Kalani o Māui
@mauiboymacro.bsky.social
Kamaʻāina | Entrepreneur | Investor | Wall St Alum | Former Financial Services Executive
Pinned
Mamdani’s Tenant Director (Cea Weaver) says NYC will transition private property to being a “collective good.”
She says, “It will mean that especially white families…are gonna have a different relationship to property than the one we currently have.”
Good luck NYC. 🤦🏻♂️
She says, “It will mean that especially white families…are gonna have a different relationship to property than the one we currently have.”
Good luck NYC. 🤦🏻♂️
January 6, 2026 at 1:05 AM
Mamdani’s Tenant Director (Cea Weaver) says NYC will transition private property to being a “collective good.”
She says, “It will mean that especially white families…are gonna have a different relationship to property than the one we currently have.”
Good luck NYC. 🤦🏻♂️
She says, “It will mean that especially white families…are gonna have a different relationship to property than the one we currently have.”
Good luck NYC. 🤦🏻♂️
Your regular reminder that there’s no such thing as “dry powder” or “cash on the sidelines”. 👇🏼
Even in China.
Even in China.
Chinese Households now have available cash totaling 160 TRILLION Yuan, the equivalent of more than $22 Trillion USD 🚨📈🤑🥳
January 6, 2026 at 12:30 AM
Your regular reminder that there’s no such thing as “dry powder” or “cash on the sidelines”. 👇🏼
Even in China.
Even in China.
Another data heavy banger from @hussmanjp.bsky.social.
Read more here, especially if you want to understand equilibrium and “flows” on a much deeper level. 👇🏼
Read more here, especially if you want to understand equilibrium and “flows” on a much deeper level. 👇🏼
January comment is up! 🐳
www.hussmanfunds.com/comment/mc26...
www.hussmanfunds.com/comment/mc26...
How the Bubble Manipulates Time - Hussman Funds
The defining feature of every bubble is the same: a growing inconsistency between the long-term returns that investors expect in their heads - based on extrapolation of the past, and the long-term ret...
www.hussmanfunds.com
January 5, 2026 at 4:52 PM
Another data heavy banger from @hussmanjp.bsky.social.
Read more here, especially if you want to understand equilibrium and “flows” on a much deeper level. 👇🏼
Read more here, especially if you want to understand equilibrium and “flows” on a much deeper level. 👇🏼
Where are all “the dollar will lose its status as the global reserve currency” alarmists this morning?
a man in a suit is standing in a room holding a jacket and asking where you are .
ALT: a man in a suit is standing in a room holding a jacket and asking where you are .
media.tenor.com
January 3, 2026 at 7:01 PM
Where are all “the dollar will lose its status as the global reserve currency” alarmists this morning?
For all the Bitcoin/Crypto speculators out there, this is what is backing the (fiat) U.S. dollar.
Exactly this. 👇🏼
Exactly this. 👇🏼
January 3, 2026 at 7:00 PM
For all the Bitcoin/Crypto speculators out there, this is what is backing the (fiat) U.S. dollar.
Exactly this. 👇🏼
Exactly this. 👇🏼
NYC Mayor Zohran Mamdani:
“We will replace the frigidity of rugged individualism with the warmth of collectivism."
No thanks. History tells us (repeatedly) that this creates more problems than it solves.
“We will replace the frigidity of rugged individualism with the warmth of collectivism."
No thanks. History tells us (repeatedly) that this creates more problems than it solves.
January 2, 2026 at 11:03 AM
NYC Mayor Zohran Mamdani:
“We will replace the frigidity of rugged individualism with the warmth of collectivism."
No thanks. History tells us (repeatedly) that this creates more problems than it solves.
“We will replace the frigidity of rugged individualism with the warmth of collectivism."
No thanks. History tells us (repeatedly) that this creates more problems than it solves.
What PE firms call “price discovery”. 👇🏼
December 30, 2025 at 6:09 PM
What PE firms call “price discovery”. 👇🏼
There are some really smart people here. People who have sound and insightful things to say about macro, equities, bonds, etc.
