monetary viscosity.
the fed can clock the speed of money. it’s much less useful when the transmission is jammed.
The ACID Capitalist
Former global macro hedge fund manager distilling market insights via his alter-ego, the acid capitalist Media https://linktr.ee/acidcapitalist
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confession day.
stan just published his 2q 13f.
stan's sleeper chip.
druckenmiller revealed his best ideas. are you listening?
the last scarce thing.
why live sport is the last scarce thing and how to own it.
the ccp cannot let the cycle happen.
we return to 1944 and the playwright who understood that the most dangerous claimant is the one who'll tear the child apart before admitting the paperwork was wrong.
the caucasian chalk circle of monetary disorder.
acid capitalist summer camp. mer de soleil, st barts, august 2026.
he drove it as fast as it would go.
leopold aschenbrenner and the oldest story in finance
𝚝𝚑𝚎 𝚙𝚛𝚎𝚜𝚜𝚞𝚛𝚎 𝚑𝚊𝚜 𝚝𝚘 𝚐𝚘 𝚜𝚘𝚖𝚎𝚠𝚑𝚎𝚛𝚎.
𝚠𝚑𝚢 𝚊𝚖𝚎𝚛𝚒𝚌𝚊'𝚜 𝚍𝚎𝚏𝚒𝚌𝚒𝚝𝚜 𝚖𝚊𝚢 𝚋𝚎 𝚙𝚎𝚛𝚏𝚘𝚛𝚖𝚒𝚗𝚐 𝚊 𝚓𝚘𝚋 𝚒𝚗𝚟𝚎𝚜𝚝𝚘𝚛𝚜 𝚍𝚘𝚗'𝚝 𝚏𝚞𝚕𝚕𝚢 𝚊𝚙𝚙𝚛𝚎𝚌𝚒𝚊𝚝𝚎.
𝚝𝚑𝚎 𝚊𝚛𝚌𝚑𝚊𝚎𝚘𝚕𝚘𝚐𝚢 𝚘𝚏 𝚙𝚛𝚒𝚌𝚎.
𝚠𝚑𝚢 𝚝𝚑𝚎 𝚍𝚘𝚕𝚕𝚊𝚛 𝚒𝚜𝚗'𝚝 𝚋𝚛𝚎𝚊𝚔𝚒𝚗𝚐 𝚓𝚊𝚙𝚊𝚗. 𝚒𝚝'𝚜 𝚛𝚎𝚟𝚎𝚊𝚕𝚒𝚗𝚐 𝚒𝚝.
the purgatory of tesla.
when price refuses to give you permission.