JJ: Just a reminder, my friend, that I truly value your daily market thoughts. My P&L had one of its best weeks of the year, short gold and flat into the weekend - thanks to you. I'm short Dec WTI at $62 thanks entirely to your perspectives, and I covered my short S&P before the floor opening this morning before I lost too much money. One more thing, I've been playing "Teach Your Children" on my guitar for 50 years, but I sing like Bob Dylan. Watching the link you posted, I remembered doing a duet 40 years ago with a dear friend who died last week. God bless him, and you. Thank you, Victor.
BTC price action is weird to me, sentiment seems sour, no idea which way it's going. I like the Blue Jays but I have a feeling the Dodgers are too good. Have a good weekend all.
Brilliant post on the night of game one of our first World Series in 32 years. Our economy is gone, trade talks are over, but hope springs eternal for a country in a 22 year old pitcher who started the year in A ball. We signed Vladdy for half of Canadian GDP earlier this season, and I couldn’t be happier. The best $500 million Canada has paid in the past 10 years. That Fallon video is a classic, back in the day before these late night talk show hosts turned political. Go Jays Go! 🇨🇦
"Meanwhile, all of this financial fragility* is perched upon the precarious pillar of AI spending, which accounts for just 4% of U.S. GDP but supplied 92% of this year’s GDP growth"
...and yet, I may buy a ticket to the new Springsteen movie. I simply love the biopics, mainly for the nostalgia factor. And a chance to indulge in movie theater popcorn.
JJ: Just a reminder, my friend, that I truly value your daily market thoughts. My P&L had one of its best weeks of the year, short gold and flat into the weekend - thanks to you. I'm short Dec WTI at $62 thanks entirely to your perspectives, and I covered my short S&P before the floor opening this morning before I lost too much money. One more thing, I've been playing "Teach Your Children" on my guitar for 50 years, but I sing like Bob Dylan. Watching the link you posted, I remembered doing a duet 40 years ago with a dear friend who died last week. God bless him, and you. Thank you, Victor.
Ty victor … are you watching the jays? 👍👍👍
BTC price action is weird to me, sentiment seems sour, no idea which way it's going. I like the Blue Jays but I have a feeling the Dodgers are too good. Have a good weekend all.
Bon weekend indeed, touch grass or hopefully touch mushrooms 🤣
Brilliant post on the night of game one of our first World Series in 32 years. Our economy is gone, trade talks are over, but hope springs eternal for a country in a 22 year old pitcher who started the year in A ball. We signed Vladdy for half of Canadian GDP earlier this season, and I couldn’t be happier. The best $500 million Canada has paid in the past 10 years. That Fallon video is a classic, back in the day before these late night talk show hosts turned political. Go Jays Go! 🇨🇦
John Rubino just has this:
"Meanwhile, all of this financial fragility* is perched upon the precarious pillar of AI spending, which accounts for just 4% of U.S. GDP but supplied 92% of this year’s GDP growth"
*His article is called recession watch.
Who said, “The market can stay irrational longer than you can stay solvent?” 🙃
Not sure, but for sure I know the quote 😉
John Maynard Keynes. and he went bust for the first, but not last, time just before he said it
"remember when Fallon was a good guy?"
At that time Springsteen was either.
His legacy since 2020 into Covid is one of the darkest disappointments of my entire musical life.
...and yet, I may buy a ticket to the new Springsteen movie. I simply love the biopics, mainly for the nostalgia factor. And a chance to indulge in movie theater popcorn.
My family text thead are all high fives. "Stocks stocks stocks" selling at new highs is hard for most.