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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

@rubecube12 @johnserwach @ForeignSubstance

no 1 posting on threads ex you

@rubecube12 @johnserwach @ForeignSubstance

need desktop version to paste things easier

‎Odd Lots: Jared Bernstein on the Next Stage of Bidenomics on Apple Podcasts

‎Show Odd Lots, Ep Jared Bernstein on the Next Stage of Bidenomics - Jul 4, 2023

Apple Podcasts
More Crazy Clips on Twitter

“Parents beat their son for spending their entire life savings on in-game content”

Twitter

@johnserwach @rubecube12 @ForeignSubstance

Biden is the most populist potus since LBJ meaning he’s done more shit for plebs than bill clinton Obama or even Jimmy Carter. Yet he gets none of plaudits and is less popular than Carter. I know you 2 won’t agree - yes part of issue is his reticence (for obvious reasons) , but his handlers are terrible at messaging. Stop the defending the Ron Klains etc

@johnserwach @rubecube12 @ForeignSubstance

I'm telling you every fintwit and financial pundit has been brainwashed into little Hayeks & Von Mises pikers. They have no understanding that geopolitics and macroeconomics are inextricably tethered. Austerity is the worse policy to sustain US hegemony.

@ForeignSubstance @johnserwach @rubecube12

I've been incredibly impressed by Yusef Salaam for a couple of decades. He was one of the Central Park 5 who was wrongly accused and one of the kids who Trump said he would pay to be put to death even if they were found not guilty. https://youtu.be/6vvfBf9z4rw

@johnserwach @rubecube12 @ForeignSubstance

As such what is the point of driving growth if you are just going try later on to kill it - you are literally burning money
We either live with higher growth and higher prices or we don't
Growth is the only way we (as the US) sustains our hegemony across the globe. We've had outsized debt for decades - that isn't the reason how other countries view our viability.

Impressing our soft power globally = maintains our pre-eminent status