HSBtheThird
@HSBtheThird
Think Tank of One - Policy Ideas Free - Imitation Is Flattery - Former CIO Kauffman Foundation - Venture Investor/Board Member - Killed Fractions in Stocks
AdvisorPerspectives updated its Tobin Q Ratio. In an age where we measure everything, every second, folks don't seem to recognize that stocks have only been this extremely valued one other time. Last quarter. President Trump getting growth going but stocks have already…

A lot of hoopla about the trade deals - which I expect are better than no trade deals. But recall that President Trump negotiated a huge deal with China in his first term that they did not honor. What is the enforcement mechanism? Grok says the Phase One Trade Agreement with…
Feels to me like a little upgrading here and there, a little AI, and actual review of where the money goes adds up every week. Anyone paying attention? I'm thrilled. Congress needs to compel better accounting if we are to stop money flows circling from elected officials to…
Contracts Update! This past week, agencies terminated 141 wasteful contracts with a ceiling value of $5.1B and savings of $498M, including a $526k USAID professional services contract for a “global health security advisor in Senegal”, and a $1.4M HHS contract for “professional…
So DOGE highlighted practices by both the left and right to divert taxpayer dollars into private causes and electoral efforts - NGOs (non governmental orgs) were beneficiaries who redirected money to think tanks, and consultants, and a viper's nest of 501(c) organizations.…
It is divisive and un-American commentary to site the number of "foreign borns" as some sort of important demographic. My great grandfather emigrated from Ireland and within a generation helped author our nation's child labor laws to protect kids from economic slavery. My…
In early 2025, the foreign-born share hit a RECORD-high in 14 states, while the foreign-born population hit RECORD highs in 31 states. The U.S. needs to END illegal and REDUCE legal immigration that’s sustainable for Americans. cis.org/Report/Foreign…
In early 2025, the foreign-born share hit a RECORD-high in 14 states, while the foreign-born population hit RECORD highs in 31 states. The U.S. needs to END illegal and REDUCE legal immigration that’s sustainable for Americans. cis.org/Report/Foreign…
Retailers Accused Of "Racism" As They Flee Black Neighborhoods In Milwaukee zerohedge.com/political/reta…
The Fed's Deferred Asset - why should you care🤔 As the Fed ramped up quantitative easing (QE) post-2008 to stabilize the economy, its balance sheet of Securities ballooned -generating excess earnings over interest paid on Reserves Balances - IOR⬜️. This led to the first…
They were collaborating with Stacy Abrams Power Forward Communities. When you have to coordinate 35 politically connected NGOs with your grants, there just isn't much left.
Where did all the money go?
Many AI systems use adaptive learning techniques to separate noise from signal. They also rely on constant updating - learning - from interaction with users. Wondering what happens when bots turn on AI systems and inundate them with bad information attacks to confuse the…
Ever wonder why the media seems to divide us? The vision comes from deep inside President Reagan's director of the CIA. I don't think they even believe each other. John Brennan comes by it naturally. William J. Casey, CIA Director from 1981 to 1987, "On the Use of…
Haven't I seen something about NYC descent into chaos before. About 44 years ago? youtu.be/ACXOhRIe-s4
Nothing wrong with capital formation in the U.S. stock market. Nothing wrong at all. This is what normally happens before the regulators yank tablecloth from under the dishes and most crash to the floor. zerohedge.com/markets/meme-s…
I've been encouraged by what I can learn through Grok, and enormously distressed by what is represented as neutral and unbiased. The training appears to be far from neutral and unbiased. Hostile to the biblical tradition is one way I would describe it. x.com/i/grok/share/s…