There is clearly more to the John Strand story as to why his sentence was so severe. Apparently he raised funds for his defense without telling the funders that the government was already paying for his defense among other problematic issues. I should have done more research…

There is clearly more to the John Strand story as to why his sentence was so severe. Apparently he raised funds for his defense without telling the funders that the government was already paying for his defense among other issues. I should have done more research before weighing…

To the present day, my clear impression of Jan. 6th was that the vast majority of participants were bad and unlawful actors. This video provides an eye opening perspective on two participants that day and of what are likely to be the many other lawful participants on Jan. 6th.…

Jamie Dimon is one of the world's most respected business leaders. Politically he is a centrist. He is pro-business and pro-free enterprise, but also supportive of well-designed social programs and rational tax policies that can help the less fortunate. He is extremely smart,…

A thoughtful counterpoint: ‘there is currently $2.2trn of money market fund cash sitting in reverse repo at the Fed earning 5.05% .... if bill issuance to refund TGA is wise to this, then this zero velocity cash just reallocates.’

Worth a read. I agree on the UST issues he raises, but don’t have a view on gold.

I have been fascinated by the @HindenburgRes $IEP situation, and there are some interesting learnings here. For example, one learns from $IEP that a controlling shareholder of a company with a small float that pays a large dividend can cause his company to trade at a large…

This is a profound and important message about why our healthcare system is failing us. Incentives drive all human behavior. The incentives of our healthcare system are misaligned with the best interests of humanity. The outcome is massive profits, high costs, and poor outcomes.

Stan Druckenmiller provides one of the most interesting and informative perspectives on the state of the economy, the @federalreserve entitlements and more. Brilliant. Worth every minute.

Their spirit will win the war.

.@POTUS should declare that he is not running for re-election now. Doing so will open the field for the best potential Democratic nominee and give him or her the greatest opportunity to build a constituency to win. Our country deserves a vibrant and experienced leader operating…

Let’s not be so quick to destroy capitalism. I met @awilkinson a few years ago over lunch and have watched his incredible journey as a partner and small shareholder. And he is just getting started. Worth a read.

That is why I believe that we need a president that unites us and makes room in his or her policies to bring the country together, rather than draws red lines which leave no room for half the country.

We don’t need another four years of our country being ripped apart where the ‘ruling party’ advances the agenda of the party that elected it rather than does what is best for the country. America cannot make progress if each successive president works to completely reverse the…