Cullen Roche
@cullenroche.bsky.social
Founder & CIO Discipline Funds 📊 | Author of Pragmatic Capitalism & Understanding the Modern Monetary System 📖| PM of $DSCF 💰| Defined Duration Investing ⌛| Board at Cambria ETFs 💸
I have a complex analysis of the last 2 months:
May 13, 2025 at 12:06 AM
I have a complex analysis of the last 2 months:
I don't gamble. Is this good?
April 23, 2025 at 8:55 AM
I don't gamble. Is this good?
This is such a good interview with @pkrugman.bsky.social
It's sad to know that the USA has the greatest living international trade economist and no one stopped to ask him about this because of political brain rot.
youtu.be/hu9q49gBwVU?...
It's sad to know that the USA has the greatest living international trade economist and no one stopped to ask him about this because of political brain rot.
youtu.be/hu9q49gBwVU?...
Paul Krugman Details 'Damage Done' by Uncertainty over Tariffs
YouTube video by Bloomberg Podcasts
youtu.be
April 9, 2025 at 1:22 PM
This is such a good interview with @pkrugman.bsky.social
It's sad to know that the USA has the greatest living international trade economist and no one stopped to ask him about this because of political brain rot.
youtu.be/hu9q49gBwVU?...
It's sad to know that the USA has the greatest living international trade economist and no one stopped to ask him about this because of political brain rot.
youtu.be/hu9q49gBwVU?...
It's so bonkers to see the richest economy in human history saying that they're the victim of a system they built, the system that made them the richest.
April 8, 2025 at 4:27 PM
It's so bonkers to see the richest economy in human history saying that they're the victim of a system they built, the system that made them the richest.
Not that anyone here is confused about the most uncontroversial thing in macroeconomics, but I made a YouTube vid about tariffs if you're interested.
Tariffs are Bad.
youtu.be/M05hidniYDI
Tariffs are Bad.
youtu.be/M05hidniYDI
Tariffs are Bad.
YouTube video by Discipline Funds
youtu.be
April 7, 2025 at 1:50 PM
Not that anyone here is confused about the most uncontroversial thing in macroeconomics, but I made a YouTube vid about tariffs if you're interested.
Tariffs are Bad.
youtu.be/M05hidniYDI
Tariffs are Bad.
youtu.be/M05hidniYDI
I wonder if we'll get the traditional First 100 Days accomplishments from the Prez. 🤡🤡🤡
April 7, 2025 at 1:47 PM
I wonder if we'll get the traditional First 100 Days accomplishments from the Prez. 🤡🤡🤡
So. We're doing 17th century economics and 1st century territorial expansion.
a close up of a person wearing sunglasses with the words `` wait , what ? ''
ALT: a close up of a person wearing sunglasses with the words `` wait , what ? ''
media.tenor.com
March 28, 2025 at 9:07 PM
So. We're doing 17th century economics and 1st century territorial expansion.
The global reserve currency issuer doesn't need strategic reserves. Full stop.
And buying ADA, XRP and SOL is a complete misuse of taxpayer funds.
And buying ADA, XRP and SOL is a complete misuse of taxpayer funds.
March 2, 2025 at 6:32 PM
The global reserve currency issuer doesn't need strategic reserves. Full stop.
And buying ADA, XRP and SOL is a complete misuse of taxpayer funds.
And buying ADA, XRP and SOL is a complete misuse of taxpayer funds.
Everyone talks about these sentiment surveys as if there isn’t a third group of people that we literally call “independents” who might have the more objective view of things….
December 6, 2024 at 4:37 PM
Everyone talks about these sentiment surveys as if there isn’t a third group of people that we literally call “independents” who might have the more objective view of things….
The US stock market is now 63% of global market cap, up from 60.5% at the beginning of the year. The next biggest market is...Japan at 5.6%.
December 4, 2024 at 9:03 PM
The US stock market is now 63% of global market cap, up from 60.5% at the beginning of the year. The next biggest market is...Japan at 5.6%.
I'm not a huge fan of annual forecasts, but this one is worth a listen.
New Odd Lots!
@weisenthal.bsky.social & I speak to Goldman's Jan Hatzius and David Kostin about their outlooks for the economy and markets in 2025 & beyond.
Pretty sure this is the first time both of them have been on a podcast like this together & it's a treat
podcasts.apple.com/us/podcast/g...
@weisenthal.bsky.social & I speak to Goldman's Jan Hatzius and David Kostin about their outlooks for the economy and markets in 2025 & beyond.
Pretty sure this is the first time both of them have been on a podcast like this together & it's a treat
podcasts.apple.com/us/podcast/g...
Goldman's Hatzius and Kostin on Markets and Macro in 2025
Podcast Episode · Odd Lots · 12/02/2024 · 54m
podcasts.apple.com
December 2, 2024 at 3:26 PM
I'm not a huge fan of annual forecasts, but this one is worth a listen.
Nice comments by Paul.
Trump is spreading a common fallacy where people assume $ reserve status is bestowed on the USA.
In reality reserve status is earned. The USA is:
- the largest economy ever
- wealthiest econ ever
- Most innovative econ ever
As a result, there’s voracious demand for $.
Trump is spreading a common fallacy where people assume $ reserve status is bestowed on the USA.
In reality reserve status is earned. The USA is:
- the largest economy ever
- wealthiest econ ever
- Most innovative econ ever
As a result, there’s voracious demand for $.
It goes without saying that this is stupid, and I wonder what set it off. Was there a segment on Fox News? But I thought it might be worth a thread explaining what Trump (and, to be fair, some other international leaders) don't get about international money 1/
December 1, 2024 at 2:50 PM
Nice comments by Paul.
