ajustman

Husband and father, guitar lover, Phish fan, investor. Phan of the secret language.

[ajustman @ajustman_]

@ProvenReserves Why do you feel that way?

[ajustman @ajustman_]

@evrgn11112231 @edzitron I don’t think that’s his argument.

I think he’s saying 33% revenue growth isn’t worth hundreds of billions in cap ex spending.

[ajustman @ajustman_]

@RonBrownstein It won’t be a powerful message because the last guy did it too

[ajustman @ajustman_]

@JoshYoung Based on action, not words, I’d say back off

[ajustman @ajustman_]

@taobanker $SEZL

[ajustman @ajustman_]

@evrgn11112231 Free money has gone down a lot recently

[ajustman @ajustman_]

@capitalemployed $BWEN

[ajustman @ajustman_]

@BourbonInsider I think $SEZL short interest was almost 31% of float as of May 29, 2026

[Ed Bradford @Fullcarry]

@atrupar You could make the same argument for nuclear weapons

[Ross Hendricks @Ross__Hendricks]

Common sense would have been a great plan on February 27

[ajustman @ajustman_]

@talktoskirt Ugh, I’m so sorry for your loss. I think I first read about Pants years ago

[Charlie Bilello @charliebilello]

Monetary policy should be restrictive until the 14% additional inflation we've had since January 2020 above the 2% trendline is erased. There's no point in having a 2% inflation target if you're not going to adhere to it. The Fed should be hiking rates to attack this scourge.

[Highway Jill 🌼🌵 @lawngurl]

Guyute. 5.30.26. Wilma Theater. Missoula MT.

[ajustman @ajustman_]

@evrgn11112231 I was trying to better understand you’re stage of life after I read the comment about a little drawdown don’t hurt

[ajustman @ajustman_]

@evrgn11112231 Thanks!

[ajustman @ajustman_]

@evrgn11112231 Asking respectfully, are you below the age of 35?

[ajustman @ajustman_]

@andrewcoye This is good content, thanks for sharing!

[Sunchartist @sunchartist]

Trump’s statement is a non-GAAP peace agreement. Iran’s response provides the GAAP adjustment.

[Derek Thompson @DKThomp]

New newsletter: THE END OF MORALITY AND THE RISE OF THE 'MORAL BLANK CHECK'

Within a 48 hour period this week, Trump:
- got out of a $100m IRS fine
- secured IRS "immunity" for his family
- created a $1.8b slush fund for his supporters
- was reported for likely insider trading worth nearly $1 billion

Trump's corruption is obvious. What I find less obvious and more interesting is that practically nobody tries to defend him. The closest thing to a defense you get is the common argument that "Biden/woke was also bad," which isn't even an attempt at a defense. It's rather a moral blank check made out to the administration that promises to cover the cost of any transgression.

When you zoom out, it is extraordinary how rare it is in modern politics to hear universal arguments for virtue or morality. Just listen to the way we talk about right and wrong, these days. We hear that 'the rich don't play by the rules, so why should I?' We hear that Democrats are bad, so why should Republicans be good? It is broken social contracts and special excuses all the way down.

We are in a world after virtue. It's the age of vicemaxxing. And that's bad.

https://t.co/t6rI2D3iat

[ajustman @ajustman_]

@rachaelmbade I encourage you to read Nick Catoggio's brilliant column "Trump's Midterm Bunker Mentality."

It's a slightly different take than you've had, plus you're mentioned!