Investment manager of ASYMMETRY® | Managed Portfolios for asymmetric risk/reward. Edge, trend, momentum, convexity, optionality, flows, sentiment, volatility.

Knoxville, Tennessee
Joined April 2009
Mike Shell | Asymmetry® retweeted
Someone will determine what the future looks like — that should be Tennessee. We have the location, infrastructure, workforce & spirit of innovation needed for the new United States Space Academy. Grateful for the leadership of @POTUS & @NASA, and we look forward to helping them bring the vision to life. 🚀 Read more: tn.gov/governor/news/2026/10…
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Mike Shell | Asymmetry® retweeted
Rally US reveals more 🇺🇸 A Nashville ceremonial start, a Knoxville base and gravel stages across Tennessee and Kentucky. The WRC’s return to America is taking shape 👀 wrc.com/en/news/rally-us-rev…
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Mike Shell | Asymmetry® retweeted
Entering Twitter HQ – let that sink in!
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Mike Shell | Asymmetry® retweeted
You can't control the ocean, but you can steer your boat.
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Mike Shell | Asymmetry® retweeted
130.3 db at Neyland Stadium 😱 The highest verified noise record in college football history 🔉 @Vol_Football
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Mike Shell | Asymmetry® retweeted
NEW: Tennessee set the highest scientifically verified dB record in College Football history against Alabama on this play (130.3), the school announced. (via ABC) xitter.cf/gmannVOLS/status/21116…
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Mike Shell | Asymmetry® retweeted
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
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Mike Shell | Asymmetry® retweeted
"Capitalism is the force that drove down the price of almost everything it touched. The state is the force that blew up the price of almost everything it captured. And young people blame the first for the crimes of the second."
On my way to the office this morning, I passed a group of young people protesting, a Palestinian flag draped over their shoulders. And I asked myself a question I can't shake: why does this generation always fall into the same trap? No matter the history. No matter the context. Even the ones from wealthy families, who went to the best schools, who were dealt every good card. Always the same trap. I don't think it's stupidity. I think it's a mechanism. And a mechanism can be taken apart, piece by piece. A. The observation: everything the state touches becomes unaffordable. Look at economist Mark Perry's famous chart, the one people call "the chart of the century." It tracks US prices since 2000. At the top, what explodes: hospital services, college tuition, textbooks, childcare, housing. Increases of +100%, +150%, up to +250%, far above general inflation. At the bottom, what collapses: TVs, software, phones, toys, clothing. A TV today costs a fraction of what it did in 2000, for an infinitely better product. Look at what separates the two groups. It isn't technology. It isn't complexity. It's one variable: how much the state is involved. At the top, sectors that are subsidized, regulated, shielded from competition, where the state funds demand and blocks supply. At the bottom, sectors where companies fight every single morning to serve you better and cheaper. B. The mechanism: why it's systematic. When the state subsidizes demand without freeing supply, prices rise. Every time. Guaranteed student loans, and universities raise tuition. Housing aid plus blocked building permits, and rents skyrocket. Administered healthcare, and bureaucracy eats the budget before it ever reaches the patient. In France it's even more vicious, because the price doesn't disappear: it hides. You never see the hospital bill, you pay it through payroll contributions. You never see the cost of school, you pay it through taxes. Public spending at 57% of GDP, one of the heaviest tax burdens in the world, more than €3.4 trillion in debt. And the result? Overflowing ERs, falling PISA scores, young people who can't afford to live in the city where they work. The market didn't fail in these sectors. It was never allowed in. C. Suffering demands a culprit. A 22-year-old lives all of this in their bones. They can't find a place to live. Their degree either buries them in debt or opens no doors. The future feels blocked. That suffering is real, and I don't deny it for a second. But human beings can't stand suffering without a culprit. They need a face. A scapegoat. And this is where everything is decided: who taught them how to read the world? D. Whoever tells the story picks the villain. Schools are public. Universities are public. Culture runs on grants. Film goes through funding committees. Public broadcasting shapes the narratives. The people handing down the interpretive framework are, overwhelmingly, paid by the very system that creates the problem. Do you really think that system is going to name itself as the culprit? No. It names the capitalist. The boss. The landlord. "The rich." The multinational. The commercial West. Same role, same casting, every time. E. One lens, a thousand causes. And this brings me back to that flag. A