Grey Enlightenment

Popular conservative commentator Charlie Kirk was fatally shot yesterday during a speaking event at a Utah campus. The details don’t need recapitulation, and words alone cannot do justice at expressing the horror witnessed that day. The point is, violence is the new normal, and it’s going to get worse. The assassination attempt of Donald Trump… Continue reading The Assassination of Charlie Kirk

Interesting article, which went viral: The Straussian Path. The theme of the article is maximizing one’s own convexity at life. To recap, the term ‘convexity’ and the related neologism ‘optionality’ have become popular in recent years, especially on social media, to describe an investment or other strategy that has a high potential upside and a… Continue reading Why convexity/optionality are overrated

Nine months into the first year of Trump’s second term, here are some thoughts. Right now we’re in the slowdown or lull phase of the second term of Trump’s presidency, similar to his first term at this time. It was not until 2020 during the crisis that was Covid was Trump forced to take a… Continue reading Some thoughts on Trump’s second term: Tech’s ascent

I saw this going viral Americans Lose Faith That Hard Work Leads to Economic Gains. I don’t think it’s as black and white or bleak as portrayed. I’ve argued in “The New ‘Success Sequence’” that the college-to-career route is the best path to prosperity. If you’re smart or lucky enough to to land a 6-figure… Continue reading Americans Lose Faith That Hard Work Leads to Economic Gains

Today’s big story: Anthropic raised $13 billion at a valuation of $183 billion. This comes a month after raising $5 billion at a $170 billion valuation. Here are my thoughts: 1. Generative AI is here to stay. Like many others, I was initially skeptical/wrong, but these products have cemented themselves in the US economy. They… Continue reading Anthropic raises $13 billion at a valuation of $183 billion: My thoughts

Why Republican Normies Will Bend the Knee to Groypers, by Richard Hanania. He concludes, I agree that normies outnumber online extremists. But online extremists will still determine the future of the party, based on everything we’ve seen happen within the GOP over the last few decades. There is scant to no evidence to suggest Trump… Continue reading The Groypers Have No Relevance in U.S. Politics

I saw this: Some people have such terrible genetics their body just tries to get fat from any diet missteps. Often this is some kind of hormonal and metabolic issue, with absolutely no quick fixes. These people usually have a large hole to dig out of, and that just makes it take even… — AntiDoc… Continue reading The HBD pill is a tough one to swallow

Interesting article Can a Bannon-Groyper Alliance Derail Vance? It’s hard to pinpoint what Mr. Fuentes believes. He has vacillated between being Trump’s biggest fan to perennial critic. But when viewed through the lens of ‘sowing division for personal gain,’ Fuentes’ apparent capriciousness makes sense. This explains why he is constantly defecting or disavowing individuals he… Continue reading Nick Fuentes – the Firestarter of the Right

Bitcoin crashes, just like I said would happen. 2.5 months ago, around mid-June 2025, I changed my ‘Bitcoin shorting method’ to short Bitcoin 24-7 instead of only during market hours. This was a radical overhaul of my method, as the old method had stopped working as well for hedging. During the Trump ‘liberation day’ selloff,… Continue reading Two reasons why Bitcoin has imploded

I saw this tweet: one things that always reminds me that domain experience is irreplaceable and first principles + 140 IQ alone doesn't cut it is reading tourist LessWrongers talk about the financial markets — yung macro 宏观年少传奇 (@apralky) June 14, 2025 Experience matters, but having a good system or model of the world is… Continue reading Systems are Better than Experience