Tyler Pellom
@tpellom.bsky.social
At this point, I think everyone knows the KAT situation is unsustainable. Even when he’s playing well, his pairing with Brunson doesn’t work on defense.
The question is when, not if, New York pulls the plug.
The question is when, not if, New York pulls the plug.
Leon Rose has (deservedly) received plenty of praise, but trading away DiVincenzo in the KAT deal is ... not looking great at the moment .
January 15, 2026 at 3:51 PM
At this point, I think everyone knows the KAT situation is unsustainable. Even when he’s playing well, his pairing with Brunson doesn’t work on defense.
The question is when, not if, New York pulls the plug.
The question is when, not if, New York pulls the plug.
Reposted by Tyler Pellom
In the 3 years since the Knicks acquired Josh Hart, they have gone 166-104 (.615 winning percentage).
That's the fourth most wins in the NBA.
The only teams with more victories than New York during this stretch are the three teams that have won titles (OKC, Boston and Denver).
That's the fourth most wins in the NBA.
The only teams with more victories than New York during this stretch are the three teams that have won titles (OKC, Boston and Denver).
January 12, 2026 at 2:31 PM
In the 3 years since the Knicks acquired Josh Hart, they have gone 166-104 (.615 winning percentage).
That's the fourth most wins in the NBA.
The only teams with more victories than New York during this stretch are the three teams that have won titles (OKC, Boston and Denver).
That's the fourth most wins in the NBA.
The only teams with more victories than New York during this stretch are the three teams that have won titles (OKC, Boston and Denver).
Brutal.
January 11, 2026 at 6:31 PM
Brutal.
Reposted by Tyler Pellom
If you are anxious and sad about the state of the world, that's fine, and there are plenty of strategies for dealing with that. But I think you already know that drive-by online dooming isn't a strategy. It's selfish and adolescent. It's a contagion that only spreads the worst of you, not the best.
January 8, 2026 at 3:51 AM
If you are anxious and sad about the state of the world, that's fine, and there are plenty of strategies for dealing with that. But I think you already know that drive-by online dooming isn't a strategy. It's selfish and adolescent. It's a contagion that only spreads the worst of you, not the best.
Reposted by Tyler Pellom
Nike CEO Elliott Hill: "Our strategy is to make certain that wherever the consumer chooses to shop for our product, that we show up in a really thoughtful way in terms of the assortment for that specific consumer."
Nike CEO Shares the Company’s Biggest Issues and Its Reinvention Plan | WSJ
Nike has fallen behind in innovation and lost tens of billions in market value after a series of missteps and emphasis on selling directly to consumers. The sportswear giant also became over reliant on three main shoes: the Air Jordan One, the Air Force One and the Nike Dunk. So how is the company’s
www.youtube.com
January 8, 2026 at 10:25 AM
Nike CEO Elliott Hill: "Our strategy is to make certain that wherever the consumer chooses to shop for our product, that we show up in a really thoughtful way in terms of the assortment for that specific consumer."
Finally received my Berkshire cult initiation materials.
January 7, 2026 at 10:15 PM
Finally received my Berkshire cult initiation materials.
The best investing book I’ve ever read.
The best [insert your occupation here] book I’ve ever read.
I think we all kind of know in the back of our minds we should slow down and be more methodical with our work.
“Working” is inspiration on steroids in that respect.
The best [insert your occupation here] book I’ve ever read.
I think we all kind of know in the back of our minds we should slow down and be more methodical with our work.
“Working” is inspiration on steroids in that respect.
January 7, 2026 at 5:59 PM
The best investing book I’ve ever read.
The best [insert your occupation here] book I’ve ever read.
I think we all kind of know in the back of our minds we should slow down and be more methodical with our work.
“Working” is inspiration on steroids in that respect.
The best [insert your occupation here] book I’ve ever read.
I think we all kind of know in the back of our minds we should slow down and be more methodical with our work.
“Working” is inspiration on steroids in that respect.
Reposted by Tyler Pellom
2025 returns:
GOOG +65%
NVDA +39%
SPY +18%
MSFT +16%
META +13%
TSLA +11%
AAPL +9%
AMZN +5%
Just 2 out of the Mag 7 beat the market last year
Some other surprises here:
awealthofcommonsense.com/2026/01/6-su...
