Category: Uncategorized

This is an astute observation by @JackPosobiec, that I had been waiting to respond to: For decades, the American Right has been dominated by the image of the rural conservative — the pickup-driving, small-town patriot with deep roots in red-state soil. You can't help but love this guy. And I certainly do. But there’s a… Continue reading Code-switching and the normcore-right

It’s commonly asked, “What if AI (or the tech industry in general) is a bubble?” This is less important for employees compared to investors. Investors of AI face much more downside risk compared to employees, who are paid first. With a salary, you’re still getting paid every day that you show up. The company could… Continue reading Employees/Tech Workers do Not Need to Care if AI is a Bubble

Many have observed that the Shiller PE Ratio indicator is is close to record highs, at 39 as of writing this, signifying that the stock market (specifically the S&P 500) is overvalued and possibly portending to a crash, as seen in 1999-2000 when the indicator crossed 40: It’s worth to keep in mind that even… Continue reading Why higher stock market valuations may be sustainable

The big story is Trump yesterday (9/19/2025) signed an executive order imposing a $100,000 fee for H-1B visas. Many are celebrating this as a win against ‘big tech’. Reuters described it as a “blow to tech”. The Washington Post called it a “clampdown on legal immigration”. One might expect tech stocks to have reacted negatively… Continue reading Why Trump’s H-1B Fee is Not That Big of a Deal

Warning: lots of finance jargon ahead. The idea behind a hedging strategy is that by trading (e.g shorting or going long) a linear combination of uncorrelated assets of different percentage weightings, that superior risk-adjusted returns or other objective can be attained. A popular strategy is 60% bonds and 40% stocks, with bonds helping to hedge… Continue reading Shorting Bitcoin as the Perfect Hedge

I saw this going viral “Humanity will shrink, far sooner than you think.” Although the issue is often described in alarmist language, the evidence shows that population decline remains very gradual. Japan, the posterchild of low fertility, has only seen its population fall a tiny bit since peaking, from 127 million in 2000 to presently… Continue reading Population crisis and social arbitrage

People continue to be taken aback by Richard Hanania’s success: I don't understand how Hanania is a thing. He has never written anything compelling, never said anything that was interesting. His takes always seem to be mediocre lukewarm slop. What is the appeal? https://t.co/vPBAZeEGOP — PoIiMath (@politicalmath) September 14, 2025 The ‘Richard Hanania phenomenon’ is… Continue reading Explaining the ‘Richard Hanania phenomenon’

The week following Charlie Kirk’s death has seen an abrupt change in the state of discourse on Twitter/X. As expected, The Right is much more energized and united. But notably, accounts and topics unrelated to national politics have been pushed to the periphery, such as AI. It’s as if that entire part of Twitter, which… Continue reading The New State of Discourse: AI Risk Pushed to the Periphery

On August 22nd, 2025, a Ukrainian refugee, Iryna Zarutska, was slain on a light rail train in Charlotte, North Carolina. A week later shocking live footage of the incident went viral on social media that showed her being stabbed in the neck by a black male, Decarlos Brown, as onlookers did nothing. And on September… Continue reading The Murders of Iryna Zarutska and Charlie Kirk and the Failure of Law Enforcement

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