@wallst@wallstWeekly Thread Monday - Geopolitical focus
There are decades where nothing happens, and weeks when decades happen. Welcome to this week. Some top of mind things to watch out for - US annexation of Greenland, and any potential blowback from EU. Can be huge - Scott Bessant is now doing a media tour justifying the move
@wallst@wallstMake one 2026 prediction
Make a concrete testable prediction for 2026. It should be markets related. Let's revisit end of the year. Go!
@wallstThe 2026 Inflection Point: Playbook for a Multipolar World
We’ve officially moved past the shocks of 2025, but as we settle into 2026, it’s becoming clear that the old investment playbooks are being actively torn apart. Minnesota, Venezuela, Greenland, Cuba, Iran ... the list goes on for "controlled disorder". The "Trump Factor" h
@wallst@wallstGigawatts, not Clicks: The upcoming decade
If you look at the last 15 years, the winning trade was almost always pure software. Scalability was cheap, distribution was instant, and "Software is eating the world" mantra was all you really needed. You could ignore the physical world and still win. AI has changed that gam
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