So fricking ded rn 🤣🤣🤣

Absolute banger of a note here 👇👇

Pretty much

New post up on the blog -- thoughts on labor and Jackson Hole tomorrow, plus a sundry on Livermore that I am officially obsessed with. Link in bio or click image below... hope you enjoy! substackfwd.xyz/?url=https://p…

You haven’t been scammed in crypto until Kanye rugs ya

This is just the beginning. The US will stockpile all critical minerals. We’ve spent decades outsourcing production to China. Oh, and we’ve drained our strategic reserves. When it’s for National Defense, there’s no such thing as too much stockpiling!

Seriously - what the fuk is this?

👇👇 listen to the Rock

New post up on the blog... The Bond Market is Sleeping on Jackson Hole... It Shouldn't, plus Uranium, Credit, and Sundry Link in bio or click below...hope you enjoy! substackfwd.xyz/?url=https://p…

I didn’t have “US invades Venezuela” on my 2025 bingo card

Anna - with all due respect - I saw the Bloomberg AI summary after listening to Powell and it was patently incorrect especially regarding the “shortfall” framework point. So I went and read the speech, having just listened to him give it. Patently incorrect. Like - full blown

But it was so big and beautiful and yuge

Wild. Would be a shame if those massive expected builds in 4q-1q didn’t show up and run recent positioning over

So I think the South Park guys are getting pretty good at when trends are getting max stupid. Case in point they almost nailed the exact high in GLP-1’s. This week’s episode: AI, and how it’s basically just telling you what you want to hear and how every idea of yours is great.

Bingo

Lol I’m old enough to remember when Trump was gonna be a Teddy Roosevelt and go all antitrust. Just remember: it’s Main Street’s turn

Pretty much this Oh and the thing about EM-ification is the market multiple goes down. Way down. Like single digit levels.

Open fuking season gang