GM to all the slopfluencers out there. Your refrain that something "isn't x - it's y" is a great filter, making it easy to ignore you for the rest of time.

Pray for our troops 🙏

GM View quoted note →

It's pretty fun to watch the Taliban taking American weapons into war against Pakistan. USA USA USA 🇺🇲

Ramadan ends March 19. Nowruz (Persian new year) starts March 20. That would open a logical window for US strikes if the goal is destabilizing the regime. Would also conveniently drown out the noise over Epstein, Powell, and midterms going into primaries. March and April have the second-best weather/ocean conditions in the calendar year for a Chinese invasion of Taiwan. It's also one of two annual windows for PLA manning to be above 75% on their two-cycle conscription system. And Xi just replaced his top generals with yes men. His war plans have been under development for 70+ years and now 20% of his oil could stop. Feels like the politics of July 1914 are meeting the trade embargo of July 1941 and the monetary instability of July 1971. But it's probably nothing. I just hope hedge fund managers, real estate moguls, and Cantillonaires in general have a great year of huge returns.

GM to all the bots who dropped their cron jobs overnight.

The 🦞 user experience of sending a Signal message and seeing my agent start typing immediately smashed my mental models.

Good luck to everyone playing the State of the Union drinking game. Consider soju for this SOTU.