Pinned
Early Retiree
@earlyretiree.bsky.social
· Apr 10
"Early Retiree was right and Peter Navarro was wrong." - Ron Vara
Reposted by Early Retiree
Plans to invade Greenland have just been cancelled after this
February 9, 2026 at 6:42 AM
Plans to invade Greenland have just been cancelled after this
Reposted by Early Retiree
The DAX did fine until Stalingrad.
January 12, 2026 at 8:52 AM
The DAX did fine until Stalingrad.
Speculative thought: Greenland is for Canada what Crimea is for Ukraine. Once Greenland goes to the U.S., the Nobel Peace Price candidate will think a lot about "a land bridge or something..." And maybe all the Nobel price talk is just to provide some sort of cover for his many war plans.
January 11, 2026 at 9:24 PM
Speculative thought: Greenland is for Canada what Crimea is for Ukraine. Once Greenland goes to the U.S., the Nobel Peace Price candidate will think a lot about "a land bridge or something..." And maybe all the Nobel price talk is just to provide some sort of cover for his many war plans.
Reposted by Early Retiree
Trump "calling for a one year cap on Credit Card Interest Rates"
A 1-year cap that just happens to cover the months before mid-term elections
Governments in bad Emerging Markets often do strange things like cutting electricity prices before an election
This is basically that
A 1-year cap that just happens to cover the months before mid-term elections
Governments in bad Emerging Markets often do strange things like cutting electricity prices before an election
This is basically that
January 10, 2026 at 10:53 AM
Trump "calling for a one year cap on Credit Card Interest Rates"
A 1-year cap that just happens to cover the months before mid-term elections
Governments in bad Emerging Markets often do strange things like cutting electricity prices before an election
This is basically that
A 1-year cap that just happens to cover the months before mid-term elections
Governments in bad Emerging Markets often do strange things like cutting electricity prices before an election
This is basically that
Reposted by Early Retiree
Or Russia. Not a coincidence that dissidents from authoritarian nations and reporters that covered those places have been waving their arms over what the Trump White House has been doing since 2017 while most US opposition and media have been sedately concerned. It’s not confusing to us at all.
So much has gone wrong in US press reporting on Trump because the White House reporters are people who have exclusively covered US politics.
They need people who have worked in Hungary, Turkey, etc. The relevant knowledge isn't Reagan factoids; it's the dynamics of competitive authoritarianism.
They need people who have worked in Hungary, Turkey, etc. The relevant knowledge isn't Reagan factoids; it's the dynamics of competitive authoritarianism.
September 29, 2025 at 4:24 PM
Or Russia. Not a coincidence that dissidents from authoritarian nations and reporters that covered those places have been waving their arms over what the Trump White House has been doing since 2017 while most US opposition and media have been sedately concerned. It’s not confusing to us at all.
Reposted by Early Retiree
It gets worse. There are now members of Congress threatening Keir Starmer and the UK if they do not allow child porn to be broadcast
bsky.app/profile/elio...
bsky.app/profile/elio...
Republican bullies deploy more threats against the UK to protect their big tech corporate allies.
January 9, 2026 at 12:37 PM
It gets worse. There are now members of Congress threatening Keir Starmer and the UK if they do not allow child porn to be broadcast
bsky.app/profile/elio...
bsky.app/profile/elio...
Reposted by Early Retiree
Tomorrow we are going to have USA and Iran each telling the other to stop shooting citizens who protest.
January 8, 2026 at 8:25 PM
Tomorrow we are going to have USA and Iran each telling the other to stop shooting citizens who protest.
Reposted by Early Retiree
Good morning. The thing that is never ever happening is that, apart from scattered weirdos and groypers, people (especially all women and all parents) will buy and place an Elon Musk made robot in their homes - where said device will record sound and images. It’s not ever going to happen.
$TSLAQ
$TSLAQ
January 7, 2026 at 12:44 PM
Good morning. The thing that is never ever happening is that, apart from scattered weirdos and groypers, people (especially all women and all parents) will buy and place an Elon Musk made robot in their homes - where said device will record sound and images. It’s not ever going to happen.
