Kevin Muir

Dolly Parton is a god damn National treasure.

Donald Trump said he had decided to slap 25 per cent tariffs on imports from the European Union, as he lashed out at the bloc, saying it “was formed to screw the United States”.

“We have made a decision and we’ll be announcing it very soon. It’ll be 25 per cent."

Wish I were one of Elon's kids so I'd never see him again

Howard Licknuts™️

The U.S. team can still win, if Mike Pence has the courage.

An amazing resignation letter to Bove from an AUSA who worked on the Adams case.

Money quote: “I expect you will eventually find someone who is enough of a fool, or enough of a coward, to file your motion. But it was never going to be me.”

YouTube video by TheStreet This is why Kevin O'Leary always wears two watches. ⌚

www.youtube.com/watch?v=Lg4T...

Presented without comment.

Everyone thinks Elon Musk is a brilliant genius until he starts talking about something they know about.

Eggs have done better than crypto under Trump. Just saying. on.ft.com/4b1ylrM

People just have no critical reasoning skills and believe any bit of crap put out by Kremlin bots. Glad Charles isn’t in charge.

Bessent is also the guy that spent all last fall accusing Sec Yellen of manipulating the long end lower by under-issuing duration, then got confirmed and immediately said "yeah okay never mind, more of the same" so disingenuous is probably the right term.

YouTube video by The Market Huddle The Most Important Guardrail (Guest: Jon Hilsenrath)

We had the pleasure of having Jon Hilsenrath on the Market Huddle. Tune in to hear what the original Fed Whisperer has to say about working with the Bernanke Fed, but also what he sees as the problems today.

www.youtube.com/watch?v=ZzPf...

That could be the most Canadian expression ever….

If you want to be President, you shouldn't be allowed.

Odd Lots Investing Podcast · 915 Episodes

BONUS ODD LOTS

Lots of people have been talking about concentration risk in US stocks, given the dominance of Mag7 tech names.

We speak with @kevinmuir.bsky.social about why the market might now be at "peak concentration" and how things could change.

podcasts.apple.com/us/podcast/o...

The Go-Go’s “Our Lips Are Sealed” peaks at #20 today in 1981.

“That song is really unique in its structure and .. melodically, it’s such a fun song,” said Belinda Carlisle. “And of course, when you get the reaction of the audience to the song when you do it live, it makes it even better.”

Me looking at that first Friday afternoon beer.

Fed watchers who argued the Fed should've cut in July and were crying about the impending Sahm rule recession in August now trying to say the Fed panicked cutting 50bps in Sept.

Thx! Much appreciated.

Can you guys explain to me why the BIS data on France debt is wrong? I’d love to know the details.

For some reason, I cant post the link. But it's on YouTube "how to make money in a new investment landscape, Russell Napier"
It's @kevinmuir.bsky.social's fault - he told me to watch it

The 🐿️ has been squatting on this handle for a while but it's time to say hi. Hey, @kevinmuir.bsky.social is this the social thingy where it's ok not to think Musk is some kind of Messiah? Just double checking!

Hey - just logged in here for the first time in ages and it's all my old pals! This looks fantastic. Let's not tell the folks on that other site, k?

In the meantime...

I've found the last few months really revealing. Maybe I'm naive - I don't give af about politics- but to see people I had followed for years offer totally compromised views... didn't enjoy it

I think we all underestimate the effect mere exposure to information has on us, and it’s part of why I reject the idea that “echo chambers are bad” as a sort of meta-propaganda.

Quite the contrary: if information changes us, then careful tending of our info-environment is an imperative.
4/4

George: I briefly looked at zuck’s product and I sure hope this Blue-sky wins. We don’t need another evil overlord.