Trump is spreading a common fallacy where people assume $ reserve status is bestowed on the USA.
In reality reserve status is earned. The USA is:
- the largest economy ever
- wealthiest econ ever
- Most innovative econ ever
As a result, there’s voracious demand for $.
Trump is spreading a common fallacy where people assume $ reserve status is bestowed on the USA.
In reality reserve status is earned. The USA is:
- the largest economy ever
- wealthiest econ ever
- Most innovative econ ever
As a result, there’s voracious demand for $.
Happy Thanksgiving!
Please remember to scope out the bathrooms at your in-laws house in case you need to escape for an hour to doom scroll.
Please remember to scope out the bathrooms at your in-laws house in case you need to escape for an hour to doom scroll.
November 28, 2024 at 4:22 PM
Happy Thanksgiving!
Please remember to scope out the bathrooms at your in-laws house in case you need to escape for an hour to doom scroll.
Please remember to scope out the bathrooms at your in-laws house in case you need to escape for an hour to doom scroll.
Liking this platform so far. Couple features that would crush Twitter::
1) Edit button
2) Scheduled posts
3) Improved gif selection
CC: @jay.bsky.team
1) Edit button
2) Scheduled posts
3) Improved gif selection
CC: @jay.bsky.team
November 27, 2024 at 5:28 PM
Liking this platform so far. Couple features that would crush Twitter::
1) Edit button
2) Scheduled posts
3) Improved gif selection
CC: @jay.bsky.team
1) Edit button
2) Scheduled posts
3) Improved gif selection
CC: @jay.bsky.team
Remember to aim big and write down your goals for tomorrow.
November 27, 2024 at 2:54 PM
Remember to aim big and write down your goals for tomorrow.
Tip for the next 4 years:
Believe what he DOES, not what he SAYS.
Believe what he DOES, not what he SAYS.
November 26, 2024 at 5:19 PM
Tip for the next 4 years:
Believe what he DOES, not what he SAYS.
Believe what he DOES, not what he SAYS.
November 26, 2024 at 4:26 PM
Check my math:
1) Trump does 25% tariff
2) Taco prices go up 25%
3) Taco Bell makes 25% more money
4) Taco Bell hires 25% more workers
5) Taco Bell can make 25% more tacos
6) We all get 25% more tacos
1) Trump does 25% tariff
2) Taco prices go up 25%
3) Taco Bell makes 25% more money
4) Taco Bell hires 25% more workers
5) Taco Bell can make 25% more tacos
6) We all get 25% more tacos
November 26, 2024 at 5:20 AM
Check my math:
1) Trump does 25% tariff
2) Taco prices go up 25%
3) Taco Bell makes 25% more money
4) Taco Bell hires 25% more workers
5) Taco Bell can make 25% more tacos
6) We all get 25% more tacos
1) Trump does 25% tariff
2) Taco prices go up 25%
3) Taco Bell makes 25% more money
4) Taco Bell hires 25% more workers
5) Taco Bell can make 25% more tacos
6) We all get 25% more tacos
I finally finished my Thanksgiving dinner speech.
November 25, 2024 at 3:34 PM
I finally finished my Thanksgiving dinner speech.
New Tsy Sec Bessent promotes a 3-3-3 policy. That’s 3% deficit to GDP, 3% REAL GDP growth and 3 million barrels of daily oil output.
Current deficit is 6.5% of GDP which implies almost $1 trillion of budget cuts.
I suspect this would get us to NOMINAL 3% GDP growth (about 0% real).
Current deficit is 6.5% of GDP which implies almost $1 trillion of budget cuts.
I suspect this would get us to NOMINAL 3% GDP growth (about 0% real).
November 25, 2024 at 2:57 PM
New Tsy Sec Bessent promotes a 3-3-3 policy. That’s 3% deficit to GDP, 3% REAL GDP growth and 3 million barrels of daily oil output.
Current deficit is 6.5% of GDP which implies almost $1 trillion of budget cuts.
I suspect this would get us to NOMINAL 3% GDP growth (about 0% real).
Current deficit is 6.5% of GDP which implies almost $1 trillion of budget cuts.
I suspect this would get us to NOMINAL 3% GDP growth (about 0% real).
My mom’s WiFi password is 26 characters long so I’m gonna email her AOL account today and reminder her to start looking for it so she finds it by Thursday. 🤞🤞🤞
November 25, 2024 at 2:30 PM
My mom’s WiFi password is 26 characters long so I’m gonna email her AOL account today and reminder her to start looking for it so she finds it by Thursday. 🤞🤞🤞
Updated starter pack to help you get started with following finance & Econ people. Limited to 150 so sorry if I missed anyone.
go.bsky.app/7wVAUgz
go.bsky.app/7wVAUgz
November 24, 2024 at 7:16 PM
Updated starter pack to help you get started with following finance & Econ people. Limited to 150 so sorry if I missed anyone.
go.bsky.app/7wVAUgz
go.bsky.app/7wVAUgz
Can you feel it?
a gif of a robot with the words make gifs at gifsoup.com at the bottom
ALT: a gif of a robot with the words make gifs at gifsoup.com at the bottom
media.tenor.com
November 24, 2024 at 4:39 PM
Can you feel it?
Richest country in human history? ✅
Govt can create money? ✅
Country is global reserve currency? ✅
Elon: “We’re bankrupt!”
Govt can create money? ✅
Country is global reserve currency? ✅
Elon: “We’re bankrupt!”
November 24, 2024 at 4:05 PM
Richest country in human history? ✅
Govt can create money? ✅
Country is global reserve currency? ✅
Elon: “We’re bankrupt!”
Govt can create money? ✅
Country is global reserve currency? ✅
Elon: “We’re bankrupt!”