I have a complex analysis of the last 2 months:
13.05.2025 00:06 β π 77 π 14 π¬ 4 π 1@cullenroche.bsky.social
Founder & CIO Discipline Funds π | Author of Pragmatic Capitalism & Understanding the Modern Monetary System π| PM of $DSCF π°| Defined Duration Investing β| Board at Cambria ETFs πΈ
I have a complex analysis of the last 2 months:
13.05.2025 00:06 β π 77 π 14 π¬ 4 π 1I don't gamble. Is this good?
23.04.2025 08:55 β π 62 π 7 π¬ 2 π 21K of foreign outflows shouldn't remotely worry someone with 30K of domestic income....
16.04.2025 20:33 β π 0 π 0 π¬ 0 π 0This is such a good interview with @pkrugman.bsky.social
It's sad to know that the USA has the greatest living international trade economist and no one stopped to ask him about this because of political brain rot.
youtu.be/hu9q49gBwVU?...
High USD demand is a big part of what made us so rich & so priveleged. But they think we need to crush the Dollar, make ourselves poorer so we can rebuild something that isn't broken so we can become richer. It's so crazy.
08.04.2025 16:33 β π 20 π 1 π¬ 1 π 0& there is no "unsustainable" trade deficit. We have $30T of domestic income, $250T of private sector assets. It's not "unsustainable" to send $1T abroad every year. That's like having $250K assets, $30K income & convincing yourself that paying your barber $1K a year puts you in financial distress.
08.04.2025 16:31 β π 22 π 2 π¬ 2 π 2Being the reserve currency is a privilege that benefits the USA. It's a symbol that people want Dollars. The world is clamoring to do business with us. Saying it hurts us is like Apple complaining the demand for their stock is too high & that "hurts" them b/c they can't invest at lower prices.
08.04.2025 16:29 β π 17 π 2 π¬ 3 π 0It's so bonkers to see the richest economy in human history saying that they're the victim of a system they built, the system that made them the richest.
08.04.2025 16:27 β π 163 π 40 π¬ 6 π 4Not that anyone here is confused about the most uncontroversial thing in macroeconomics, but I made a YouTube vid about tariffs if you're interested.
Tariffs are Bad.
youtu.be/M05hidniYDI
I wonder if we'll get the traditional First 100 Days accomplishments from the Prez. π€‘π€‘π€‘
07.04.2025 13:47 β π 32 π 1 π¬ 2 π 0Thanks Randy!! Hope youβre doing well.
31.03.2025 04:14 β π 1 π 0 π¬ 0 π 0Thanks. Enchilada sounds amazing right now. I assume that's okay since it's a 19th century food?
28.03.2025 21:30 β π 0 π 0 π¬ 0 π 0So. We're doing 17th century economics and 1st century territorial expansion.
28.03.2025 21:07 β π 22 π 1 π¬ 2 π 0It's a good question. The only legitimate reason is for insurance in case the fiat system were to collapse.
02.03.2025 18:46 β π 1 π 0 π¬ 2 π 0The global reserve currency issuer doesn't need strategic reserves. Full stop.
And buying ADA, XRP and SOL is a complete misuse of taxpayer funds.
π A lot of us feel trapped there. We built communities for 15 years and then it got blown up. I hope this place grows and I'll try my best to be a positive part of that.
02.03.2025 05:58 β π 12 π 0 π¬ 7 π 0My bad. So many people called me a Nazi for using X that I'm having trouble keeping track of who thinks I'm a Nazi and who doesn't. Fun times. π
02.03.2025 05:49 β π 0 π 0 π¬ 1 π 0I appreciate this. Thanks.
02.03.2025 03:42 β π 1 π 0 π¬ 0 π 0That's fair. At the same time I don't find myself wanting to engage here when I post benign questions and several users call me a Nazi supporter. It's a pretty poor indication of the experience here....
02.03.2025 03:36 β π 0 π 0 π¬ 1 π 0This sort of petty, combative and negative mentality is exactly the sort of shit no one wants to deal with.
If you want this place to be the better place then be better.
I'd love to see this place succeed, but this ain't helping.
Honestly, it was a petty and toxic conversation. I asked how it was here and you called me a Nazi supporter. If that's indicative of the mentality on Blueksy then that really sucks. π€·ββοΈπ€·ββοΈπ€·ββοΈ
02.03.2025 02:39 β π 4 π 0 π¬ 4 π 0Maybe, but the responses to this thread aren't "better than that". I have never been called a grifter or Nazi supporter in my entire life. And this thread didn't make me want to use this site at all. That might be worth remembering as you try to grow this place & welcome people in.
28.02.2025 17:35 β π 0 π 0 π¬ 0 π 0It's all good. Weird times. I'm not a Nazi supporter for the record. Just a guy who feels trapped on a site I invested a lot of time in before Elon came along....
28.02.2025 17:00 β π 2 π 0 π¬ 2 π 0I appreciate this. Thanks.
28.02.2025 16:08 β π 1 π 0 π¬ 1 π 0I appreciate this sincere response. Thanks.
28.02.2025 15:08 β π 0 π 0 π¬ 0 π 0Not scared off. But not an encouraging set of responses here. Disappointing tbh. I want to like this place....
28.02.2025 15:07 β π 1 π 0 π¬ 3 π 0I'm not going to shame you for using Bsky, which uses Conservative owned AWS, because that would be overreactive/unfair and I'm sure you wouldn't want to engage with people who did that sort of thing! π
28.02.2025 15:06 β π 0 π 0 π¬ 1 π 0The community is larger and more entrenched from the pre-Elon days. Franky, it's a superior information tool because of that.
People seem to think Twitter users support Elon. No. We just have a 15 year community built up.
I'd love an alternative, but the responses to this post are kinda crazy!
I have two kids under 4. Nothing can hurt me at this point.
28.02.2025 05:48 β π 2 π 0 π¬ 0 π 0