Joshua Graeff

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Joshua Graeff

Joshua Graeff

@Semperfinance

USMC. Expeditionary. Infantry. Econ, Finance & Tech Geek. Captivated by ancient, artistic, econ, geopolitic. Opinions my own. Not advice.

Houston, TX Katılım Ekim 2013
4.3K Takip Edilen428 Takipçiler
Joshua Graeff retweetledi
The MSgt-Top G
The MSgt-Top G@PitTalkPodcast1·
Marines are different. There’s something different about a United States Marine. You can see it in the way they stand. You can hear it in the way they speak—clear, direct, with the weight of conviction. And if you’re fortunate enough to know one, you can feel it in the way they carry themselves. A Marine doesn’t walk away from responsibility. A Marine doesn’t wait for someone else to step forward. A Marine doesn’t complain when the mission gets hard. Marines rise, act, and endure. They push through what stops everyone else. Although All Service Members sacrifice, most people will never fully understand what a Marines sacrifice, its just a bit different. Time with family that can never be reclaimed. Holidays spent away. Sleepless nights. Silent battles long after the world has moved on. Yet even after giving so much, Marines will give more. They give strength to those who are weak. They give hope to families who lie awake praying for safety. They give courage to anyone watching. A Marine’s contribution doesn’t end when the uniform comes off. You see it in the father who teaches his children resilience. In the veteran who still checks on the brothers and sisters he served beside. In the quiet man at the grocery store who stands a little taller when the anthem plays. In the woman who can lead any room without raising her voice. The truth about Marines: They never stop being Marines. They never lose their fire for this country. They never forget what it means to put others before self. And if you ask a Marine whether it was worth it, they won’t speak of medals or glory. They’ll talk about the warriors they stood shoulder-to-shoulder with. They’ll talk about honor. They’ll talk about love of country. They’ll talk about doing what’s right—even when no one was watching. That is difference between you and meNever Adjust, Stay Marine. 🦅🌎⚓️ -Author Unknown Semper Fidelis, The Top G.
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Under Secretary of State Jacob S. Helberg
We are working with the Philippines to build a FORWARD DEPLOYED INDUSTRIAL BASE in Luzon — a peaceful platform designed to secure vital supply-chain inputs for American and aligned companies, built with a strong sovereign partner, iterated on as we learn. Statecraft, at its best, is a product. American products don’t just compete. They enchant and delight. That is the edge this country has. And it’s the foundation of the State Department’s economic statecraft strategy. Four thousand acres. Roughly one-third the size of Manhattan — the equivalent of everything from Times Square south to the very tip of the island. A hub for industrial cooperation, shared growth and economic security. It is the first of its kind. We are doing new things because we are in new times! 🇺🇸 🇵🇭 state.gov/releases/offic…
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Joshua Graeff
Joshua Graeff@Semperfinance·
I spend too much time arguing with it now. And it spends way too much time telling me Goodnight you’ve worked for 6 hours straight yada yada even in the middle of day on a new session. And it asks questions upon questions upon questions in one inference. It’s getting to be unusable for more than a small session now
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ClaudeDevs
ClaudeDevs@ClaudeDevs·
Over the past month, some of you reported Claude Code's quality had slipped. We investigated, and published a post-mortem on the three issues we found. All are fixed in v2.1.116+ and we’ve reset usage limits for all subscribers.
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Joshua Graeff
Joshua Graeff@Semperfinance·
@JDVance Curious how many gas stations will go down for this
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JD Vance
JD Vance@JDVance·
Proud of the continued work of the task force to root out fraud.
Secretary Brooke Rollins@SecRollins

Operation “Cold SNAP” was a HUGE SUCCESS!!! ❄️🫰🇺🇸 @OIGUSDA agents, teamed with @HSI_HQ, @USDA_FNS, and the @USAttorneys Office, and powered by @VP Vance’s Fraud Task Force, hit OVER 20 fraudulent SNAP retailers with criminal warrants and administrative charges that could boot them for good. No more stealing from hungry children, needy families, and hardworking taxpayers. Inspector General John Walk and his team are putting fraudsters on notice. Steal from the taxpayer? Pay the price. Report fraud @ fns.usda.gov/fraud. #OperationColdSNAP #EndFraud #OIG #VanceFraudTaskForce usdaoig.oversight.gov/articles/news/…

