@aj_inapi Donald Trump ran for office for three reasons:
1) stay out of jail
2) exact revenge on his enemies
3) line his pockets
Everything else you/he says is bullshit.
@HQNewsNow Because they are creating tech disinter-mediating young people from their ability to work and make money. The only way to keep an unhappy population in line is to press them into military service.
@biancoresearch Silly oversimplification. Some companies will be disrupted, some will benefit and some will adapt and tread water. This doesnโt include industries with regulatory risk that canโt vibe code their way to software freedom. Disruption has a long tail and PC has short maturities.
@litcapital Great. Itโs a market betting against the private BDCs. Effectively insurance on them. Now we will see how institutional investors price the risk vs what the underinformed in the public and press think.