Makrojon

Macro Trader

[UnHedgedChatter @UnHedgedChatter]

Some presentations from Milken Global 2026.

[Makrojon @makrojon]

@WhiteHouse @curtis_yarvin Peak rage bait

[High Yield Harry @HighyieldHarry]

Have a lot of thoughts here as someone who aggressively saved in my 20s, but didn't go full FIRE and traveled across the U.S. and Europe a lot.

First, the answer to the "I need more money problem" is always "Make more money" NOT "spend less money"

Credit comps lower than PE but had some nice years, so being in the right job helps

Second, spend money on the right things, don't spend money on the wrong things. I think you should live with a roommate or two your entire 20s/until you're settling down. In NYC where rent alone is now $4-$5k/month, it's an immediate $2-3k/month save. If a date judges you for having a roommate in your mid/late 20s, in this day and age, then it wasn't going to be a fit anyways. However, if you live outside of a HCOL area, you can/should get your own place faster

There's a lot of other stupid expenses that add up, like overpaying for alcohol, the occasional table, and clothes (how much do you really need?) - a lot of ppl spend $1k/month more than they should here, outliers go even crazier

I think you should maximize experience and travel in your 20s, this is an area where I think the $$$ and time is worth it. Frankly, a lot of Europe is a cheaper American disneyland, there is a lot you can do there that is much cheaper and more memorable than a big weekend in a US City or Montauk. I've been drawn abroad the past few years because there's a lot of history and majestic buildings that date older than the birth of America. IMO, I didnt want to live a life not well traveled.

Third, I plowed almost everything into the market. Very little in checkings, etc - primarily all stocks and retirement funds. This was a huge compounder, particularly once things started rallying again in 2022/2023.

Lastly, once I left my W-2, I left Manhattan pretty quickly. I was mentally done with small spaces & dirty streets, just not how I wanted to live anymore, I wanted an actual backyard and fresh air. Getting out of a HCOL area while dealing w/ hopefully a brief drawdown in annual earnings keeps my NW and monthly contributions into the market growing, while still being able to travel and make big purchases (car, home).

Even with the lower comp though, my purchasing power is significantly higher. The goal is to go much higher in 2027 though.

So in conclusion, the answer is to focus more on the making more money side than the spending less money side, but have some level of rational spend discipline while allocating $$ to the shit that matters to you.

[lifemaxxers @lifemaxxjourney]

https://t.co/bfYeHc6izl

[Makrojon @makrojon]

The first Trump administration focused on attacking domestic issues from the inside out and the achievements underperformed (border security, deregulation and energy, etc.)

The second administration realized if they were going to create long-term change they needed to work from the outside in (tariffs, foreign direct investment, new global order).

It's the same game with a different strategy.

[Makrojon @makrojon]

@najam_ali What happens if Iran, under the same regime, becomes wealthy and powerful and has a grip on 20% of global oil supply?

[Makrojon @makrojon]

I do not know the format of the competition, but this boldens the point that your ideas will be the most valuable tool in your kit. Every presentation looked the same and I didn’t watch until the end but I can imagine the winner was the most creative, well-rounded and compelling.

AI will prove the drivers of our universe are our thoughts; think the renaissance period.

[zerohedge @zerohedge]

Not sure about toll, but if someone puts up a Hormuz cam and charges $5/hour they'll make $2 million per day easy

[Makrojon @makrojon]

It’s because we were too late to do anything about them having intercontinental nuclear warheads. If we had the intel and capability sooner, the US would not have them. With Iran, it’s as if we’re trying to not make that mistake again. If you allow evil forces to get control of nuclear warheads, over time the you will be outnumbered and it will lead to an unimaginable world.

[Makrojon @makrojon]

@DearS_o_n 1. Be grateful everyday you wake up and recognize there’s a reason you woke up this morning.

2. Dream big. Find something you love and let it fill your life with achievement, failure, and pushes you to be better every day.

3. Be courageous and determined.

[Makrojon @makrojon]

@SenWarren No one gives a fuck, Elizabeth.

[Makrojon @makrojon]

@BoringBiz_ What would you say to someone who is a recent graduate working a back office that wants to transition to front office?

[Citrini @citrini]

Okay let’s figure out what’s going on down here.

[Makrojon @makrojon]

Looking at history, there is a consistent theme: an event occurs that limits the advancement of new technology when humans are reaching a new phase existence has never seen.

The war in Iran will be the catalyst that limits the vast expansion of artificial intelligence in the medium term.

It will drag on, keeping oil prices elevated, which will destroy growth and create persistent high inflation.

[Makrojon @makrojon]

Israel has been planning this invasion for decades. They were finally able to convince Donald Trump through pressure abroad and through Israel-backed politicians in the White House.

Israel’s first attempt to begin this war came in June, when the United States conducted Operation Midnight Hammer, dropping 30,000-pound bombs with the goal of destroying their nuclear facilities.

Fast forward eight months, and we are now in a full-scale invasion of Iran that will only continue to escalate over time.

The United States had been in negotiations with Iran over its ability to enrich and store uranium, which can be used to build nuclear weapons. These negotiations were progressing, and Israel saw a possibility that a deal could be reached—one that would allow the United States to avoid war with Iran. However, Israel did not want that outcome.

Israel wants the United States to be at war with Iran because it understands that Iran has been preparing for a conflict with America for decades. They understand U.S. strengths and weaknesses and have developed strategies to avoid being immediately overpowered. This is not to say the United States would lose, but rather that the war would likely be prolonged.

Israel does not want the United States to win this war outright. Instead, they want American forces and bases to leave the Middle East entirely, because the United States is the only power standing in the way of what some refer to as “Greater Israel.” They understand that if the United States remains in the region, this objective cannot be achieved.

Evidence that Israel is attempting to escalate the conflict includes its bombing on March 19 of Iran’s largest gas field, allegedly without U.S. approval.

Trump can no longer allow this to continue. This is not in the interest of the American people. His agenda was never to push oil prices above $100 per barrel—rather, the opposite. For a long time, his goal has been to lower oil prices to support reduced inflation and increased consumer spending power.

Just a month ago, there was discussion about pushing prices down to $50 per barrel, potentially through increased control of Venezuelan oil supply.

He needs to act immediately and push back against Israel before the American economy is damaged by another war the United States should never have been involved in.

The stock market is declining, yields are rising, and long-term growth expectations are already being systematically revised downward.

[Makrojon @makrojon]

Love this read.

Our thoughts and daily tasks help us live in the middle game with our ambitions. We’re always strategizing on how we can have the best possible end game.

We’re reading, learning, and applying individual moves daily to help us arrive at the best outcome of the day, week, month, year, etc.

[Makrojon @makrojon]

@KrisAbdelmessih This changed the way I think. I need to start studying probability theory deeper.

[Boring_Business @BoringBiz_]

There is incredible alpha in just grabbing coffee or lunch with people on a consistent basis

This could be with an ex coworker, current boss or manager, professional mentor, or even just an old friend

People open up more and they become much more willing to knock on doors for you after an in person interaction

This is also just as true when you are meeting someone for the first time.

Whenever possible, you should always try and meet face to face, instead of over Zoom

In the worst case, you end up spending 30 minutes eating lunch over a conversation that doesn’t go anywhere

In the best case, it could open up life changing opportunities that would have otherwise never landed on your lap

The risk reward is to tilted towards the upside

[Makrojon @makrojon]

https://t.co/dG5gpqBDCQ