Geopolitics

“If we’re not smart, we’re going to hurt our country very badly.” — Donald Trump.

technology

Savvy older folks will be quick to adopt AI because they’ve lived long enough to know most humans are idiots.

business

Capital is your weapon. Volatility is the arena.

Courage brings you to the arena. Discipline steadies your hand.

social

Social media will get you chasing other people’s theatrics when you should be honing your own tactics.

A real exchange from 1973: 

Mao Zedong: "Do you want our Chinese women? We can give you 10 million. Let them go to your place. They will create disasters. That way you can lessen our burdens."

Kissinger: "It is such a novel proposition, we will have to study it." https://t.co/8iCBBJDtJ9

Rob Henderson

Imagine if Xi offered this to Trump.

https://x.com/robkhenderson/status/1910352947952640017

Trump and Xi have danced before. Last time, it was the waltz. Now, it’s the tango.

Trump delaying tariffs to avoid stressing the bond market suggests his bravado operates within strategic limits.

That’s great news for the world.

Inspiration

In fearful times, keep your courage lit. Others will need it to find theirs.

Investing

Ice-cool CPI to soothe our bruises after a tough week.

I’m guessing Trump envisions Mar-a-Lago accords between America and its trading partners that will require cross-border settlement in a digital world.

That’s where crypto comes in.

Trading

animation

The Netflix Devil May Cry series starts out strong, but eventually flounders due to endless exposition, flimsy character motivations, pointless side characters, a boring climax, and a messy epilogue.

Adi Shankar didn’t bring his Castlevania magic to this one.

With both prevailing interest rates and threatened tariff rates having lots of going down, we now have both a Fed put and a Trump put.

Digital Painting

No businessman worth their salt is a dogmatist.

Everything is negotiable.

Financial near-death experiences are like Saiyan near-death experiences. You either die or come back with a Zenkai boost.

Bitcoin

Eric Trump calls Bitcoin a hedge against real estate. Scott Bessent says it’s becoming a store of value.

They’re setting it up as a lifeboat.

I’ve seen my share of geopolitical theater. This is the most bombastic statecraft I’ve ever witnessed.

Economics

Trump’s trying to remake Reagan ’81 to the beat of Trump ’20.

Mike

@mikeabundo