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Today I learned that you can’t hold cash or bonds in a Trump account. ETF’s long >90% weighted US companies only. Lmao.

The more economically illiterate takes I see about Elon’s wealth, the more it checks out that there aren’t more trillionaires.

Anthropic corporate strategy is just another iteration of socialist scarcity mindset. Their goal is to leverage fear to coerce the government to pass restrictions that will limit competition and guarantee its position as a market leader. All these AI frontmen are proven liars.

My opinion is that Mythos is the current best model but not actually some world-changing dangerous model, and that anthropic did their usual song and dance about safety largely because they didn’t have enough compute to serve it at scale So then they launched Fable because they still have to think about the IPO, but they are still somewhat compute limited so they put all sorts of restrictions on it Around the same time, because they are trying to get regulatory capture and not because things are actually dangerous, Dario did more scaremongering and published his honestly confusing white paper that offered no real solutions So finally they succeeded, they managed to freak out the government, their cynical plan backfired, and now it’s a giant pain in the ass

Millions of Americans (and almost all Europeans) have been brainwashed into thinking that the government is a more efficient capital allocator than individual actors in a free market.

The previous leg of the bull run was for retail and long term investors. The next leg of the bull run is for the VC’s and early investors. Familiarize yourself with ‘lock-up periods’, and exercise *extreme* caution on trillion dollar IPO’s.

There is no one more hated in modern society than the man who patiently makes informed decisions. Every aspect of modernity has been bureaucratically and institutionally captured to such an extreme degree that critical thought has almost been completely driven out of existence.

Pediatrician with a ‘she/her’ pin on just told me to ‘ignore the information from the current CDC, it’s wrong’, when I told her that I would research the Hepatitis B vaccine before giving it to my son.

Contrary to what it may seem, Israel's latest attacks actually suggest that we are close to a signing a memorandum of understanding with Iran. Every time we are close to agreement, Israel tries to sabotage it. Pay attention, something probably gets worked out this week.

Immediately after President Trump says ‘I call the shots, not Bibi’, Netanyahu launches strikes on Iran, deliberately disobeying Trump. This is a humiliation ritual to demoralize us. This is psychological warfare against Americans.

Israel explicitly violating the ceasefire by bombing Beirut provides Trump with the perfect off-ramp for the US. All he has to do is blame Netanyahu and just walk away. Stock market would be up 1,000 points tomorrow.

It’s not Israel vs the United States. It’s a Spectre-like group of international elites that benefit from the ‘special relationship’ between the US and Israel. In other words, this group uses both the US and Israel politically to enrich themselves personally.

Israeli operatives (and their downstream US assets) are now trying to blame JD Vance for their failure to overthrow the Iranian regime because he allegedly leaked to Turkey that they were planning to arm the Kurds and use them as a ground force in Iran. (Wouldn’t have worked.)

Most venture capitalists cosplay as libertarians because they understand that they need to loot men who create value for their own survival.

Express condolences to the richest person you know because they lost millions of dollars in the stock market today.

A lot of stocks are extremely overextended (>100pe). Market needs time to consolidate and grow into future earnings. Exercise extreme caution here. Consider taking profits or selling calls against core positions. You've been warned.

Every new ‘Israel’ headline is a humiliation ritual for Americans.

Oil traders have figured out that the optimal position for them to make money is the superposition between war and peace in the Middle East.

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