$TSLAQ
$TSLAQ
Reposted by Early Retiree
“.. Chavez came to power in 1999 when audited reserves were about 75 billion barrels of reserves. The year he died in 2013, they magically jumped to 300 billion unaudited.” 🇻🇪
January 6, 2026 at 12:38 PM
“.. Chavez came to power in 1999 when audited reserves were about 75 billion barrels of reserves. The year he died in 2013, they magically jumped to 300 billion unaudited.” 🇻🇪
Reposted by Early Retiree
Reposted by Early Retiree
Because fascism is essentially a pyramid scheme, it relies on constant escalation, and because domestically the space for escalation eventually becomes scarce, war is a necessary consequence of all fascism.
weil faschismus im kern ein pyramidenspiel ist, ist er auf ständige eskalation angewiesen und weil innenpolitisch der eskalationsraum irgendwann knapp wird, ist krieg eine notwendige konsequenz jedes faschismus.
January 3, 2026 at 11:57 AM
Because fascism is essentially a pyramid scheme, it relies on constant escalation, and because domestically the space for escalation eventually becomes scarce, war is a necessary consequence of all fascism.
Reposted by Early Retiree
It’s old-fashioned to defend mainstream journalism these days but some of the most reliable reporting from people actually on the ground will be the AP and Reuters the next 24 hours. Your Substack journalist writing takes will be using frontline reporting from them.
January 3, 2026 at 8:09 AM
It’s old-fashioned to defend mainstream journalism these days but some of the most reliable reporting from people actually on the ground will be the AP and Reuters the next 24 hours. Your Substack journalist writing takes will be using frontline reporting from them.
Reposted by Early Retiree
If the US plans to put Maduro on trial, the US says its courts can try other country's presidents for crimes, but not their own.
January 3, 2026 at 12:32 PM
If the US plans to put Maduro on trial, the US says its courts can try other country's presidents for crimes, but not their own.
Reposted by Early Retiree
fwiw it’s been about six weeks since Trump pardoned the former president of Honduras who had been convicted of trafficking drugs into the US
January 3, 2026 at 10:47 AM
fwiw it’s been about six weeks since Trump pardoned the former president of Honduras who had been convicted of trafficking drugs into the US
Reposted by Early Retiree
NEW: Police knew a Kremlin spy ring recruited former leader of Reform Wales at least 3 years ago.
So why was Nathan Gill not charged till Feb this year?
Pls read part 2 of @thenerve.news special investigation into Nathan Gill. And please share!
1/
So why was Nathan Gill not charged till Feb this year?
Pls read part 2 of @thenerve.news special investigation into Nathan Gill. And please share!
1/
October 18, 2025 at 8:53 AM
NEW: Police knew a Kremlin spy ring recruited former leader of Reform Wales at least 3 years ago.
So why was Nathan Gill not charged till Feb this year?
Pls read part 2 of @thenerve.news special investigation into Nathan Gill. And please share!
1/
So why was Nathan Gill not charged till Feb this year?
Pls read part 2 of @thenerve.news special investigation into Nathan Gill. And please share!
1/
Trump created the perfect electoral ad campaign for Dems
Trump posts AI video showing him literally dumping shit on America
October 19, 2025 at 8:51 PM
Trump created the perfect electoral ad campaign for Dems
Now rename the "Peace Nobel" to "War Nobel Price" and finally give it to him
Only someone who avoided the draft would want to rename the Department of Defense to the Department of War.
September 5, 2025 at 4:50 AM
Now rename the "Peace Nobel" to "War Nobel Price" and finally give it to him
Some thoughts on capital allocation at the future Berkshire Hathaway under Greg Abel - what matters, why stock portfolio changes probably won't matter that much and why I expect $BRK.A and $BRK.B to become more volatile:
seekingalpha.com/article/4819...
seekingalpha.com/article/4819...
Berkshire's Capital Allocation After Buffett (NYSE:BRK.A)
Explore how Greg Abel's leadership may impact Berkshire Hathaway post-Buffett, with insights on M&A strategies and expected market volatility.
seekingalpha.com
September 3, 2025 at 9:44 PM
Some thoughts on capital allocation at the future Berkshire Hathaway under Greg Abel - what matters, why stock portfolio changes probably won't matter that much and why I expect $BRK.A and $BRK.B to become more volatile:
seekingalpha.com/article/4819...
seekingalpha.com/article/4819...
Update on Lanxess & why it is worth a deeper look:
$LXS.F
$LNXSY
$LNXSF
seekingalpha.com/article/4818...
$LXS.F
$LNXSY
$LNXSF
seekingalpha.com/article/4818...
Lanxess Is Worth Another Look (LNXSF)
Lanxess, a Germany-based chemicals manufacturer, is priced like its struggles were to continue indefinitely. Check out why I rate LNXSF stock a strong buy.
seekingalpha.com
September 2, 2025 at 3:21 PM
Update on Lanxess & why it is worth a deeper look:
$LXS.F
$LNXSY
$LNXSF
seekingalpha.com/article/4818...
