Looks like decent/solid results for Talarico vs his benchmarks so far.
04.03.2026 01:16 β π 32 π 1 π¬ 4 π 0Looks like decent/solid results for Talarico vs his benchmarks so far.
04.03.2026 01:16 β π 32 π 1 π¬ 4 π 0I donβt think he enjoys the game the way Kornacki does, kind of disappointing.
04.03.2026 01:14 β π 0 π 0 π¬ 1 π 0I think pods paring back both longs (semis/memory) and shorts (software) given all this vol.
03.03.2026 21:03 β π 9 π 0 π¬ 2 π 0
$SNDK -8.7%
$MU -8.4%
$TEAM +6.2%
$WDAY +7.2%
Doesn't seem great.
Feels like some degrossing in semis/software.
03.03.2026 20:58 β π 19 π 0 π¬ 1 π 0Canβt decide if this counts as a constructive or concerning day of market price action. Still another hour to go I suppose.
03.03.2026 20:03 β π 31 π 0 π¬ 6 π 0SPX -0.25% YTD, lol
03.03.2026 19:23 β π 22 π 0 π¬ 1 π 0Geez, Talarico up to 90% β I know the nerds have been saying Dallas turnout is soft today, but thatβs a lot of confidence!
03.03.2026 19:04 β π 43 π 1 π¬ 12 π 5BREAKING: A federal judge on Tuesday ruled that New Yorkβs congestion pricing toll is legal and may continue, handing a major victory to the state in its defense of the first-in-the-nation traffic reduction plan, which the Trump administration had tried for more than a year to kill.
03.03.2026 17:21 β π 204 π 46 π¬ 2 π 12*KASHKARI: WOULD LOVE IT IF POWELL STAYS ON AS FED GOVERNOR
03.03.2026 17:17 β π 88 π 7 π¬ 2 π 7*APPLE HIKES MACBOOK AIR, MACBOOK PRO PRICES WITH NEW MODELS
03.03.2026 14:18 β π 35 π 5 π¬ 6 π 6Right, you can't run back "Barack Obama's popular VP."
03.03.2026 14:00 β π 5 π 0 π¬ 0 π 0Clyburn only had the opportunity to do that because the Bernie/Warren lane couldn't coalesce and Buttigieg/Bloomberg/Klobuchar supporters wanted to unify behind a moderate.
03.03.2026 13:54 β π 1 π 0 π¬ 0 π 0Yep, thatβs part of the story.
03.03.2026 13:44 β π 1 π 0 π¬ 0 π 0Meanwhile someone like Gavin is clearly trying to win the βClyburn primaryβ for 2028, but maybe the circumstances of 2020 were unique rather than a playbook to follow.
03.03.2026 13:44 β π 23 π 1 π¬ 3 π 0This is more food for thought than confident analysis, but itβs interesting how Cuomo and Crockett are/were stronger with Black and older voters while Mamdani and Talarico have bases that are younger, more multi-racial, more TikTok-ish.
03.03.2026 13:41 β π 23 π 0 π¬ 4 π 0Just as a forecasting exercise itβs going to be fascinating to see how prediction markets and the Hispanic vote turn out β someoneβs framework was very wrong, we just donβt know which one:
03.03.2026 13:26 β π 43 π 4 π¬ 4 π 1Oh, stocks are down 30% before that happens imo.
03.03.2026 13:16 β π 18 π 1 π¬ 0 π 0I think weβd see risk assets tank more than hikes meaningfully priced and thatβs how weβd tighten financial conditions.
03.03.2026 13:13 β π 17 π 1 π¬ 1 π 0I highlight him from time to time but Viresh is one of the better markets/econ follows on here, and particularly in this crisis has better insight than I do.
03.03.2026 13:12 β π 39 π 2 π¬ 0 π 0Yeah makes sense.
03.03.2026 13:10 β π 11 π 0 π¬ 1 π 0From an energy supply shock situation people will turn to Russia/Ukraine, but in February 2022 jobs and incomes and housing were still booming, the Fed was still at ZIRP, stimulus was still running through the economy. We donβt have any of that now.
03.03.2026 13:08 β π 236 π 47 π¬ 6 π 5
Just from a game theory perspective, I donβt see how this gets better before it gets worse.
$80 oil isnβt high enough to hit trumpβs pain threshold
Current dmg on Iran isnβt enough to hit theirs
Euro Stoxx now flat YTD:
03.03.2026 12:50 β π 26 π 4 π¬ 1 π 0Yep
03.03.2026 12:20 β π 1 π 0 π¬ 0 π 0Gasoline futures are up $0.55/gallon since Thursday morning:
03.03.2026 11:36 β π 68 π 23 π¬ 5 π 8Retail gasoline prices were up $0.11/gallon yesterday. Will probably make this a thread until it settles down:
03.03.2026 11:34 β π 79 π 13 π¬ 2 π 1SK Hynix and Samsung Electronics down 11-12% (Korea was closed yesterday for a holiday):
03.03.2026 07:57 β π 24 π 1 π¬ 3 π 0
Stereo MCβs - Connected
Jeff Buckley - Lover, You Shouldβve Come Over
Cranberries - Linger
Iβm watching any miniseries where you get all that in one episode.
6 troops
02.03.2026 21:29 β π 1 π 0 π¬ 0 π 0