Casey 🇺🇸
@IsengardCapital
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inevitable links in a chain of logical sequence: Industry, markets, control, navy, bases.
LA
Joined March 2025
Machiavelli was saying that people don’t think about what the right or proper thing to do is unless they are being compelled. Then he spent a lot of time musing on how it’s possible to be the one compelling without putting yourself in a position for them to call the cops on you.
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It’s generally known that Americans go to Hungary because it’s a safe place to meet with Russians
🚨 JUST IN: President Trump on WHY the peace summit with Putin will be in Hungary, hosted by right-wing PM Viktor Orban "It's a leader we like! We like Viktor Orban. He likes him, I like him. It's a safe country. He's been a very good leader." "We've decided we're going to be
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GS: Buyback Aristocrats have outperformed YTD, Dividend..not so much
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"The majority of those who read it take pleasure only in the variety of the events which history relates, without ever thinking of imitating the noble actions, deeming that not only difficult but impossible; as though heaven, the sun, the elements, and men had changed"
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Sorry that I was right about everything and it made you feel bad when you had to witness it.
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The oldest industrial sector isn't agriculture, but manufacturing: stone tools have been in production for ten times longer than homo sapiens has existed
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when industry is productive and not merely transmuting the value of raw materials 😮
all iron ore mined yearly in the whole world is worth $250bb. alphabet yearly revenues are $350bb
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*CHINA: CHINA, US HELD WORKING-LEVEL TRADE TALKS YESTERDAY *CHINA: US-CHINA COOPERATION BENEFITS BOTH SIDES olive branches everywhere
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BREAKING: JPMorganChase will invest $1.5 TRILLION into 27 "critical industries" in America. 🇺🇸 Here's the list: ‣ Advanced Bulk Materials ‣ Advanced Manufacturing ‣ Artificial Intelligence ‣ Autonomous Mobile Robots ‣ Battery Storage ‣ Command & Control Tech ‣ Critical
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"External Revenue Service was what our founding fathers put in place. The Internal Revenue Service, which targets our citizens, is the system we live in now. And I ask the audience and the economists and academics: what is a more free system for American citizens? What is more
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Just sold off all my possessions and on my way to become a squatter on Bureau of Land Management land with no prior farming experience and 13 silver coins
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Why try to find arbitrage opportunities when you can diplomatically engineer arbitrage conditions by appealing to the interests of foreign upper classes who are greedy enough for prestige and luxury but unambitious enough to find comfort in dependency
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The greatest geopolitical miscalculation of our age: believing that transferring industrial know-how to a one-party state would make it a stakeholder in the free world. Jesus… In Berlin it was called Wandel durch Handel — change through trade. I almost throw up writing it. What
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Every time Trump posts about tariffs it causes importers to frontload shipping orders which makes the line go up for short term economic metrics that he can brag about. Apparently he can just keep doing it.
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the virgin “random walk hypothesis” versus the Chad Trump tweet
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