Two brief updates. How is often more important than what. In order: aitkenadvisors.com/blog/the-mille… (31 March) aitkenadvisors.com/blog/everybody… (07 April)

Once you are invested, you are inevitably in the Passenger Seat. You are the beneficiary or victim of not only who is behind the wheel of the car but also how those in the back seat behave when the driver unexpectedly jerks the wheel.

Do you understand what I'm saying or am I wasting my breath? I'm explaining the most important core economic and investing principal that everyone needs to understand.

I just went for a long walk after markets closed to clear my head a little. Probably like most people here, my thoughts were dominated by trying to make sense of everything that transpired in financial markets today.   For at least a few weeks many here have talked about the

Trump after his Trade War crashed the equity markets, bond markets, and the US dollar, and was slated to cause severe inflation: Trump: This could have been a huge mistake... America: Well, it doesn't sound like you completely thought this through. Trump: What should I do?

#TrumpTariffs #Trump #tariffs Commander Jessup, did you order to hike tariffs? Jessup: Son, we live in a world that has tariffs, and those tariffs have to be guarded by men with capital. Who's gonna do it? You? You, Lieutenant Weinberg? I have a greater responsibility than you

BTFD has become too ingrained with retail investors. Hence they have kept buying into this downturn, especially in tech (huge unwind coming). As more rallies fail, retail will be eventually be beaten into submission. Hope is the killer in a secular bear market. Daily Chartbook

As we navigate shifting federal policies, the need for food assistance in New York City is the highest on record. Last night, City Harvest brought hundreds of philanthropic New Yorkers together to raise enough to provide 8.5+ million meals for New Yorkers in need. In 2025, City

Let me explain something about interest rates and inflation What is currently seen is priced in. What is unseen and the risks around that are what move markets and create the distribution of probabilities. Let me explain WHERE we are with bonds right now 🧵👇

Everyone wants you to take more risk. If you have cash they say you must have listed equity. If you have listed equity they say you must have private equity. What next? Compulsory crypto? bloomberg.com/news/newslette…

Reposting again because below is the most fundamental statement about our system. I feel that the most important thing next week will be how long bonds trade. If we fade the news and long bonds remain firm, great. If not, we need to seriously consider what that means for the

Read “How Migrant Gangs Nearly Broke New York City . Was it foreign influence ?“ by Viral News NYC on Medium: medium.com/@viralnewsnyc/…

New York’s Dirty Secret: How Sanctuary Laws Are Letting Violent Gang Members Run Free :Exclusive By Leeroy Johnson New York City has become a dangerous game of hide-and-seek — and the criminals are winning. During my time documenting and investigating gang activity across the

Seems like a good moment to reshare that it is always the stories we attach to objective data that matter.

A Sunday morning thought. There may be no more powerful chains to hold us back than the stories we tell ourselves when our confidence is low. What we miss is that they are reflective, not predictive. They always fall away as our confidence rises.

FEEDING AMERICA STARTS AT HOME Behind every meal is an American farmer — working before sunrise, through storms, & across generations. Supporting local agriculture isn’t just economics, it’s food security, independence, & respect for the people who keep this nation fed. Strong

Happy to learn about this small but mighty charity and to see the FinTwit/FinX community sharing it with others.

February 2026 Cassandra Unchained Charity of the Month is the Fistula Foundation. Fistula Foundation has provided tens of thousands of needed surgeries to women across poor, rural areas of Sub-Saharan Africa and South Asia who suffer severe incontinence and discomfort as a