Ivan the K ™☑️

I’ll be at some undisclosed locations in the European Union over the next week.

Please don’t break anything while I’m gone.

✈️ 👋

I noted that, as well.

I think it's bluster. Wants to sound like a tough guy.

T-Bills earned like 15% back then.

The fate of Ophelia in "Trading Places" was very nice.

As time passes, the cringey nature of the Tesla Cybertruck fades, and it just becomes another vehicle.

LOL. I'm kidding. That thing screams "DORK" just as much today as it did the day it was first produced.

CBS NEWS TO EXPAND ITS WEEKLY NEWS MAGAZINE

It's bluster.

NARRATOR: He's bluffing because he thinks it looks tough.

*DIMON: JPMORGAN SPENDS $2B A YEAR ON ARTIFICIAL INTELLIGENCE

I think that's just the FA's in Florida.

Many pundits look at chatter about pent up risks in the market as bullish. I view them as accelerants when the downside comes.

If you're an NFL player who wants to avoid injury, you might consider paying me not to put you on my roster.

*NY FED: HOUSEHOLDS' OUTLOOK FOR LABOR MARKET DETERIORATES

*NY FED: SEPTEMBER ONE-YEAR AHEAD EXPECTED INFLATION 3.4% VS. AUGUST’S 3.2%

**Stagflation Expectations Rise**

Whole lotta talkin' goin' on.

1. France leadership
2. United States shutdown
3. Israel-Hamas

You get paid $150 million.

For the record:

⚠️ PSA ⚠️

Go buy your Halloween candy before the good stuff is gone. When you get home, remove the candy you want to keep for yourself, leaving the rest (including any candy corn) for trick-or-treaters.

That's neither here nor there.

Smh.

So it's unappealing?

And to kneel when not jumping.

It would stigmatize many of those who avail themselves of the relief.

DOA

"We run the casino."

—Actual quote just now on CNBC from the CEO of ICE, the parent company of the NYSE.

US gold futures hit $4000/Oz for the first time.

Venezuela is Trump’s useful enemy Despite the president’s claims, the South American country is nowhere close to being the US’s biggest drug supplier

"None — repeat none — of America’s fentanyl has been found to originate from Venezuela. Yet Trump and Pete Hegseth, his compulsively strutting “secretary of war”, insist that the country is fuelling America’s opioid epidemic." Me on Trump's wag the dog script. www.ft.com/content/5b3e...

A fun feature about planned massive capital expenditures is that plans can change before the money is spent.

*still WANT

"Well, that's the perverse thing. All of this frenzied investment in AI is driven by people who seem unaware that much of the eco-system will be quickly commoditized, whether it's large language models, hyperscaler services or the underlying hardware, like CPUs and GPUs."

👋