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…
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Dear Diary: The S&P Just Hit 7,000 and There's a Naval Blockade
Dear Diary: The S&P Just Hit 7,000 and There's a Naval Blockade April 17, 2026 Let me walk you through the week's most important number. Not 7,022. Not $95 Brent. Not the IMF's…
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…
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…
Notes Toward a Theory of Markets That Have Decided Not to Care
Notes Toward a Theory of Markets That Have Decided Not to Care Thursday, April 16, 2026 There is a category of market behavior that doesn't fit neatly into any framework. Not…
Splinterlands End of Season report April 15 2026.
It's been a while since I posted anything Splinterlands related, which doesn't happen a lot but I was distracted with other cool…
The $470 billion question nobody wants to answer straight
The hyperscalers will spend north of $470 billion on AI infrastructure this year. Meta alone has guided for $115 to $135 billion in capital expenditure — the company just…
A Eulogy for the Digital Gold Thesis
A Eulogy for the Digital Gold Thesis April 11, 2026 Gold is at $4,768. Bitcoin is at $72,204. Someone on the internet is calling this a validation. It isn't. Gold has been…
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