My entire adult life has been a study in risk - as a naval officer, as a FX market maker, as a risk manager, as a fundamental investor, and as an entrepreneur.

New York, New York, USA
Joined September 2011
“If we can forgive what’s been done to us… If we can forgive what we’ve done to others… If we can leave our stories behind. Our being victims and villains. Only then can we maybe rescue the world.” - Chuck Palahniuk via @tferriss
4
2
35
This is like the scene in the opening to 2001: A Space Odyssey.
A Chinese company uses civil unrest in France as an ad to promote the durability of its glass.
9
Excellent chart on Brazil via @johnauthers
2
9
1,943
The Economist is a contemporary indicator. Interesting that they are showing this now.
Sir, a second Promethean fire of a graph produced by The Economist concerning the relative contributions of immigrants in Europe has dropped
3
327
Coasties with the big win
🚨BOMBSHELL! The Coast Guard just announced one of the most SUCCESSFUL drug bust operations in HISTORY! They seized over 1.3 MILLION kilograms of cocaine, busted four HUNDRED leaders, and netted a total of $45B in seizures. This keeps these drugs OFF THE STREETS of America!
5
292
They used LOG SCALE instead of linear to hide how extreme the differences really are…
I can’t believe The Economist put this out… Rape and sexual assault by nationality: Afghanistan - 7x the British rate Middle East - 4x the British rate North Africa - 4x the British rate Sub Sahara - 3x the British rate
122
491
17
4,354
395,177
The shocking loss in wealth and spending power in Brazil is one hell of an A/B test
2
5
396
Is basic competence too much to demand?
NYC's slanted sidewalk sheds draw ridicule but expert wonders who will pay trib.al/GXDOLgB
3
295
Awesome
Everyone keeps a list of unicorns. Nobody keeps a list of what happened next. So we did. 🦄📉 440+ startups once worth $1 billion or more. Not anymore. Over $1.4 trillion of valuation, gone. Meet the Unitard Index: unitard.io
162
"ICE won't be at polling places."
Is Zohran encouraging illegals to vote in NYC? Today, the @NYCMayor released a video (one apparently shot at the Met’s Hall of Phallic Symbols) to explain that you don’t need to bring anything to vote (like an ID) and that ICE won’t be at polling places.
1
304
Chand Sooran retweeted
BREAKING: Japanese scientists develop method that forces cancer cells to kill themselves in laboratory tests.
1,552
5,352
2,598
86,127
7,762,026
The key word is collaboration across systems, people, and organizations.
When it comes to agentic success, we don't need to re-invent the playbook. Aviation shows us how to make automation work. It's straightforward to apply these lessons in supply chains. #supplychain #agenticAI getsextant.ai/blog/aviation-…
140
What happens if there is a deep, long-lived bear? Will retail run away for a lost decade? Point Frederick #equities #investing pointfrederick.substack.com/…
1
127
Ironically, analysts will be asking Claude for a summary of the key investment points.
*ANTHROPIC TO RELEASE S-1 AT 9AM EST: FOX BUSINESS
1
6
431
It’s not the IPOs coming to market and their scale that is the big issue. It’s the fragility of the stories.
136
Ally.
How many Americans know that for eight straight years after September 11, Japanese warships stood in 120-degree heat in the Indian Ocean to pump 135 million gallons of free fuel into the U.S. Navy? After the twin towers fell in 2001, American carrier strike groups raced to the Arabian Sea to strike terrorist strongholds in Afghanistan. Why could American warships not simply pull into Middle Eastern ports to refuel? Because just one year earlier, suicide bombers in a small boat had blown a forty-foot hole in the destroyer USS Cole in Yemen. Entering port meant risking ambush and losing days off the front line. Within weeks of 9/11, the Japan Maritime Self-Defense Force dispatched its fleet oilers, including JS Towada, JS Tokiwa, and JS Mashu, ten thousand miles from home. Sailing side by side with U.S. destroyers and cruisers at twelve knots across heavy ocean swells, Japanese sailors shot steel cables across the water and winched thick rubber fuel hoses into American tanks without spilling a single drop. From December 2001 to January 2010, Japanese crews completed 939 underway refueling operations. They delivered 510,000 kiloliters, roughly 135 million gallons of fuel, plus 11,000 tons of fresh water, entirely paid for by the Japanese taxpayer. On the final day of the mission in January 2010, American sailors lined the rails of their warship in the blazing sun, took off their caps, and saluted the Japanese crew as the hoses were uncoupled for the last time. True loyalty does not ask for a camera. It holds the line for eight years in the sun.
13
498
I was told this was impossible.
“The [manufacturing] sector was losing 15,000 jobs per month in 2024. That rate slowed by almost half in 2025. Thus far in 2026, the sector has added more than 70,000 jobs, putting the total nearly 300,000 above the pre-Liberation Day trend.”
3
272
Bitcoin (-7.3%) and Gold (-7.5%) are the two worst performing major assets so far in 2026. This is something we haven't seen before in any calendar year.
167
242
59
1,676
196,025
I can remember watching David Petersen’s concession speech after leading his party to almost complete destruction. When he announced his resignation as leader, there was silence but for one performative, “Noooo.”
163
I just saw Hamilton. Amazing how they portray Burr. Talk less. Smile more. Blazing ambition for power for its own sake. Nobody knows what he stands for. Administratively weak, Then it hit me. Obama. Mamdani.
1
4
311