Will
280 posts


I still think Trump will TACO—because he *has* to TACO. Oil loss it too big, too politically untenable. While the damage is already extensive and recovery will already be a months-long ordeal, it can get so, so much worse and this is fundamentally a crisis of lost time. People will push back and say it isn't up to Trump anymore. But while there are two other major parties in this war, Trump remains the 1) most important, and 2) most movable by external pressures (like, say, oil prices), so it's gotta be him.










Kalshi founder on institutional adoption: "Block trades are already live on the platform...Right now a trade that we're seeing a lot is in the $20-30 million range for payroll hedging"


These are the Twitter/X accounts with the most engagement so far in 2026. I suppose I had some intuition for how bad it was, but jeez, this is what you get when the ecosystem is broken.

A very ugly $TSLA downgrade. JPMorgan cuts Tesla estimates, sees 60% share downside JPMorgan reduced estimates for Tesla following the Q1 deliveries report. The deliveries missed expectations while Tesla's energy storage installations of 8.8 GWh also surprised by falling 15% year-over-year, the analyst tells investors in a research note. JPMorgan keeps an Underweight rating on the shares with a $145 price target. The firm continues to see 60% downside to its December 2026 price target and advises investors to approach Tesla shares "with a high degree of caution." The stock prices in "materially stronger distant out-year earnings expectations," contends JPMorgan.



I am willing to guess the amount of Democrat fraud could easily be half of America’s 38 trillion dollar deficit. It’s not unlikely that every problem we have could be solved with the money looted by the modern era Democrat Crime Cartel.



If Eric Swalwell has committed sexual assault or harassment that’s extremely serious and disqualifying but I can’t think of a worse way to release that info than having political creators and staffers who work on other campaigns vague post about it.