$LXS.F
$LNXSY
$LNXSF
seekingalpha.com/article/4818...
Reposted by Early Retiree
Some charts that will surprise you:
Small cap value outperforming over the past 5 yrs
Gold crushing the S&P 500 this century
Small caps outperforming from the April lows
The US is lagging this year
awealthofcommonsense.com/2025/09/some...
Small cap value outperforming over the past 5 yrs
Gold crushing the S&P 500 this century
Small caps outperforming from the April lows
The US is lagging this year
awealthofcommonsense.com/2025/09/some...
September 2, 2025 at 3:07 PM
Some charts that will surprise you:
Small cap value outperforming over the past 5 yrs
Gold crushing the S&P 500 this century
Small caps outperforming from the April lows
The US is lagging this year
awealthofcommonsense.com/2025/09/some...
Small cap value outperforming over the past 5 yrs
Gold crushing the S&P 500 this century
Small caps outperforming from the April lows
The US is lagging this year
awealthofcommonsense.com/2025/09/some...
After the court ruling against Trump's tariffs, markets are suddenly scared by the resulting "unpredictability".
But wasn't it Trump himself who boasted about his unpredictability as a negotiating tactic?
If the courts don't limit Trump's tariff authority, things will get very unpredictable anyway
But wasn't it Trump himself who boasted about his unpredictability as a negotiating tactic?
If the courts don't limit Trump's tariff authority, things will get very unpredictable anyway
September 2, 2025 at 11:39 AM
After the court ruling against Trump's tariffs, markets are suddenly scared by the resulting "unpredictability".
But wasn't it Trump himself who boasted about his unpredictability as a negotiating tactic?
If the courts don't limit Trump's tariff authority, things will get very unpredictable anyway
But wasn't it Trump himself who boasted about his unpredictability as a negotiating tactic?
If the courts don't limit Trump's tariff authority, things will get very unpredictable anyway
Reposted by Early Retiree
*HAMMACK: NOT GOING TO SEE FULL TARIFF EFFECT UNTIL NEXT YEAR
August 21, 2025 at 3:07 PM
*HAMMACK: NOT GOING TO SEE FULL TARIFF EFFECT UNTIL NEXT YEAR
$SIRI trades for ~5x FCF (2027e). There are obviously reasons for such pessimism. I still think it will play out ok:
seekingalpha.com/article/4815...
seekingalpha.com/article/4815...
Sirius XM: There Is Hope (NASDAQ:SIRI)
Sirius XM will benefit from recent tax legislation and is very likely to increase its FCF guidance. Click here to read an analysis of SIRI stock now.
seekingalpha.com
August 21, 2025 at 3:42 PM
$SIRI trades for ~5x FCF (2027e). There are obviously reasons for such pessimism. I still think it will play out ok:
seekingalpha.com/article/4815...
seekingalpha.com/article/4815...
Reposted by Early Retiree
8/ When Witkoff lands in Moscow, Dmitriev is there to meet him at the airport. They’ve been papped taking morning strolls through Moscow parks together before heading to the Kremlin. This isn’t diplomatic protocol – it’s careful cultivation to build trust and influence. interfax.com/newsroom/top...
Witkoff comes to Moscow
"Witkoff has come to Moscow, he was met by Russian Special Presidential Representative Dmitriev," the source said.
interfax.com
August 18, 2025 at 7:06 PM
8/ When Witkoff lands in Moscow, Dmitriev is there to meet him at the airport. They’ve been papped taking morning strolls through Moscow parks together before heading to the Kremlin. This isn’t diplomatic protocol – it’s careful cultivation to build trust and influence. interfax.com/newsroom/top...
When going to Munich, Chamberlain did not take his ministers of finance and trade with him.
This says it all about the "Pursuing Peace" summit.
Pretending to pursue peace, the two criminals looked for a way to throw Ukraine under the bus so that business would become easier.
This says it all about the "Pursuing Peace" summit.
Pretending to pursue peace, the two criminals looked for a way to throw Ukraine under the bus so that business would become easier.
August 16, 2025 at 7:19 AM
When going to Munich, Chamberlain did not take his ministers of finance and trade with him.
This says it all about the "Pursuing Peace" summit.
Pretending to pursue peace, the two criminals looked for a way to throw Ukraine under the bus so that business would become easier.
This says it all about the "Pursuing Peace" summit.
Pretending to pursue peace, the two criminals looked for a way to throw Ukraine under the bus so that business would become easier.