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      <title>Pedro Sánchez Lost Control at Ceuta and Blamed Everyone Else</title>
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      <pubDate>Thu, 03 Sep 2026 00:00:00 +0000</pubDate>
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      <description>&lt;p&gt;My priors first, because they matter for what comes after. I think immigration built the Spain that tourists queue up to photograph, and I think the loudest voices on this subject are usually arguing about something else entirely. When Ted Cruz said the socialist prime minister of Spain was handing amnesty to millions of military-age African men, my instinct was to argue with Cruz, not with Sánchez.&lt;/p&gt;&#xA;&lt;p&gt;Then came the last two days of July.&lt;/p&gt;</description>
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      <title>Micron $MU and SanDisk $SNDK Sold Off on a Weibo Post: Why I Think the Market Priced the Wrong Thing</title>
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      <pubDate>Tue, 25 Aug 2026 00:00:00 +0000</pubDate>
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      <description>&lt;p&gt;Start by discounting me. I own memory. Some of it through leveraged wrappers, which means Monday cost me roughly double what it cost a sane person. So I have every reason to talk myself into thinking the sellers were idiots, and you should read the next few paragraphs with that in mind.&lt;/p&gt;&#xA;&lt;p&gt;Read them anyway, because I don&amp;rsquo;t think the sellers were idiots. I think they were selling a different market than the one that exists.&lt;/p&gt;</description>
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