I enjoy monitoring the new ETF launches and trying to find anything new that might be interesting. Mostly a bunch of crap. I laughed pretty loud for this one. Bitwise Dogecoin ETF - BWOW

Be aware there are a lot of ETFs that went exdiv today and will be paid out this week and next.

Jobs Data: NONFARM PAYROLLS +65K, (Est. +50K) UNEMPLOYMENT RATE 4.6%, (Est. 4.5%) AVG. HOURLY EARNINGS MoM 0.1%, (Est. 0.3%) AVG. HOURLY EARNINGS YoY 3.5%, (Est. 3.6%)

The AI stock theme looks pretty dead. Lots of Boomer stocks finally waking up. 2026 is going to be fun.

Another covid outbreak would be fun....

that is the most republican looking man i have ever seen

Everytime someone calls AI a bubble, I am now asking to explain using financial metrics. Its a lot of fun.

AI might be dead.

An exec order limiting states rights on regulating AI. Nothing but toiletpaper. States should just laugh.

Broadcom results = AI not dead yet.

Skeptics and Short Sellers were dead on Oracle's Purchase Obligations nonsense.

Boomers on TV talking about productivity using AI. These dudes can't even Print to PDF.

Trying to interview Fuentes is kind of crazy. I just used to laugh and ban these dudes from internet forums 20 years ago. They are not serious people.

The Bond market is screaming to not appoint Hassett or Bessent as the new Federal Reserve Chair.

NEW: Trump’s Own Mortgages Match His Description of Mortgage Fraud, Records Reveal www.propublica.org/article/trum... w/ @robert-faturechi.bsky.social @amierjeski.bsky.social

Cignetti taking over a sorry program that hasn't been good since WW2 and immediately being this awesome is beyond crazy.

WOW! AN HONOR! — GCN

An end of year stock rally to 7200 would make a lot of people very mad.

Lots of people in the South and Midwest will learn that Darwin was a pretty smart guy.

Netflix getting HBO is a nice little win for subscribers. Hopefully one less (horrible) app I need to interact with.

Now this could end up really funny. www.cnbc.com/2025/12/04/c...

Uhhhh. I got nothing. INITIAL JOBLESS CLAIMS 191K VS 220K EXPECTED U.S CONTINUING JOBLESS CLAIMS ACTUAL: 1939K VS 1960K PREVIOUS; EST 1963K

Finally on the other side of the sinus cold. Dr. said half the people she sees has it going on.

10,000 Boomers retiring per day and their positions are not being backfilled. Young X and Old Millennials absorbing the work. Tariffs / Immigrations killing small and medium size business.

Watching American Bitcoin $ABTC (Trump Kids backed) shareholders get absolutely bagged is very funny.

A cheeseburger ending this clown show would be a fitting end.

On a Blackrock 2026 webinar. Uncle Larry sounds awful and is bringing some big boomer energy (hes 73).

Picked up a nasty sinus cold over Thanksgiving from one of the rugrats. Can't shake it.

This is a good start on how to play Billionaire. www.cnbc.com/2025/12/02/m...

Tether going bust might be the most funny.

Dems becoming the Law and Order party with a spine becomes a 2026 landslide real quick.

Fun to see the Saylor $MSTR ponzi collapsing in real time. Bitcoin down to $70k under his breakeven is where things get really fun.

I agree with most, disagree with some. Easy take is if you make $130k it should be a lot easier to thrive in 2025, not just tread water. open.substack.com/pub/michaelw...

Finally enabled multiview to watch NFL games. This should go over well when my wife sees it.

Executives should be first to be downsized and replaced by AI.

The labor market is easy to explain: 10,000 boomers retire every day. Their positions are not being backfilled by Zoomers. Productivity amongst young Xers and Millennials is exploding to fill the gap and being left alone to actually get work done.

Very less baggy.

I am curious how many problems could be solved by GenX and Millennials stopping enabling bad Boomer behavior and just saying no to everything.

Nvidia ripping green is now the new funniest scenario after all the bears came out.

Ruben Gallego seems to be on the right track. Big late GenX / Early Millennial energy. Dude just calls a spade a spade. Refreshing.

Sept Retail Sales = Softish US SEPT. RETAIL SALES RISE 0.2% M/M; EST. +0.4% US SEPT. RETAIL SALES EX-AUTO RISE 0.3% M/M; EST. +0.4% US SEPT. RETAIL 'CONTROL GROUP' SALES FALL 0.1% M/M; EST. +0.3% US SEPT. RETAIL SALES EX AUTOS, GAS RISE 0.1% M/M; EST. +0.4%

Google squashing Nvidia was not on my 2025 Bingo card.

Lots of interesting takes on this article. My wife and I do well, but its impossible to ignore the invisible costs just keep rising. Even though we are making more money yoyoyoy our excess savings isn't moving up and other than adding childcare $$$ our expenses have not changed materially.

I did a quick search of Tesla "AI Related" patent filings. They do exist. The problem is they are old & or many came from their Deepscale acquisition. Perplexity has a pretty cool new patent tool in beta that helped. The Gemini results are pretty awesome:

Finally seeing some of this in my area.

The Buy Google / Sell Everything else AI trade is happening.

Burry launching a paid substack newsletter is probably pretty bullish. Imagine clearing $100m and then doing furu things.

Pretty neat idea.