Linda

a reminder that you deserve something kind, good, or healing today.

I hope you spend 10-15 minutes breathing, letting go and giving yourself room to grieve anything from this year.

may kindness meet you where you are 💚

I know some of these words

Productize it please — I've been looking for a decent personal-use CRM for a decade

2026 Outlook w/ Conor Sen (Ep.27)

Had the pleasure chatting with @conorsen.bsky.social about all the cross currents we’ve seen this year- and try to map out the main scenarios going forward. Enjoy!

Always a good time, appreciate it man!

open.spotify.com/episode/7LD5...

$ULTA ‘new’ (long term insider) CEO continues to set bar super low. But even top retail performers feel obligated to say ‘seeking value’, ‘cautious’ nonsense. $ULTA has run 6%+ comps for 6 straight months & up margin. Folks should ask her which retailer she’s talking about 😡

At The Money: Finding the Hidden Alpha in SEC filings - Bloomberg Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Was so much fun to geek out with my old friend @ritholtz.bsky.social on his @bloomberg.com podcast and talk about SEC filings. Listen here: www.bloomberg.com/news/audio/2...

P&G $PG CFO on innovation:

"What drove the innovation ramp up was an insight about 2 years ago that the industry at large had driven growth via a lot of price/mix, and exclusively via price/mix, for a period of time ... that growth trajectory was not going to hold"

(MS conf.)

Gotta have the spatulas. Need more spatulas

Anybody else instantly think of Jensen Huang when they see this photo lol bsky.app/profile/wsj....

Understanding AWS Graviton Playbook

read the full piece here: www.mbi-deepdives.com/aws-graviton/

Uber Eats: Imagine an $8 burrito

Me: That sounds so awesome

Uber Eats: Now imagine that it could be all yours for just $26

We promise, you’re not fighting about gifts Our holiday feelings are deeper than a price tag, so let’s get to the bottom of them.

Holiday stress hits money, time, and family all at once. No wonder we take it out on each other. This week, we go beneath the gift-wrapping.

New on The Joint Account.

www.readthejointaccount.com/p/youre-not-...

🎙️ IC #7 out now. We had the pleasure of speaking with David Helderman, Director of Investor Relations at WW International $WW

We talk about how investors should think about the new slimmed-down version going forward.

Find it in the usual place.

www.cedargroveresearch.com/p/ic-7-a-pho...

I'll chase this

An impressive public health breakthrough

Bitcoin testing local lows and silver breaking through all-time highs… probably nothing

These things are built like tanks!

Wish I could give you my 15-year-old Singer I never use any more that still works perfectly!

YouTube video by Market Misbehavior with David Keller, CMT Holiday Drift Ends: S&P 500 Pulls Back as December Begins | CHART THIS 12/1/25

The quiet Thanksgiving drift higher gave way to a Monday pullback. In today’s CHART THIS, I dig into why post-holiday weeks often bring the real signal.
New episode here: youtu.be/QQR4y54KPJ0

Alphabet and Nvidia alone make up a third of the S&P 500’s gains this year, in a sign of Big Tech’s dominance On the whole, Big Tech accounts for almost half of the index’s 2025 rise, according to DataTrek.

DataTrek's Nick Colas: "Overall, Big Tech stocks represent 49% of the S&P 500’s total 16.4% gain on the year." @marketwatch.com www.marketwatch.com/story/alphab...

what if instead of being anti-tech to a degree that isn’t winnable, those who have (sometimes very legitimate) concerns instead chose to empower themselves through technology instead of resisting it? could this be anything?

Squinting At Black Friday Sales

Headline Black Friday sales rose ~4%, but weakening e-commerce reads suggest a bit softer demand. With jobs flat and wages soft, the holiday season will test whether households can keep spending.

bobeunlimited.substack.com/p/squinting-...

For all the worries about the banking system after the SVB kerfuffle, you'd hardly notice it on any charts giving a longer-term perspective. The biggest issue banks face these days is there are few real economy borrowers at these rate levels so they instead are doing financial lending.

$bah Booz Allen and the business of defense - part 1

classic
scuttleblurb.com/bah1

substack
scuttleblurb.substack.com/p/bah1

Haha hello! This is the platform to be on!

Cute attack

If Canada doesn’t expand pipeline capacity to west coast, Canadian oil exporters will inevitably continue to grow dependence on reexport capacity out of the US Gulf Coast

I think it’s a bad idea to depend on another country to export your product to global markets

🤷🏻‍♂️ Unrelated:

When Canada deepens ties with China, it's not romance, it's risk management. If the U.S. keeps slapping tariffs and rewriting rules, partners diversify. Reliability is an economic asset; squander it, and trade flows and influence quietly move elsewhere.

Scary

Hey Spud 👋