HARDRADA
@michaelhardrada.bsky.social
Investments, Geopolitics & Security
ScotiaBank Alum, former thestreet.com writer, former ICE partner (ETF developer), Homeland Security, former public REIT exec.
SIGMA Trader.
Started in North America. Living it up in Portugal.
ScotiaBank Alum, former thestreet.com writer, former ICE partner (ETF developer), Homeland Security, former public REIT exec.
SIGMA Trader.
Started in North America. Living it up in Portugal.
Pinned
HARDRADA
@michaelhardrada.bsky.social
· Nov 16
When bad men combine, the good must associate; else they will fall, one by one, an unpitied sacrifice in a contemptible struggle."
- Edmund Burke
- Edmund Burke
Pressure to cut rates matters not unless the gov’t only borrows on the very short end.
President Trump's focus on a Fed Chair who will slash rates is misguided even on his own terms:
1 The Fed Chair is 1 of 12 votes, a political hack Chair won't get majority
2 Even if FFR slashed the rates people care about, like mortgage, could go up w/ higher expected inflation
1 The Fed Chair is 1 of 12 votes, a political hack Chair won't get majority
2 Even if FFR slashed the rates people care about, like mortgage, could go up w/ higher expected inflation
July 9, 2025 at 2:16 PM
Pressure to cut rates matters not unless the gov’t only borrows on the very short end.
Something about a Handmaid’s Tale…
Sean Feucht has emerged as MAGA’s favorite faith leader, writes @alibreland.bsky.social. He is a big reason Christian nationalism has more purchase now than at any other point in recent history.
‘We Want God Writing the Laws of the Land’
Sean Feucht is bringing Christian nationalism to the masses.
bit.ly
July 3, 2025 at 4:29 PM
Something about a Handmaid’s Tale…
Good to know 😩
When threatened to be unplugged, Anthropic’s AI model Claude 4 lashed back by blackmailing an engineer and threatened to reveal an extramarital affair, per FORTUNE.
July 3, 2025 at 4:28 PM
Good to know 😩
If I’m Tim Cook I hold a press conference and just say iPhones are 25% more expensive now and you can blame Trump. Switching costs are higher than 25% so better value for Apple to direct anger at Trump because Trumps folds when the pressure rises.
May 23, 2025 at 12:15 PM
If I’m Tim Cook I hold a press conference and just say iPhones are 25% more expensive now and you can blame Trump. Switching costs are higher than 25% so better value for Apple to direct anger at Trump because Trumps folds when the pressure rises.
This administration has a lot to be proud of… Breathtaking corruption, total disregard for rule of law, world class incompetence, and grade school level negotiating skills. #econsky
May 12, 2025 at 12:54 PM
This administration has a lot to be proud of… Breathtaking corruption, total disregard for rule of law, world class incompetence, and grade school level negotiating skills. #econsky
On Earth 2 President Harris is stimulating small businesses, the Fed is cutting, housing is improving, Republicans are regrouping. Markets are functioning in an orderly fashion #econsky
April 13, 2025 at 9:59 PM
On Earth 2 President Harris is stimulating small businesses, the Fed is cutting, housing is improving, Republicans are regrouping. Markets are functioning in an orderly fashion #econsky
Breathtaking incompetence #econsky #TrumpCrash
Oil prices have fallen so steeply this month that it's no longer profitable for many companies to drill new wells in major U.S. patches, per Axios.
April 11, 2025 at 4:09 PM
Breathtaking incompetence #econsky #TrumpCrash
Reposted by HARDRADA
Trade Wars Are Easy to Lose
My latest. Escalation with China will be Trump's economic equivalent of the Vietnam War. The US will lose bigly. www.foreignaffairs.com/united-state... via @foreignaffairs.com
My latest. Escalation with China will be Trump's economic equivalent of the Vietnam War. The US will lose bigly. www.foreignaffairs.com/united-state... via @foreignaffairs.com
Trade Wars Are Easy to Lose
Beijing has escalation dominance in the U.S.-China tariff fight.
www.foreignaffairs.com
April 9, 2025 at 9:24 PM
Trade Wars Are Easy to Lose
My latest. Escalation with China will be Trump's economic equivalent of the Vietnam War. The US will lose bigly. www.foreignaffairs.com/united-state... via @foreignaffairs.com
My latest. Escalation with China will be Trump's economic equivalent of the Vietnam War. The US will lose bigly. www.foreignaffairs.com/united-state... via @foreignaffairs.com
Reposted by HARDRADA
Good morning. A reminder that historically when the US has wanted to punish other countries, it imposed sanctions on them, cutting their people off from global trade, hoping to create enough economic havoc that they rein in their leaders.
Trump has imposed economic sanctions on the American people.
Trump has imposed economic sanctions on the American people.
April 9, 2025 at 12:35 PM
Good morning. A reminder that historically when the US has wanted to punish other countries, it imposed sanctions on them, cutting their people off from global trade, hoping to create enough economic havoc that they rein in their leaders.
Trump has imposed economic sanctions on the American people.
Trump has imposed economic sanctions on the American people.
Is the country still headed in the right direction? Asking for a friend…
April 9, 2025 at 8:46 AM
Is the country still headed in the right direction? Asking for a friend…
Only Trump can make billions on the way to losing trillions #TrumpCrash
April 7, 2025 at 12:26 PM
Only Trump can make billions on the way to losing trillions #TrumpCrash
April 6, 2025 at 10:16 PM
China Has Already Trade-War-Proofed Its Economy
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
China Has Already Trade-War-Proofed Its Economy
Companies and consumers will feel the pain from tariffs much less than Americans.
www.bloomberg.com
April 6, 2025 at 10:57 AM
China Has Already Trade-War-Proofed Its Economy
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Breathtaking corruption
Facing the highest tariffs of any country Vietnamese officials approved a Musk Starlink deal with startling speed, & expedited approval of a planned US$1.5 billion Trump Organization resort/golf course project in Hưng Yên Province.
So much for tariffs benefiting everyday Americans. #grift
So much for tariffs benefiting everyday Americans. #grift
The Tariff Shock
Vietnam scrambles to respond
thevietnamweekly.substack.com
April 4, 2025 at 3:31 PM
Breathtaking corruption
Trade war -> Capital war -> Hot war?
April 4, 2025 at 11:04 AM
Trade war -> Capital war -> Hot war?
If globalism is reversing why would the US consumer continue its role in the global economy as major consumer? In that world there is no reason for CDA, EU, CHINA to negotiate. Just reorient your economy such that you don’t need them anymore. Painful in the short term but necessary in the long term.
Carney: Canada must be looking elsewhere to expand our trade, to build our economy, and to protect our sovereignty. Canada is ready to take a leadership role in building a coalition of likeminded countries who share our values… If the US no longer wants to lead, Canada will
April 4, 2025 at 9:57 AM
If globalism is reversing why would the US consumer continue its role in the global economy as major consumer? In that world there is no reason for CDA, EU, CHINA to negotiate. Just reorient your economy such that you don’t need them anymore. Painful in the short term but necessary in the long term.
Too many people are using rational arguments to explain decision making from irrational people.
April 4, 2025 at 9:45 AM
Too many people are using rational arguments to explain decision making from irrational people.