the IRA is an unfortunate example of the failure of the non-bigoted theory of popularism

it was a good law that poured piles of money into infrastructure (in rural areas!) and they got zero credit for it from the people who complain about those sorts of things, because the complaining is the point

Dr. Manhattan on Mars in the comic

It is February 2022. An autocrat has started a genocidal war of choice, destroying global oil markets in the process.

It is February 2026. An autocrat has started a genocidal war of choice, destroying global oil markets in the process.

Seeing a Gen Zer shred Rapp Snitch Knishes on guitar on Instagram…the kids might actually be alright

Everyone’s afraid a magical TACO is going to boost equities, just speculation

Last April did a number on market psychology is my guess

😂

Charts on a ton of semis starting to look double toppy

!!!!

Please don’t spread misinformation. Tomahawks fly at low altitude. It’s climbing like a THAAD interceptor (we are out of interceptors).

I hear positive things about OAI’s latest release, that’s great, it does not change the sword of Damocles hanging over their head of Google’s ability to kill tokenomics.

Lmao no they will continue to be morons about it, solar installs will keep going up anyway though

The S&P growth index IVW is a buck away from its 200-day

Asset light businesses are back I guess. Right when someone invented the term HALO.

Congrats dude.

Trump Writes Netanyahu Strongly Worded Check

Trump Writes Netanyahu Strongly Worded Check

There’s a lot of stuff going on with geopolitics, US politics, a supply driven capex boom that’s being questioned, now a decline in oil supply, understandable things get weird for a while.

My only take as a guy who never really traded commodities/rates/“macro” is that weird stuff happens with stocks when we get these oil spikes. I think you’re right stuff will reprice quickly if this isn’t long lasting.

Just some odd beep booping going on with stocks since this war started imo. The algos have their wires crossed.

Iran reading headlines like this about China

By simply reading one page of the greatest economist of all time

Stockbroker
Small business owner (auto parts dealer)

Imagine having Wall Street *and* NADA on your side

WASHINGTON (AP) — White House says Spain has agreed to cooperate with US operations in Mideast after Trump threatened financial penalties.

MADRID (AP) — Spain's government denies cooperation with US operations in the Middle East, contradicting White House.

Roper is outperforming today, that’s sufficient for me to say there are some goofball mechanics going on in markets

Talarico putting up Bashar Assad numbers in central Texas—winning Travis, Hays, Williamson by 50 points. Expect San Antonio to be good for him. Feels like an early-ish call is coming.

Scipio to Hannibal in the second Punic war:

Tillis woke up mad today

So there’s primaries tonight, the amount of things that are happening never shrinks, it grows exponentially

*company

Purple cable coming Credo down 13% post earnings, dragging APH/GLW with it.

Semis/cables used in data centers are straight up not having a good time this morning.