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Persistence beats Resistance

Joined March 2010
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The year is 1873. Your wife tires easily and reads too much. The doctor prescribes the rest cure: six weeks flat in bed, no books, no visitors, fed on milk, forbidden to sit up without his permission. The man who devised it is the most famous nerve specialist in America, and the women come out of it quieter, which is taken as the cure. The year is 1915. The hospital has a new way of delivering your child. Morphine, then scopolamine, and the mother wakes two days later with a baby she cannot remember having. They call it twilight sleep. The women are strapped into padded cots so they do not hurt themselves while they scream, and the straps are the modern part. The babies arrive blue and slow to breathe. The year is 1945. The truck comes down your street fogging DDT, and the children run behind it in the white cloud because the man on the back says it is harmless. At the beach it is sprayed over the bathers on their towels. It goes on the cattle, over the barn, and across the kitchen table. The year is 1948. Your son has trouble with his ears. The doctor slides a rod tipped with radium up each nostril and holds it there for the best part of ten minutes, and you bring him back three more times. Hundreds of thousands of American children get the same treatment. The cancers arrive in their fifties. The year is 1962. The health visitor tells you breastfeeding is old-fashioned and the formula is scientific. By 1972 fewer than one American baby in four is breastfed at all. The formula is skimmed milk and sugar, with the milk fat taken out and vegetable oil put in. The year is 1971. The family planning clinic fits a small plastic crab called the Dalkon Shield. Its tail is a bundle of fibres that wicks bacteria up into the womb. 2.8 million are fitted in America before it is withdrawn, and the company goes bankrupt under the claims. It had been sold as safe and superior. The year is 1983. The doctor says your arteries are the butter's fault. The dripping tin goes in the bin, the yolks go to the dog, the margarine goes in the fridge, and you have the heart attack anyway, on skimmed milk, having done everything right. The year is 2001. Your 15-year-old is low, and the doctor prescribes Paxil, because the trial in the journal says it is effective and well tolerated in adolescents. The raw data, reanalysed 14 years later, shows more suicidal thinking on the drug than on the sugar pill. The company pays $3 billion to settle. Nobody rings the house. The year is 2009. The government has spent around £500 million stockpiling Tamiflu for the pandemic, on the strength of the manufacturer's trials. When the trials are finally prised loose five years later, the drug shortens flu by about half a day and nothing shows it keeps anyone out of hospital. The stockpile goes out of date in a warehouse. The year is 2026. The doctor has ten minutes and a screen. The number is high, so the tablet is for life. The weight is high, so the injection is for life. The meat is bad for the planet and the oil is good for the heart, and the person in the chair is as certain as everyone who ever sat in it. Every one of those was settled, by a committee, in a journal, with a doubter somewhere being laughed at. The rest cure, the straps, the fog, the rod, the formula, the crab, the margarine, the trial, the stockpile. All of it certain, all of it printed, all of it done to somebody who had asked for help. You were never the one who was wrong. You were the one it was done to, and the only person in the story who did as they were told every single time. The apology comes a generation late, in a footnote, addressed to nobody. The next one is being drafted now.
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Everyone wants 24/7 trading on equities. Which to me would just create anxiety. But regardless of that I’d much rather have pre market and after hours trading on options. So much capital has been left on the table from pre and post market moves. $MSFT AMC earning this week is an example. Calls would have printed.
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You don’t own enough $TSLA and $SPCX 📈
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I won’t be fooled 5x. This market dip and breathing room is a buying opp. I hope to see the $VIXY spike a bit higher and then really go in. $MU $SPCX and $PLTR to name a few
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How would $SBUX acquiring $CMG make synergistic sense? Wild the CEO just wants to make the acquisition happen. Balls on table. FYI sbucks ceo former chipotle ceo. 🤯
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We have the dollar $dxy ripping while at the same time bitcoin:native rallying
🤖 Made with AI
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Why is bitcoin:native running when the DXY is on fire?
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From Steve Jobs to NO jobs. $AAPL
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$MU MICRON the MONSTER
🤖 Made with AI
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We’re 7 weeks in. 17 documented pages of rules based trading system with instructions guidelines and guardrails. 24.6% up that’s nearly 22% alpha from 8/14 when my agent started trading
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One way to at least blunt agentic attacks is expensive tokens and rate limits on advanced models. Just as taking over the BTC network would cost trillions, spinning up thousands of agents shouldn’t be cheap. Similar to charging $1 month to comment on YouTube would remove bots
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Is grok bot their version of cowork and code? Thought that was grok build. Genually confused. Happy @claudeai finally just brought cowork and chat into one. I still hate having to choose between models and @OpenAI was terrible with naming conventions. Let’s simplify things to agi
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Stability not volatility
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Everyone knew last week today would rip….
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$META making higher lows and finally breaking past the 200 day META has reclaimed the 200-day moving average zone decisively. The stock was around $550 in late August, versus a ~624 200-day SMA, and has now moved to blow past that $682. 📈
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Does BTC break $86k this week? Could be off the races. Massive sell wall at that number on the depth chart
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Wildly impressive numbers from $TSLA energy division
Australia's first 8-hour long-duration battery is now operating in Limondale, NSW Built by RWE, 144 Tesla Megapacks charge 2x faster than discharge = more daytime renewables stored to cover evening peaks & into the night
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Today’s tech led rally pairs best with a 15.5% ABV Napa Cabernet. 🍇📈 Bold, rich, and slightly irresponsible…everybody’s having too good a time to worry about the hangover tomorrow. #WallStreet #BullMarket
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Fed just hiked 25 bps to 3.75–4% — unanimous, first move in years. The real takeaway: Higher rates for longer is the base case again. Quality balance sheets and pricing power just got more valuable.
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💡The Takeaway: Index concentration risk is real. Alpha in late 2026 isn't coming from blindly buying the market, it’s coming from quality, cash flow rich balance sheets and smart sector rotation. Are you leaning into value, holding cash in high yields, or buying the AI tech dip? 👇
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🔑 Key Dynamics to Watch: 1️⃣ Yield Pressure: High 10Y yields are setting a higher bar for equity risk premiums. 2️⃣ AI & Tech Rotation: High-flying AI leaders are consolidating as investors demand path-to-monetization clarity, giving traditional cyclicals & defensive software room to breathe. 3️⃣ Macro Headwinds: Oil price swings & sticky CPI keep volatility alive, but solid corporate balance sheets are preventing broader credit contagion.
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