Palantir’s valuation: Just how insane is it? There are few precedents for a such stratospheric market value — $350 billion — being as precariously balanced on such a narrow base of earnings...

Yeah the valuation is pretty remarkable...here’s a little something I wrote about it from a while back...

sherwood.news/markets/pala...

Great tune. And timely!

Can’t stand this, “People on the right shouldn’t support the Trump administration’s effort to suppress free speech because eventually it’ll be used by leftists against them!”

What about: It’s wrong. This is a free country. Americans have a right to criticize the government and the president.

Buried two scrolls down on the Journal’s website:

Seems like it would warrant a bit more attention. But what do I know.

Are with in the midst of an asset bubble?

Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.

Amazing pic. Which one is your grandfather?

John H. Luckadoo, Last Pilot from a Storied Bomber Group, Dies at 103

www.nytimes.com/2025/09/17/u...

We’re peacefully protesting for our neighbors. What does ICE do?

Pick us up and throw us on the ground. No arrest, no identification, no process.

Question from a journalist to you, an attorney. How would you recommend crafting a sentence that addresses this. For instance, I think there’s a resistance to saying something is “illegal” given that we’ve seen lots of things that seem on the face, violations of law, go on to be approved by courts.

Israel Committing Genocide in Gaza, UN-Commissioned Report Says A United Nations-commissioned report concluded Israel is committing genocide against Palestinians in Gaza, and called for the international community to fulfill its legal obligations to end it and “pu...

Israel is committing genocide against Palestinians in Gaza, a legal analysis commissioned by the UN's Human Rights Council says. According to a team of independent experts, four of five legal markers defining genocide have been met.

Israel slammed the report, calling it “distorted and false.”

Photos by journalist Mariam Dagga Mariam Dagga, a visual freelance journalist for The Associated Press, chronicled the stream of wounded and dead that every day flowed into southern Gaza’s main hospital, where she was often based.

The Palestinian freelance AP photographer who took these pictures, died in the Israeli airstrike on Nasser Hospital on Monday, the AP said: apnews.com/article/mide...

These images, many of starving, dying or dead children, are incredibly difficult to look at: apnews.com/photo-galler...

Corporate America plans to raise prices.

(Chart, Morgan Stanley)

Did you guys feel another tremor?

Yes. Totally.

Japanese carmakers are indeed eating the bulk of Trump's tariffs — at least for now Japanese carmakers are eating the bulk of the 25% tariffs the administration slapped on its exports to the US, in a remarkably Trumpian violation...

Not trying to troll the Blue Sky faithful ... but Trump was kind of right.

sherwood.news/markets/japa...

@matthewsphillips.bsky.social makes the (convincing) case that Palantir’s valuation is INSANE sherwood.news/markets/pala...

It’s always Christopher Reeve. The greatest. Incidentally, pretty sure those movies are why I became a reporter. I still have my lunchbox somewhere, which shows Clark Kent getting yelled at by his editor.

www.nytimes.com/2025/07/16/m...

Lotta Gram Parsons influence too!

AMC TL;DR

sherwood.news/markets/amc-...

New high for stocks.

sherwood.news/markets/stoc...

New post just dropped:

sherwood.news/markets/gold...

Don Zimmer! 1955! Check the ups.

Really great work from Sherwood’s @jedwrdmoreno.bsky.social covering the murky “franken-pills” telehealth companies are increasingly pushing.

Where are the customers’ marinas?

Excellent bad sell-side research pun here ... chef’s kiss.

The word “tax” does not appear in this story. Remarkable.

Is that true? I was always under the impression that there was very little trade between the two countries. Russia put a bit of oil on the world mkt, we sold them some grain. Is that wrong?

A tuition-free school created by Mark Zuckerberg and Priscilla Chan will shutter next year | CNN Business In 2016, Mark Zuckerberg and his wife, Priscilla Chan, opened a free school for low-income families in California’s Bay Area, where Meta is headquartered.

www.cnn.com/2025/04/25/t...

The US bond market is tanking the stock market The S&P 500 slumped more than 1% on Wednesday afternoon....

Getting Yippy.

sherwood.news/markets/the-...

As goes the humble cardboard box, so goes the economy Box factories are folding, a worrying sign for the outlook....

Been doing a lot of thinking about boxes.

sherwood.news/markets/as-g...