President Donald J. Trump Bruh how do we send you messages?

What I learned at IMF/WB meetings 1. No consensus on monetary policy. Most policy makers want to keep hiking aggressively, most market participants want central banks to slow. Best quote I heard: "When I drive into fog, I slow down." There's massive global uncertainty. Slow down!

Legal immigrants do not support illegal immigration It’s fundamentally insulting for those of us who did it the right way But the worst part is that illegal immigration eliminates incentives to culturally integrate

1/15 Since the 1960s few arguments in international finance have been as exciting as "the coming demise of the dollar", but these arguments seem always to founder on the same set of mistakes. ft.com/content/3e05b4…

1/9 Rising debt, whether government debt or household debt, is the almost automatic consequence of rising income inequality, just as Marriner Eccles, the Federal Reserve chairman under FDR, explained 90 years ago. nytimes.com/2023/01/22/bus…

We love our K9s!

1/n It's amazing to see the "capitalists" wake up to the potential for "taxes on people other than us" "Shrink the government" to pay for lowering taxes on capital while raising taxes on consumption IS a solution to high debt. It's also a solution for a major contraction in

Credit risk is going to kill BTC and MSTR this cycle for sure. But no one knows when. I think bears rejoice too early. Once TGA liquidity and new admin crypto news hit, all crypto shit will moon again. I'd load up on MSTX and BITU - looks like this shit will double in Q1.

You might have missed important point - although “checks and balances” will still be there in US, he is a king because he can intact tariffs unilaterally.

The Fed and a Strategic Bitcoin Reserve w/George Selgin x.com/i/broadcasts/1…

What is exactly “Big Tech”? Why Tencent has best algorith and not Meta so they had to force TikTok sale?

I threw everything in here—the $, bonds, future of the defense umbrella, the insistence on centrality, stablecoin, why centrality is not always strength, the evolution of US & global (r,g ) dynamics, and a shoutout to Steven Solomon. But no dad jokes. phenomenalworld.org/analysis/monet…