Random Musings. Strong opinions, loosely held. Live and learn.
USA
Joined May 2021
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Alternative Asset Guy retweeted
The Trump FDA story is crazy
Big Tobacco donated $5,000,000 to Trump's super PAC
Two days later, Reynolds American's executives met with Trump at his Florida golf club to demand the FDA reverse its flavored vape ban
Trump then personally called RFK Jr. and his health secretary to complain about the ban
Then questioned the FDA commissioner directly for not moving fast enough
The FDA commissioner who said no resigned days later and so did RFK Jr.'s chief spokesperson, citing the vape policy as the reason
Then the ban was lifted within a week
The White House says it had nothing to do with the $5,000,000
Alternative Asset Guy retweeted
Having Mullin replace Noem is a little like hearing that Spirit Airlines will be pulling out of your local airport, getting excited that they will finally be replaced by a better airline, only to realize Frontier Airlines will be taking it over.
Alternative Asset Guy retweeted
Most people who grade the State of the Union knew what their grade was going to be even before they saw or heard the speech.
#SOTU2026
Alternative Asset Guy retweeted
Kash Patel in 2023: “I’m just saying [FBI Director] Chris Wray doesn’t need a government funded G5 jet to go to vacations. Maybe we ground that plane. $15,000 every time it takes off. Just a thought.”
Alternative Asset Guy retweeted
I will never understand why they think these "praise circle" kumbaya sessions are a good idea.
My guess is that @realDonaldTrump or @StephenMiller47 saw a video from another strongarm president somewhere and copied it.
Looks like something from elementary school.
Alternative Asset Guy retweeted
Just to remind people how the Fed sets rates:
The Fed Chair doesn't unilaterally decide on rates. The FOMC votes on it.
The FOMC has 12 people. The 7 Fed Board Governors and 5 Fed Bank Presidents.
Even after his Chair term ends, Jerome Powell will remain on the FOMC w/ a vote.
Alternative Asset Guy retweeted
Remove the morality and constitutionality issues for a moment.
Even on an ROI basis, the Trump immigration enforcement policies have been a miserable failure.
Inept leadership. #DOGE #DHS #ICE #Noem
Dollars spent per deportation, adjusted for inflation.
Important note: In the OBBBA, they got a 150% increase in the annual ICE funding. That big $$ increase will hit starting in 2026.
Shout out to @jmf_5 for the idea to measure this.
Alternative Asset Guy retweeted
MAGA wants a Charlie Kirk statue in the capital.
I say, only if it can be right next to the Alex Pretti statue.
How does that sound.
Alternative Asset Guy retweeted
Even if you take the conservative defense of each ICE killing, you’re left with “We haphazardly scaled up a poorly trained police force to storm into neighborhoods that voted against the president, where we antagonize the local population until someone resists arrest, and then we kill them,” which is morally horrendous on top of being an absurd way to do immigration policy.
Alternative Asset Guy retweeted
Greenland + Denmark: Hate Trump.
Greenland + Denmark: Get along nicely w/ Canada
Just saying, Canada, now is your chance to get back at Trump. Makes a ton of geographic sense, and would be poetic justice for the Orange Man.
Alternative Asset Guy retweeted
Retail investors’ slice of alternative capital is projected to balloon from $4T to $13.2T — a 330% jump as alts go mainstream.
source: Bluerock
Alternative Asset Guy retweeted
Which of these alternative assets are you most likely to make a new investment in in 2026?
0%VC / Angel
100%Real Estate (investment)
0%Private Debt
0%Art / Collectibles
2 votes • Final results Alternative Asset Guy retweeted
A must-read message from Colin and Sophie Hortman, Mark and Melissa's children, about the untruthful conspiracy video President Trump shared yesterday:
Alternative Asset Guy retweeted
Art was once seen as a passion purchase. Today, it is a recognized asset class with global sales over $65 billion annually.
Alternative Asset Guy retweeted
The S&P 500 is now trading at 3.3x sales, its highest valuation in history. $SPX
youtube.com/channel/UCRoWRnX…
Alternative Asset Guy retweeted
Would love to hear from @pipe on how they think investors should be looking at this.
Would also love to hear from @harryhur5t, as it sure seems he built a house of cards and then left in the middle of the night with his pockets full.
Respect that there may be 2 sides here.
