How to get a Frenchman to hate you with two words. “J’aime Trump.”

7am in France. Writing a new geopolitical thriller. 65,000 words done. 35,000 to go!

Can’t find a huge amount of bad reviews on Trump’s call with Putin. It must have gone slightly better than expected.

The greatest trade in the last six months has been Tesla stock. Back up the truck before election, you would’ve doubled your money. Once doubled, back up the truck on the short side. Second double. $TSLA

There you have it.

The market is the market. Reversing globalization is about 100 years too late. Hard to imagine America can benefit from this. It’s hard to imagine. That’s all.

The following facts still apply. 1/ The West offloaded their manufacturing to China in the early 90’s for cheap prices and less pollution at home. 2/ The West has enjoyed 30 years of cheap borrowing costs, and cheap products. 3/ Western manufacturing at home has declined as

“China the superpower” might be the greatest PR campaign since the Kardashians.

Trump tariffs led to some Chinese rare earth restrictions. Extensive damage to US manufacturing will follow.

It’s not about diversifying. It’s about… are you prepared to kill the environment to process rare earth minerals?

The future isn’t war. The future is regret.

Every story ever told ….. 🧍‍♂️- The Hero ACT 1🐉 ACT IIA🐍 🦁 ACT IIB 😈 👹 🔥 ACT III💣 💥 ☠️ 🏰 💃🧍‍♂️

Sharing my latest in-person pod on the colossal migration of capital with Larry McDonald @ConvertBond here on X for some weekend viewing. Enjoy!

Special thanks to Barnes and Noble on 5th Ave for hosting us, #1 across the finance space this week. #Gratitude

Trump and Musk have more in common than you think. Both men are now proven to be un-investable.

Americans want to wear Nikes, not make Nikes. —Dave Chappelle

The world isn’t driven by greed. It’s driven by envy.

Real writers ask peers two very serious questions: 1/ How’s the writing? 2/ How’s the bread-making?