Sabitlenmiş Tweet
Tarrifs, Epstine, Ukraine, Powell, covid, CRE, the Yen.. the market controling narrative can change daily.
Use a process to make decisions and execute. There are no shortcuts, only risk management.
English
NHGen-XEcon, FreeState, Macro investing, Liberty
44.5K posts
NHGen-XEcon, FreeState, Macro investing, Liberty
@BostonXpat
Using a risk-managed macro process to grow &protect assets -27yrs. Granite State wealth manager, GenXpert. Dont hurt people, dont take their stuff. NOT ADVICE
NH North Country, Not BOS/LA Katılım Ekim 2013
494 Takip Edilen1.1K Takipçiler
@GeorgeGammon @LynAldenContact @LukeGromen @SantiagoAuFund Can we add at least a couple lbs to Brent?
English
Just found whiteboard drawings I did of @LynAldenContact @LukeGromen and @SantiagoAuFund
You may disagree with my economic conclusions but you can’t deny my artistic genius. lol
English
We are at the dependence stage.
Lawrence McDonald@Convertbond
“A democracy can only last until the voters discover that they can vote themselves generous gifts from the public treasury.” Alexander Fraser Tytler USA is 250 years old in 2026, what stage of the cycle is upon us? Bondage Spiritual faith Abundance Apathy Dependence Bondage
English
"National service should be a universal duty."
GFY. Send your own kid to die.
Palantir@PalantirTech
Because we get asked a lot. The Technological Republic, in brief. 1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation. 2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible. 3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public. 4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software. 5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed. 6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost. 7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way. 8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive. 9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret. 10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed. 11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice. 12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin. 13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet. 14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war. 15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia. 16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn. 17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives. 18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within. 19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all. 20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim. 21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful. 22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what? Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska techrepublicbook.com
English
NHGen-XEcon, FreeState, Macro investing, Liberty retweetledi
Trump's Private Iran Fears Exposed by WSJ as Israel Support Erodes & Nuclear Power Bill Advances
Today's Digest covers Trump's Iran frustrations, US Syria exit, declining Israel support among conservatives, non-citizen births, nuclear bills, pipeline permits, NASDAQ streak, Meta layoffs, and Anthropic's AI vulnerabilities.
peakprosperity.pulse.ly/awdulny6h4
English
But why if oil went down? Its like the price isnt real, or something.
BRICS News@BRICSinfo
JUST IN: 🇪🇺 Europe recommends remote work and expanded public transport to reduce fuel demand, FT reports.
English
@ambrose_pike @chrismartenson Reminds me of my kid! Good on you :)
English
@chrismartenson It’s why I homeschool my kid. She’s in 3rd grade doing algebra. I suspect most kids her age could do it, if schools were serious places.
Today we did some shooting practice and I started teaching her about ballistics calculators. The math training helps it make sense.
English
Holy hell, this past week has taught me that our school system has failed us comprehensively. Nobody seems to grasp basic physics anymore, either on a theoretical or a practical level.
English
Time to pump up the overnights into tomorrow's open.
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump announces US representatives are going to Pakistan to meet with Iran for a second round of negotiations tomorrow. Trump says if Iran does not make a deal, "the US is going to knock out every single power plant and every single bridge in Iran."
English
NHGen-XEcon, FreeState, Macro investing, Liberty retweetledi
This is f@cking ridiculous. In the sense that its true. @KobeissiLetter
The Kobeissi Letter@KobeissiLetter
It is no coincidence that the timeline of the Iran War shifts from peace on weekdays to war on the weekend. Markets have become highly integrated in wartime strategy for ALL countries involved. There has never been a more important time to follow financial markets than now.
English
Huang is back on his heels, responding emotionally to excellent honest questions.
Brian Roemmele@BrianRoemmele
Talked to so many clients today that collectively spend over a billion dollars on AI. This clip has them talking. They want AI leadership in the US. You can't think big and think scared at the same time. Jensen Huang opened the door to reality quite unlike anyone…
English
US continues to re-position its military assets as the SP500 goes up.
Mario Nawfal@MarioNawfal
🇺🇸 The USS Gerald R. Ford just entered the Red Sea, escorted by two destroyers. Houthis, you have a visitor.
English
@Darky999 I would certainly defer to you, doc, but the missing and suicided scientists are the story.
English
@BostonXpat Anti gravity isn’t a thing tho, my sauce is my PhD in physics.
We have shown that anti-particles fall down in gravity, which was always expected by most scientists, however some thought they might “float” up. They don’t.
Boring yes, but it’s what experiments show
English
NHGen-XEcon, FreeState, Macro investing, Liberty retweetledi
What @charliebilello block ME for?
I like his work.
Velina Tchakarova@vtchakarova
Inflation’s coming
English
@MarioNawfal As I said..they tried to send him to the front.
English
@SwiftMacro @HealthRanger Or, the governments are lying.
English
What you’re describing happens every time there’s a logistics shock.
Spot tightens, premiums spike, headlines scream shortage… and then flows adjust.
Futures aren’t “fake,” they’re forward looking. They’re telling you the system expects normalization, not collapse.
If this were systemic, you’d see persistent backwardation and sustained price acceleration. You’re not.
That’s the tell.
English
I’m watching the numbers flicker on the screen -- Brent crude at $92, WTI hovering near $97 -- and I feel a profound sense of dread. This isn’t a market; it’s a meticulously crafted fiction. We are being lied to on a scale so vast it defies comprehension.
The current paper price for oil is a government-constructed lie, a narrative woven by desperate authorities to maintain a false sense of stability while the physical foundations of our world crack beneath us.
This manipulation isn’t just an economic curiosity; it’s a trap. While futures traders cheer a modest pullback, the real cost of a barrel -- the tangible liquid that powers tractors, heats homes, and transports food -- has already rocketed into another dimension.
This divergence between paper and physical represents the single greatest threat to global order I’ve witnessed in decades. It’s a dangerous fiction masquerading as reality, and its inevitable collapse will redefine everything we know about energy, money, and power.
The lie is simple and audacious: that the price quoted on financial exchanges reflects the true value and availability of oil. This is the foundational deceit of our time. Governments and central banks, drowning in debt and desperate to avoid social unrest, have turned market mechanisms into tools of perception management. The goal isn’t price discovery; it’s price suppression.
This creates a perilous false sense of security. Headlines tout a "cooling" oil market, while in the physical world, refiners and industrial users are paying premiums of 50% or more. As noted in an analysis of the current conflict, the price of physical Brent crude is "already a hair’s breadth from $150" while the futures price lags far behind.
This isn’t a market glitch; it’s a policy. It’s the same playbook used for decades in precious metals, where paper derivatives are multiplied to infinity to suppress the price of tangible gold and silver. The system is designed to make you believe the digital IOU is as good as the real thing -- until the day it isn’t.
Read the full article here:
naturalnews.com/2026-04-15-com…
English