Yeah, that pretty much sums up the bullish case for America.
American urban and transit policies are third-rate before most other developed countries, but culturally there's just no fucking comparison and victory goes to the country that's least maladjusted to the realities* of modernity.
*women, queer people, and immigrants are people
*women, queer people, and immigrants are people
February 8, 2026 at 7:25 PM
Yeah, that pretty much sums up the bullish case for America.
TAPPER: Gas prices are high because the strait is closed. A month ago you said you were 'bullish that there's gonna be a heck of a lot of traffic moving through every day.' That is not the case
HASSETT: There is traffic moving
TAPPER: It's not 'a heck of a lot,' though
HASSETT: There is traffic moving
TAPPER: It's not 'a heck of a lot,' though
August 9, 2026 at 1:28 PM
TAPPER: Gas prices are high because the strait is closed. A month ago you said you were 'bullish that there's gonna be a heck of a lot of traffic moving through every day.' That is not the case
HASSETT: There is traffic moving
TAPPER: It's not 'a heck of a lot,' though
HASSETT: There is traffic moving
TAPPER: It's not 'a heck of a lot,' though
So like what is the bullish case for OpenAI or Anthropic if the basically free open source version of what they can make keeps getting better and better? Is it possible they still have some kind of edge that people pay for?
August 27, 2026 at 10:55 PM
So like what is the bullish case for OpenAI or Anthropic if the basically free open source version of what they can make keeps getting better and better? Is it possible they still have some kind of edge that people pay for?
The case against bedwetting—or why Harris may be in a stronger position than it seems.
The Case Against Bedwetting
I'm a bit more bullish on Kamala Harris's chances of winning than polls and models suggest I should be. Here's why.
www.offmessage.net
October 9, 2024 at 4:14 PM
The case against bedwetting—or why Harris may be in a stronger position than it seems.
me: [lying in my lightless 9'x9'x9' cube and getting a letter from my mom after three years because amnesty international somehow won a court case about our right to receive mail] goddammit, there's just updates about my kid in here, i don't have any idea if the market is bullish!!!
May 9, 2025 at 8:24 PM
me: [lying in my lightless 9'x9'x9' cube and getting a letter from my mom after three years because amnesty international somehow won a court case about our right to receive mail] goddammit, there's just updates about my kid in here, i don't have any idea if the market is bullish!!!
this is the main use case of crypto so should be bullish
IRAN MOVED $3.84 BILLION THROUGH COINEX TO CIRCUMVENT U.S. SANCTIONS: WSJ Iran allegedly routed about $3.84 billion through CoinEx to facilitate international transactions and mitigate the impact of U.S. sanctions, according to a report by the The Wall Street Journal.
June 25, 2026 at 2:08 AM
this is the main use case of crypto so should be bullish
🐂 BULLISH: Bitwise Europe recent report predicts in 2030, #Solana ‘s price will go to $2,318.90 in a bear case and $6,636.88 in a bull case.
February 23, 2025 at 7:39 PM
🐂 BULLISH: Bitwise Europe recent report predicts in 2030, #Solana ‘s price will go to $2,318.90 in a bear case and $6,636.88 in a bull case.
one of the ADAs i talked to in another borough in NYC who originally was very bullish on a trump conviction but said jail time would depend on behavior & demeanor before/during/after trial text me today saying they've never seen a stronger case for jail time for a class E felony
June 7, 2024 at 2:30 AM
one of the ADAs i talked to in another borough in NYC who originally was very bullish on a trump conviction but said jail time would depend on behavior & demeanor before/during/after trial text me today saying they've never seen a stronger case for jail time for a class E felony
The news cycle to close the week has been a damning federal case against Donald Trump, a bullish jobs report, and a dock worker strike resolved in three days with a White House win, but sure, the fucking hurricane is probably all her fault
October 4, 2024 at 6:36 PM
The news cycle to close the week has been a damning federal case against Donald Trump, a bullish jobs report, and a dock worker strike resolved in three days with a White House win, but sure, the fucking hurricane is probably all her fault
stern wrote a piece a year ago saying it was a dud case but then did a mea culpa a few weeks ago. i caught some of his podcast where he interviewed one of their reporters - stahl- who was always bullish on the case and asked what he saw in the case.
"i found people to talk to who knew this law"
"i found people to talk to who knew this law"
May 31, 2024 at 1:27 PM
stern wrote a piece a year ago saying it was a dud case but then did a mea culpa a few weeks ago. i caught some of his podcast where he interviewed one of their reporters - stahl- who was always bullish on the case and asked what he saw in the case.
"i found people to talk to who knew this law"
"i found people to talk to who knew this law"
Also with the East-West Pipeline down and Chinese demand seemingly coming back into the market, I am not sure that Brent is gonna stay around 105. Not hard to make the bullish case (but honestly who the hell knows?)
September 17, 2026 at 3:50 AM
Also with the East-West Pipeline down and Chinese demand seemingly coming back into the market, I am not sure that Brent is gonna stay around 105. Not hard to make the bullish case (but honestly who the hell knows?)
MELIUS: ".. When we turned bullish on the US airline setup in Oct, our thesis was a simple one: the airlines’ path forward to higher margins was through capacity constraint and higher fares. .. and now there is real risk that may not be the case.
$UAL $AAL $DAL
$UAL $AAL $DAL
March 12, 2025 at 3:00 PM
MELIUS: ".. When we turned bullish on the US airline setup in Oct, our thesis was a simple one: the airlines’ path forward to higher margins was through capacity constraint and higher fares. .. and now there is real risk that may not be the case.