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Adam Taggart
Adam Taggart@adamtaggart·
I'm about 11 days into this dang head/chest cold & just can't seem to shake it Anyone here know how long it takes to lick this thing? It's not terrible, but man is it lingering Hope everyone else successfully avoids it Have a great weekend!
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Gunny Williams USMC Retired 🇺🇸
I went to shoot at Top Gun Range in southwest Houston after a delicious lunch at The Ragin Cajun. I had forgotten that they require you to have all weapons cased when you walk in. I brought a carbine with out a case. I asked to borrow a case. They said that I would have to buy one to take my weapon from my Jeep to the range. So, I left and will not go back. I went to Range USA on Westhiemer and theyloaned me a case to bring my wapon inside. I will be back there!
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
US crude oil exports are skyrocketing: US Gulf Coast crude exports are on track to average a record 4.90 million barrels a day in April based on current loadings. That would be up +23%, or +930,000 barrels per day since March, and up +30%, or +1.12 million barrels per day since February. At the current pace, May exports will exceed 5.0 million barrels a day for the first time in history. This comes as Asian buyers are securing US cargoes to offset the loss of Middle Eastern supply while flows from the Strait of Hormuz remain significantly limited. For May alone, 28 supertankers are already lined up to carry US crude, compared to 5 typically booked at this point in a month. Global demand for American oil has never been higher.
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Mr Family Office
Mr Family Office@MrFamilyOffice·
Wealth migration by US state: • Florida +$21B in wealth • California -$12B • New York -$10B
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zerohedge
zerohedge@zerohedge·
Full-time jobs +335K Part-time jobs -188K
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Lisa Abramowicz
Lisa Abramowicz@lisaabramowicz1·
The Bloomberg US Economic Surprise Index is bumping up against the highest levels since late 2023. Analysts seem to have underestimated how much momentum there was in the economy heading into the Iran war.
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Treasury Secretary Scott Bessent
Treasury Secretary Scott Bessent@SecScottBessent·
Financial Literacy Month starts today. It is my firm belief that Financial Literacy is what fuels the American Dream. At @USTreasury, we are committed to providing the resources necessary to help jumpstart that journey through MyMoney.Gov. We live in the greatest country on earth and at the cusp of the 250th anniversary it is up to each of us to build a better foundation of financial knowledge so that we can ensure that United States thrives for the next 250 years. Read more on our initiatives here: home.treasury.gov/news/press-rel… Explore resources: MyMoney.gov
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Joshua Graeff
Joshua Graeff@Semperfinance·
RIP to a legend.
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Craig Fuller 🛩🚛🚂⚓️
Craig Fuller 🛩🚛🚂⚓️@FreightAlley·
The industrial economy is starting to ramp. Flatbed trucking tender volumes has taken out an all-time high, eclipsing last year's steel and aluminum tariff pull forward. This is what the early innings of a manufacturing renaissance should look like: strong, surging flatbed volumes
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Brian Hansford
Brian Hansford@remarkmarketing·
I've been in tech in the PacNW since the early 90s, working for big companies, and many start ups. There will never be the equivalent of one of these companies founded, or based in Washington. (founded, maybe. But they won't stay.) If you're a newbie to the Seattle area, these companies are legends and it's time to get a clue on the history. Under the new taxation, the founders of these companies would have never successfully grown and collectively hired hundreds of thousands: Attachmate WRQ Microsoft Amazon Avalara Concur (SAP) McCaw Cellular (Now AT&T wireless) Expedia T-Mobile Aldus (acquired by Adobe) Immunex ZymoGenetics Real Networks F5 REI Eddie Bauer Costco Zillow Starbucks Expediters International Alaska Airlines Paccar Airborne Express UPS (yes, UPS was founded in Seattle) Nordstrom Eagle Hardware (acquired by Lowes) Blue Origin Why would a founder of any of these companies start the equivalent of any of these legends if they'd have to give up 10% to the state when they're still in an early stage? And save me the sanctimonious "paying my fair share" virtue signaling. Grow up. This is one of the most aggressive tax schemes in the country. And our once vibrant economy will be relegated to satellite offices and incubator stage companies. Nice work, Washington!
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Adam Milstein
Adam Milstein@AdamMilstein·
Truly unbelievable scenes in Golders Green London — Jews and Iranians standing together
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Whitney Baker
Whitney Baker@TotemMacro·
In case you’re curious where the losses are, the PE industry has been acquiring and then raiding the floats of c.10% of US life insurance assets. They’ve been filling them with private credit and direct lending, all using the same private ratings agency to misclassify the loans.
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Santiago Capital
Santiago Capital@SantiagoAuFund·
Coming soon to a country near you…
DonaldBest.CA * DO NOT COMPLY@DonaldBestCA

🚨@Porsche just bricked thousands of Russian-registered & internet-connected vehicles overnight. Engines dead. Electronics locked out. No warning. Speculation is that the German automaker acted on EU orders. Porsche isn’t denying it. Canadians should pay attention. In 2022, the Trudeau government illegally froze bank accounts of political opponents with no due process. Do you really think the Mark Carney government won’t disable your internet-connected car because you said something “offensive” under their new censorship laws? Fair warning.

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