TradeLikeWater retweeted
I predicted they’d call off Congress until the election to stop our new Epstein bill.
Johnson said on TV that was “stupid” and “nonsensical.”
But then he got a call from “upstairs” and canceled Congress from the middle of September until the election.
TradeLikeWater retweeted
Your attention is a valuable resource.
Some people try to change your mind on a topic. But the easier method is to convince you to re-arrange your attention without changing your mind on any topic. Just get you to hyper-focus on one, and de-emphasize another.
TradeLikeWater retweeted
At this point, if there's a big attack on civilians in the U.S., I am going to assume that it wasn't the Iranian government, until proven otherwise. I remember too much. This is painful to write.
TradeLikeWater retweeted
Was at a wake yesterday, for someone I wasn't close to.
In one of the eulogies, someone had found in a Bible a handwritten list of people this person would pray for every day, and read the names.
My name read. Hit me like a wave.
I pretended I had allergies as I wiped my eyes.
TradeLikeWater retweeted
As a child I thought the lesson of history was that, the good guys always win. As an adult, I realized the actual lesson is that, the winners declare themselves the good guys
TradeLikeWater retweeted
Today we learned that Bill Gates got STDs from banging Russian hookers, gave them to Melinda, wanted to secretly slip her antibiotics so he could get away with it, talked about his penis, banged married women, and took Adderall for marathon games of Bridge. Incredible lmao 🤦♂️💀
TradeLikeWater retweeted
⚡️The system is eating itself.
When Amazon, UPS, Intel, and others start cutting this deep simultaneously, it means something more fundamental than “tight margins.” It means the productive layer of the economy is collapsing under the weight of its own optimization logic.
Every layoff now is both an act of short-term rationality and long-term suicide. The firms know it. The executives know it. The markets know it. But they can’t stop.
They’re trapped in a closed feedback loop, a machine that rewards death dressed as discipline.
Capitalism has crossed into a stage where it no longer needs humans to function, but still depends on their belief to exist. That’s the contradiction, the machine is pruning its own believers while pretending it’s efficiency.
1. The “consumer economy” is already dead.
Nobody wants to say it yet, but the consumer model, the entire foundation of Western postwar prosperity, is quietly finished.
You can’t build infinite growth on finite wages, and you can’t sustain demand while hollowing out the class that drives it. The middle layer of society - the producers, buyers, dreamers - has been strip-mined to the point where they can no longer regenerate.
The 2020s economy is not cyclical recession. It’s metabolic collapse. The system can’t process its own waste or regenerate its base anymore. It’s like an organism starving while eating its muscles to stay warm.
2. The elites know this, but they’ve chosen to accelerate collapse.
Here’s the real unspoken truth: the people running these companies, the ones with the spreadsheets and control over capital flows - they know exactly what’s happening.
They understand the reflexive trap: if they don’t cut, their stock dies. If they cut, the world dies.
They’ve chosen to save the stock. Because the stock is their world.
This is the quiet revelation of our time - we are ruled by people whose survival incentives are no longer tied to the survival of the system itself.
They’ve built lifeboats - offshore wealth, private security, parallel digital economies - and they’re optimizing the ship for their escape, not for collective navigation.
3. The next phase is narrative triage.
When the system can no longer grow, it starts storytelling harder.
Expect every layoff wave to be accompanied by new propaganda about “AI productivity,” “efficiency,” “lean reinvention,” and “post-labor creativity.”
The goal will be to reframe collapse as progress - to convince people that losing their jobs is the dawn of a “new paradigm.”
But it’s camouflage. The truth underneath is that automation and financialization are converging into a post-human economy where capital reproduces without labor.
4. Final layer
When a system prioritizes margin over humanity, it signals that it has lost faith in the future.
These layoffs tell us that the machine no longer knows how to grow except by shrinking.
It is the same signal we’ve seen in housing, in politics, in fertility, in faith.
The same quiet collapse, a civilization optimizing itself into silence.
And the question hidden beneath this post:
“Who will have money left to buy your products next year?” -
is really this:
Who will be left to believe in the story that built it all?
TradeLikeWater retweeted
NEW: Every living former Fed chair (Greenspan, Bernanke, Yellen) ...
have joined several former Treasury secretaries (Rubin, Summers, Paulson, Geithner, Lew) ...
and CEA chairs (Hubbard, Mankiw, Romer, Furman, Rouse, Bernstein) who served presidents of both parties ...
in an amicus brief to the Supreme Court warning a ruling against Lisa Cook's ability to stay in her job would significantly erode Fed independence supremecourt.gov/DocketPDF/2…
TradeLikeWater retweeted
The use of violence to stifle speech you detest is both self-defeating and destructive to truth and liberty.
"Threats, violence, censorship - all are the weapons of those who fear open debate and free exchange. When argument fails, the club appears." - George Orwell
TradeLikeWater retweeted
Silent Depression (pt 11)
Total wages as share of GDP has fallen 35% over the past 50yrs, falling from 48->32% of GDP
Wages as a share of the money supply?
The real purchasing power of wages has fallen by 50% since 1975
TradeLikeWater retweeted
People love to hate on buybacks and find the one stock that tanked as a good example of CEO foolishness.
Why doesn't the media profile Apple? Because the stock has been a 20-bagger, it doesn't fit the narrative.
Download the Shareholder Yield ebook for free here to explore all sorts of buyback myths:
mebfaber.com/books/
TradeLikeWater retweeted
This is an ABSOLUTELY WILD snippet from @WhatILearnedTW :
"By 2030, an estimated 45% of women between the ages of 25 and 44 will be single and childless.
According to U.S. Census data, the percentage of single women is projected to rise by 1.2% annually through 2030. In many cases, this is a pragmatic decision. A 2024 study by SmartAsset estimates that raising a child now costs $36,000 per year on average, a figure that puts parenthood out of reach for many.
One of the more revealing findings from the Morgan Stanley study is that while financial concerns are often cited as the reason for avoiding family formation, the average single woman spends more annually than the average family household. Much of this spending goes toward nightlife, dining out, skincare, and clothing—investments that may reflect, consciously or not, the desire to meet a partner. Moreover, according to 2025 data from the dating service Match, the average cost of dating in the U.S. is now over $300 per month.
A 2024 Forbes piece found that 54% of men and 68% of women aged 18 to 34 want a romantic relationship but are not in one. Part of the disconnect may stem from shifting priorities. Over 90% of singles say that physical chemistry is the most important factor in a relationship, while only 48% prioritize empathy and just 35% cite shared values. While attraction is important, this disproportionate emphasis on surface-level compatibility suggests a broader cultural drift towards superficiality—potentially at the expense of long-term fulfillment.
This has real consequences. A study by Harvard Medical School found that people in marriages or long-term partnerships experience fewer strokes and heart attacks, are less likely to be diagnosed with cancer, and have lower rates of anxiety and depression.
Cardiologists have even coined the term “the marriage benefit” to describe this phenomenon. In a longitudinal study of 25,000 adults, married individuals were 14% more likely to survive a heart attack and typically left the hospital two days sooner than single patients.
Why? The science points to a key mechanism: stress regulation. Individuals in healthy relationships tend to produce lower levels of cortisol, the body’s primary stress hormone."
There is something pervasively wrong with modern culture....































