KelvinSum
@ksum.bsky.social
Portfolio manager at a Singapore-based family office
Interests:- Markets, Economics, Geopolitics, History, Sports, Science, Science Fiction, Food & Wine, Interior Design
Interests:- Markets, Economics, Geopolitics, History, Sports, Science, Science Fiction, Food & Wine, Interior Design
Reposted by KelvinSum
I am certainly no expert in it, but I have done the reading, and we have people who work on it for us. In general it comes down to young people - men especially, but not exclusively - are encouraged to become rich or famous quickly and by any means.
A friend perfectly summed up why legacy media is unequipped to adequately report on this moment/era in history:
September 13, 2025 at 5:54 PM
I am certainly no expert in it, but I have done the reading, and we have people who work on it for us. In general it comes down to young people - men especially, but not exclusively - are encouraged to become rich or famous quickly and by any means.
Reposted by KelvinSum
September 2, 2025 at 10:48 AM
Reposted by KelvinSum
The height at which you use chopsticks is indicative of class. You should not grip the chopsticks higher than your host.
Assumptions about which presidents could use chopsticks:
JFK - YES
LBJ - NO
@dicknixon.bsky.social - YES, obviously
Ford - NO
Carter - YES
Reagan - NO
Bush Sr - YES
Clinton - YES
Bush Jr - YES
Obama - YES
Trump - NO WAY
Biden - YES
Trump 2 - Pondering an EO to ban them
I have not researched this.
JFK - YES
LBJ - NO
@dicknixon.bsky.social - YES, obviously
Ford - NO
Carter - YES
Reagan - NO
Bush Sr - YES
Clinton - YES
Bush Jr - YES
Obama - YES
Trump - NO WAY
Biden - YES
Trump 2 - Pondering an EO to ban them
I have not researched this.
August 22, 2025 at 11:04 PM
The height at which you use chopsticks is indicative of class. You should not grip the chopsticks higher than your host.
Reposted by KelvinSum
The body language and parsing of words by many key administration officials on the Sunday shows seem to indicate that Russia won the day in Alaska.
August 17, 2025 at 4:36 PM
The body language and parsing of words by many key administration officials on the Sunday shows seem to indicate that Russia won the day in Alaska.
Reposted by KelvinSum
We have reached the 'idiotzone' in spreads... best of luck to everyone buying at these spreads. you are gonna need it.
August 13, 2025 at 1:44 PM
We have reached the 'idiotzone' in spreads... best of luck to everyone buying at these spreads. you are gonna need it.
Reposted by KelvinSum
it's a dress rehearsal for Nov 2026 or 2028, whichever one doesn't go his way... and you are paying 24x PE for the spx!?
The US is an EM. But you aren't EM investors... yet.
The US is an EM. But you aren't EM investors... yet.
August 12, 2025 at 9:38 AM
it's a dress rehearsal for Nov 2026 or 2028, whichever one doesn't go his way... and you are paying 24x PE for the spx!?
The US is an EM. But you aren't EM investors... yet.
The US is an EM. But you aren't EM investors... yet.
Reposted by KelvinSum
A lot of the success that Trump had with particularly Latinos in 2020 and 2024 is as simple is he pitched them in English and as though they were just another group of white guys. -OS
August 10, 2025 at 1:41 AM
A lot of the success that Trump had with particularly Latinos in 2020 and 2024 is as simple is he pitched them in English and as though they were just another group of white guys. -OS
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One thing Trump very clearly pulled off in 2024 was a message that convinced Venezualans and Colombians that he only hated Mexicans while simultaneously convincing Mexicans he was only talking about Colombians and Venezuelans. -OS
It won't take much, just one right thing at the right time, for them all to go hard for Trump again.
You can read that several different ways, they're all true.
You can read that several different ways, they're all true.
August 9, 2025 at 9:32 PM
One thing Trump very clearly pulled off in 2024 was a message that convinced Venezualans and Colombians that he only hated Mexicans while simultaneously convincing Mexicans he was only talking about Colombians and Venezuelans. -OS
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This is why you watch Pritzker above anybody else. He is not a revolutionary. No one with any honesty will ever think him such. But he is far too rich to need anybody, and he is from Chicago, and he likes to show it.
Pritzker is the most establishment Democrat there is, he just has courage. (Billions of dollars and a trifecta will do that)
And if leftists continue to make Pritzker their figurehead, they are going to eventually be gravely disappointed when he continues to roll his eyes and says “I’m not a leftist”
August 9, 2025 at 10:22 PM
This is why you watch Pritzker above anybody else. He is not a revolutionary. No one with any honesty will ever think him such. But he is far too rich to need anybody, and he is from Chicago, and he likes to show it.
Reposted by KelvinSum
If the stock market doesn't go lower he won't stop!
If you are fine with puppets calculating the data & setting interest rates then he is going to keep going & in time he will be setting prices, directing production & much much more...
