well this unfortunately aged rather well

cc @joeblau 

"Hot takes for 24-25… in case you haven’t been paying attention to the forecast for the season > plenty of energy to redistribute through hurricanes… most expect it to be a significant impact year.

Similar to the big tornadoes in Dec 2021, natural disasters are traditional opportunities to exhibit leadership.

Dems are going to miss opportunities to discuss climate issues which should be part of election discussion, due to the current issues with their candidate.

If a storm or two hits a major population we’ll be discussing bail outs of insurance companies when they face claims in a post ZIRP environment.  This happens post election."

Turns out I think I’m right on the need for bailouts.

Was wrong on the cause; I had hurricanes on the east coast.

Early litmus test on Trumps domestic leadership IMO

Still rooting for the fires to slow their role.

Insurance stocks are set to collapse:

LA wildfires have officially spread over 40,000 acres with insurance losses crossing $20 billion.

Since the market closed on Friday, estimated damages have TRIPLED to $150 billion.

Could this cause an economic ripple effect?

(a thread) https://t.co/08ymnjYPUQ

The Kobeissi Letter

Turns out I think I’m right on the need for bailouts.

Was wrong on the cause; I had hurricanes on the east coast.

Early litmus test on Trumps domestic leadership IMO

Still rooting for the fires to slow their role.

https://x.com/kobeissiletter/status/1878558994622456276?s=46&t=TVy9rDl3UkuxmVj4e18bOA

Growing veggies for the fine folks of Southeastern Massachusetts, w/ a focus on nutrient quality. Always interested in the evolution of digital payments.  🎩 