Every morning, I wake up to a weirder world. P. Diddy’s houses are raided, and he flees to the Carribean in his private jet. Nicole Shanahan beats out Jesse Ventura as RFK’s VP pick. And giant container ships are taking out massive, vital bridges.
All of which means, of course, that every single equity market is at new lifetime highs, because we are collectively insane.
As for Ms. Shanahan, as a resident of Silicon Valley, allow me to express what a curious choice this is. Members of the press are politely referring to her as a “38 year old political neophyte” and “entrepreneur” and “activist“. Errr, lemme level with you: she isn’t hailed in my little town for her entrepreneurial prowess, unless you consider bedding Elon Musk and Sergey Brin to be some kind of free market victory.