GOOG +65%
NVDA +39%
SPY +18%
MSFT +16%
META +13%
TSLA +11%
AAPL +9%
AMZN +5%
Just 2 out of the Mag 7 beat the market last year
Some other surprises here:
awealthofcommonsense.com/2026/01/6-su...
6 Surprises From 2025 - A Wealth of Common Sense
Some things that were surprising in 2025.
awealthofcommonsense.com
January 4, 2026 at 5:33 PM
2025 returns:
GOOG +65%
NVDA +39%
SPY +18%
MSFT +16%
META +13%
TSLA +11%
AAPL +9%
AMZN +5%
Just 2 out of the Mag 7 beat the market last year
Some other surprises here:
awealthofcommonsense.com/2026/01/6-su...
GOOG +65%
NVDA +39%
SPY +18%
MSFT +16%
META +13%
TSLA +11%
AAPL +9%
AMZN +5%
Just 2 out of the Mag 7 beat the market last year
Some other surprises here:
awealthofcommonsense.com/2026/01/6-su...
5 stars.
I can’t believe it took me so long to read this short story.
www.goodreads.com/book/show/92...
I can’t believe it took me so long to read this short story.
www.goodreads.com/book/show/92...
The Importance of Being Earnest
Oscar Wilde's madcap farce about mistaken identities, s…
www.goodreads.com
January 4, 2026 at 6:43 PM
5 stars.
I can’t believe it took me so long to read this short story.
www.goodreads.com/book/show/92...
I can’t believe it took me so long to read this short story.
www.goodreads.com/book/show/92...
Reposted by Tyler Pellom
Among my favorite things about Warren is that, despite reaching the pinnacle in his field and accumulating vast wealth, he didn't believe it made him an expert on every topic of public interest - insisting that every opinion held be heard.
I'd recommend this example to some people.
I'd recommend this example to some people.
January 2, 2026 at 7:08 PM
Among my favorite things about Warren is that, despite reaching the pinnacle in his field and accumulating vast wealth, he didn't believe it made him an expert on every topic of public interest - insisting that every opinion held be heard.
I'd recommend this example to some people.
I'd recommend this example to some people.
We won’t see a “top” until these list and flame out. Too much liquidity needed for investors to allow the market to drop before it happens.
“When you have a generational company who is defining their category, I don’t think their decision to go public is a reaction to a macro market view. These businesses are so strong that they are the ones driving the macro.” www.ft.com/content/bf60...
SpaceX, OpenAI and Anthropic prepare to launch landmark IPOs
Three biggest US private tech groups plan listings as early as this year, raising hopes of windfall for banks, lawyers and investors
www.ft.com
January 2, 2026 at 5:05 PM
We won’t see a “top” until these list and flame out. Too much liquidity needed for investors to allow the market to drop before it happens.
Reposted by Tyler Pellom
Snippet from Michael Cembalest's (JPM) latest: "Tech capital spending in 2025 was roughly equal to the Manhattan Project, farm electrification, the Moon Landing, the Interstate Highway system and several FDR-era public works projects combined, measured as a share of GDP"
January 1, 2026 at 5:01 PM
Snippet from Michael Cembalest's (JPM) latest: "Tech capital spending in 2025 was roughly equal to the Manhattan Project, farm electrification, the Moon Landing, the Interstate Highway system and several FDR-era public works projects combined, measured as a share of GDP"
Reposted by Tyler Pellom
Yearly reminder that you CAN just become a different person, you're not as imprisoned in your life as you think. You can just be the one who dresses nice or exercises or reads a lot, or whatever. You can just start doing it, some people might make fun of you but they don't really care.
December 31, 2025 at 3:32 PM
Yearly reminder that you CAN just become a different person, you're not as imprisoned in your life as you think. You can just be the one who dresses nice or exercises or reads a lot, or whatever. You can just start doing it, some people might make fun of you but they don't really care.
Reposted by Tyler Pellom
Gimmicky low-N data analysis -- times in the past 25 years when the Nasdaq 100 was down in both November and December:
2000 (!)
2007 (!)
2011 (okay not exciting)
2018 (good buying opp)
2025* (if we closed here)
2000 (!)
2007 (!)
2011 (okay not exciting)
2018 (good buying opp)
2025* (if we closed here)
December 31, 2025 at 5:51 PM
Gimmicky low-N data analysis -- times in the past 25 years when the Nasdaq 100 was down in both November and December:
2000 (!)
