FIELD NOTE:
The Price of Passage
Trump proposes a 20% fee. Twenty-four hours later, it's investment deals instead.
Everyone debates whether it's a flip-flop. My question is different.
What does it tell us about how markets, power, and narrative are now being constructed?
That's the argument behind When Burning Man Comes to Washington.
#Strategy
FIELD NOTE:
The Price of Passage
Trump proposes a 20% fee. Twenty-four hours later, it's investment deals instead.
Everyone debates whether it's a flip-flop. My question is different.
What does it tell us about how markets, power, and narrative are now being constructed?
That's the argument behind When Burning Man Comes to Washington.
#Strategy
‘Johnny Rotten’ is now the most powerful person in the world. Strategic fit to accelerating, amplifying and exponentially-increasing chaos is going to take a whole new approach to strategy, structure and tactical mix investments.
People are pissed off, at scale.
What Big PBM is not "getting" in their search for growth is that the energy of a whole era is coming to a head in a long line flash.
The fall from grace will be hard and fast.
What Big PBM is not "getting" in their search for growth is that the energy of a whole era is coming to a head in a long line flash.
People are pissed off, at scale.
Henry Clay's "American System" 200 years later:
"The parking lot throbbed with hatred, fear and neighbor’s suspicion of neighbor. It became a microcosm of this year’s election, vicious and absurd. There was shouting about Project 2025 and the Jan. 6 riot. Transgender youth and vaccines. Tariffs and abortion. Fascism and communism. Mr. Trump’s supporters wore T-shirts that said “I’m voting for the convicted felon.” The other side yelled, “Lock him up.” One person wore an orange prison jumpsuit and a mask of Mr. Trump’s face."
-- As Trump Served Up McDonald’s Fries, Vitriol Boiled Outside (via the New York Times)