Artemis II successfully passes through Strait of Hormuz

The good news is the yield is now 14%! The bad news is we definitely can't pay it, sorry.

There is only one solution. America can, must and will pour bleach into the Strait of Hormuz.

I don’t know what your Business podcast roster looks like but we should be on it. Spotify says we’re top 30. We’ll be top five someday and you can say you were early. open.spotify.com/episode/7I7O...

Huge reversal higher today in stocks, Dow Jones +1000 points Michael and I are on our way - 5pm ET, chat is live already www.youtube.com/watch?v=Oxov...

There are people who "create financial content" and then there's @bencarlson007.bsky.social who is undeniably in a league of his own. 4,000 blog posts is crazy. Glow up in Barron’s today, well deserved www.barrons.com/advisor/arti...

What should you do with Energy stocks here? Watch our latest episode with @downtownjoshbrown.bsky.social for our take and much more! youtu.be/_QmbUje6C1k?...

Over 50,000 people have watched the new episode of TCAF on YouTube already. Probably because Jonathan has actual buy and sell opinions on the software stocks that are crashing right now. I thought he crushed his first appearance. Listen or watch it here: www.downtownjoshbrown.com/p/buying-the...

Anthropic prepping new AI model that will finally take the Nasdaq to zero.

Staffing the airports with UFC fighters

We're telling the truth tonight. The economy is deteriorating and the retail investor has thrown in the towel. We go live at 5pm ET. The chat will be buzzing before then. Add it to your calendar, we'll see you in a few hours. www.youtube.com/live/oilxdBB...

No no no, I said PARTIAL liquidity. Partial. Don't you remember?

This is NOT me. I will never text message you for any reason. I do not "enjoy connecting with individuals." I do not do crypto. Block any number sending this (or anything like it).

Are we in a bear market? Brand new TCAF with our friend Jimmy Lebenthal YouTube: youtu.be/ldrNPcG5xcA?... Spotify: open.spotify.com/episode/6SQT...

Reminder: There's nothing the Federal Reserve can do about the "prices at the pump." They can't lower it, they can't talk it down, they can't forecast it either. They couldn't even raise it if they somehow wanted to. It's a ridiculous premise that high gas prices should factor into rates.

The biggest worry on Wall Street this year is not oil prices, it’s the sell-off in bank stocks. Plus - my thoughts on the Nvidia GTC event yesterday and the case for Uber. All new What Are Your Thoughts is up now www.youtube.com/watch?v=iALS...

5pm, we're live! Nvidia GTC, private assets panic, college grad unemployment and lots of stocks, see you in a bit! www.youtube.com/live/iALSFj-...

Schwab has been on fire over the last year, adding tens of millions of new accounts. In the popular imagination, Schwab is not competing for this younger client. Flat-out wrong. Of the 46 million new accounts opened there in 2025, one third are from Gen Z. www.downtownjoshbrown.com/p/a-sit-down...

Our candid conversation with Charles Schwab CEO Rick Wurster - I'm really proud of this one. You can't miss it. YouTube: www.youtube.com/watch?v=mPLq... Spotify: open.spotify.com/episode/59Cr... Apple: podcasts.apple.com/us/podcast/a...

Is private credit the new subprime? This is what people on Wall Street are saying. Michael and I are ON IT. All new TCAF now up! YouTube: www.youtube.com/watch?v=kw01... Apple: podcasts.apple.com/us/podcast/t... Spotify: open.spotify.com/episode/2JGJ...

What happens to stocks after an oil price spike? Is it time to buy the private credit and private equity names? Has Nvidia gotten too large for the stock to go up? We jump on these questions and more. All new! www.youtube.com/live/I601uZx...

Getting ready for the "European Kill Switch" - investors don't see what's coming just yet or don't understand what's right in front of their eyes. www.youtube.com/watch?v=COVf...

Four Ultimate HALO Stocks You're Probably Not Thinking About Plus - the People vs Data Centers and a pair of HALO ETFs launching www.downtownjoshbrown.com/p/four-ultim...

You will hear the phrase “the Strait of Hormuz” approximately 780 times on Bloomberg TV Monday.

