it to a new and dangerous level by routinely threatening regulatory action against media companies unless they muzzle or fire reporters and commentators it doesn’t like. yahoo.com/news/articles/…

A thing of beauty ✨

Went to bed last night thinking and woke up this morning writing. Ended up with an essay on superintelligence, regular intelligence, and the idea of "heaven" in a capitalist world. A Taxonomy of Heavens ⬇️ pioneerstrategy.co/musings/a-taxo…

Just released the Q3 2025 Letter for The Mutoro Group. It includes an update on our investment in $LUXE (LuxExperience, formerly Mytheresa). You might learn something (or unlearn something). Read or listen here: mutorogroup.com/notesandletter…

Arsenal's newest legend. 👏 Ebere Eze has scored the first North London derby hat trick in 47 YEARS.

She was such a gift. Caspi X. Bakuli 2009–2025 mutorogroup.com/notes/2025/12/…

Video message from Federal Reserve Chair Jerome H. Powell: federalreserve.gov/newsevents/spe…

reminder: Trump's father was arrested at a KKK event, Trump first gained notoriety for anti-black discrimination in his business, and he built his political movement around racism directed at Obama.