Then they comment on Bitcoin and immediately lose the logic and insight they just displayed. 🤦🏻♂️
Then they comment on Bitcoin and immediately lose the logic and insight they just displayed. 🤦🏻♂️
December 29, 2025 at 4:36 PM
There are some really smart people here. People who have sound and insightful things to say about macro, equities, bonds, etc.
Then they comment on Bitcoin and immediately lose the logic and insight they just displayed. 🤦🏻♂️
Then they comment on Bitcoin and immediately lose the logic and insight they just displayed. 🤦🏻♂️
1/6
Declining crude oil prices alongside surging precious metals like gold and silver often signals a mix of economic slowdown, heightened uncertainty, and expectations of loose monetary policy.
Declining crude oil prices alongside surging precious metals like gold and silver often signals a mix of economic slowdown, heightened uncertainty, and expectations of loose monetary policy.
December 27, 2025 at 9:32 PM
1/6
Declining crude oil prices alongside surging precious metals like gold and silver often signals a mix of economic slowdown, heightened uncertainty, and expectations of loose monetary policy.
Declining crude oil prices alongside surging precious metals like gold and silver often signals a mix of economic slowdown, heightened uncertainty, and expectations of loose monetary policy.
Your periodic reminder that the vast majority of these unrealized losses are long duration treasuries that were accumulated prior to the Fed raising rates.
If/when we go back to ZIRP (which I believe will happen much sooner than most people think), these unrealized losses disappear. 👇🏼
If/when we go back to ZIRP (which I believe will happen much sooner than most people think), these unrealized losses disappear. 👇🏼
BREAKING 🚨: U.S. Banks
U.S. Banks are now sitting on $337 Billion in unrealized losses 🤯👀
U.S. Banks are now sitting on $337 Billion in unrealized losses 🤯👀
December 21, 2025 at 9:54 PM
Your periodic reminder that the vast majority of these unrealized losses are long duration treasuries that were accumulated prior to the Fed raising rates.
If/when we go back to ZIRP (which I believe will happen much sooner than most people think), these unrealized losses disappear. 👇🏼
If/when we go back to ZIRP (which I believe will happen much sooner than most people think), these unrealized losses disappear. 👇🏼
Reposted by Kalani o Māui
Anyone who is surprised by the OER/Shelter components of CPI collapsing simply hasn’t been paying attention and doesn’t understand the weighting of the components. 👇🏼
December 18, 2025 at 6:01 PM
Anyone who is surprised by the OER/Shelter components of CPI collapsing simply hasn’t been paying attention and doesn’t understand the weighting of the components. 👇🏼
Reposted by Kalani o Māui
How many of these are new LLCs so people can be Uber and DoorDash drivers because they got laid off from real jobs?
December 18, 2025 at 5:26 PM
How many of these are new LLCs so people can be Uber and DoorDash drivers because they got laid off from real jobs?
When did degen gambling become “prediction”? 👇🏼
TRUMP TO LAUNCH "TRUTH MARKETS" PREDICTION PLATFORM TO COUNTER UNAUTHORIZED RIVALS KALSHI AND POLYMARKET
December 15, 2025 at 8:33 PM
When did degen gambling become “prediction”? 👇🏼
And people here think X is toxic?
Many of the most “liberal” people here are the most illiberal people I have ever seen.
Many of the most “liberal” people here are the most illiberal people I have ever seen.
December 14, 2025 at 8:06 PM
And people here think X is toxic?
Many of the most “liberal” people here are the most illiberal people I have ever seen.
Many of the most “liberal” people here are the most illiberal people I have ever seen.
Reposted by Kalani o Māui
How long before the liberal antisemites here start blaming the innocent Jewish families or implying they deserve this because they're
"Zionists" or "Oppressors"?
"Zionists" or "Oppressors"?
December 14, 2025 at 4:03 PM
How long before the liberal antisemites here start blaming the innocent Jewish families or implying they deserve this because they're
"Zionists" or "Oppressors"?
"Zionists" or "Oppressors"?