Data Centers are the New Fracking www.youtube.com/watch?v=MV76... Dan Clifton runs a portfolio strategy that measures lobbying intensity in DC. Chris Varrone is an expert on macro themes and momentum in the stock market. American citizens have shut down 25 data center projects year to date.

Less than 12% of our nation's teens are currently allocated to private credit and no one wants to talk about that.

The year is 2034. Every job has been fully automated except these three: 1. Robot Repair 2. Sex Worker 3. Robot Sex Worker Repair The Dow Jones is at 300,000 while unemployment careens toward 97%. OpenAI runs the adult daycares. Anthropic runs the hospitals. Children are used as batteries.

Ben's Question www.downtownjoshbrown.com/p/ben-s-ques...

Apple is going to break out to a new high and everyone’s going to be like “holy shit, Apple just won AI.” When agentic Siri comes, every LLM and app is going to have to become interoperable with her. Or fade away and die. 2.5 billion active devices around the world. (not advice)

What do we call tweets on Bluesky? Was there a meeting about this? Being told my idea is not workable.

Pre-Crisis Vibes All Over the Stock Market You’re not going to want to miss this one. 5pm ET we’re going live, chat will be poppin. www.youtube.com/live/uYerGXh...

Which cartel is currently offering internships? Thx

Which creative writing project will tank the stock market today? Anyone got an early draft they want us to look at?

It's hard to believe but Amazon, Meta and Alphabet are now spending all of their cash flow on AI-related capex. My friends Nick and Jessica of @datatrekresearch.bsky.social say the clock is ticking and they have til the end of this year to justify it. Just dropped: www.youtube.com/watch?v=aqDk...

I know it’s AI because I have an instant revulsion to it, almost like an allergic reaction or a mental gag reflex. It’s hard to describe. It’s what the Gen Z girls refer to as “the ick” and it’s real. www.downtownjoshbrown.com/p/the-analog...

We made it www.wsj.com/finance/stoc...

“It’s a murder mystery, we know someone’s been killed, we just haven’t worked out who yet.” The brilliant Robin Grew and Kristina Hooper of one of the world’s largest hedge funds, the Man Group. You simply must listen. New TCAF hosted by @michaelbatnick.bsky.social youtu.be/Q1PXn0x3AoU?...

No, no, no. We are NOT gating redemptions. We're fencing withdrawals. It's entirely different.

The golden age of private credit. Discuss.

A Denver omelette becomes a Western omelette by adding tomato, everything else remains the same. If you order a Denver omelette with tomato they will have you arrested.

#$AAPL will own consumer AI. 2.5 billion active devices worldwide. Every app has to play nice and be interoperable with Agentic Siri upon launch. They’re never the first product. Just the best. And unavoidable.

Sorry for jestermaxxing at your uncle’s funeral.

HALO on The Street - Mike Wilson of Morgan Stanley has a point of view on this framework for assessing the stocks that are working this year... If you missed my original piece, it's here: www.downtownjoshbrown.com/p/the-most-i...

My internal clock likes to wake me up at 4:30am every day just in case someone has posted something to the internet I haven’t seen yet.

ChatGPT and Claude are both blocked from accessing Spotify, YouTube and Apple Podcasts. They literally can't retrieve episodes of a show via search. The platforms block robots from accessing, scraping or interacting with content. ChatGPT and Spotify have an API partnership for user linking though.

The difference between intel and intelligence. Do you know it? www.downtownjoshbrown.com/p/do-you-kno... This is the story of Hunterbrook Media @truth.bsky.social

Today’s must-read “As society wrestles with whether A.I. will lead us into a better future or catastrophic one, Times Opinion turned to eight experts for their predictions on where A.I. may go in the next five years.” www.nytimes.com/interactive/...

I don't know what everyone's so worried about, there will be plenty of jobs in the future. For example, Waymo is paying DoorDash drivers eleven dollars to shut the doors of their cars. It's practically a Utopia.

Rivian (#$RIVN) absolutely exploding this am, up 25% pre-open. This is the truck that replaced the Tesla models nobody wants anymore. Suburban dads love a status item with a waitlist.

I didn't want to thread this, but it should be read.