2007 (!)
2011 (okay not exciting)
2018 (good buying opp)
2025* (if we closed here)
2000 (!)
2007 (!)
2011 (okay not exciting)
2018 (good buying opp)
2025* (if we closed here)
“Once I thought to write a history of the immigrants in America. Then I discovered that the immigrants were American history.”
open.substack.com/pub/rogerlow...
open.substack.com/pub/rogerlow...
The United States of Shame
Oscar Handlin won the 1952 Pulitzer Prize for The Uprooted, a lyrical saga of the hardships endured by immigrants to America.
open.substack.com
December 30, 2025 at 5:19 PM
“Once I thought to write a history of the immigrants in America. Then I discovered that the immigrants were American history.”
open.substack.com/pub/rogerlow...
open.substack.com/pub/rogerlow...
“A cultivated and decent man cannot be vain without setting a fearfully high standard for himself, and without despising and almost hating himself at certain moments.”
— Fyodor Dostoevsky
open.substack.com/pub/philosop...
— Fyodor Dostoevsky
open.substack.com/pub/philosop...
The Wisdom Letter #379
5 quotes from F. Scott Fitzgerald, Jean-Jacques Rousseau, and others.
open.substack.com
December 30, 2025 at 5:18 PM
“A cultivated and decent man cannot be vain without setting a fearfully high standard for himself, and without despising and almost hating himself at certain moments.”
— Fyodor Dostoevsky
open.substack.com/pub/philosop...
— Fyodor Dostoevsky
open.substack.com/pub/philosop...
Portillo’s opened a location in Atlanta in mid-November and, a month later, police presence is still required to direct traffic due to high demand.
December 29, 2025 at 10:46 PM
Portillo’s opened a location in Atlanta in mid-November and, a month later, police presence is still required to direct traffic due to high demand.
Christmas haul #2.
December 29, 2025 at 9:44 PM
Christmas haul #2.
Reposted by Tyler Pellom
The top 1% own 51% of stocks
The bottom 50% own 1% GS
The bottom 50% own 1% GS
December 28, 2025 at 3:15 PM
The top 1% own 51% of stocks
The bottom 50% own 1% GS
The bottom 50% own 1% GS
Reposted by Tyler Pellom
Christmas miracle in the Garden
a basketball player for the new york knicks number 11
ALT: a basketball player for the new york knicks number 11
media.tenor.com
December 25, 2025 at 7:46 PM
Christmas miracle in the Garden
Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and Value | S07 E45
open.spotify.com
December 18, 2025 at 2:28 PM
Reposted by Tyler Pellom
One of the Oracle (ORCL) Stargate data centers in Michigan doesn't have financing after Blue Owl (OWL) pulled out. Increasing signals that capital is starting to turn away from the sector having gorged for the past year.
Oracle’s $10bn Michigan data centre in limbo after Blue Owl funding talks stall
Investment firm concerned about tougher debt terms and the risk of delays to the vast project
www.ft.com
December 17, 2025 at 1:19 PM
One of the Oracle (ORCL) Stargate data centers in Michigan doesn't have financing after Blue Owl (OWL) pulled out. Increasing signals that capital is starting to turn away from the sector having gorged for the past year.
Reposted by Tyler Pellom
"Cash on the sidelines" has been a repeated claim recently for why market will go higher. <Ed: There isn't any>
All. In.
Portfolio managers' cash level drops to a record low 3.3%. Dec BofA FMS
Portfolio managers' cash level drops to a record low 3.3%. Dec BofA FMS
December 16, 2025 at 3:07 PM
"Cash on the sidelines" has been a repeated claim recently for why market will go higher. <Ed: There isn't any>
Reposted by Tyler Pellom
NEW: @BethanyMac12 who exposed Enron, reports that if you're looking for an AI bubble, you don’t need to look at the hyperscalers.
Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar.
Companies like RadNet.
Our new investigation on $RDNT:
Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar.
Companies like RadNet.
Our new investigation on $RDNT:
December 16, 2025 at 2:58 PM
NEW: @BethanyMac12 who exposed Enron, reports that if you're looking for an AI bubble, you don’t need to look at the hyperscalers.
Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar.
Companies like RadNet.
Our new investigation on $RDNT:
Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar.
Companies like RadNet.
Our new investigation on $RDNT: