Faka 🇧🇷🇧🇷🇮🇱🇺🇸🇱🇧 engagement report

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• Aug 28, 202670x their median

  Durante mi militancia en el marxismo asistí a muchísimas charlas. Y con el tiempo empecé a notar un patrón muy interesante: Podíamos pasar diez horas hablando de cómo tomar el poder. Diez horas hablando de revolución, de estrategia, de organización, de activismo, de cómo derrotar al enemigo de clase, de cómo transformar las relaciones de poder. Pero había una pregunta que nunca aparecía: ¿Y después qué? Es decir: ¿Cómo vamos a crear riqueza? ¿Cómo vamos a organizar los incentivos? ¿Cómo vamos a asignar recursos escasos? Silencio. Y fue ahí cuando lo entendí. El marxismo tiene una obsesión patológica con conquistar el poder y una pobreza extraordinaria de respuestas sobre cómo utilizarlo para construir una sociedad funcional. La revolución está perfectamente descrita. La sociedad posterior, en absoluta oscuridad. Porque decir que algún día llegará una sociedad sin explotación, sin clases y sin contradicciones es muy fácil. Lo difícil es explicar cómo llegas hasta ahí sin destruir en el camino los mecanismos que permiten a una sociedad producir y prosperar. Y cuanto más preguntaba, más evidente se volvía. El marxista podía explicarte durante horas quién tenía la culpa. Pero cuando preguntabas cómo funcionaría concretamente esa nueva sociedad, las respuestas se hacían más oscuras. Y quizá por eso, cuando intentaba ahondar en estos temas, la conversación siempre volvía al mismo lugar: cómo tomar el poder. No pasaban de eso. Por eso hoy, cuando escucho a alguien hablar durante horas sobre la explotación, destruir el sistema y construir una sociedad nueva, mi primera pregunta es: ¿Cómo vas a hacerla funcionar? Nunca verás a un marxista responderte esto porque literalmente no puede, no sabe. Entonces deduce que, al igual que como con cualquier otra estafa piramidal, cuando hagas preguntas directas y concretas al marxismo, este intentará evitar en todo momento darte respuestas claras. Nunca lo olvides.

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• Aug 25, 20265.6x their median

  The natural state of a free market economy is deflation. Technology makes production cheaper every year. Your 2026 iPhone costs less in real labor-hours than a 1995 Nokia cost. Hard drives, food processing, logistics: all get cheaper when producers compete and innovate without interference. This matters because it reframes every inflation conversation you've ever had. The Federal Reserve doesn't just inflate prices from zero. It inflates them on top of a natural deflationary baseline. If technology would have dropped your cost of living 3% annually, and the CPI shows 4% inflation, your real purchasing power destruction runs closer to 7%. The CPI itself is a bureaucratic construction built on hedonic adjustments, substitution assumptions, and owner's equivalent rent rather than actual housing costs. These methodological choices consistently produce lower numbers. Sound money advocates since Murray Rothbard have pointed this out for decades. You feel this in your wallet. Grocery bills, rent, insurance, college tuition: the prices you actually pay have outpaced official CPI figures for twenty years running. The government measures inflation with a rubber ruler and then congratulates itself for keeping it low.

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• Aug 22, 20263.1x their median

  “I mean if private credit can’t rally on QE5 then what is the world coming to.” - Michael Hartnett zeigeist quote

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• Aug 31, 20263.0x their median

  No AI on earth solves the socialist calculation problem. Not GPT-5, not some hypothetical quantum supercomputer in 2035, not whatever Beijing is building right now. The problem was never about processing speed, and anyone selling you that story is either confused or selling something. Mises already made the core argument in 1920. Prices in a market don't just report information, they generate it. When you buy copper instead of aluminum for your factory, you're not consulting a database. You're responding to a signal that itself emerged from millions of other decisions, each made by someone with local knowledge no central body will ever possess. A bureaucrat in Washington or Brussels cannot replicate that signal by feeding GDP data into a model. The signal only exists because private actors own the resources and bid against each other. Strip out private ownership and genuine competition, and the price system stops working. You don't get bad prices. You get no prices. Now add AI. The central planner's fantasy becomes: feed the machine enough data, let it optimize production coefficients, and watch the economy run like a Swiss watch. This reasoning confuses a snapshot with a process. Markets don't produce a static dataset waiting to be crunched. They produce a continuous, real-time discovery process driven by human expectation, error, and correction. Venezuela had GDP figures. The Soviet Union had Gosplan feeding numbers into mainframes by the 1960s. Cuba has modern software. None of them produced a functioning price signal, because the underlying ownership structure that generates genuine prices was absent. On top of that sits the issue of tacit knowledge. Friedrich Hayek spelled this out in 1945 in "The Use of Knowledge in Society." The welder in Youngstown, Ohio knows his local supplier is slow in February. The corner shopkeeper in Lagos knows her customers buy on credit at month-end. That knowledge never enters any database, because people act on it without articulating it, often without consciously knowing it themselves. No training dataset captures what was never recorded. No model predicts what an entrepreneur hasn't imagined yet. Giving a central planner AI is like giving a blind man a faster pair of legs.

  512139432229K viewsView on X
• Aug 26, 20262.4x their median

  When central banks set interest rates at zero, they transfer wealth from savers to debtors. Full, deliberate, systematic transfer. You worked, you saved, you deferred consumption, and the Federal Reserve then decided your discipline should subsidize someone else's leverage. Consider what a savings account earned between 2009 and 2015: functionally nothing. Chase and Wells Fargo offered 0.01% annually on standard deposits. Inflation ran at roughly 1.5 to 2% per year during that stretch. So your purchasing power shrank every single month you "played it safe." The reckless borrower who bought a fifth rental property in Phoenix with cheap debt saw his asset values climb. You, the careful one, got quietly robbed. Central banks manufacture artificially low rates to encourage borrowing and spending, because mainstream economists treat consumption as the engine of growth. Sound money advocates have explained for decades why this inverts reality: production precedes consumption, and capital accumulation requires genuine saving, not fabricated credit. The retiree on a fixed income who depended on CD returns in 2012 did not have the luxury of rotating into speculative assets. She needed yield. She got approximately nothing. Meanwhile, hedge funds borrowed cheap dollars and bought everything that moves. By suppressing the interest rate, the Fed destroyed the market's most important price signal. Capital flooded into misallocated ventures. Zombie companies stayed alive through cheap refinancing rather than dying as they should. The Fed deferred the economy's reckoning while picking your pocket to do it.

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• Aug 21, 20262.2x their median

  Something seems to have just hit the tape. Treasury yields are spiking hard, especially the front end. The 2Y just ripped higher in a matter of a hour. This is not a normal drift, the market is suddenly repricing the rate path. Watching closely for the headline/catalyst behind it.

  446562912112K viewsView on X
• Aug 27, 20262.1x their median

  Hyperscaler depreciation expense is set to jump to over $500 billion by 2030, equal to the expected operating profits of all five companies in 2026. But don’t worry, EBITDA margins are going to soar, so the ratio of depreciation to EBITDA will barely rise 😉 https://t.co/ZWl94UjqSR

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• Aug 23, 20261.6x their median

  I’ve never seen El-Erian this concerned. People misinterpret the bond market right now. They think yields trade solely on inflation. Yields are rising on the debt and our ability to service it plus inflation. Good read. Link below: https://t.co/65XKIOzPdN

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• Aug 31, 20261.6x their median

  Poucas pessoas que conheço explicam com tanta clareza o sistema monetário atual quanto @JeffSnider_EDU da https://t.co/vpFJXKNyWE. Recomendo a vcs que o sigam, tanto aqui no X quanto no Youtube. Ele faz um ótimo trabalho desmontando falácias e equívocos comuns a respeito do funcionamento do atual sistema monetário baseado em dívida.

  3194815211K viewsView on X
• Sep 1, 2026

  No. The US won't "inflate its way" out of the debt. Yes, inflation can reduce the real value of existing fixed-rate debt. Suppose investors bought Treasuries expecting 3% inflation, but inflation runs at 5%. That inflation surprise hurts bondholders & helps the government. But you cannot surprise the bond market forever. Once investors expect 5% inflation, they won’t keep lending to the US at yields priced for 3% inflation. They’ll demand something closer to to 5% inflation This includes: - a real return - a term premium Meaning materially higher yields. And the US constantly has to refinance. Roughly one-third of marketable Treasury debt matures within ONE YEAR, while the average maturity is only about six years. So inflation erodes the real value of yesterday’s cheap debt… …but tomorrow’s debt gets refinanced at higher nominal rates. That’s why the real question isn’t: “Can inflation halve the value of the debt?” It’s: Can nominal GDP grow faster than the government’s effective interest cost while the primary deficit comes down? If nominal GDP grows at 6% and the effective interest cost stays near 4%, debt/GDP can fall. If borrowing costs rise toward 6–7% while large deficits continue, inflation solves very little. So yes, you can inflate away part of the EXISTING debt. What you cannot easily inflate away is a persistent fiscal deficit. Unless you can stop bond yields from fully adjusting. And that’s where financial repression comes in...

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