It's fall, ya'll. 🍁🍂

Tennessee Orange.

The most exciting time to be alive in human history. AI-driven progress is convex, not linear, and healthcare is next. The edge: stay healthy. Stay alive. Longevity is about to expand.

Cherohala Skyway.

The kind of things we saw in the late 1990s. Fidelity raising RIA minimum to $100M, now this.

Covered in coyote on this chilly Tennessee morning.

$SPCX holds the line.

@WilliamInge1 @Vol_Football

Have a great weekend

The risk is debt and interest costs growing faster than the economy and tax revenue needed to support them. But, the biggest risks are the ones the market is not talking about, because widely discussed fears are already priced in.

Selling pressure in bond ETFs like $TLT seems to have quietly exhausted itself at the lowest prices since late 2023, and looks to be establishing a classic bullish divergence supported by strong Treasury auction demand.

🫡

Lots of talk about bonds and bond vigilantes, now this.