A lot of truth can be found at the intersection of intent and incentive.

Here is an absolute rant on IPO's which seems apropos tonight. Its free. My substack will always be free. Do not pay even if it makes it look like you need to. open.substack.com/pub/damped…

Gromen: I would say [inflation’s] probably 8% right now, and has been for probably 20 years. Collum: Which means we’ve been in a recession the whole way. Gromen: Yep. On a real basis. And how would we know that? Well, we would see record political divisiveness in this country.

It's amazing how little understanding most market experts have of praxeology. Human action is rooted in incentives. Proceed accordingly.

Investing is easy. Experiential investing is hard. The theory, strategy, or other premise by which you invest is sound and rational. But the experience along the way often leads to abandonment of that rationale. Stay the course and trust the process.

You really want to make America great again? Bring back pull cords on blinds.

Can't imagine why there is so much animosity from the millennials towards the boomers...

Trump completely losing his mind because one single Congressman exists who puts American liberty and constitutionalism ahead of Israel and empire really says it all. Go Massie.

By their constitutional duty, all congressmen should be a mirror image of Mr. Massie. Sadly, he stands alone. Thank you for truly working FOR the American people @RepThomasMassie

The Chinese Squeeze & The Chosen Son. Q2 2026 Market Update, Economic Commentary Public Facing youtu.be/4-IcUryHOyE

Fed 2021: We see no signs of inflation Fed 2022: We see no signs of inflation abating

When in doubt, zoom out.

Speaker: “For what purpose does the gentleman seek recognition?” “Mr. Speaker, I came here to make sure our republic doesn’t die by unanimous consent in an empty chamber, and I request a recorded vote.” -Thomas Massie 2020 Never forget.

Turns out, we didn't sell them any soybeans, and didn't get a BYD plant in Alabama😢. In fact, Trump and Xi had so little to discuss, that they toured a former imperial garden to kill time and pretend like they had something in common...

America First > MAGA

Some chatter that the new “Trump accounts“ are a ploy to privatize the Social Security system. This is misguided. The Social Security system is an inherently socialistic system; likewise a Ponzi scheme robbing hard-working Americans. But it is a vote manufacturing machine.

🇺🇸🇨🇳 Those accompanying Trump on his trip to China today: - The head of BlackRock - The head of Goldman - The head of Mastercard - The head of Cisco - The head of Meta - The head of Visa - The head of Apple - The head of Tesla (Elon Musk)

There is only one thing you need to know about @RepThomasMassie campaign and it’s not even that he’s the best congressman in the country with a voting record second to none. It’s that the Israel lobby is attempting to unseat a congressman for the crime of exposing them and their disastrous war. No self respecting nation can allow that to happen. Don’t believe the bs last minute accusations and betting market shifts. These are obvious signs of a concerted effort. Just double down, send him money if you can, call whoever you know in his district, share his videos or posts. We need to win this one.

A song that carries a powerful message now more than ever music.apple.com/us/album/mca…

Where do you hide a currency decline? In the debasement.

Ok. Hear me out, yes sentiment is low, DIY Reno/flippers are certainly drying up, and general financial strain is growing But have these executives considered the fact that their products have turned into absolute pieces of garbage?