Atlas Capital
@atlas_invst
Markets | Economics | Volatility | Psychology | Navigating uncertainty through asymmetry & rationality… never advice
Imagine thinking 15% tariffs on our closest ally who is dropping half-a-trilly into the US is a TACO lol
It has taken Buddha-like patience for me to not hammer on the shorts today
Here is why they are screaming at Powell to cut Unfortunately the problem is prices, not rates... and Fed cuts won't help either


Chicago is incredibly underrated
Falling in love with Chicago a bit. I can't help my patriotism. Liveable honestly
What happens in the Age of Grift when good honest people begin to break? When they realize it is specifically their morale framework that is putting them behind the cheaters. When they see the situation as unsalvageable… only the rule of the jungle remains Gonna be fun huh?
“TACO Tuesday” = 15% tariffs in the absolute best case scenario Lot folks going to be massively offsides with this taco talk
Happy Taco Tuesday
Genuinely think this is how it plays out: 7/30 FOMC — no cut, signal uncertainty on Sept mtg 8/1 trade deadline — tariffs go into effect w/ no delay (absolutely nobody expects this) Following week — markets puke, Trump blames Powell, 40% of Americans believe it’s Fed’s fault
Next FOMC (in 1 week) is guaranteed to leave FFR unchanged while possibly signalling a fatter left tail for Sep. But here’s what could happen: Friday of that same week NFP could well miss (June strengths was largely adjustment driven) and Tacoman totally loses his shit.
Anybody know what stocks performed best during the Fall of Rome?
The fact that we are simultaneously seeing the rise of socialism AND right-wing extremism amongst young cohorts should surprise absolutely nobody Fringe forms of government, fringe styles of relationships, fringe types of money… All downstream of the simple fact that they want…
Can anyone think of a policy made in the last decade that didn’t have the effect of extending Boomer dominance while fucking over our young folks? Can’t think of a single one that went the other way
Can anyone think of a policy made in the last decade that didn’t have the effect of extending Boomer dominance while fucking over our young folks? Can’t think of a single one that went the other way
BOOMERS WIN AGAIN
🚨 TRUMP: THINKING ABOUT NO TAX ON CAPITAL GAINS, HOUSES
Might be time to slap on the shorts Ideally wait til after FOMC but shouldn't make a huge dif in the grand scheme of things
Trimmed a ton of longs today Not adding to shorts yet but am definitely net-short at this pt