@tfiebs.bsky.social
Reposted
These are the THREE biggest investing lessons of 2025 and the most important idea you need to understand about business going into 2026.
Huge thanks to Nick Colas and Jessica Rabe @datatrekresearch.bsky.social for crushing it with us all year.
www.youtube.com/watch?v=tHgA...
Huge thanks to Nick Colas and Jessica Rabe @datatrekresearch.bsky.social for crushing it with us all year.
www.youtube.com/watch?v=tHgA...
The 3 Biggest Investing Lessons of the Year | WDWL
YouTube video by The Compound
www.youtube.com
December 1, 2025 at 10:15 PM
These are the THREE biggest investing lessons of 2025 and the most important idea you need to understand about business going into 2026.
Huge thanks to Nick Colas and Jessica Rabe @datatrekresearch.bsky.social for crushing it with us all year.
www.youtube.com/watch?v=tHgA...
Huge thanks to Nick Colas and Jessica Rabe @datatrekresearch.bsky.social for crushing it with us all year.
www.youtube.com/watch?v=tHgA...
Reposted
Pulte is wishcasting
We have reached out to FHFA, the Fed, and the White House. No one has provided any details or shown any evidence beyond Pulte's statement that any reports exist about Chair Powell's thinking. There are no such reports in financial media or even conservative media, to my knowledge.
If this guy wasn’t an absolute clown this would be crushing the tape
July 11, 2025 at 7:44 PM
Pulte is wishcasting
Reposted
May 10, 2025 at 1:21 PM
Reposted
April 24, 2025 at 10:34 AM
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Congress literally created an Alien Terrorist Removal Court for the expeditious removal of aliens who are designated as terrorists, under a preponderance of evidence standard.
I think problem isn’t the time it would take, but the fact that the government would have to produce actual evidence
I think problem isn’t the time it would take, but the fact that the government would have to produce actual evidence
"We cannot give everyone a trial," says the president of these United States.
April 22, 2025 at 1:38 AM
Congress literally created an Alien Terrorist Removal Court for the expeditious removal of aliens who are designated as terrorists, under a preponderance of evidence standard.
I think problem isn’t the time it would take, but the fact that the government would have to produce actual evidence
I think problem isn’t the time it would take, but the fact that the government would have to produce actual evidence
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This is what representation in government looks like. This should have been an entire codel. It's not about waiting until the midterms. It's about taking action NOW
I said my main goal of this trip was to meet with Kilmar. Tonight I had that chance. I have called his wife, Jennifer, to pass along his message of love. I look forward to providing a full update upon my return.
April 18, 2025 at 2:20 AM
This is what representation in government looks like. This should have been an entire codel. It's not about waiting until the midterms. It's about taking action NOW
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I'm reasonably sure that today's drop in UNH is the largest dollar decline in a Dow component ever. Does anybody keep a list of such things?
April 17, 2025 at 5:01 PM
I'm reasonably sure that today's drop in UNH is the largest dollar decline in a Dow component ever. Does anybody keep a list of such things?
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Whyyyyyyy are you still having him on?
Navarro: "Zero tariffs get the American people virtually nowhere, particularly with a country like Vietnam. It doesn't work. The big problem we have are the non-tariff barriers."
April 13, 2025 at 2:25 PM
Whyyyyyyy are you still having him on?
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Alan Parry. Painter of very posh houses and gardens. There goes the cat.
April 2, 2025 at 8:07 AM
Alan Parry. Painter of very posh houses and gardens. There goes the cat.
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Our first urbanist president:
March 29, 2025 at 11:24 PM
Our first urbanist president:
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EVs resolve one issue of automobile dependence: tailpipe emissions. They are as bad as ICE vehicles on noise (over 20 MPH), space, and embedded carbon and significantly worse on tire particulates, road wear and lethal crash force (20-25% heavier, faster acceleration).
Cars don’t solve car problems.
Cars don’t solve car problems.
New paper compares non-exhaust pollution (brake and tire particulates) from ICE and EV cars.
Conclusion: EV's create more tire pollution b/c they're heavier, but less brake pollution due to regenerative braking.
EVs come out ahead overall if >15% of driving is in a city.
doi.org/10.1016/j.tr...
Conclusion: EV's create more tire pollution b/c they're heavier, but less brake pollution due to regenerative braking.
EVs come out ahead overall if >15% of driving is in a city.
doi.org/10.1016/j.tr...
March 23, 2025 at 7:10 PM
EVs resolve one issue of automobile dependence: tailpipe emissions. They are as bad as ICE vehicles on noise (over 20 MPH), space, and embedded carbon and significantly worse on tire particulates, road wear and lethal crash force (20-25% heavier, faster acceleration).
Cars don’t solve car problems.
Cars don’t solve car problems.
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Notice how all of these shitbags they pretend government is “like a business” never ever ever talk about increasing revenue for that “business”. It’s all about cutting “cost” and yet somehow also cutting revenue even more.
March 12, 2025 at 11:17 PM
Notice how all of these shitbags they pretend government is “like a business” never ever ever talk about increasing revenue for that “business”. It’s all about cutting “cost” and yet somehow also cutting revenue even more.
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This sounds like the same issue over which a career AUSA resigned because there was no predicate for asking for a bank freeze.
If they can freeze these assets for no reason, they can freeze yours
www.nytimes.com/2025/02/18/u...
If they can freeze these assets for no reason, they can freeze yours
www.nytimes.com/2025/02/18/u...