$UAL $AAL $DAL
$UAL $AAL $DAL
Pains me to say this, but bullish for bitcoin. We've finally found a use case. Seems appropriate that its an insanely carbon-intensive payments system.
FT scoop - Iran will demand that shipping companies pay tolls in cryptocurrency for laden oil tankers passing through the Strait of Hormuz. One official says it could be equivalent to $1 per barrel of oil www.ft.com/content/02ae...
Iran demands fees for ships passing Hormuz during ceasefire
Oil exporter’s union says fees to be paid in cryptocurrency and vessels monitored for weapons
www.ft.com
April 8, 2026 at 12:09 PM
Pains me to say this, but bullish for bitcoin. We've finally found a use case. Seems appropriate that its an insanely carbon-intensive payments system.
The good news is, this is bullish for stocks because in the bad case the stock market wont matter
May 6, 2025 at 5:53 PM
The good news is, this is bullish for stocks because in the bad case the stock market wont matter
Speaking of which, here's Marc and one of his partners talking up the idea of having kids "pop a Zyn and work at the factory all day" in case you're wondering what he thinks of the common people.
March 18, 2026 at 4:40 PM
Speaking of which, here's Marc and one of his partners talking up the idea of having kids "pop a Zyn and work at the factory all day" in case you're wondering what he thinks of the common people.
Analysts estimate humanoid robots might be a $5–$50B market this decade. EVs? $1–$2T. Pivoting from EVs to robots is a huge step down.
Tesla as the Android/PC of EVs made sense. Losing to BYD and betting on home robots doesn’t. Only bullish case left is xAI builds AGI and Tesla buys it.
Good luck
Tesla as the Android/PC of EVs made sense. Losing to BYD and betting on home robots doesn’t. Only bullish case left is xAI builds AGI and Tesla buys it.
Good luck
September 2, 2025 at 12:16 AM
Analysts estimate humanoid robots might be a $5–$50B market this decade. EVs? $1–$2T. Pivoting from EVs to robots is a huge step down.
Tesla as the Android/PC of EVs made sense. Losing to BYD and betting on home robots doesn’t. Only bullish case left is xAI builds AGI and Tesla buys it.
Good luck
Tesla as the Android/PC of EVs made sense. Losing to BYD and betting on home robots doesn’t. Only bullish case left is xAI builds AGI and Tesla buys it.
Good luck
Investors have consistently and systematically been wrong in bullish directions under this administration by expecting TACO and ignoring the systematic effects of his erratic, cult-of-personality policy making. In this case, the long tail of disrupting oil and shipping for weeks is missing.
Investors still think its going to be a short war.
This is perfectly put on the consensus view. That Trump will TACO because of oil prices shooting up and not wanting to lose midterms.
This is perfectly put on the consensus view. That Trump will TACO because of oil prices shooting up and not wanting to lose midterms.
March 7, 2026 at 3:44 PM
Investors have consistently and systematically been wrong in bullish directions under this administration by expecting TACO and ignoring the systematic effects of his erratic, cult-of-personality policy making. In this case, the long tail of disrupting oil and shipping for weeks is missing.
Comment: Renewed AI leadership would support the bullish case heading into seasonably favorable Q4.
September 21, 2026 at 11:52 AM
Comment: Renewed AI leadership would support the bullish case heading into seasonably favorable Q4.
i am so fascinated right now about the bullish Harris case that competent qualitative news and trend critics can make.
October 10, 2024 at 3:55 PM
i am so fascinated right now about the bullish Harris case that competent qualitative news and trend critics can make.
Tbh the bullish case for Burnham is that his Chief of Staff is reportedly going to be Kate Green, an ex MP who actually managed policy areas in the Greater Manchester Authority, as opposed McSweeney whose accomplishments were all just factional score settling
June 21, 2026 at 1:55 PM
Tbh the bullish case for Burnham is that his Chief of Staff is reportedly going to be Kate Green, an ex MP who actually managed policy areas in the Greater Manchester Authority, as opposed McSweeney whose accomplishments were all just factional score settling
It’s funny, the (excellent) story actually makes a more bullish case for the Dems’ chances than this quote would suggest.
NEW: Graham Platner formally filed papers to withdraw from the Maine Senate race today. Now begins the mad dash to replace him.
"Is it a slam dunk? No. Is it a foul shot? No,” One Maine Democrat told me. “I think it’s two steps beyond the top of the key."
www.independent.co.uk/news/world/a...
"Is it a slam dunk? No. Is it a foul shot? No,” One Maine Democrat told me. “I think it’s two steps beyond the top of the key."
www.independent.co.uk/news/world/a...
Graham Platner officially drops out of Maine Senate challenge of Susan Collins
Democrats feel like they have a better shot now that Platner is out of the picture, Eric Garcia writes. But it’s far from a slam dunk
www.independent.co.uk
July 10, 2026 at 9:40 PM
It’s funny, the (excellent) story actually makes a more bullish case for the Dems’ chances than this quote would suggest.
Beshear has also been one of the best Dems at articulating the case against charter schools/vouchers. I'm not super bullish on Beshear 2028 but he'd be a great secretary of education
July 6, 2025 at 4:46 PM
Beshear has also been one of the best Dems at articulating the case against charter schools/vouchers. I'm not super bullish on Beshear 2028 but he'd be a great secretary of education
my siblings in Christ those are some bold assumptions
June 10, 2026 at 3:16 PM
my siblings in Christ those are some bold assumptions
Those who are bullish on Malik Willis can you please make the case? Bonus points for data/metrics.
February 25, 2026 at 2:29 PM
Those who are bullish on Malik Willis can you please make the case? Bonus points for data/metrics.