“I’m a very aesthetic person.”

“Data Centers”

Anyone know when BoJ will end the Ponzu Scheme?

Imagine filing a lawsuit to avoid feeding hungry people with other people’s money. Oh, but I’m sure he loves and cares about *you*.

We’re the same because hearing the word “illegals” sparks an emotional response. Our differences reside in the why.

Entering an interesting monetary policy time where lower rates likely FIGHT the goal of maximum employment by enabling faster labor disrupting technical (*cough* AI) investments through both cheaper financing and elevated equity valuations….

Inflation under Powell’s Fed has averaged nearly twice the annual target (for 71/2 years). A lot was fiscal dominance, but the aggressive QE certainly didn’t help.

You know, @stephenking.bsky.social… You could consider it an opportunity to get first hand context for the scariest story you could ever write. 🎩➡️💍

Starting to think Musk doesn’t like Altman because he’s taking the same game to another level.

US Open Gender Reveal Semi-Final Spoiler: It’s a girl.

Not since fiber optic cables and “eyeballs” have we ascribed this much incremental equity value to the cost portion of the income statement.

For a Canadian company, $shop Shopify is the quintessential American company. Loan merchants $1.6bb to sell to customers buying with $AFRM buy now pay later loans. The entire world is built on financial leverage while underpricing tail risk because everyone assumes government bailouts and inflation.

Tariffs on copper are a way to fake a good economy while hindering actually creating one, which is pretty on brand for how he does business.

While there has been silly speculation about a disfigured unit, there can be no doubt about the size of the attachments below.

Her allergen? www.cnn.com/2025/06/17/p...

$aapl reaction to the Dumphone announcement.

Credit due. They know how to play a headline and liquidity driven market. (Highlights someone else’s from somewhere else but sharing here.)

Reminder.

On an alternate timeline, the Crypto dinner would have been an SEC/FBI honeypot.

Reminder that the chaos is intended. Direct your anger when you vote. Fall not into the trap laid before you that seeks your instinctual response to accept someone else taking your life and your freedoms out of your hands. time.com/6985760/auto...

Honestly crazy.

I have no idea why the administration chose birthright citizenship as the case upon which to test the nature of national injunctions. I will say if SCOTUS supports this claim on this case, we’re well and truly cooked. These passages are from the US Senate debates on the 14th amendment.

No one wants his cars, but I’m sure they’ll line up to buy his humanoid machine for the house that can choke them out at any moment or let the world know every time they do or say something wrong.

He’s gonna get from his time in the White House exactly the exchange he gets from his baby mommas—what HE needs (repopulation / removed regulatory risk and more guvmnt cheese)—and then it’s peace out.

Today’s Blue Suit is yesterday’s Tan Suit. Focus energy countering the real threats to democracy, long term stability, and self-determination.

One of the wilder political things in recent history is that Project 2025 publicly released a 900 page document laying out their plans to roll back 100 years of human progress and then during the campaign Republicans just said "no we're not :)" and then they won and now they're doing it all.

This Tesla earnings call is being conducted with zero concern of any regulatory risk from making material purposeful false statements. CEOs around the world scratching their heads and wondering if that applies to them as well.

As a veteran, I would just like to say it’s not normal to have the CIC and SECDEF both lying to cover up known security breaches. Twice.

For those following along, Chair Powell and the Fed were on a path to cut rates several times this year until a higher than expected tariff driven inflationary supply shock caused them to wait on more data. I’m no Fed apologist, but JFC enough with this ridiculousness already.

He hasn’t even figured out how to double the MJT by going tip to tip middle out presorted by D2F.

Keynes: “In the long run we are all dead.” Trump: “Can we do it faster?”

How every other country must look at the US leveraging our consumer base to negotiate lower tariff rates while risking the way that consumer base sustains itself. It’s all just so dumb.

There is data… It’s like saying we don’t have enough water because we gave all the access and distribution rights to a small group of (now incredibly wealthy) people.

For the record, Congress can end this tariff madness in a day and be absolutely more consistent with Constitutional authority (Article I, Section 8).

Everyone who thinks they’re trading Tesla deliveries and projected company financials are actually trading Yen. No one on TV will tell you that.

No, the CHIPS Act isn’t horrible. Yes, the “United States Investment Accelerator” is cover for steering government funds to those who bend the knee with minimal oversight. No, it could not be more obvious. Yes, it’s horrific.

I like to think the collective efforts of so many had softened the target to make it more obvious to everyone the ridiculous narrative constructing financial engineering Twitter and xAI have done. Hopefully everyone will understand this questionable transaction isn’t a one off.

I spent several years working in a military vault. There are word combinations I will die never saying because they were project code names. I cannot believe the details of this story and how vulnerable I feel as a nation right now. Just literally unbelievable.

Anyone (@reuters) saying the branches of government are “co-equal” should reread the US Constitution. Review the powers vested in each branch. Who makes laws? Who MUST enforce them? Show us where the executive branch can remove members of Congress, because I definitely see Article II, Section 4.

"Talk up the stock and talk positively about Enron to your family and friends" - Ken Lay to employees, September 2001 I was there. I was 21. We lost our jobs by the beginning of December.

So, after punishing inflation THREE years ago, we’re now on track to get back to our target of 2% by… 2027–a full 5 years. Fed should maybe stop saying they understand the impacts on families from the lack of price stability in this period, particularly with tariff uncertainty looming.

Anyone playing the “both parties do it” game should remember SBF was prosecuted and sentenced under the administration to whom he wrote large donations. The other suspected fraud is killing investigative agencies while gaming in a federal office.

The hat is cheaper, and the salute is free. You don’t need the car.

No need to look for complex market analysis. It’s all just narrative cover for levered bets.

For what it’s worth, it’s useful to have this link handy. It’s quite plainly written. en.m.wikisource.org/wiki/Ukraine...

“Russian Hoax” has big “I don’t know anything about Project 2025” and “Waste, Fraud, and Abuse” energy.

To be clear, if the President wants to change the law, he needs to pass new ones through Congress. He can even “recommend to their Consideration such Measures as he shall judge necessary and expedient.” Otherwise, he should “take Care that the Laws be faithfully executed.”

Compromiso?

I’ve read the US Constitution so many times the last six weeks. No amount of contortion can lead a reasonable person to believe the Executive branch has more granted powers to shape America than Congress.

Hmmph.