generation taught to read every situation through a single lens, oppressor on one side, rich, Western, capitalist, oppressed on the other, will apply that lens everywhere. To housing. To climate. To conflicts on the other side of the world. The cause changes, the lens stays. That's why the trap is always the same: it's not the cause that draws them in, it's the way of thinking that was installed in them. F. The perfect inversion. Here's the irony. Capitalism is the force that drove down the price of almost everything it touched. The state is the force that blew up the price of almost everything it captured. And young people blame the first for the crimes of the second. It's like blaming the firefighter for the fire because you saw him at the scene. G. The ballot box confirms it. In the US, a few weeks out from the midterms, a large share of urban young voters is getting ready to vote Democrat for more state, more spending, more regulation. New York elected a self-described socialist mayor, carried by young voters, on promises of rent freezes and city-run grocery stores. Rent freezes, the policy that has made housing scarcer everywhere it's been tried. The cure that worsens the disease. In France, it's the same play in two acts. Part of the youth votes for the radical left, which promises more state. Another part votes for the center, which promises to "manage" the state well, and has dug the debt deeper than ever. Two different ballots, one shared assumption: the problem is the market, the solution is the state. H. The way out. These young people aren't stupid. They're right to be angry. They're just aiming at the wrong target. The day they understand that their rent, their tuition and their hospital are expensive precisely because the state runs them, their anger will change direction. They'll stop protesting against those who create. They'll start protesting against those who capture. That day, the greatest intellectual scam of our time will be over.
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Mike Shell | Asymmetry® retweeted
she's a vibe 💨 @Vol_Football
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Mike Shell | Asymmetry® retweeted
Good morning, Alabama fans!
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Mike Shell | Asymmetry® retweeted
holy smokes they got knowles to buss down
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Mike Shell | Asymmetry® retweeted
Turns out the future does have flying cars
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Mike Shell | Asymmetry® retweeted
This whole thing has become comical. The NCAA couldn’t have mismanaged this eligibility rule change worse. They screwed over the high school class of 2022. It would be an easy fix to right the wrong, but they won’t, and they are portraying the victims of their wrong doing as villains. I’m not sure if this is theatre in an attempt to show congress that they need an antitrust exemption, or incompetence. Either way, it’s exhausting.
Memo from NCAA president Charlie Baker to members school is attached. The @YahooSports full story about the historic lawsuit here - bit.ly/4ytwzK2
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Mike Shell | Asymmetry® retweeted
Please share. If you own a small business along the Gulf Coast in Florida or Alabama impacted by Hurricane Isaias, @smblawgroup is standing by to provide free legal guidance on SBA disaster assistance programs. DM me. We’ll help you understand your options and next steps.
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Mike Shell | Asymmetry® retweeted
The sunset over Neyland tonight is insane. Tennessee sunsets are unmatched.
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Mike Shell | Asymmetry® retweeted
Texas—Tennessee was the highest rated noon game on ESPN/ABC in a decade. The SEC going to nine conference games is crushing all college football competition.
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Mike Shell | Asymmetry® retweeted
America needs more energy, and Tennessee is ready to lead the way. The Clinch River project will deliver reliable, affordable power while strengthening our energy security and keeping Tennessee at the forefront of nuclear innovation. This has been years in the making, and thanks to strong local, state, and federal leadership, Tennessee is where America’s nuclear future is being built.
TVA to receive permit for cutting-edge nuclear project at Clinch River site │Find the full story by clicking the link in our bio.
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Mike Shell | Asymmetry® retweeted
Nothing says college football culture quite like the Vol Navy on a Saturday in Knoxville. ⛵️🍊 From houseboats to Bama rivalries, Tennessee fans came ready.
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Mike Shell | Asymmetry® retweeted
Neyland Stadium is the first College Football stadium to ever receive a flyover from Air Force One. Other sporting events include the Daytona 500, and Northwest Stadium for the Detroit Lions at Washington Commanders.
Holy shit. Air Force One flyover. ELECTRIC.
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Mike Shell | Asymmetry® retweeted
So proud of this team and this university! Greatest atmosphere in college football!🏈 🍊 #VFL
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