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Joined 2 years ago
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Cake day: June 23rd, 2023

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  • The underlying here is, smart money is investing with the sentiment that (non us / “foreign and developing markets” ) will outperform the U.S. I think there’s two reasons.

    1. SPY and IWM are ATH, and emerging has better growth potential.
    2. U.S. financial leadership is the poorest it’s been in 50 years because Trump is loose canon on financial policy, and the market really only hates one thing. Uncertainty. If you can price in bad news with certainty, it’s not great for the market, but it’s better than uncertainty. And that guy can open his mouth and wreck your portfolio in one second.

  • The underlying truth here is, smart money is investing with the sentiment that (non us / “foreign and developing markets” ) will outperform the U.S. I think there’s two reasons.

    1. SPY and IWM are ATH, and emerging has better growth potential.
    2. U.S. financial leadership is the poorest it’s been in 50 years because Trump is loose canon on financial policy, and the market really only hates one thing. Uncertainty. If you can price in bad news with certainty, it’s not great for the market, but it’s better than uncertainty. And that guy can open his mouth and wreck your portfolio in one second.

  • Anecdotally; the retired marines, airman, and navy pilots I know are deeply upset by Trumps appointment. The problem is they aren’t active. They fought in Korea, Vietnam, and the gulf. Hell, the 91 year old Navy pilot I know flew Spy missions into Russian airspace 100 feet off the ground at 500mph. He put a sign on his fence that said. “If you voted for Trump, you’re not welcome”. On his front gate. His fellow democrat neighbors told him he needed to take it down. And he gets emotional with tears in his eyes when he said “Trump is un-American”. This is so sad. Those who care; they did their time! I know there are plenty of MAGA vets that fought along side him. After everything they went through together, the rift they face is over this moron?! Over Trump?! Trump is what broke America in half? That makes my head spin. Not Clinton, not Bush, not 911, not Obama. Trump is the line of separation. I hope we learn that sooner rather than later. I hope we learn whatever this “grievance” is we face as a country. And by god, I hope people get there fill of this bull shit faster, so we can all move on to something else. Sick of eating Trump morning noon and night.



  • What would be even better: so many people are upset with musk— even Trump voters. Imagine if people were energized and celebrating of musk. I think if it gores that way, and trump gets scolded for something at the same time. It would really turn it. Until then, everything is framed as “with Trumps blessing” so his ego is safe as the patriarch for now.






  • By all means, protest. Push these bad actors. Stick up for democracy! But Is anyone else mildly anxious that JD Vance’s hero, Curtis Yarvin, suggested in 2022, that all Trump needs to do is declare a state of emergency to extend executive immunity to prosecution, and to do it early on? So far, project 2025 combined with the manifestos of Dark Gothic Tech Bros are aligned.

    “If the institutions deny the President the Constitutional position he has legally won in the election, the voters will have to act directly. Trump will call his people into the streets—not at the end of his term, when he is most powerless; at the start, when he is most powerful. No one wants to see this nuclear option happen. Preparing for it and demonstrating the capacity to execute it will prevent it from having to happen.”

    Apr. 7, 2022 Curtis Yarvin