The US is becoming an EM but they aren't EM investors (yet)!
If you are fine with puppets calculating the data & setting interest rates then he is going to keep going & in time he will be setting prices, directing production & much much more...
The US is becoming an EM but they aren't EM investors (yet)!
August 4, 2025 at 3:43 AM
If the stock market doesn't go lower he won't stop!
If you are fine with puppets calculating the data & setting interest rates then he is going to keep going & in time he will be setting prices, directing production & much much more...
The US is becoming an EM but they aren't EM investors (yet)!
If you are fine with puppets calculating the data & setting interest rates then he is going to keep going & in time he will be setting prices, directing production & much much more...
The US is becoming an EM but they aren't EM investors (yet)!
Reposted by KelvinSum
People's time would be better spent looking at the Telecommunications Act of 1996, which lifted caps on ownership of radio and TV stations (Clear Channel and Sinclair now dominate these) and eliminated restrictions on cross-ownership of media outlets (written into the law at Murdoch's request)
August 3, 2025 at 9:37 PM
People's time would be better spent looking at the Telecommunications Act of 1996, which lifted caps on ownership of radio and TV stations (Clear Channel and Sinclair now dominate these) and eliminated restrictions on cross-ownership of media outlets (written into the law at Murdoch's request)
Reposted by KelvinSum
And nothing, but nothing, explains our politics more these days than status envy, resentment, and perceived grievances. But "we didn't teach kids to think good so now they love Trump" isn't really the issue.
But again, it's tempting to think it's education - because you can *fix* that. /5x
But again, it's tempting to think it's education - because you can *fix* that. /5x
August 3, 2025 at 2:06 AM
And nothing, but nothing, explains our politics more these days than status envy, resentment, and perceived grievances. But "we didn't teach kids to think good so now they love Trump" isn't really the issue.
But again, it's tempting to think it's education - because you can *fix* that. /5x
But again, it's tempting to think it's education - because you can *fix* that. /5x
Reposted by KelvinSum
Epstein isn't dangerous to Trump because it angers the housewife who went for Clinton in '96 and Bush in '00. It's dangerous because it goes for the heart of the 30% who Trump built everything on. There is rot in the foundation.
July 25, 2025 at 6:34 PM
Epstein isn't dangerous to Trump because it angers the housewife who went for Clinton in '96 and Bush in '00. It's dangerous because it goes for the heart of the 30% who Trump built everything on. There is rot in the foundation.
Reposted by KelvinSum
Audience. Audience. The money manager who reads the Journal is different from the retiree watching Fox News. Who is different from the Sun reader, the Australian, and so on. Murdoch knows them all, feeds them all, covers all his bases.
just theorizing here but the reason these stories keep coming from the wsj is that despite rupert wanting to prop up trump, rupert also knows this shit gets eyeballs and his empire has to live in a post trump universe so theyre not gonna go all in on protecting the king
July 23, 2025 at 8:04 PM
Audience. Audience. The money manager who reads the Journal is different from the retiree watching Fox News. Who is different from the Sun reader, the Australian, and so on. Murdoch knows them all, feeds them all, covers all his bases.
Reposted by KelvinSum
I would say, as I often have in many circumstances, there is no "normal" in politics. There is only the game your opponent plays. If you agree on the game, you agree. But if he plays a different one, that is now the game you must play. Or you're screwed.
I think the big Democratic Party dividing line in 2028 is going to be over whether we choose a candidate whose position is "And now, back to normal" or one who says, "FAFO, I am going to use every iota of the expanded power of the presidency that the GOP was so intent on creating."
July 21, 2025 at 7:19 PM
I would say, as I often have in many circumstances, there is no "normal" in politics. There is only the game your opponent plays. If you agree on the game, you agree. But if he plays a different one, that is now the game you must play. Or you're screwed.
Reposted by KelvinSum
Digital Puritanism is in full force on this story. The internet gleefully doxxed these people, Polymakert is betting on their divorces, and brands like Chipotle and NEON are using them as advertising.
We shouldn't be doing this.
We shouldn't be doing this.
The Astronomer CEO's Coldplay Concert Fiasco Is Emblematic of Our Social Media Surveillance Dystopia
Facial recognition and crowdsourced social media investigations are constantly being used not just on cringe CEOs, but on random people who are simply existing in public.
www.404media.co
July 17, 2025 at 7:02 PM
Digital Puritanism is in full force on this story. The internet gleefully doxxed these people, Polymakert is betting on their divorces, and brands like Chipotle and NEON are using them as advertising.
We shouldn't be doing this.
We shouldn't be doing this.
Reposted by KelvinSum
we're gonna get the stupidest possible version of skynet
July 15, 2025 at 12:57 AM
we're gonna get the stupidest possible version of skynet
Reposted by KelvinSum
Because you got a nice office and a pension and people bring you coffee and drive you around and do whatever you tell them to do and you don’t have to live at home among the people you claim to represent, who you probably don’t very much like to begin with
11. The bigger question for the House GOP: why the hell do you want this job? Congress is a coequal branch. Your decisions affect every American. If you think that you should only do what Trump wants regardless of the ask and even if your constituents don't like it you aren't a representative.
