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Modern society is designed for comfort and convenience, which means insulating us from the natural world. Get your kids out into nature before society spins them into a cocoon.

Crowdstrike $CRWD ATH I am up 82% since I bought it after the update from hell in July 2024. Sometimes the signs are everywhere if you just take the time to look for them.

Forget Terminator. Forget War Games. THIS is the existential threat to humanity posed by AI. Just wait until that lifelike cute avatar gets layered on top.

Amentum with a nice new contract win - $4B with Space Force 🖖 $AMTM is a spinoff from Jacobs Engineering. It is still a relative unknown name with a yuuuuge backlog in juicy areas like space and nuclear. It’s dirt cheap. And they are winning. morningstar.com/news/dow-jones…

Rome’s might was based on a foundation of Engineering.

🤯 This is getting crazy. How much would this commercial have cost to film traditionally? $150k ? It’s now…free. No longer resource constrained, we are only creativity constrained.

Received a ton of feedback on a video last week asking for advice on landing a first entry-level professional job in a market that rapidly changing with AI. So here it is. You need to adopt an ANALOG strategy. Face-to-face wins this race. Strategies to land that job👇

The Empire never ended

Off-Grid in the Appalachian Mountains! As Adam Rossi says, "When something goes awry, it's all on you!" Exposing your kids to these scenarios involving self-reliance is really important for their survival instincts.

Human knowledge was reaching a web choke point - whomever controlled search (Google) could dictate truth. The editors of Wikipedia could dictate history. Etc etc. AI will quickly replace web as the arbiter of truth. We are going to need an honest AI alternative or we are lost.

Zuck is spineless. Wielded the censorship hammer on behalf of Biden WH relentlessly, put it away under Trump. “There's long existed a ‘silent majority’ [at Meta] who wanted to pursue defense projects”… ..who were vilified before the winds shifted. bloomberg.com/news/articles/…

Silver bugs today

Stop reading childish tweets from guys with big egos and no impulse control. Read an old book packed with timeless wisdom.

Baby girl graduated high school today. Tempus Fugit

25 years ago me and a buddy happened to be in Tokyo during a cherry blossom festival day. Everyone kept stopping us and giving us food and beer. We got hammered and then the taxis stopped running and we walked miles lost. It ruled. Cell phones stole some magic from the world.

Simon has an excellent article in the linked post below discussing stablecoins. Many people in the finance industry do not yet understand stablecoins and their impact. It’s not that they are cheaper means of moving money, it’s that they are better. Major disruption coming.

Any market that Government participates in gets more expensive. The more active Government is in manipulating the market (through price controls, tax rebates, grants, etc) the more expensive it becomes.

A few steps from my house and I am running through the forest moon of Endor. Get out in that green stuff. Walk it. Run it. Best therapy.

Pizarro was able to recruit 168 Spanish common men (most not experienced soldiers) to sail to Peru and take the Inca empire on an INSANE 5yr quest. How? For the slim chance that they could get the money & titles required to win a high-status fine-ass woman. Ain’t complicated.

Graduation party you know how we do 🤙