It’s an odd time where the leading billionaires want and need access to cutting edge human knowledge while the party they back tries to tear the mechanism to discovery completely down

History repeats.

“.. The Trump administration is slashing tens of millions of dollars' worth of energy projects from the districts of vulnerable House Republicans.” 🤡 @punchbowlnews.bsky.social punchbowl.news/article/fina...

Haven’t seen the Dems crack yet, feels like they learned something from earlier this year

My MLB teams this from here on out are Phillies, Cubs and Mariners. Phillies win and recession is guaranteed.

My husband was detained by ICE today Juan Muñoz, an American citizen, father of 2, and local government official, was peacefully protesting w. other elected officials. He was assaulted and taken away I have had zero contact or updates since #SOS @duckworth.senate.gov @durbin.senate.gov

As a kid, I got into politics partly to do my bit fighting the Soviet Union. Now we have a president who wants to turn us into a country that mimics the Soviet Union. www.politico.com/news/2025/10...

Swift is still doing petty intrapersonal drama songs? C’mon, grow up and start writing about drinking on a boat like real country music stars.

If I had to have a hot take about what to study to be good at finance it’d be ecology. Understanding the environment a company or sector lives in is more valuable than punching numbers into a sheet and diving by a discount rate.

I keep thinking about the ICE officer cackling and saying “fuck them kids” while zip tying together naked children ripped from their homes in the middle of the night. Evil. Just pure evil

I regret to inform you that Eric Adams has done it again (posted incredible content online)

Way to go Cubs

Tyler Cowen don't be creepy challenge, level: impossible

They’re going to lose every state

Wait you mean the stocks of the asset class accepting PIK loans in lieu of interest is having trouble? In this economy?

Invoking one’s citizenship as protection against government abuse has a long tradition. Gavius cried out “Civis Romanus sum” as he was tortured to death by Verres.

How much of the slowing economy stuff would be solved by lower interest rates is my question. Like can it really get that bad if we just press the one essential button.

FIIIICOOOOO

Feels like we’re getting blue Iowa in 2028

this is an especially good thing to hammer because it wedges the WH away from congressional Republicans

Seems like they’re all getting their talking points in before Rs cave on ACA credits

Maybe yelling we’re going to lay off everyone will make people vote for you or blame the other side

Years like this make me wonder why I try to diversify at all and not put 20% in my best ideas, and then you remember 2022

This is a VERY well crafted lawsuit. 1) Plaintiff is natural born. 2) He was detained 2X in a fast-growing part of Alabama, not in a city that Brett Kavanaugh could be easily duped into believing was all migrants. 3) Unwarranted detentions were on private property. 4) He showed Real ID both times.

My thinking on the AI boom is that we’ve all been focusing on hyperscaler cash flows and how far they will push spending/use their ample balance sheets to ramp up. That looks peaky on most metrics over time. The thing is the global AI factory, Taiwan Semi, still isn’t peaking in terms of

Rob Schneider gonna somehow be put in charge of nato in six months

Trump’s approval in the swing states is abysmal open.substack.com/pub/gelliott...

Democrats are out of power. The ruling party is extremely unpopular. So what are the risks to them for doing a shutdown and asking for whatever they want again? You’re supposed to extract whatever you can in this situation.

Team #AlwaysRead

Missed this but Google said they 100x’d token demand YoY in July. We’re massively short compute, not overbuilding based on fuzzy math, which is why this isn’t 1999.

I contacted Schumer’s office telling him to hold steady. Respectfully of course.

Huh I’ve never seen a company that does this have problems before

Media and Dems are still getting this badly wrong: Trump is deeply unpopular! Recent approval numbers: 38-54 (Quinnipiac) 39-60 (AP) 40-56 (Gallup) 41-58 (Reuters) 39-56 (Economist) On the pod, @lakshya.splitticket.org explains these numbers brilliantly. Listen: newrepublic.com/article/2010...

We’re getting more tariffs bc of the European Ryder Cup celebration

I wonder if there’s a stat on whether corruption is going up or down at the local level. Feels like post Adams, a lot of the big cities have been *relatively* cleaner compared to the past- Baltimore for example had a run of corrupt mayors for a while.

So many blocked field goals this year

WE’RE STILL ALIVE

I don’t know what happened to the offense coordinator at the Eagles but all of a sudden he’s the most creative play caller in the league. Microdosing?

This is an excellent conversation. IMO the country is further to the left at this point on certain issues than what is blithely assumed by center left pundits, so you shouldn’t automatically hand an issue to a radical regime for the wrong reasons www.nytimes.com/2025/09/28/o...

Eagles have the best special teams in the league

That guy had class compared these seppo thugs

Investment in information processing equipment & software is 4% of GDP. But it was responsible for 92% of GDP growth in the first half of this year. GDP excluding these categories grew at a 0.1% annual rate in H1.

Interesting article comparing AI to containerization. Have to think about this more joincolossus.com/article/ai-w...

English!

Admittedly this Ryder Cup US squad doesn’t have as much of an identity imo as the one where we won in Wisconsin. Too many golf nerds and not enough jock leaders.

EEM outperforms the S&P, the dollar tanks and then every European golfer plays lights out here. The Orange Cheetoh effect

It’s pretty easy- the internet is all fake. If you get mad at it you’re the mark.