July 2, 2025 at 8:59 PM
Because you got a nice office and a pension and people bring you coffee and drive you around and do whatever you tell them to do and you don’t have to live at home among the people you claim to represent, who you probably don’t very much like to begin with
Reposted by KelvinSum
Trump ran on the cost of living. Mamdani ran on it too, and he put smiles on people's faces. Beware when your opponent takes an arrow from your quiver.
June 26, 2025 at 3:01 AM
Trump ran on the cost of living. Mamdani ran on it too, and he put smiles on people's faces. Beware when your opponent takes an arrow from your quiver.
Reposted by KelvinSum
For China to strike Taiwan in the forseeable future doesn’t make economic or strategic sense. There is no need to disrupt the process of Canada and Europe turning to it. Laying off is good for their standing and the bottom line.
Then may ask a question that's been on my mind for a bit: given your expertise in the foreign area, do you think this administration is making it more, or less likely for the CCP to try to shoot its shot with Taiwan those next four years? I have seen convincing arguments in support of both positions
June 19, 2025 at 1:11 AM
For China to strike Taiwan in the forseeable future doesn’t make economic or strategic sense. There is no need to disrupt the process of Canada and Europe turning to it. Laying off is good for their standing and the bottom line.
Reposted by KelvinSum
We heard from several serving military last night who agreed.
June 15, 2025 at 7:30 PM
We heard from several serving military last night who agreed.
Reposted by KelvinSum
Trump doesn't punish Putin. Trump can't restrain Netanyahu. Trump can't even get Xi on the phone.
He bashes on the EU, Japan, Canada and Mexico.
The world order has changed. There is no policeman anymore. It's everyone for themselves. This is a terrible development. Geopolitic vol here to stay.
He bashes on the EU, Japan, Canada and Mexico.
The world order has changed. There is no policeman anymore. It's everyone for themselves. This is a terrible development. Geopolitic vol here to stay.
June 15, 2025 at 6:39 AM
Trump doesn't punish Putin. Trump can't restrain Netanyahu. Trump can't even get Xi on the phone.
He bashes on the EU, Japan, Canada and Mexico.
The world order has changed. There is no policeman anymore. It's everyone for themselves. This is a terrible development. Geopolitic vol here to stay.
He bashes on the EU, Japan, Canada and Mexico.
The world order has changed. There is no policeman anymore. It's everyone for themselves. This is a terrible development. Geopolitic vol here to stay.
Reposted by KelvinSum
Unless Israel changes what it's targeting in days ahead, this is a regime-change strike with just enough targeting of nuclear infrastructure so Netanyahu can depict it as an act of preemptive self-defense. For the operation to succeed, I think the regime has to fall.
June 13, 2025 at 1:48 PM
Unless Israel changes what it's targeting in days ahead, this is a regime-change strike with just enough targeting of nuclear infrastructure so Netanyahu can depict it as an act of preemptive self-defense. For the operation to succeed, I think the regime has to fall.
Reposted by KelvinSum
If there's still textbooks 100 years from now, we'd bet money that abandoning the internationally sanctioned manhunt for bin Laden in Tora Bora to invade Iraq is described as strategic blunder on the order of invading the Soviet Union three months before the Rasputitsa. -OS
Saddam was thoroughly defanged after the Gulf war(‘We kept him in a box’ to quote Colin Powell’). Think the underlying tragicomedy of post 9/11 foreign policy that gets lost amidst conspiracies about oil and fixation on niche neocon intellectuals is that the Bush admin basically burned all its-
June 13, 2025 at 5:48 AM
If there's still textbooks 100 years from now, we'd bet money that abandoning the internationally sanctioned manhunt for bin Laden in Tora Bora to invade Iraq is described as strategic blunder on the order of invading the Soviet Union three months before the Rasputitsa. -OS
Reposted by KelvinSum
Still less weird than Josh Hawley who used to go to parties just to loudly declare that he would not "lower himself" to "grinding with hussies" before going back to his dorm to -- we assume -- furiously masturbate. -OS
This seems like a great day to remind Bluesky that Stephen Miller lived four doors down from me freshman year
And our student council person asked him (and everyone) to sign a birthday card for our dorm’s janitor
And he threw a tantrum and wrote an op-ed about not socializing with “the help.”
And our student council person asked him (and everyone) to sign a birthday card for our dorm’s janitor
And he threw a tantrum and wrote an op-ed about not socializing with “the help.”
June 6, 2025 at 6:15 AM
Still less weird than Josh Hawley who used to go to parties just to loudly declare that he would not "lower himself" to "grinding with hussies" before going back to his dorm to -- we assume -- furiously masturbate. -OS