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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 · 16/04/2025
1K of foreign outflows shouldn't remotely worry someone with 30K of domestic income....
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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
High USD demand is a big part of what made us so rich & so priveleged. But they think we need to crush the Dollar, make ourselves poorer so we can rebuild something that isn't broken so we can become richer. It's so crazy.
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Cullen Roche @cullenroche.bsky.social · 08/04/2025
& there is no "unsustainable" trade deficit. We have $30T of domestic income, $250T of private sector assets. It's not "unsustainable" to send $1T abroad every year. That's like having $250K assets, $30K income & convincing yourself that paying your barber $1K a year puts you in financial distress.
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Cullen Roche @cullenroche.bsky.social · 08/04/2025
Being the reserve currency is a privilege that benefits the USA. It's a symbol that people want Dollars. The world is clamoring to do business with us. Saying it hurts us is like Apple complaining the demand for their stock is too high & that "hurts" them b/c they can't invest at lower prices.
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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 · 31/03/2025
Thanks Randy!! Hope you’re doing well.
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Cullen Roche @cullenroche.bsky.social · 28/03/2025
Thanks. Enchilada sounds amazing right now. I assume that's okay since it's a 19th century food?
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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
media.tenor.com
a man in a brown jacket is pointing in front of a sign that says that 's true
ALT: a man in a brown jacket is pointing in front of a sign that says that 's true
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Cullen Roche @cullenroche.bsky.social · 02/03/2025
It's a good question. The only legitimate reason is for insurance in case the fiat system were to collapse.
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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 · 02/03/2025
👍 A lot of us feel trapped there. We built communities for 15 years and then it got blown up. I hope this place grows and I'll try my best to be a positive part of that.
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Cullen Roche @cullenroche.bsky.social · 02/03/2025
My bad. So many people called me a Nazi for using X that I'm having trouble keeping track of who thinks I'm a Nazi and who doesn't. Fun times. 😁
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Cullen Roche @cullenroche.bsky.social · 02/03/2025
I appreciate this. Thanks.
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Cullen Roche @cullenroche.bsky.social · 02/03/2025
That's fair. At the same time I don't find myself wanting to engage here when I post benign questions and several users call me a Nazi supporter. It's a pretty poor indication of the experience here....
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Cullen Roche @cullenroche.bsky.social · 02/03/2025
This sort of petty, combative and negative mentality is exactly the sort of shit no one wants to deal with. If you want this place to be the better place then be better. I'd love to see this place succeed, but this ain't helping.
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Cullen Roche @cullenroche.bsky.social · 02/03/2025
Honestly, it was a petty and toxic conversation. I asked how it was here and you called me a Nazi supporter. If that's indicative of the mentality on Blueksy then that really sucks. 🤷‍♂️🤷‍♂️🤷‍♂️
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Maybe, but the responses to this thread aren't "better than that". I have never been called a grifter or Nazi supporter in my entire life. And this thread didn't make me want to use this site at all. That might be worth remembering as you try to grow this place & welcome people in.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
It's all good. Weird times. I'm not a Nazi supporter for the record. Just a guy who feels trapped on a site I invested a lot of time in before Elon came along....
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
I appreciate this. Thanks.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
I appreciate this sincere response. Thanks.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Not scared off. But not an encouraging set of responses here. Disappointing tbh. I want to like this place....
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
I'm not going to shame you for using Bsky, which uses Conservative owned AWS, because that would be overreactive/unfair and I'm sure you wouldn't want to engage with people who did that sort of thing! 😘
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
The community is larger and more entrenched from the pre-Elon days. Franky, it's a superior information tool because of that. People seem to think Twitter users support Elon. No. We just have a 15 year community built up. I'd love an alternative, but the responses to this post are kinda crazy!
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
I have two kids under 4. Nothing can hurt me at this point.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
This is the kind of warm welcome that definitely makes me want me to stick around!
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Well, I didn't vote for the guy. I don't think his economic policies are helping. And the response I've gotten here from an innocuous comment are...not great. ☹️
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Well, it's possible to belive he's a savvy negotiator and also belive he's economically incompetent. But yeah, if this place is just pure political hate then that's gonna annoy me. 😁
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
You shouldn't be rude to people just because they don't post here. I want to post here. I want to like it. But that's hard to do with interactions like this....
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Sorry, I try to be more nuanced than blanket generalizations. IMO good econ analysis has to be nuanced and probabilistic. Anyhow, I think you kinda made me hate here. Lol.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
It was a piece about inflation. And deflation doesn't occur in expansions. Anyhow. Sorry I bothered you. That wasn't my intent.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Give it a year. When Trump causes a deflationary recession you'll see that I was right. You might also feel weird about attacking someone you probably agree with about most things.... Take care.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
You guys. I asked a sincere question, hopeful to see some good discourse here and you jumped down my throat for no reason. Relax.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
The responses to my simple question are legit bonkers. 🤣
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
You are overreacting. The responses to this post are nuts. Ha.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
This sort of unwarranted accusatory response is why this place isn't gaining traction. See ya.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Geez. Asks for a temperature read. Gets attacked and accused of funding the Death Star....
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
A grift? These responses are making me think this place is as toxic as that place....sigh.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Well, I talk to myself a lot, but it's a lot more fun to talk to 100,000 people. 😁
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Yeah, I don't even read politics. I've literally muted every politically related word over there. I'm just using these sites for the finance/econ takes.
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
Not really. It's annoying to cross post, but I know I should make more effort!
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Cullen Roche @cullenroche.bsky.social · 28/02/2025
I don't think he's concerned with my $11 a month 🤣
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Cullen Roche @cullenroche.bsky.social · 24/01/2025
¯\_(ツ)_/¯
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Cullen Roche @cullenroche.bsky.social · 25/12/2024
media.tenor.com
two women are standing next to each other and one of them is saying totally awesome
ALT: two women are standing next to each other and one of them is saying totally awesome
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Cullen Roche @cullenroche.bsky.social · 17/12/2024
Thanks Ben!
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