@benhacker.bsky.social
On a 10 year forward look, this is the best/easiest alpha I can imagine.
I’m 36% US / 64% Non-US. Honestly should be more.
I’m 36% US / 64% Non-US. Honestly should be more.
January 15, 2026 at 1:28 AM
On a 10 year forward look, this is the best/easiest alpha I can imagine.
I’m 36% US / 64% Non-US. Honestly should be more.
I’m 36% US / 64% Non-US. Honestly should be more.
Reposted
A good 🧵 about turning everything into something to gamble on.
I want to talk about a dystopian world we are entering - where every moment, event, and crisis just become commodities.
Life stops being something we live, but something we sell and trade. It will breed both corruption & emptiness.
1/ A 🧵on why our politics can't ignore this.
Life stops being something we live, but something we sell and trade. It will breed both corruption & emptiness.
1/ A 🧵on why our politics can't ignore this.
January 15, 2026 at 12:50 AM
A good 🧵 about turning everything into something to gamble on.
Reposted
The US has a budget deficit near 6% of GDP, a trade deficit despite tariffs, a massively negative NIIP, we’re cutting rates despite inflation running above target, and the dollar just fell 10% in a year. We are flirting dangerously close to the Recep Tayyip Erdogan Memorial Neo-Fischerian Fun Zone.
December 30, 2025 at 6:59 AM
The US has a budget deficit near 6% of GDP, a trade deficit despite tariffs, a massively negative NIIP, we’re cutting rates despite inflation running above target, and the dollar just fell 10% in a year. We are flirting dangerously close to the Recep Tayyip Erdogan Memorial Neo-Fischerian Fun Zone.