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James Curwood

@phoenixsoap

Musican, Producer, Nerd, Macro Investor

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31.12.2023
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Latest posts by James Curwood @phoenixsoap

Preview
donald trump and vladimir putin shaking hands in front of an american flag ALT: donald trump and vladimir putin shaking hands in front of an american flag
08.03.2026 11:54 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

The deficit always goes up under Republicans. This has been the case for the last 50 years. Spending money to hurt people costs more than spending money to help people

06.03.2026 13:09 πŸ‘ 0 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Big companies may be have the resources to best use AI, this is true. But small teams have been really effective for making software for a long time, and the more powerful the AI, the leveler the playing field. So yes, mega caps are better positioned, but they have exponentially more competition

26.02.2026 02:09 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Why would anyone make a deal with Trump. He will not keep his end

21.02.2026 23:31 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Time for Europe to grow a pair and tariff services

21.02.2026 23:29 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

I think instead what's going on is that they are doing massive spend campaigns because they don't want to lose market share of future profits. I remember a toy coming out as a kid, and it was so popular we had to drive to several toy stores to find one to buy, and it wasn't cheap. THAT is demand

14.02.2026 15:38 πŸ‘ 0 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

OpenAI's users have remained about the same since July. And I just don't see the hardware limitation, or I wouldn't have several companies offering me free subscriptions etc. They literally give it away. And only 5% of these users pay. So they are competing to give away the service.

14.02.2026 15:36 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Where is all of this demand coming from? OpenAI’s active users have gone down a little recently. I have something like 25 free models I can choose from. Yeah AI has a bright future but the technology is still pretty immature. I have yet to see a good customer service bot for example

14.02.2026 12:23 πŸ‘ 0 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

I get people’s hatred of bitcoin right now but trump didn’t invent it. He bastardized it along with wall st. Scams abound etc. but fiat currency, particularly USD, is also a scam and the con is running out. Eventually it will behave like FX

30.01.2026 12:30 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

β€œThe economy” is only for the very wealthy. Economists praise it while regular people struggle to put food on the table

30.01.2026 11:35 πŸ‘ 12 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

Not surprising. Their algorithm has sucked for years now. It’s just politics and ads

29.01.2026 12:04 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Not surprising with citizens being killed in the streets, threats against a NATO ally, and rampant spending/debt.

25.01.2026 14:21 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

I started seeing higher prices on Amazon back in August

21.01.2026 11:45 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Two words: Fiduciary Duty. Not treating employees and customers as stakeholders has eroded the country causing horrible politicians to rise to power

20.01.2026 12:16 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

My best guess is he wants to dissolve NATO. Next best: the Epstein files that the SDNY will release soon are really, really bad

20.01.2026 11:36 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

I’d rather invest where it feels like there are adults in the room

20.01.2026 03:37 πŸ‘ 12 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

They can and should tariff services. That will cause real pushback from our own side.

19.01.2026 04:26 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Preview
darth vader says " i am altering the deal pray i don t alter it any further " ALT: darth vader says " i am altering the deal pray i don t alter it any further "
19.01.2026 04:17 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

What a crappy problem to have

17.01.2026 10:20 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

The idea that markets are efficient and that everything is priced in is a relic from before ETF’s snd algo trading. And it ignores the herd mentality that we all are subject to

15.01.2026 11:03 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

If ICE raids are so great for the cost of living, getting jobs, cheaper housing etc, then why are blue states being punished with it? Wouldn't Trump want to do them in red states so that they can "benefit" from them?

13.01.2026 08:57 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

This is what he does. When he accuses or brags it is usually foreshadowing or masking his own actions. β€œI didn’t steal the cookie, YOU stole the cookie!!”

12.01.2026 13:41 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

If the world wanted to dethrone the US and wreak havoc on the USD, trump seems to have given a really strong opening to do that and I wouldn’t be surprised if they started to poke the bear here

12.01.2026 13:39 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Yeah it would help but trump already poured gasoline on the fire. Data looks β€œok” but consumers are on the edge. I think we will start to see this reflected in the numbers starting around march

11.01.2026 23:37 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

While I'm pro-affordability, this strikes me as reckless because this does not restrict accounts being closed or credit lines being cut. After all, the companies priced their risk based on these interest rates. I'm guessing many people stop being able to get credit at all

10.01.2026 03:36 πŸ‘ 4 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
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Minneapolis schools cancel classes after Border Patrol clash disrupts dismissal at Roosevelt Minneapolis schools closed for the week citing safety concerns after an encounter involving armed Border Patrol agents near Roosevelt High School.

This story is rough

08.01.2026 16:44 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Oh look 2019 is another really bad year. I wonder who was wrapping up their presidency that year

07.01.2026 21:08 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Disgusting

07.01.2026 20:23 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Resilient consumer = levered consumer

07.01.2026 13:04 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Preview
Cops Forced to Explain Why AI Generated Police Report Claimed Officer Transformed Into Frog AI-powered software Draft One automatically generates police reports from body camera footage. It thought an officer turned into a frog.

We thought you was a toad

06.01.2026 00:20 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0