Powell's term expires May 15
Powell's term expires May 15. The DOJ dropped its criminal probe of him this morning. Jeanine Pirro announced it on X, said the inspector general would handle it from here, and…
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The Strait, The Ceasefire, and the Market's Embarrassing Optimism
MEMO: Re: The Strait, The Ceasefire, and the Market's Embarrassing Optimism TO: Anyone still pricing in a peace deal FROM: Recent history DATE: April 24, 2026 RE: You've…
Dear Software: The War Called. It Wants Its Excuse Back.
Dear Software: The War Called. It Wants Its Excuse Back. Markets & Macro — April 23, 2026 TO: Enterprise Software Sector FROM: The Market RE: Q1 2026 Earnings Season — A…
My Actifit Report Card: April 22 2026
Hey guys, today was one of those days where I just kept moving. No big plan, no pressure — just steady steps that finally exceeded 10,000. Sometimes the best wins are the quiet…
Sock Puppet Economics
Sock Puppet Economics April 22, 2026 MEMORANDUM TO: Anyone still pretending the Federal Reserve is a normal institution FROM: The situation RE: Yesterday Kevin Warsh sat…
My Actifit Report Card: April 21 2026
Hey guys, today was one of those days where I just kept moving. No big plan, no pressure — just steady steps that finally exceeded 10,000. Sometimes the best wins are the quiet…
THE POACHER THEY JUST PUT IN CHARGE OF THE HEN HOUSE
INTERNAL MEMO: RE: THE POACHER THEY JUST PUT IN CHARGE OF THE HEN HOUSE TO: Anyone who still thinks the Federal Reserve is a neutral institution FROM: The part of your brain…
My Actifit Report Card: April 20 2026
Hey guys, today was one of those days where I just kept moving. No big plan, no pressure — just steady steps that finally exceeded 10,000. Sometimes the best wins are the quiet…
The dominant tension
The Strait of Hormuz cracked open again over the weekend, tankers queued up like nothing had happened, and crude still plunged double digits on Friday before the weekend. May WTI…
Fallen Angels 26-16 - Delegation and distribution of HP and tokens
Bienvenidos una vez mas a nuestro reporte de intereses generados gracias a las delegaciones de todos vosotros. Recuerda que…
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