March 12, 2025 at 7:01 PM
This sounds like the same issue over which a career AUSA resigned because there was no predicate for asking for a bank freeze.
If they can freeze these assets for no reason, they can freeze yours
www.nytimes.com/2025/02/18/u...
If they can freeze these assets for no reason, they can freeze yours
www.nytimes.com/2025/02/18/u...
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I once assumed the private sector would be the one firewall against (some of) Trump's excesses and erratic behaviors. Maintaining rule of law is critical for a stable business environment.
Turns out that even preservation of the bottom line may be insufficient cause for mustering corporate courage
Turns out that even preservation of the bottom line may be insufficient cause for mustering corporate courage
“.. Asked how much the stock market would need to decline for them to speak out collectively, 44% said it would have to fall 20%. Another 22% said stocks would have to fall 30% before they would take a stand.”
@wsj.com
www.wsj.com/business/ceo...
@wsj.com
www.wsj.com/business/ceo...
March 12, 2025 at 7:40 PM
I once assumed the private sector would be the one firewall against (some of) Trump's excesses and erratic behaviors. Maintaining rule of law is critical for a stable business environment.
Turns out that even preservation of the bottom line may be insufficient cause for mustering corporate courage
Turns out that even preservation of the bottom line may be insufficient cause for mustering corporate courage
Reposted
The Papal Palace, Avignon https://www.wikiart.org/en/paul-signac/the-papal-palace-avignon-1900
March 9, 2025 at 3:14 PM
The Papal Palace, Avignon https://www.wikiart.org/en/paul-signac/the-papal-palace-avignon-1900
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The Boulevard Montmartre at Night https://www.wikiart.org/en/camille-pissarro/the-boulevard-montmartre-at-night-1897
March 8, 2025 at 6:15 PM
The Boulevard Montmartre at Night https://www.wikiart.org/en/camille-pissarro/the-boulevard-montmartre-at-night-1897
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Au temps d'harmonie (L’âge d’or n’est pas dans le passé, il est dans l’avenir) https://www.wikiart.org/en/paul-signac/au-temps-dharmonie-l-age-d-or-n-est-pas-dans-le-passe-il-est-dans-l-avenir-1895
March 8, 2025 at 6:33 PM
Au temps d'harmonie (L’âge d’or n’est pas dans le passé, il est dans l’avenir) https://www.wikiart.org/en/paul-signac/au-temps-dharmonie-l-age-d-or-n-est-pas-dans-le-passe-il-est-dans-l-avenir-1895
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This is a great episode tackling the whole “wait why is protein everywhere?” and the whole “Huberman cinematic universe.” podcasts.apple.com/us/podcast/t...
Whey too much protein
Podcast Episode · Today, Explained · 03/07/2025 · 29m
podcasts.apple.com
March 8, 2025 at 3:28 PM
This is a great episode tackling the whole “wait why is protein everywhere?” and the whole “Huberman cinematic universe.” podcasts.apple.com/us/podcast/t...
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✨ Now Live: Search in Watchlist & Screener
At your request, we added a search bar to the Watchlist and Screener functions to help you more readily locate individual securities.
At your request, we added a search bar to the Watchlist and Screener functions to help you more readily locate individual securities.
March 2, 2025 at 4:30 PM
✨ Now Live: Search in Watchlist & Screener
At your request, we added a search bar to the Watchlist and Screener functions to help you more readily locate individual securities.
At your request, we added a search bar to the Watchlist and Screener functions to help you more readily locate individual securities.
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Your now-regular reminder that the institutions of this economy depend on the institutions of this democracy.
www.nytimes.com/2025/03/02/o...
www.nytimes.com/2025/03/02/o...
Opinion | Trump Is Breaking Things We Can’t Just Fix
The president’s about-face on Ukraine has taught our allies a lesson they won’t be unlearning anytime soon.
www.nytimes.com
March 2, 2025 at 3:47 PM
Your now-regular reminder that the institutions of this economy depend on the institutions of this democracy.
www.nytimes.com/2025/03/02/o...
www.nytimes.com/2025/03/02/o...
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FFS New York Times.
They’re not *his generals.
Unbelievable
They’re not *his generals.
Unbelievable
February 22, 2025 at 11:49 PM
FFS New York Times.
They’re not *his generals.
Unbelievable
They’re not *his generals.
Unbelievable
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Ceremony commemorating 80th anniversary of liberation takes place in Vianden
today.rtl.lu/news/luxembo...
today.rtl.lu/news/luxembo...
A promise and a reminder: Ceremony commemorating 80th anniversary of liberation takes place in Vianden
Minister for Culture Eric Thill called for social cohesion, respect and solidarity especially in times of unrest and war in Europe, at the 80th liberation anniversary commemoration ceremony in Vianden...
today.rtl.lu
February 16, 2025 at 8:19 PM
Ceremony commemorating 80th anniversary of liberation takes place in Vianden
today.rtl.lu/news/luxembo...
today.rtl.lu/news/luxembo...
Reposted
The US reported the first bird flu-related death in a person who was previously hospitalised with the virus www.newscientist.com/article/2462...
US reports first human death related to bird flu
A person in Louisiana who became severely ill with a bird flu virus known as H5N1 in December has passed away from the infection, marking the first known bird flu death in the US
www.newscientist.com
January 6, 2025 at 10:11 PM
The US reported the first bird flu-related death in a person who was previously hospitalised with the virus www.newscientist.com/article/2462...