Steve Johnson
johnsosd75.bsky.social
Steve Johnson
@johnsosd75.bsky.social
Navigating life like a Stoic with a brokerage account—finding patterns in markets, history, and human nature. Amateur historian, student of Ashtanga, and occasional existentialist. Meditator
Pinned
“In the depth of winter, I finally learned that within me there lay an invincible summer.” Albert Camus

— Right now, you’re in a ‘winter’ of illness and exhaustion, but your strength is still there, waiting. Trust it.
August 9, 2025 at 3:08 PM
Tariffs Are Distorting Supply Chains:
Manufacturers are increasingly absorbing costs but plan to pass them on — especially in metals, packaging, textiles, floor coverings.

Shipping rates have cooled after front-running tariff orders suggesting a brief pause, not normalization.
July 29, 2025 at 1:33 PM
If he ever seeks what is good, it is because his interest requires it, for he is without moral sense. Goodness, like hate or anger, is for him a matter of calculation.

#StopTrump #Resist
July 12, 2025 at 2:13 PM
It’s getting tougher to find a job!

Initial Jobless Claims: Fell by 10k to 236k, below expectations (243k), but the 4-week average remains elevated at 245k—near August 2023 highs. Continuing Claims: Rose to 1.974 million, a new cycle high and highest since Nov 2021. #stagflation
June 26, 2025 at 1:30 PM
Reposted by Steve Johnson
Six former CDC vaccine advisory committee chairs warn: U.S. risks losing access to life-saving immunizations

www.statnews.com/2025/06/20/a...
Six former CDC vaccine advisory committee chairs warn: U.S. risks losing access to life-saving immunizations
“We are witnessing a dismantling of the systems that develop, license, recommend, and monitor vaccines,” write six former chairs of the CDC’s vaccine advisory committee.
www.statnews.com
June 21, 2025 at 11:33 PM
🇨🇦 Canada dumped $57.8B in U.S. Treasuries in April — 13.5% of its total holdings.

📉 Biggest single-month liquidation since at least 2000.

Message received: allies are rethinking exposure.

#Canada #Treasuries #BondMarket
June 20, 2025 at 1:34 PM
Authoritarian consolidation is never subtle.
• Assassinations signal the shift from repression to elimination.
• Parades and pageantry are theater — power dressing up to mask decay.

#Authoritarianism #DemocracyWatch #Resistance #Dictatorship #HumanRights #TruthMatters
June 15, 2025 at 3:01 PM
The storm is here.
Will California be a lighthouse—or just another coastline?
#RefugeState #HarborPolitics
#FreeStateMilitia
June 13, 2025 at 2:10 PM
Not just a blue state. Not just a progressive state.
A harbor state.
A place where people under threat from their own governments, families, or states can land, breathe, and rebuild.
#RefugeState
June 13, 2025 at 2:09 PM
The real question for California isn’t just about immigration.
It’s whether the state will become a true refuge—for LGBTQ+ people, for trans youth, for those fleeing political persecution within the United States.
#SanctuaryState
June 13, 2025 at 2:09 PM
The Holocaust didn’t start with death camps.
It started with silence, laws, indifference.

Trump only has the power we give him.

History warns. Will we listen? #NeverAgain
June 12, 2025 at 3:03 PM
June 12, 1943: The Nazis liquidated the Brzeżany Ghetto (now Berezhany, Ukraine), executing ~1,180 Jews at the old Jewish cemetery.

Never forget. Memory is resistance. Silence is complicity. #Holocaust #OnThisDay #HistoryMatters
June 12, 2025 at 3:02 PM
Reposted by Steve Johnson
Thousands of immigrants, like Mahmoud Khalil, are trapped in ICE custody, where abuse and cruelty is common.

Tell Congress: Reject any bills that would expand ICE detention.
Shut Down the ICE Detention Machine
Immigrant detention is inhumane, arbitrary, and rife with abuse - but Congress is poised to give over $68 billion to expand ICE's abusive detention system. Take action to shut down the ICE detention m...
https://action.aclu.org/send-message/shut-down-ice-detention-machine?initms_aff=nat&[…]-bsky-social-nat-petition-immigration-immigration-immigration
May 23, 2025 at 2:35 PM
Reposted by Steve Johnson
B of A: names that benefit from higher nominal rates. 💰
May 23, 2025 at 2:44 PM
Reposted by Steve Johnson
Trump's official schedule today:

8 AM - 3:30 PM Absolutely nothing (well except to shiv Tim Apple and the market)
3:30 PM Fuck off to Bedminster for 4 days of golf on our dime

that's it folks
May 23, 2025 at 2:50 PM
Reposted by Steve Johnson
Leerink's Whit Mayo says GOP Medicaid cuts are "materially less bad" as they grandfather state provider taxes which boost fed funding, but 6-month redeterminations could lead to adverse selection, with sicker beneficiaries "more proactive in preserving their coverage."
#CNC #MOH seeing most pressure
May 23, 2025 at 2:53 PM
“Nowhere can man find a quieter or more untroubled retreat than in his own soul.” —Marcus Aurelius
Notice each judgment. Let it float by like a cloud. Label it gently: “Not mine.”
Peace begins when you stop identifying with the noise. #Mindfulness #MarcusAurelius #StoicWisdom #InnerPeace
May 18, 2025 at 4:03 PM
Reposted by Steve Johnson
Remember the Hometown Deli?

www.cnbc.com/2025/05/13/n...
May 13, 2025 at 5:24 PM
“You keep waiting for the grownups to show up. But turns out, it’s just us. Always was. It’s all still there…
May 14, 2025 at 12:27 AM
Reposted by Steve Johnson
Was today still Biden's stock market?
May 12, 2025 at 8:18 PM
Reposted by Steve Johnson
Dear God, it's over 🖖
May 13, 2025 at 3:47 AM
Word of the Day: Equanimity
Mental calm in chaos. Stillness in the storm.
Marcus Aurelius called it power over the mind.
Today, claim that power.

#Stoicism #WordOfTheDay #Mindfulness #MarcusAurelius
May 10, 2025 at 2:53 PM
Reposted by Steve Johnson
Imagine that.

A CEO telling an anti-DEI proponent: "Our commitment to inclusion furthers our strategic priorities and generates shareholder value."

$BMY
Bristol Myers Squibb Board Chair and CEO's response to anti-DEI proposal presenters in today's annual shareholders meeting:
May 6, 2025 at 3:31 PM