Isaiah Bishop

Yeah no one is doing it from a shipping container in nevada, you are putting the drone out yourself

Noted! I maintain saying "capital's response to X is Y" is not a useful frame of analysis.

frankly fascism's global rise seems pretty disconnected from any kind of ecological consequences,and more a kind of economic malaise, just as it was in the past

Wall Street is banking on too many Federal Reserve rate cuts, Vanguard warns Asset management giant’s bond chief says ‘massive’ spending on AI will bolster the US economy

Big warning from Vanguard's bonds boss Sara Devereux: the market is pricing in way too many Fed cuts www.ft.com/content/22b5...

revealed preference for capitalists is certainly not populists lol

like team of 4ish guys, often a lot of shoot and scoot, have to carry a bunch of bullshit further up to the line and deploy it and then run away.

Learning how they operate is basically just like a weird mortar element tbh

Almost like you need to have a multifaceted view of workers and capital to understand the boundaries of the crisis, and our slow response!

Is big capital stopping the transmission lines to the great plains? it is not.

Right its not a good frame of analysis! Either for understanding how fascism rises or how capital interacts with it

Good cheap high returning assets, if capital had its way it wouldve destroyed the coal towns 5 years ago

Like big capital is not propping up coal plants, thats pure democratic social brain rot baby!

Please we need to have a more sophisticated analysis than "capital wants this" in 2025 for the love of god.

We are doing like 2 trillion in green investment annually. Lot of resistance to transition is frankly big state actors (saudi, russia, india) and confluence of tech/media interests

Always hunting the full degen experience lmao.

I think thats a good frame. I've probably done my best betting on events where i think i have slight edge and then get killed on macro

having fun, staying poor

Forcing myself to stop posting, but one interesting aspect here is this is what the US did right away iirc, and then folded. So like even in threats they arent able to keep credibility

wonder if currency changes are bigger than in past -5% incidents

One idea i am curious about is that we got all this data on inflows from abroad into US equities being currency hedged, and if people ever sell those off you would imagine hedges come off too

If this is the basis of a new scandi-canada alliance network, we will be unstoppable

mechanically has to be true that to sell off risk assets you have to buy USD right?

Damn thats a nice idea

Listen, we bought some planes, and somehow are bullying the deputy PM and fund managers to say good things about us

we are absolutely pulling as much media as we can out of the Sweden thing

Not really seeing a crypto bounce yet

tbf i think we'd need to be further along to warrant more planning

something like that idk. JD vance's think tank calremont guys were on it

Trump was quoting western province water treaties at one point idk. People in his circle were deep on it

Been weirdly clear its for water and minerals strangely idk

Great time to retire, and see what money softbank has left

Now that USD is dead probably good to keep it in the real assets: stolen jewelry, paintings, wine, gold and A100s

gold?