CIO of The North
@MNupdate
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FO CIO. Markets, global economy, local (Minnesota) news. Opinions expressed are my own and do not express the views or opinions of my employer
Minneapolis, MN
Joined September 2011
Over the course of a lifetime, we face only a few moments where the decisions we make and the actions we take will shape our history for years to come. This is one of them.
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@Geiger_Capital We cannot become a nation that fucking executes people in the street. There is no excuse.
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@ryangrim Video from Reddit showing a different view. I downloaded before mods started scrubbing.
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It’s wrong to carry a gun in public. Especially to a protest.
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Stabilised version. One officer takes the gun from the guys holster. Then a second later another officer shoots him in the back.
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This video shows Alex Pretti trying protect a protestor who is being assaulted, then he gets viciously beaten by federal agents, then he's disarmed by a CBP goon and only after that is he summarily executed with 10 bullets. This is murder.
Clearer look. I never see the man touch his firearm, and it looks like he's disarmed before being shot.
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The image being shown by DHS isn't even the weapon the guy had on him. They literally pulled an image from google search.
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@DHSgov He approached with a cell phone. Having a concealed handgun isn’t the same as approaching agents with a gun.
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MAGA: “We don’t need the second amendment now that Daddy Trump is in charge.”
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Trump has unilaterally repealed the Second Amendment and Americans bearing arms -- or merely having them legally in their cars -- can now be executed on the street, apparently.
BREAKING: DHS tells @FoxNews the suspect was armed with a gun, which has been recovered by federal agents.
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Appears to be a video of ICE killing a man on the street.
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This is the scene in downtown Minneapolis this afternoon, where thousands of people have braved -25F wind chills to protest ICE operations in Minnesota. More: https://t.co/zl8PU16dBg Pic: Mike Auger
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Flight to safety bid is $CHF, $SI_F and $GC_F, not $USD
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Gold is up 9% in the first three weeks of 2026, and up 75% in the past 12 months.
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Markets tolerate uncertainty but punish unpredictability. Trade tensions are rising over Greenland, gold at record highs. Credit spreads are as tight as 2007. The disconnect between geopolitical risk and markets is widening. The gap rarely closes quietly. https://t.co/3oLwSQbNRx
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Re-watched HBO’s Chernobyl. The question posed within the series “What is the cost of lies?” is poignant in the face of systemic deception in the US (left and right).
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A quote I think about often "I dont need my analyst to tell me when a 10x PE stock is cheap, I need an analyst to tell me when a 40x PE stock is cheap." - Steve Mandel, founder of Lone Pine Capital Love this framing because it breaks down the traditional barriers between
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