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Cullen Roche

@cullenroche.bsky.social
3.2K followers 233 following 116 posts

Founder & CIO Discipline Funds 📊 | Author of Pragmatic Capitalism & Understanding the Modern Monetary System 📖| PM of DDV, DDX & DDXX 💰| Defined Duration Investing ⌛| Board at Cambria ETFs 💸

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Cullen Roche @cullenroche.bsky.social · 13/05/2025
I have a complex analysis of the last 2 months:
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Cullen Roche @cullenroche.bsky.social · 23/04/2025
I don't gamble. Is this good?
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Cullen Roche @cullenroche.bsky.social · 09/04/2025
This is such a good interview with @pkrugman.bsky.social It's sad to know that the USA has the greatest living international trade economist and no one stopped to ask him about this because of political brain rot. youtu.be/hu9q49gBwVU?...
youtu.be
Paul Krugman Details 'Damage Done' by Uncertainty over Tariffs
YouTube video by Bloomberg Podcasts
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Cullen Roche @cullenroche.bsky.social · 08/04/2025
It's so bonkers to see the richest economy in human history saying that they're the victim of a system they built, the system that made them the richest.
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Cullen Roche @cullenroche.bsky.social · 07/04/2025
Not that anyone here is confused about the most uncontroversial thing in macroeconomics, but I made a YouTube vid about tariffs if you're interested. Tariffs are Bad. youtu.be/M05hidniYDI
youtu.be
Tariffs are Bad.
YouTube video by Discipline Funds
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Cullen Roche @cullenroche.bsky.social · 07/04/2025
I wonder if we'll get the traditional First 100 Days accomplishments from the Prez. 🤡🤡🤡
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Cullen Roche @cullenroche.bsky.social · 28/03/2025
So. We're doing 17th century economics and 1st century territorial expansion.
media.tenor.com
a close up of a person wearing sunglasses with the words `` wait , what ? ''
ALT: a close up of a person wearing sunglasses with the words `` wait , what ? ''
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Cullen Roche @cullenroche.bsky.social · 02/03/2025
The global reserve currency issuer doesn't need strategic reserves. Full stop. And buying ADA, XRP and SOL is a complete misuse of taxpayer funds.
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Cullen Roche @cullenroche.bsky.social · 24/01/2025
¯\_(ツ)_/¯
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Cullen Roche @cullenroche.bsky.social · 06/12/2024
Everyone talks about these sentiment surveys as if there isn’t a third group of people that we literally call “independents” who might have the more objective view of things….
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Cullen Roche @cullenroche.bsky.social · 04/12/2024
The US stock market is now 63% of global market cap, up from 60.5% at the beginning of the year. The next biggest market is...Japan at 5.6%.
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Cullen Roche @cullenroche.bsky.social · 02/12/2024
I'm not a huge fan of annual forecasts, but this one is worth a listen.
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Cullen Roche @cullenroche.bsky.social · 01/12/2024
Nice comments by Paul. Trump is spreading a common fallacy where people assume $ reserve status is bestowed on the USA. In reality reserve status is earned. The USA is: - the largest economy ever - wealthiest econ ever - Most innovative econ ever As a result, there’s voracious demand for $.
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Cullen Roche @cullenroche.bsky.social · 28/11/2024
Happy Thanksgiving! Please remember to scope out the bathrooms at your in-laws house in case you need to escape for an hour to doom scroll.
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Cullen Roche @cullenroche.bsky.social · 27/11/2024
Liking this platform so far. Couple features that would crush Twitter:: 1) Edit button 2) Scheduled posts 3) Improved gif selection CC: @jay.bsky.team
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Cullen Roche @cullenroche.bsky.social · 27/11/2024
Remember to aim big and write down your goals for tomorrow.
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Cullen Roche @cullenroche.bsky.social · 26/11/2024
Tip for the next 4 years: Believe what he DOES, not what he SAYS.
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Cullen Roche @cullenroche.bsky.social · 26/11/2024
FYI: Skeet Deck is pretty slick. deck.blue
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Cullen Roche @cullenroche.bsky.social · 26/11/2024
Check my math: 1) Trump does 25% tariff 2) Taco prices go up 25% 3) Taco Bell makes 25% more money 4) Taco Bell hires 25% more workers 5) Taco Bell can make 25% more tacos 6) We all get 25% more tacos
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Cullen Roche @cullenroche.bsky.social · 25/11/2024
I finally finished my Thanksgiving dinner speech.
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Cullen Roche @cullenroche.bsky.social · 25/11/2024
New Tsy Sec Bessent promotes a 3-3-3 policy. That’s 3% deficit to GDP, 3% REAL GDP growth and 3 million barrels of daily oil output. Current deficit is 6.5% of GDP which implies almost $1 trillion of budget cuts. I suspect this would get us to NOMINAL 3% GDP growth (about 0% real).
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Cullen Roche @cullenroche.bsky.social · 25/11/2024
My mom’s WiFi password is 26 characters long so I’m gonna email her AOL account today and reminder her to start looking for it so she finds it by Thursday. 🤞🤞🤞
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Cullen Roche @cullenroche.bsky.social · 24/11/2024
Updated starter pack to help you get started with following finance & Econ people. Limited to 150 so sorry if I missed anyone. go.bsky.app/7wVAUgz
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Cullen Roche @cullenroche.bsky.social · 24/11/2024
Can you feel it?
media.tenor.com
a gif of a robot with the words make gifs at gifsoup.com at the bottom
ALT: a gif of a robot with the words make gifs at gifsoup.com at the bottom
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Cullen Roche @cullenroche.bsky.social · 24/11/2024
Richest country in human history? ✅ Govt can create money? ✅ Country is global reserve currency? ✅ Elon: “We’re bankrupt!”
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Cullen Roche @cullenroche.bsky.social · 24/11/2024
I made a Starter Pack. Check it out, like and retweet this and I’ll update it so we can find people easier! Thanks. go.bsky.app/7wVAUgz
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Cullen Roche @cullenroche.bsky.social · 23/11/2024
4 yr old: “Daddy, why is the sky blue?” Me: “Good Q honey. I don’t know the answer to most basic things like that.” 4 yr old: “Daddy, what are central bank reserves?” Me: “How many hours can you sit still?”
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Cullen Roche @cullenroche.bsky.social · 21/11/2024
Is this thing on?
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