Dairus DsIe
60 posts
$1 invested in the S&P 500 in 1990 grew to: $40 buy and hold $8 if you missed the 25 best days $236 if you missed the 25 worst days $47 if you missed the 25 best AND worst days awealthofcommonsense.com/2026/07/missin…
CHARTS 1 & 2: Why the US needed Trump Accounts™—a policy that I love and support—to begin with. Hint: It may have something to do with the greedy shifts away from supporting unions and to defined-contribution pensions. Note: It’s not good. CHART 3: Why Trump Accounts™ represent only a disappointingly tiny step in the right direction of an "E-shaped" economy from a "K-shaped" economy. Note: It’s worse. CHART 4: The historically bad range of probable outcomes that are likely to occur if we persist in this condition—on a timeline much sooner than anyone with young children would prefer. Note: Don’t look if you’re already having a bad day. Wait until tomorrow. Just think: 1. Corporations are panic spending on AI capex at rates rarely surpassed in modern human history. 2. Governments are panic spending on defense at rates not seen since the decades when the world was constantly at war. From this, we can surmise two things: 1. There will be lots of change in the coming years—likely much more than normal. 2. The change itself or the impact of the change is likely to be dangerous—likely much more than normal. Make wise choices. Nurture your relationships and community because, in the coming years, you may need them much more than normal. Therefore, you kings, be wise; be warned, you rulers of the earth. 11 Serve the Lord with fear and celebrate his rule with trembling. 12 Kiss his son, or he will be angry and your way will lead to your destruction, for his wrath can flare up in a moment. Blessed are all who take refuge in him. —Psalm 2:10-12 The oldest tale of time is that elites can only take so much from The People before they revolt and eventually succeed—however peaceful or not peaceful the process may be. I wouldn’t be doing my job as a risk manager if I didn’t prepare you for this risk. I love you and Jesus Christ loves you too, —Skipper 💜
The Macro Minute | July 16, 2026: Will the Kevin Warsh Fed be friend or foe in the years to come? For daily updates, follow The Macro Minute on your favorite podcast platform.
