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…
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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…
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…
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…
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…
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…
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…
The numbers don't know there's a war on
INTERNAL MEMO: Q1 2026 DEBRIEF TO: Anyone who still reads these FROM: The desk RE: The numbers don't know there's a war on DATE: April 15, 2026 Colleagues, Per our…
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 13 2026
Hello Friends! This is my Actifit report for yesterday November 19 2025. I logged 9,506 steps on @Actifit today, away from my daily 10k step goal.…
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