I’m shocked more people in TradFi don’t kill themselves once they realize their career is a farce and they’ve been working for some guy in Jackson Hole and they have no deterministic abilities in their professional lives.

GM. Paris ,Texas is bigger than Paris, France.

Happy Independence Day. The Cole’s are celebrating freedom in the mountains.

I much prefer sweating the small stuff and not accepting reality.

After extreme patience, on April 21, 1836, Sam Houston strikes at Santa Anna. The Battle of San Jacinto was quick and decisive. In under 20 minutes the Texian army killed 600 Mexicans and captured another 700. Texians death were under 10. Santa Anna cowered after the defeat, disguising himself as a private before being noticed in the makeshift POW camp. He negotiated for his life, and against the wishes of many, Houston arranged for his return to Mexico. The war was effectively over and the Republic of Texas was founded.

On April 3rd, 1836, the most consequential naval battle between the Texians and Mexicans occurred in the Gulf of America. Texians had to date been ineffectual in stopping Mexican supply lines, and it was critical to stop them as Houston drew Santa Anna further east. The Texas ship “The Invincible” - was anything but - pummeled the Mexican “Montezuma” after The Invincible maneuvered to run the Montezuma ashore before unleashing hell on the ship. Later the same day, the Invincible intercepted and American ship supplying Mexicans with weapons. These weapons were critical once rerouted to Houston’s army.

March 27, 1863 - Goliad, Tx It’s been a somewhat quiet last couple of weeks for the revolution. Sam Houston is retreating, James Fannin got himself caught by General Urrea, and Urrea has been pleading with Santa Anna to spare the prisoners under Fannin lives. After marching to Goliad, Urrea is unsuccessful in convincing Santa Anna not to execute the prisoners. ~450 prisoners were shot under a ruse of forced labor under the direction Colonel Portilla of the Mexican army. While tragic for the Texians, the Goliad ordeal and how much time it took to resolve meant that Urrea (Mexico’s best general) would never join his force with Santa Anna’s. Between this moment and the Alamo, Sam Houston has the moral high ground in recruiting new troops to join the Texian cause, and the Mexicans lose their ability to recruit fresh troops from the local population. The Mexicans look like they’re “winning”, but in reality they are fucked. Divided in strength, and losing the hearts and minds of the population they want to rule.

I seriously suggest people stop Doordashing and Uber eating if you live in a reasonably safe area. Inviting the (in many cases) barely not homeless to case your neighborhood and house is a bad trade off.

GM. If you’ve been getting 10% raises (or returns) every year since 2020, you’re substantially poorer today than you used to be.

For the next few months I will refrain from Texas posting as I publicly shame these bitcoin dorks each week. The McCaffrey bros can’t be stopped. View quoted note →