I have completely changed the way I manage my finances in the last 9 months.I used to track all of my assets on a spreadsheet, including public stocks, private investments, fund investments, real estate, cars, collectibles, etc.I promised myself that I would update the spreadsheet once per week, but it became really time-consuming so I probably did it only once per month.I was always frustrated by this approach because the spreadsheet wasn’t dynamic or real-time. It also didn’t allow me to glean any substan ...

The new Mayor of New York City claims the local government has created a “fiscal crisis” on the scale of the Global Financial Crisis.His solution is to take money from the best capital allocators in NYC and give it to the worst capital allocators.This is the problem with socialism.You can’t claim a fiscal crisis at the same time you are promising people free bus rides, free childcare, and government-run grocery stores.Eventually you run out of everyone else’s money.https://t.co/Vuv1N9HVOI ...

The Fed should be cutting rates to offset the deflationary forces hitting the economy, instead we have a central bank that is wasting billions of dollars to build themselves a castle fit for a king. https://t.co/SeUXz2zil9 ...

The Fed just announced they are pausing interest rate cuts.This is absolutely insane.Inflation is 1.2% right now.Deflation is the real risk. ...

The K-Shaped economy is real, but the consumer sentiment survey that everyone highlights is a complete lie.It is political propaganda from a bunch of academics who are skewing the data. https://t.co/gqhUHu5HMd ...

The US government is trying to tank the US dollar.They are re-ordering the global trading system, including tariffs, deregulation, tax cuts, tech innovation, and a weaker dollar.The end result is a high-growth, low-inflation economy. https://t.co/749fvcivxv ...

Inflation is now 1.16%The Fed should cut 50 basis points immediately.Deflation is a much bigger risk than inflation. https://t.co/s1ibnuWFe7 ...

Tariffs drive revenue.Weaker dollar offsets tariffs.AI smacks economy with deflationary effect.GDP surges higher.Inflation never shows up.It ain’t that hard. ...

If the dollar goes down, does that mean asset prices go up?Asking for a friend. ...

Good morning. Today is going to be a great day. Let’s get after it relentlessly. ...