My plan is to take JetBlue to The Hospital de Sant Pau in Barcelona after the US health insurance system collapses for middle class and that first triple bypass surgery hits

Tehran’s population went from 2M to 18M in 50 years. Water restriction starts this week & evacuations are considered within months if the drought persists.

Darkness on the edge of town

The irony of the new GOP “plan” is that 30% of people in places like Missippi and Louisiana are diabetic. Good luck buying your own insurance after healthy, beautiful people pull out of the insurance pool.

Thanks to TikTok, rural Finland is getting Wiccan shops and people are moderately shocked.

….markets expect the shutdown to end next week & now Rick is STARTING to write a bill to overhaul the entire 2 Trillion dollar US health insurance industry?? Mary, Mother of God, help this reckless country.

The reason Obama could not deliver Nordic style healthcare to Americans was that GOP insisted on coddling their rich insurance company donors… but now MAGA is being radicalized against Big Insurance… which remains the cornerstone of GOP corporate donor base…

Cognitive deterioration is undeniable. Yet it cannot be discussed publicly in America. This is unsustainable. What will become of us? We are trapped in this spiral. On this hellbound train.

It’s funny that China can force America to turn our AI industry socialist by rendering OpenAI permanently unprofitable. Sammy charmed so many powerful men into giving him so much money he will end up as a taxpayer funded, massive money pit.

What would you think if a company - pivots to pornography production - asks for government loan guarantees - asks for massive tax breaks and does all this in a period of one month? If you know that company loses two dollars for every dollar of revenue… how would that impact your analysis?

The ballroom stuff cuts through to all the disengaged people who don’t follow politics. It’s very visual and meme-driven and hideous and genuinely shocking. Trump can’t help talking about it all the time, even as planes are grounded and children grow hungry.

Sam really is remarkably deceptive. He pretends to answer the question of how he is going to pay for his gigantic CAPEX spend by talking about OpenAI revenue. But he loses money on every dollar of revenue. So how is that revenue paying for even a ham sandwich?

A cash furnace the size of Chrysler Building

Atlas begged

His makeup artist is on a Korean revenge movie type quest.

Buzz about government shutdown ending is giving markets a lift… Nokia is set to soar like a Karelian wild swan if we get that AI bounce now. It’s the new thing. It’s the Starbucks $30 bear shaped glass mug. That’s on efficient market theory!

Hectic scenes in Fairfield County, which is the ground zero for the diabolical Starbucks scheme of launching $30 bear glass mugs in limited quantity. Apparently Ridgefield Starbucks only received two mugs. These Yankees are now in a frenzy. Online price hitting $250.

The likelihood of AI CAPEX forcing Oracle to default on its loans is very low. But it’s no longer extremely low.

Consumer sentiment now -22 points lower than back when Manhattan crematories went to three shift mode in order to burn the corpses piling up in hospital parking lots.

I really think Sam and his CFO wiped $3 Trillion from AI sector market cap simply by being so incredibly weird on the main. The choice of calmly talking taxpayer backstop for $1.4 Trillion loans JUST BEFORE ASKING $1.4 TRILLION LOANS defies belief. And then denying it? WEIRD

It’s a mentally tough situation - the China trade “deal” led investors to go all in as bearish percentage dropped to two decade lows. And then leading AI giants made super weird comments & now core tech is tanking. Dip buyers reeling. We might get a climax selling bottom now??

Oh no… Sam is an absolute grifter… he is trying to exploit China fears by masking the taxpayer bailout of OpenAI as “derisking infrastructure buildup in race against China”. He wants to introduce massive systemic risk via moral hazard AND call it “derisking”. Damn…

LOL, I asked Inderes if they were interested in market commentary after Wall Street close & the response was “you are welcome to comment on our discussion boards”. Life humbles you.

Finland is very Americanized! Love Island Finland, etc. Yet some aspects of American culture have zero overlap with Finland. This whole concept of a sexy professional widow selling merch simply cannot exist in Finland. It is so alien to us.

Coastal 30-year olds wrecking the casual dining industry.

I see the whole scheme of forcing China to erase its trade surplus is working like a charm

Battle over starving people making $14K a year is accelerating. Many don’t know this, but large corporations often deliberately prevent people from getting more than 30 hours of work a week to avoid paying benefits.

Biggest layoff month since 2003 and air travel is slowly grinding to a halt. Richest men on Earth demand trillion dollar pay packages and trillion dollar loans, threatening calamity if they aren’t handed the money.

We finally have one of those moody TriBeCa Indian e-girls as the First Lady of New York City. Moving culturally beyond luncheons with Public Library board members at Russian Tea Room. It’s electrifying

When I got my first Wall Street job I met this alcoholic Bernstein sales guy named Bob; he always said “Tero watch out for lunch hour bounces when markets turn - because when traders come back at 1 PM the selling picks up”. I paid no heed until 2009 when I realized his wisdom

I don’t know what to tell you. Marjorie is growing on me. She now seems smarter and more honest than Bessent. It is what it is. This is a wild and tempestuous country.

Mmmmmm these Yankees are dreamers… Nokia is a fresh horse in the AI game and it intrigues them. It’s now outperforming Palantir and Nvidia notably as investors grow fearful of high market cap, aging generals.

Sipping coffee and watching the President announce the latest government price control schemes. He is promising 1200% price cuts. Everyone is chuckling. This is my America.

If you are planning to exploit moral hazard and promise new investors a taxpayer funded bailout… don’t say it aloud! Don’t brag about it. Just hush your mouth and keep hustling.

He should not be saying this. It’s an odd thing to say out loud. His judgement is clearly questionable & this is reckless behavior ahead of a Trillion dollar raise.

Oh no… she got unnerved by the immediate backlash and is now claiming OpenAI is not seeking a backstop even as she admits she used the word “backstop”. It’s not clear she understands what she said. But sure, hand her $1.4 Trillion.

You can see the moment the bond markets realized the Supreme Court is actually going to uphold the law. Extraordinary.

Supreme Court saved Bitcoin as speculative hunger is back now that tariff reversal seems to be happening. The weirdest feat of John Roberts.

Woah… this is monumental… what a mess…. when are these Yankees not executing dramatic reversals and absolute mayhem…

Nokia now leads Nasdaq rebound days because it’s fresh and exotic and has low valuation. It’s the ingenue. It’s the new thing. This 170 year old sawmill corporation is born again. Future is Finnish again

GOP has been busy drawing a lot of new +8 GOP districts. Let’s see how that pans out if we get a recession with rising inflation and spiking unemployment next summer.

UES hedge fund managers are Cuomo Country & UWS NBC producers and psychotherapists belong to Mamdani

Tribeca nepo babies went for Cuomo. So did Metropolitan Museum hood.

Mamdani beating Cuomo in Manhattan as Ackman and Giuliani look on

I pledge my fealty to Zohran. I will follow his lead.

I knew Ridgefield was a Christmas town when we moved here. But I didn’t fully comprehend. If you don’t have a tree like this up by Nov4, the folks start nudging - you may find a raccoon head with an elf hat in your mail box, etc. Subtle persuasion.

Lord, Bitcoin cracked $99K. The rebound looked convincing but crumbled like an oat bar. Torpid and smug Gen Z traders got so used to buying dips with leverage they are getting whiplashed

Seoul trading halted as shockwaves circle the globe. Bitcoin rebound was tentative and is already collapsing. Trump may block New York’s federal funding at midnight. Alison Williams flopped badly with “Regretting You”. East Coast flights face ground halt by Tuesday. Good night America

Feeling chills. We can dare to dream again. New York can be so much more