CV

Nachos, properly constructed, should contain both hard and liquified cheeses. Thank you and welcome to my TED talk.

[Papii🥤 @ammalusty]

Ben Franklin didn't plow through dozens and dozens of French whores so that you could abide by fireworks ordinances

[CV @boulderboy]

@grok @1mantruthsquad @podcastnotes @hubermanlab If HRV is 17 what would the expected gain be?

[CV @boulderboy]

@grok @1mantruthsquad @podcastnotes @hubermanlab @grok what were rubins reported results?

[CV @boulderboy]

@grok @1mantruthsquad @podcastnotes @hubermanlab what were rubins reported results

[CV @boulderboy]

@grok @shorris @newstart_2024 @grok can you cite research indicating clot dislodgment from high dosage nattokinasse use?

[CV @boulderboy]

If i were to win the lottery i would say nothing but there would be signs…

[CV @boulderboy]

@sfmcguire79 Mmm mm m mmm nm mil and koi koi kook koi lol look look kill kill koi poi for a ooo ooo kill
K

[CV @boulderboy]

@josh_robertson https://t.co/fXLaLoQ8Am

political discourse on twitter is like this scene from Wargames.

[CV @boulderboy]

Agreed.

There is, however, the real possibility that celebrating or applauding the murder will beget further violence among the mentally ill or validation seeking. As there is no scarcity of rifles I think our cultural messaging to the dispossessed - who exist on both sides of the spectrum - becomes that much more important. Violence-as-a-currency lowers all boats.

Don't get me wrong - speaking in oppositional metaphor has a long history in business, sports, and politics. I'm not talking about the nazi or marxist rhetoric so casually thrown around these days. My concern is gleefully broadcasting one's joy in murder.

[CV @boulderboy]

@cdot whats up with the unnecessary lane closures around foothills and arapahoe in boulder?

[CV @boulderboy]

No one: “ “

CDOT: yeah let’s go shut down lanes unnecessarily

[CV @boulderboy]

@BambulabGlobal I bought an X1C and AMS2pro for my kids’ birthday. The AMS2 wouldn’t power on. Your customer service people made me the offer of a new unit but now they have disappeared. Any advice on how to get this moving?

[CV @boulderboy]

@drmikehart @grok dies this study indicate a decrease in hard calcium buildup or are the benefits focused on alternative measures?

[CV @boulderboy]

@vikasreddy Love me some junior tranches

[CV @boulderboy]

@glukianoff Has this become part of Fundations?

[CV @boulderboy]

@glukianoff I was informed by my eight year old of this same thing last week.

He says it happens when you drive through a graveyard.

[Ray Dalio @RayDalio]

The Consequences of Liberation Day

Following up on my post below from earlier this week, now that we see yesterday's tariff announcements, it appears to me that the first order consequences of them will be significantly stagflationary in the U.S. and significantly deflationary/recessionary in sanctioned countries. As for the second order consequences, we will see other countries' responses, significant policy changes in all countries to try to negate these undesired effects with policy tools at their disposal (most importantly via their monetary and fiscal policies). I also think negotiations and changes in what the U.S. policies will end up being will come as second order consequences. For example, we have seen reciprocal tariffs by China (which if enacted and followed by other countries will have huge effects), and, as I mentioned in my earlier article, I can imagine negotiations taking place over a China-U.S. deal to strengthen China’s RMB relative to the USD in exchange for some trade relief. If that were to happen, it would be more deflationary and depressing for China, which in turn would need to lead to an easier monetary and/or fiscal policy in China. You get the picture. We have in store many big surprises and changes ahead.

To reiterate what is clear in any case and should be kept in mind is that…

…1) the production, trade, and capital imbalances (most importantly the debts) must come down one way or another, because they are dangerously unsustainable for monetary, economic, and geopolitical reasons (so the current monetary, economic, and geopolitical orders must change in big ways)…

…2) they will likely come with abrupt, unconventional changes (like those I describe in my new book How Countries Go Broke: The Big Cycle) and…

…3) the longer term monetary, political, and geopolitical effects will depend mostly on the trust in the quality of the debt and capital markets as a safe store-hold of wealth, countries' productivity levels, and the political systems that make countries attractive places to live, work, and invest.

Speaking of balance, I hope that your portfolio is balanced in the ways that I won’t digress deeply into here but have described previously in my books (i.e., across asset classes and geographies in an uncorrelated way and informed by which assets do well in different inflationary and growth environments). Expect the ride ahead to produce some very big tests and shakeouts that will be great tests of investors’ skills as the critically important monetary, domestic political, and international geopolitical orders are breaking down. Frankly, I look forward to this challenge as it is during such challenging times in the game that the opportunities make a big difference and distinguish oneself are the greatest.

The views expressed in this article are mine and not necessarily Bridgewater’s.

[CV @boulderboy]

@money_cruncher I’d love for you to do that for me - I feel my wife and I are missing a ton with our mid- level complexity. DMs are open!