Remember the SVB crisis? Balaji was wrong. Arthur was wrong. I was right. Fed disinfo is rampant. I encourage you to read this, it aged well.

A nation that can't wage war or make its own financial decisions, is not truly sovereign.

AI is not a young technology. It’s an ancient one. Artificial Time.

The less decisions you need to make to get what you want, the more likely you are to get what you want.

Models try to give a lens into the future, to make it predictable. BUT… some things cannot be modeled. We really hate that.

The Fed: Part 1 covered the psychological priming of the Fed and why QE isn’t money printing, but a headline-grabbing manipulation. So what happens to bonds after they're swapped on the Fed's balance sheet? They're sent to the graveyard.

ChatGPT and LLMs just commoditized the complement of data: software. This increases the value of data, but mainly drives value accrual to the new scarce complement: semiconductors.

You've heard about the Man In The Arena, now learn to recognize the Priest In The Arena

The objective of this series and a huge point of contention with me is who gets the blame for the debasement of the dollar. Recognize where power exists: become a Fed disrespecter

This isn’t clickbait. I understand the dismissiveness and conflict these statements evoke. If you'll indulge me and allow me to defend these claims. This piece will focus on QE and its deceptions. This will be a multi-part series