Henry, great to have your voice back in the mix of things! I hope you're right, but so far, the rollout of tariffs has been so haphazard that it suggests two things: 1) there is no actual plan (no 4D chess) and Trump is winging things and 2) unlike the first Trump Administration, there's no strong voices of reason that can push him off of his very worst impulses. He seemed surprised that his much higher than expected and poorly conceived tariff structure was causing the bond markets to go to chaos, which again suggests that no one on his team gamed out the possible consequences of his actions.
@Henry Blodget you turned off comments in your other post. but sexual harassment isn’t tongue in cheek. trying to explore AI as a phenomenon is outdated you’re going to get a summary of a bunch of slop and occasional hallucinations. very weird to hit on your AI employee. maybe get therapy dude>?
Paul Krugman says the Trump economic team members are “not serious people.” When we pretend otherwise, the joke is on us. My best guess is that Trump won’t back down but will continue to dilute his threats with delays and exemptions. The only thing he’s serious about is chaos and folly.
Henry, great to have your voice back in the mix of things! I hope you're right, but so far, the rollout of tariffs has been so haphazard that it suggests two things: 1) there is no actual plan (no 4D chess) and Trump is winging things and 2) unlike the first Trump Administration, there's no strong voices of reason that can push him off of his very worst impulses. He seemed surprised that his much higher than expected and poorly conceived tariff structure was causing the bond markets to go to chaos, which again suggests that no one on his team gamed out the possible consequences of his actions.
Thanks, Jason! Wish I disagreed!
@Henry Blodget you turned off comments in your other post. but sexual harassment isn’t tongue in cheek. trying to explore AI as a phenomenon is outdated you’re going to get a summary of a bunch of slop and occasional hallucinations. very weird to hit on your AI employee. maybe get therapy dude>?
Paul Krugman says the Trump economic team members are “not serious people.” When we pretend otherwise, the joke is on us. My best guess is that Trump won’t back down but will continue to dilute his threats with delays and exemptions. The only thing he’s serious about is chaos and folly.
Henry I saw you turned off comments on your new post lol. are you afraid of having a discussion with your audience?
Hello Henry,
I hope this communique finds you in a moment of stillness. Have huge respect for your work.
We’ve just opened the first door of something we’ve been quietly crafting for years—
A work not meant for markets, but for reflection and memory.
Not designed to perform, but to endure.
It’s called The Silent Treasury.
A place where judgment is kept like firewood: dry, sacred, and meant for long winters.
Where trust, patience, and self-stewardship are treated as capital—more rare, perhaps, than liquidity itself.
This first piece speaks to a quiet truth we’ve long sat with:
Why many modern PE, VC, Hedge, Alt funds, SPAC, and rollups fracture before they truly root.
And what it means to build something meant to be left, not merely exited.
It’s not short. Or viral. But it’s built to last.
And if it speaks to something you’ve always known but rarely seen expressed,
then perhaps this work belongs in your world.
The publication link is enclosed, should you wish to open it.
https://helloin.substack.com/p/built-to-be-left?r=5i8pez
Warmly,
The Silent Treasury
A vault where wisdom echoes in stillness, and eternity breathes.