Bluntman and Chronic Fan retweeted
BREAKING: The DOW drops below 50K allowing the DOJ to investigate pedos again
Bluntman and Chronic Fan retweeted
Replying to @HardPass4
Bluntman and Chronic Fan retweeted
One year ago today. Vivek Ramaswamy’s words, real Ohioans.
The reason top tech companies often hire foreign-born & first-generation engineers over “native” Americans isn’t because of an innate American IQ deficit (a lazy & wrong explanation). A key part of it comes down to the c-word: culture. Tough questions demand tough answers & if we’re really serious about fixing the problem, we have to confront the TRUTH:
Our American culture has venerated mediocrity over excellence for way too long (at least since the 90s and likely longer). That doesn’t start in college, it starts YOUNG.
A culture that celebrates the prom queen over the math olympiad champ, or the jock over the valedictorian, will not produce the best engineers.
A culture that venerates Cory from “Boy Meets World,” or Zach & Slater over Screech in “Saved by the Bell,” or ‘Stefan’ over Steve Urkel in “Family Matters,” will not produce the best engineers.
(Fact: I know *multiple* sets of immigrant parents in the 90s who actively limited how much their kids could watch those TV shows precisely because they promoted mediocrity…and their kids went on to become wildly successful STEM graduates).
More movies like Whiplash, fewer reruns of “Friends.” More math tutoring, fewer sleepovers. More weekend science competitions, fewer Saturday morning cartoons. More books, less TV. More creating, less “chillin.” More extracurriculars, less “hanging out at the mall.”
Most normal American parents look skeptically at “those kinds of parents.” More normal American kids view such “those kinds of kids” with scorn. If you grow up aspiring to normalcy, normalcy is what you will achieve.
Now close your eyes & visualize which families you knew in the 90s (or even now) who raise their kids according to one model versus the other. Be brutally honest.
“Normalcy” doesn’t cut it in a hyper-competitive global market for technical talent. And if we pretend like it does, we’ll have our asses handed to us by China.
This can be our Sputnik moment. We’ve awaken from slumber before & we can do it again. Trump’s election hopefully marks the beginning of a new golden era in America, but only if our culture fully wakes up. A culture that once again prioritizes achievement over normalcy; excellence over mediocrity; nerdiness over conformity; hard work over laziness.
That’s the work we have cut out for us, rather than wallowing in victimhood & just wishing (or legislating) alternative hiring practices into existence. I’m confident we can do it. 🇺🇸 🇺🇸
Bluntman and Chronic Fan retweeted
Government lies are getting clobbered by community notes and I’m here for it.
Bluntman and Chronic Fan retweeted
Replying to @IngrahamAngle @KenCuccinelli
Bluntman and Chronic Fan retweeted
The YTD returns of the world's largest markets.
1. Poland +44%
2. Spain +32%
3. Greece +29%
......
United States -3%
Bluntman and Chronic Fan retweeted
Replying to @PauloMacro
@PauloMacro @agnostoxxx this one seems appropriate to run back today 😂🥹
Bluntman and Chronic Fan retweeted
Paul Krugman designed a bathroom!
@paulkrugman
Bluntman and Chronic Fan retweeted
This is Larry Williams.
The trading legend who won the World Cup Trading Championships with 11,276% return!
But how did he do it?
Let's break down his strategy: 🧵
Bluntman and Chronic Fan retweeted
“Let me stop you right there…”
Caribbean nation Guyana is booming after discovering oil. BBC’s Stephen Sackur puts it to President @presidentaligy; lobbyists say oil is bad for the climate.
Dude wasn’t having it. Mans was ready!
Bluntman and Chronic Fan retweeted
And here we go. A macro smack down. The ultimate bear/bull debate. Hope you guys have as much fun listening as I had recording it. Big thanks to @hkuppy and @pineconemacro . Let’s get it on!
podcasts.apple.com/us/podcas…
Bluntman and Chronic Fan retweeted
Jamie Dimon is as out of touch on America as it comes & his speech on the American dream is a reality that died for most decades ago.
I get in Lyft’s and the drivers are working 3 extra hours driving after their two job shifts just to put food on the table. Bartenders trying to get by on $35K when cost of living doubled or more in the last year. People unable to afford basic daycare for their children or unable to afford the gift of having a child at all. Polluted & crooked mindsets about both genders permeate society from 19 year olds to 45 year olds. Baby boomers hoard more and more assets sweeping up things with cash funded by taxpayer welfare & zero rates through the last two economic cycles. The dream of buying a home has vanished for 80% of the population. They flooded the workforce supply & wages have been stagnant in real terms for decades forcing two income households. Morons on here parrot the talking points of CEOs that they’re lucky to have their job and be life or death on paycheck to paycheck never knowing what the next day holds. Eye watering debt levels. Many people really are dead in the eyes as @RobertMSterling pointed out weeks ago. We have lost the plot.
A recession could be America’s last chance for a final cultural revival.
The country is dying in every way.
(In the literal sense - highest suicides ever in a single year), birthrate collapsing, apathy towards the future, nuclear family dead, consumer addiction, biggest wealth gap in human history, education attainment level for young men collapsing & many have checked out forever.
Billionaires like Munger and Buffet tell us we’ve got it better than ever! (You can order sushi at home from a 1099 slave contracted by a company that doesn’t even make a profit). Survey the population. Give me a break.
Maybe I’m just outdated and what I want is a relic of the past. Sure, maybe there’s nothing we can do at all to stop the seemingly permanent trajectory towards decline in the end, but I’d sure as hell love to see one last hurrah.
Bluntman and Chronic Fan retweeted
Offshore run has me feeling pumped for markets to open. Big 3 $VAL $RIG $NE getting big flows and $TDW screaming higher as well.
Earnings start this week and $UNH will be huge for the wet blanket overhang of MLR fears in the big MCOs and VBC names $HUM $CI $CNC $CMAX $PRVA $CANO $AGL $HCA
Bank earnings going to be big again this cycle with $KRE back in penalty box of late on higher rates.
2H mentally begins Monday for most people. Europeans have only a few weeks before going on august vacation, also known as “people complaining about poor service in Italy…”
Will also be looking to $LFST $ZIMV prints for continued momentum.
For $PGY, the next event is $UPST $LC $SOFI $ALLY earnings prints and early reads on consumer credit. Nice snap back Friday on decent volume for $PGY as technicals remain constructive - hitting numbers and affirming guide should be enough at current valuation levels.






