@hussmanjp.bsky.social has been saying this for awhile, except I think his version is based on 12-year annualized returns and shows negative returns. 👇🏼
It’s just math folks.
It’s just math folks.
‘The historical relationship between the S&P 500 forward P/E ratio and subsequent 10-year annualized returns shows that investors should expect to get zero in return in the S&P 500 over the coming decade.’ www.apolloacademy.com/expected-ret...
December 11, 2025 at 5:35 PM
@hussmanjp.bsky.social has been saying this for awhile, except I think his version is based on 12-year annualized returns and shows negative returns. 👇🏼
It’s just math folks.
It’s just math folks.
Which is exactly what Biden did in the last two years of his administration leading up to the last election. 👇🏼
It didn’t work and only exacerbated our debt problems.
It didn’t work and only exacerbated our debt problems.
AUTHERS: “.. The administration in any case wants to run the economy ‘hot’ to get people feeling good about living standards in time for the election.”
@johnauthers.bsky.social
@opinion.bloomberg.com
@johnauthers.bsky.social
@opinion.bloomberg.com
December 10, 2025 at 3:21 PM
Which is exactly what Biden did in the last two years of his administration leading up to the last election. 👇🏼
It didn’t work and only exacerbated our debt problems.
It didn’t work and only exacerbated our debt problems.
LOLOLOLOLOLOLOLOLOLOLOLOLOL
December 5, 2025 at 10:18 PM
LOLOLOLOLOLOLOLOLOLOLOLOLOL
What the fuck are we even doing anymore???
PALANTIR CEO, on the constitutionality of boat strikes:
".. the reason why I like this questioning is the more constitutional you want to make it, the more precise you want to make it, the more you’re going to need my product."
@gizmodo.com $PLTR
gizmodo.com/palantir-ceo...
".. the reason why I like this questioning is the more constitutional you want to make it, the more precise you want to make it, the more you’re going to need my product."
@gizmodo.com $PLTR
gizmodo.com/palantir-ceo...
Palantir CEO Says Making War Crimes Constitutional Would Be Good for Business
Alex Karp vows to use his
gizmodo.com
December 4, 2025 at 3:33 PM
What the fuck are we even doing anymore???
“Things fall apart; The centre cannot hold; Mere anarchy is loosed upon the world, the blood-dimmed tide is loosed, and everywhere the ceremony of innocence is drowned; The best lack all conviction, while the worst are full of passionate intensity."
- William Butler Yeats
- William Butler Yeats
December 4, 2025 at 3:22 PM
“Things fall apart; The centre cannot hold; Mere anarchy is loosed upon the world, the blood-dimmed tide is loosed, and everywhere the ceremony of innocence is drowned; The best lack all conviction, while the worst are full of passionate intensity."
- William Butler Yeats
- William Butler Yeats
Mom-and-Pop Business Bankruptcies Hit a Record as Debts Rise 👇🏼
December 2, 2025 at 3:19 PM
Mom-and-Pop Business Bankruptcies Hit a Record as Debts Rise 👇🏼
A short thread. 👇🏼
When powerful people commit fraud or wreck the economy and face no personal consequences, it erodes the basic bargain of a market economy—that risk and reward are supposed to go together.
When powerful people commit fraud or wreck the economy and face no personal consequences, it erodes the basic bargain of a market economy—that risk and reward are supposed to go together.
President Trump has freed GPB Capital founder David Gentile, who was sentenced to seven years in prison for a fraud scheme that put at risk more than $1 billion of investor funds
Trump Commutes Sentence of GPB Capital Founder David Gentile
President Donald Trump has freed GPB Capital Holdings LLC founder David Gentile, who was sentenced to seven years in prison for a fraud scheme that put at risk more than $1 billion of investor funds.
bloom.bg
December 2, 2025 at 3:08 PM
A short thread. 👇🏼
When powerful people commit fraud or wreck the economy and face no personal consequences, it erodes the basic bargain of a market economy—that risk and reward are supposed to go together.
When powerful people commit fraud or wreck the economy and face no personal consequences, it erodes the basic bargain of a market economy—that risk and reward are supposed to go together.