Pinned Tweet
In which I argue the worst is behind us — and that what we are currently enduring is a painful retest of mid-June levels for stocks and yields.
youtube.com/watch?v=5kaJj-jz…
I'm trying here, guys.
My take on things over the last week/month:
youtube.com/watch?v=BMWJckp_…
Adam B. Scott retweeted
Replying to @KeithMcCullough
Maybe, but I'd be less inclined to put it here.
"Among tactical allocation and multi-asset dynamic funds (around 400+ funds in Morningstar/Lipper categories), HECA ranks near the very bottom (410 out of ~415 peers)."
Adam B. Scott retweeted
Sad to see the Cybertruck going away when it was a useful way to learn who the dumbest, most gullible people were in your parents’ neighborhood
The bad thing about pod shops blowing up is how much value they provide for society at large. We all stand to lose.
There are people in my feed whose sole interest/takeaway from the midterms is what it means for AI. Good lord.
Adam B. Scott retweeted
Bad policy, bad character make bad politics: erratic tariffs, impulsive Iran war, blanket pardons, apparent corruption, weaponized justice, ICE brutality, mountainous deficits, hiding Epstein, abandoning allies and coddling enemies. Hoping for a course correction, for the country and for my party.
Adam B. Scott retweeted
Correct. Institutional failure resulted in one stupid guy doing a lot of stupid shit with zero restraints.
No one stepped up to say enough or no.
So the people did bc cults undermine good governance.
















