You asked. I listened. The UNCONFISCATABLE audiobook is officially up for preorder on Audible / Amazon. Order it now and it will be delivered on 9-1-26! 🔥

Tough to have a market top with everyone rushing to cash.

The increase in rates is global, because it is driven by a surge in global energy prices. Markets across the world are pricing in increasingly steep hiking cycles. In the U.S. the market priced in another 25bps hike this past week. It will get worse until the war ends.

Join us on Oct 11th, 2 PM at Fork and Coin for Sunday brunch featuring @JoeCarlasare. He will be doing a talk and book signing for Unconfiscatable More details below and looking to seeing you all there

When I was 5 years old, I was a small, weak child. It was a year before I was scheduled to get open heart surgery to correct a congenital septal defect. The doctors told my father not to coddle me, however, so when I told him a bully in our summer bungalow colony in the Catskills was constantly pushing me around, he gave me sage advice: “David, bullies are scared little boys, who take out their own frustration on those weaker than they are. You need to stand up to them or they will NEVER leave you alone.” At the time I just stammered back “But Gary (the bully) is so much bigger than me..” My dad smiled and simply said, “he may be bigger, but, the next time he bullies you, punch him in the nose . No warning, just hit him right there” (as he showed me how to do it with the heel of my hand). So, it happened that a couple of days later Gary started to bully me and I hit him in his nose, hard. The response was immediate, He grabbed his face and started crying and yelled that he was telling his father on me while running home… A short time later, Gary and his dad showed up at our bungalow. After listening to Gary’s father my father said something I will NEVER forget. “I am PROUD of David for standing up to your ... son. I TOLD him to hit back because it was the ONLY way to stop your son from bullying him. He’s been bullied all summer and won’t take it anymore..” After a long silence, Gary’s dad turned to him and softly asked “is that true? Have you been pushing this little boy around?” Gary started crying again, knowing HE was in big trouble… I tell this story because it perfectly encapsulates human nature and applies (verbally) to the crowd of antisemitic bullies on social media. Unfortunately, most don’t have strong role models to teach them and most will ignore how stupid they look when confronted with how dumb their lies about Israel committing genocide or Jews trying to gain supremacy are. At the same time, those useful idiots continue to ignore Hamas and IRGC PUBLIC statements that their GOAL is the annihilation of Israel, meaning the genocide (killing) of 7 MILLION Jews. Here in the West, there has been enormous damage to the Jewish community, from propaganda being spread by a combination of evil doers and useful idiots. As with bullies, many of these people are doing so because of their own need to feel important combined with their perception of Jews as easy targets to gain popularity. Faced with social media bullies pushing this destructive nonsense, many of which hide behind anonymous handles like scared little boys, it is like my father said all those years ago. The only response is to hit back, and keep doing so, until they stop. It is particularly needed now, as anti-Jewish racism is getting out of control as it has done numerous times before in world history, with disastrous consequences. THAT is why you are seeing me comment on these issues more. I am channelling the lessons learned when I was 5... (As an aside, those enraged by these declarations should go back through my posts. I have not received ONE coherent response to any of my arguments or rebutals, but LOTS of name calling and false statements that do not survive fact checking)

What's Happening in Chicago's housing market? Inventory has collapsed a monumental 63% from pre-pandemic norms. Dropping from: 40,000 in August 2019 to 15,000 in August 2026 That's the biggest listings contraction of any large metro in the U.S. As a result, prices are still exploding across Chicago, with bidding wars running rampant. This is happening due to a reverse migration trend bringing people back to the Chicago metro, along with a lack of home building. Don't be surprised if some ZIPs achieve 10% appreciation in 2027 as a result. To see your forecast, search now at reventure.app.

It’s not @Strategy vs. @Strive its Digital Credit adoption! Set a reminder for my upcoming Space! nitter.net/i/spaces/1nxnRBZZzdOxO

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Headed for the highest weekly close in history for $QQQ I don’t think you understand how bearish this is. 😂

BIG Doomer space running simultaneously

Fire!

Great chart by @fundstrat. Always loved this one, and it's an important reminder of how the relationship between stocks and rates dramatically changes depending on the level of rates.

Shithouse is the inverse of the “missing the forest for the trees” adage. He can’t see the tree in front of him because he’s obsessed with the forest. @MrShithousery

Hard to hear anything positive with all the usual suspects calling for fiat collapse and thermonuclear war

.@GrantCardone , @tomyoungjr and I speculated this was coming yesterday in @A5T3R0lD ‘s space

Doomerism has taken a stranglehold over everything

The strength of QQQ and SPY in the face of 5%+ 10 year is the signal through the noise

10-year US Treasury rates are back to 2007 levels... Inflation is structural and currently running higher than the (abnormally low) 2010s... The US economy is booming (see chart below)... I am Bullish. 🐂

Total investment in data centers and related AI infrastructure is projected to total $10.3 trillion from 2025 to 2032, or 3.6% of GDP per year, according to new estimates. That would dwarf other huge U.S. infrastructure projects such as the railroads, the highway system and the plumbing for the internet.

20-yr closed around 5.5% today. Boomers will start buying bonds at these levels. Imagine you are 70 with a couple mill, mostly in equities and getting $5k/month in SS (w/ wife’s SS). You can put that $2 mil in USTs and get $110k/yr. Plus your $60k/yr in SS is $170k/yr. That’s over $14k/month. Plus, your home is paid off and your healthcare is now free (Medicare). Yeah, if that’s me, I’m selling stocks and buying bonds. Yields are peaking. Not getting ready to explode higher.