Spencer Hakimian
@SpencerHakimian
Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
Grocery prices are going up like crazy again.
A compilation of Howard Lutnick promising you hundreds of deals coming “in two weeks”.
Took my daughter out to dinner tonight. She got a hamburger and chicken fingers off the kids menu. I got a grilled chicken salad. Including tax and tip, $63.90 How are people surviving in this economy?
The base case is now 125% Debt to GDP by Christmas lmao. RIP.
Oh so we’re not actually going to see any of that $500,000,000,000? I am so surprised.
2026 Midterm betting markets are now open on @Kalshi. Democrats open up at 7 in 10 favorites to win the House. Based on everything we know with public polling right now, the historicity of how bad incumbent parties do, and how thin the GOP’s margin already is, I think you can…
GREAT NEWS! The U.S. government has agreed to release the … MLK Files.
The good news is that after 5 years of runaway inflation, Supercore inflation ex. food, water, housing, energy, and oxygen is finally within range of its 2% target on a 1 month annualized basis! Now stop looking at price increases in your day to day lives. Nothing left to see…
We are expanding way beyond where we began. Thanks to the reporting that WE ALL DID together on my Twitter page about the Brazilian Real sell off, Brazil has opened a formal legal investigation into any potential insider trading that may have occurred before Trump announced the…
Cantor Fitzerland, the company being ran by Howard Lutnick’s 2 sons, is now buying rights to tariff refunds from small companies that cannot afford to wait a year for either the courts or Trump himself to overrule these tariffs. Poor people selling their hard earned money for…
I was born in 1998. The defining sociopolitical events of my life have been: 1. 9/11 2. Iraq War 3. 2008 4. 2016 - Trump vs. Clinton, & Brexit 5. COVID 6. 2022 Inflation 7. Whatever 2025 is For somebody like me, how can I have anything *but* distrust in our government and…
Wait until he finds out who is hearing the Wall Street Journal defamation case.
If Coca-Cola switching from high fructose corn syrup to cane sugar causes *more* people to drink Coca-Cola, you all know that's a massive net negative for society right? You want less people drinking this poison, not more. Kind of like flavored vapes.
If anybody actually thought was inflation was 2%, then 30 Year Bonds wouldn’t be trading at 5%.
Inflation is one of those things that governments historically have had the hardest time lying to the people about. It’s because everyone feels and sees inflation. Everyone knows what their expenses were last month versus this month. Everyone knows how much they spent on…