1/
UNITED we stand
DIVIDED we fall

with so many short-sighted, self-interested, greedy domestic* political + financial + media opportunists who profit by manipulating, provoking, stoking anger, fear, disdain that DIVIDES “us”

*foreign enemies seek to foment US civil war too—
2/
If I were Xi or Putin—i would have full-time intel agents exploiting democracy + free speech in the US

finding + exploiting EVERY possible US identity division

-Left x Right
-Rich x Poor
-Woke x Non
-Young x Old
-Future v Past
-Religion x Religion
-Capitalist x Socialist
3/
If i were Xi or Putin—I’d sow seeds of dissent + divide with rabble-rousing, publishing op-eds, endless TV guest provocations, organizing protests, chip away at institutions + authority—stoke distrust + disdain for ‘other’ + rip + fray the social fabric to destabilize the US
4/ It is of course itself a meta-division between

UNITERS vs DIVIDERS

And yet a new generation of leaders
who have tactics + charisma to UNITE
should be seriously sought + celebrated
5/ UNITED vs DIVIDED

3 retired GEN, warn of preparing for 2024 insurrection (actual civil war)

—10% of the attackers on the Capitol had service record;
—commanding officer of Oklahoma National Guard recently refused order from President Biden
washingtonpost.com/opinions/2021/…

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More from @wolfejosh

21 Dec
1/ China x Pakistan
economic corridor is fraught with rising tensions

At stake: competition of internal groups, rebel tribes, security + protection, access to infrastructure, unmet promises + anger over expectations…

in particular GWADAR… Image
2/ China builds the infrastructure and will get 91% of the revenues from the Gwadar port over the next 40yrs (Chinese Overseas Port Holding Company)—9% will go to Pakistan

Why does this port matter?…
3/ Why does Gwadar port matter?

-near Strait of Hormuz (between Arabian Sea + Gulf of Oman) where 20% of the world’s oil passes (!)

-China’s main goal is to use it to connect China’s Xinjiang (where millions of Muslims are in concentration camps) with the Arabian Sea

MAPS: ImageImageImageImage
Read 8 tweets
21 Dec
1/ A repeating rhyme of history is never ending competition between EXPLORERS vs EXPLOITERS

(Exploiters here doesn’t mean taking advantage of others—it means settlers extracting some form of yield from a previously explored + discovered opportunity—but sometimes results in it)
2/ And a feature of EXPLORERS is there are branches ENTREPRENEURS + EXPERIMENTERS + ECCENTRICS

Notably root words of
‘entre-preneur’(undertake; to grasp/seize)
‘ex-pert’ (out of; to try/risk)
‘eccentric (odd, whimsical)

All find the un- (or not yet-) known…
3/
Some may find it via TIGHT process + reason + logic (mathematicians, chemists, computer scientists)

Others via LOOSE imagination + dreams + drugs
(shamans, lost souls seeking community— and parties)
Read 11 tweets
17 Dec
1/Some thoughts

“To The Moon aint fundamental analysis

It is an INDUCEMENT—an encouragement of belief

And the only thing that is fueling that rocket ship To The Moon is the credulity of others

—pressure tactics WEAPONIZED to induce greater fools
vice.com/en/article/7kb…
2/

“What was that word that you used that starts with a P? “Profit”?!…That's such a weird word. I haven't heard that in so long.

Contrary to the SCARCITY of the word today, profits are a great measure of the VALUE that you provide to people.

People are saying…
3/ Probably my favorite example—both in pursuit of space—is Bezos x Musk

Amazon compounded capital the way a great business should

Elon has parlayed an almost religious movement of true believers to fund losses.
Read 13 tweets
6 Dec
1/ FOUR years ago (2017)...

i warned of several RISKS in China x Africa
what i dubbed '#Chinafrica'

low probability, high magnitude risks
that have now come to pass...
Read 18 tweets
29 Nov
Just INSANE. Beautifully INSANE.

Riff-riffing with mumbly vocals over tempo and melody evolving with iteration + creative correction + amplification in real time

Paul McCartney writes “Get Back” while Ringo + George watch
2/ further INSANITY.

the making of “Let it Be”… (part 1)

The humming of the words before they were written and encoded in our ears and history forever…

Trial, error, iteration, reiteration,
mutation, variation amplification…
3/ (part 2) the making of “Let it Be”

With John Lennon learning the chords

And Yoko and Linda McCartney half listening…
Read 4 tweets
27 Nov
1/ This is a good + fair question.
I hope i give a good + fair answer…

Why is BRK (buffett) a different ‘religion’ than TSLA (musk)?

A thread🧵…
2/ The fun thing about making lots of money in VC + crypto + any asset or security that makes money by selling it for more than you paid for it is this:

you don’t NEED it to profitable business—
you only NEED others to buy it for more

A 🔑 difference between TSLA + BRK…
3/ And if you don’t need the business underlying your investment to be profitable 💵(because you just need others to believe that others will believe that others will believe 📈)…

You might not NEED to know 💁‍♂️what actually makes a business profitable….
Read 20 tweets

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