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11 Following
2K Posts
Investments - macro and fundamentals
@ForeignSubstance One of the most engaging documentaries on the Israeli conflict (settlements) in recent memory
https://www.lookmovie2.to/movies/play/1701129088-objector-2019
Thread Defence

CatGirl Kulak 😻😿 (Anarchonomicon) on Twitter

“Jonathan Haidt's moral foundations theory is bunk. One of the most powerful moral instincts in any culture, observable even in lower mammals like dogs and cats is Territoriality, and it's nowhere in his theory. Territoriality: The property instinct. Mine and thine. Perhaps the…”

Twitter

@ForeignSubstance @johnserwach

Interesting read - Patti Smith's memoir on her relationship with Mapplethorpe "Just kids".
https://www.dropbox.com/s/dg1mjy57p2g1hft/Just%20Kids.pdf?dl=0

Just Kids.pdf

Shared with Dropbox

Dropbox

@johnserwach @ForeignSubstance
Broken spring at it again & his sidekick Joey Wang - spreading pure financial conspiracy. He has been net short all of 2023 and been dead wrong - he wants max rates to seep into the economy sooner so that it pukes earnings and thus risk assets. He's one of the worst bad faith fintwit ppl out there.

https://twitter.com/fedguy12/status/1654279970171269120?s=46&t=U_HYzDgn0c2Sk4vS0GpFmA

Joseph Wang on Twitter

“Many are afraid bank deposits declines are due to depositors leaving the banking system in search of yield. That's just not true. That can happen if RRP increases, but it's been range bound for a year. This video teaches you how the banking system works.”

Twitter

@johnserwach @ForeignSubstance @rubecube12

Lol Broken Spring more apt than Damped Spring - dude has gotten every major call wrong since I've been following him for 3 yrs

@ForeignSubstance

https://youtu.be/dTXEmz6nJGk

Kotkin's ability to read personalities is more insightful than his ability to reference points in history. This is why he's more often right than wrong in interpreting how things will evolve in current events vs. most others.

Stephen Kotkin: What Putin Got Wrong About Ukraine, Russia, and the West | Foreign Affairs Interview

YouTube

@ForeignSubstance @johnserwach @rubecube12

Modern day "Man for all seasons". Rory Stewart is the kind of politician we can all hope to have governing us.

https://youtu.be/DZGEoDsQ5tA

Rory Stewart on love for risk, a battle with bitterness and why a political comeback is on the cards

YouTube

@rubecube12 @johnserwach @ForeignSubstance

This is how gen z need to behave Danny. Plenty of boomer were living hand to mouth in their 20s.

@rubecube12 @johnserwach @ForeignSubstance
If we are gonna be worry about Feinstein and Mitch - we can not blind ourselves to Biden - it’s time for someone younger more vigorous; this in fact is what Steve Schmidt is indirectly pointing to - he’s not off his rocker https://youtu.be/xdsyKCEwWcY RT @ForeignSubstance
Dan Nathan on Twitter

“Hi @TwitterSupport, yesterday I tweeted an April Fools' joke that was not offensive or threatening. Why was my account permanently suspended? For trolling @elonmusk, the Free Speach Warrior?”

Twitter