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🔥 Top post: H-1B debate is really just about India · 4.2M views
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H-1B debate is really just about India
Here is everything I have to say on Hormuz along with some thoughts on how it could impact portfolios
Key takeaways:
- Gas supply is more precarious than oil
- It may be easier than some expect to meaningfully disrupt trade
- Europe a…
Google just issued 50 year bonds (yes, due in 2075) at 107bps over treasuries.
US has more data centers than the rest of the world combined…
Post
When the Treasury secretary tells you, “Wall Street had a good run, but now it’s time for Main Street” take notice
Microstrategy represented 28% of the flow into bitcoin last year (per JPM)
Forgot about this one…
DOGE has had no impact
Deficit in 2025 is bigger than 2024, 2023…
The United States is:
- 4% of global population
- 25% of world GDP
- 70% of global equity capitalization
New tweets by @TheRoaringKitty are fascinating from a legal perspective. Literally no words. Pure memes. SEC can’t do anything with that in court. Dude is just pumping like a wizard.
The fact that bonds are selling off while gold just moved 15% higher is telling you absolutely everything you need to know about macro right now
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- 3.68% engagement — below the ~14.4% typical for this size.
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