Declarative Statements

Good Luck, Babe!

w.313 | Leverage, Yen, Bonds, Interest Rates, TACO, Iran, and Deficit Spending

Aug 2

6

3

1

July 2026

9 to 5

w.312 | Happy Birthday America, Freedom, Dolly Parton, and Pakistan

Jul 5

13

June 2026

Thunderstruck

w.311 | Buc-ee's, Nuclear Criticality, Aalo, AI ROI, & FDEs

Jun 28

7

2

1

End of the Road

w.310 | SpaceX, Texas Triangle, Passive Investing, & Twinning

Jun 8

5

May 2026

Do You Realize??

w.309 | AI, Semis, Inflation, Alternatives, Screen Time, & 'In Service'

May 25

6

7

1

What's My Age Again?

w.308 | Call Options, Underclass, Services, & Texas Triangle

May 11

5

3

What A Fool Believes

w.307 | AI & Your Mind, EdTech Update, Derby, & Berkshire

May 4

5

2

April 2026

Smells Like Teen Spirit

w.306 | Vanguard & Chill, Capital Intensity, Seed Valuations, & Vintages

Apr 26

5

4

1

Computer Love

w.305 | Software Market, Cleverness, PC Redemptions, Originals & Meaningful Books

Apr 6

4

March 2026

God Must Be Doing Cocaine

w.304 | Geography of Ambition, Taxpayers Migrating, and End of Services

Mar 23

6

I Know How To Speak

w.303 | Private Credit, Blue Owl, SpaceX, Nasdaq, Math Standards & Grift Math

Mar 15

5

Amarillo by Morning

w.302 | Claude, AI, Political, Death by VC, The Services Masquerade & Third Eye

Mar 1

6

2