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Posts by Mike

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The Iran crisis has not yet peaked The war is currently more likely to escalate than to be resolved by negotiation

Correct

www.ft.com/content/8456... The Iran crisis has not yet peaked

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Building products with Claude is satisfying

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Taco top 🔔

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Delightful blooms

I love my rose bush

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did not enjoy it but the kids were happy

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Watched The Sandlot for family movie night

So good

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Think it’s worth pausing to remember that the Vice President thinks he has a better grasp on theology than the Pope

That level of Dunning-Kruger is extraordinary—so shameless that is seems like a superpower in 2026

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Does boasting on Bluesky not count?

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Listened to it while cooking and cleaning up after dinner

It’s the podcast that consistently delivers

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Hit 13 million and I’m tired boss

Enough for now

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Could be a 20 million token day ...

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At 2.7 million on today's work so far

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Watch your tongue

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Could be a 500,000 token day

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Watching it with the fam

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Rolling over

Can the market stay stupid through the spacex dump on the proles?

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bits.caseyjr.org/planetary/

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Enjoyed this essay and agree with its conclusions

Brings me back to David Rubenstein’s formula: H = MC

caseyjr.org/2014/01/25/h...

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Given the (atrocious) state of governance in the US, it’s a wonder that Nasdaq and the S&P 500 aren’t trading closer to MOEX multiples

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Jesus

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Looks terrible, and yet I enjoyed catching a game the Brewers stadium

The beer might or might not have had something to do with it

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May take a few days to get up after that fall

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Another world was possible Reza Aslan participated in an incisive interview with Nathan Gardels of the Berggruen Institute, which I highly recommend you watch: One of the sections that resonated deeply was the discussion around “what could have worked: trade, interdependence, reform” around the 42-minute mark. Once upon a time, I believed that U.S. policymakers would come to their senses and recognize that a policy of engagement would be more likely to attain outcomes conducive to U.S.

20 years ago I studied Farsi, believing the U.S. would eventually choose engagement over coercion with Iran.

I was wrong.

Revisiting my 2009 op-ed arguing for trade over sanctions, and featuring Reza Aslan's compelling interview with Nathan Gardels.

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Iran Could Become Like Egypt, Myanmar or Pakistan | NOEMA In the coming years, the theocratic state may well give way to nationalist military rule.

> Back in January, when the regime massacred thousands of protestors, reformist voices were emboldened by public anger to claim “game over” for the Islamic Republic. Thanks to foreign intervention…in April, the game is over for the reformists.

www.noemamag.com/iran-could-b...

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Another world was possible

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🤡

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Oh in that case it’s true

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Fake news

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The gap between image and reality is the widest I recall

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Spent the last 90 minutes learning about the ghoul that is clavicular

Jésus

Wtf

Really enjoyed watching him get tapped out multiple times on the mats

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