
Dov Friedman
@DovSFriedman
AML-CFT pro. Former Treasury. Amateur taco tour coordinator. Bear with me while I unlearn the Hatch Act.
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Mainstream D self-righteousness on Middle East policy is dead. They failed. It would be hard to fail worse.
What did you accomplish in your two decades, other than coddling and enabling a country that now does this?
What did you accomplish in your two decades, other than coddling and enabling a country that now does this?
I worked on Arab-Israeli peacemaking for better part of 20 years under R and D Administrations. And these guys - and this SecState - is giving up after three months. Hello?
This became a near catechism of U.S. policy on Syria and look how that turned out.
This interview is an exceptional time capsule of liberal Jewish Zionism fixated on post-67 and Oslo. That Israel does not exist anymore. It's a fossil, like Schumer himself.
“My job is to keep the left pro-Israel.” - Schumer to Bret Stephens. Is that really his job? nytimes.com/2025/03/18/opi…
Faiz Lobisi!
Just in time for a calm macro environment to encourage capital to put risk on! Perfect!
The historic peak in U.S. apartment completions is now in the rearview mirror. Completions reached ~150k units in each of the last 3 quarters of 2024, but then dropped to 113k units in Q1'25. Still a lot, but down substantially. And given the massive plunge in new starts that…

Which is extremely bad.
If Powell is fired and courts uphold the firing, it would imply any successor could also be terminated if the president disagreed with his monetary policy. In that world, it matters less if the individual is "hawkish" or "dovish': POTUS effectively sets policy.
The thing you have to understand, which no one will say, is that Chuck Schumer is an anti-Palestinian racist.
This.
Beyond everything else it is really funny and bizarre that Kevin Warsh, one of the most instinctively and consistently hawkish Fed policymakers in modern history, is the top pick for a president whose main complaint about Powell is that he isn't cutting rates.
We are all in the debt of this unnervingly small group of people organizing the fight against a tyrannical regime.
So many of you people fell for this creep, despite the fact that he never disguised who he was. I’ve gotten a lot of calls wrong, but this one was easy.

What happened to you, man.
Turn out that boys crying wolf are also not above victory laps when it comes
"Ah, so the wolf turned out to be a wolf, well, well well...now you will be wanting some credit I suppose"
🤣🤣🤣
Wall Street copium about to get mugged by reality.
Trade coming to a halt right in front of your eyes.

Exactly how those of us who pray to the same God feel.
I am disgusted to attend a university with people who act like this. there are no words.
It's actually perfect. No notes.
I still cannot believe they chose to publish this.🤦

Bessent is bumbling, dulled, grasping facsimile of Mnuchin.
I've been critical of Bessent but I think he walks before they actively fire Powell. He knows the stakes. "Guarantor" is too strong, but he is on the right side of this. The bigger risk is that they hire some complete joker in 2026...

Of course Dems stand with non-citizen pro-Hamas radicals. Choosing the 20 of another 80/20 issue. Smdh.
I am an occasional listener to Dwarkesh's pod, but part of his access is tied to his sympathetic validation for a lot of Silicon Valley's core ideas/interests. He's a product of it. It's certainly not his interview style, which is choppy/laundry listy, rather than conversational.
How does a 24-year-old podcaster end up interviewing the likes of Mark Zuckerberg and Satya Nadella? On “Money Talks”, @Birdyword speaks to @dwarkesh_sp econ.st/4jifxI3
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