A spine has appeared.

Curious who blinks first on bitcoin and crypto: the hodlers, treasury companies, or ibit etf guys.

If as few doses of Acetaminophen were consumed each year as Ivermectin, there would be 1 Acetaminophen death every 72 years. If as many doses of Ivermectin as Acetaminophen were consumed each year, the body count in the U.S. for the antiparasitic drug would be over 850,000 deaths annually.

There is so much grift and fraud everywhere in financial markets. Sadly the fox is guarding the henhouse.

Charles is one of the smartest guys I know in the patent world. The robot video is pretty crazy to watch. charleseldering.substack.com/p/vr-agi-v-p...

Sell Rosh Hashana worked fairly well. We will see about buying Yom Kippur.

I strongly suggest reading Michael Cembalest Eye on the Market piece. am.jpmorgan.com/content/dam/...?

All dudes probably have a touch of the tism. We all have weird quirks or patterns that if it was captured on video enough times and shown to a 3rd party would say on the spectrum.

Jewish Holidays the next few days. We are going to get blamed for the bad stuff when most of us are in synagogue, right?

AI = One large big tech round tripping scheme. The crash is going to be spectacular.

I would love for Trump and RFK jr to explain autism before vaccines and Tylenol.

Really impressed with the Koyfin and Fiscal.AI upgrades being rolled out at a pretty quick pace. The Koyfin Transcript AI Summary is pretty awesome. CC @investmenttalk.bsky.social

The 3 most fun words to say in my house: I need help. My 2yo will stop whatever she is doing and come running at full speed to help with a task.

Gold is telling you bad stuff is coming.

People have the visa thing wrong. Its negotiating leverage to get a deal with India.

MAGA is making it very easy for a Dem to win 2026 and 2028. Shred the tariffs (all of the exec orders) and lock up all of the fraudsters. Do they have the chutzpah is the main question.

Don't Shoot: there are more etfs than individual US stocks. The flows into Active and Thematic are pretty large. I track the daily individual buys/sells among the larger ones. Grab sentiment, trending, momentum, short interest data. Allocate 50bps to an idea & work with block desk on filling.

Vote with your wallets. Going to listen to the Eagles game Sunday on the radio instead of watching.

Spent some time yesterday cleaning up my social media follows and settings. Looks much cleaner with way less rage.

Vote with your wallets. Online complaining does nothing. Many ways to do it. Cancel your TV sub and move to YouTubeTV. Boycott monday night football and cut the rating in half.

Weekly Claims = Back to Good US CONTINUING CLAIMS 1.92M IN SEPT. 6 WEEK; EST. 1.950M US JOBLESS CLAIMS 231K IN SEPT. 13 WEEK; EST. 240K

Farmers punched themselves in the face for 2017-2020 and decided they wanted to do it again. Already looking for a sweet bailout funded from Blue States.

I am going to miss Powell.

Dollar and Rates down significantly. Should make for a pretty big rally in EM and DMexUS.

Housing Data = Bad US BUILDING PERMITS (AUG) ACTUAL: 1312K VS 1362K PREVIOUS; EST 1370K US HOUSING STARTS (MOM) (AUG) ACTUAL: 1307K VS 1428K PREVIOUS; EST 1365K

Red State idiocy is going to backfire spectacularly. Blue States need to ride out the storm and figure out a way to drive down the cost of living (build more housing). Vote with your wallets.

Adding more Gold, AI, Defense ETF, Top50 S&P500. Shifting around ExUS DM and EM. Changing overweight equities from 1% to 2%. Pretty reasonable.

Consumer not dead US AUG. RETAIL SALES RISE 0.6% M/M; EST. +0.2% US AUG. RETAIL SALES EX-AUTO RISE 0.7% M/M; EST. +0.4% US AUG. RETAIL SALES EX AUTOS, GAS RISE 0.7% M/M; PREV. 0.2% US AUG. RETAIL 'CONTROL GROUP' SALES RISE 0.7% M/M; EST. +0.4%

Finished The Outsiders and started Why Moats Matter: The Morningstar Approach to Stock Investing. Trying to uncook my brain from social media at night.

Has anyone used StepStone's Inteval/Evergreen funds, Private Markets, Private Venture/Growth, Infrastructure or Private Credit?

Didn't happen in college, but it was always really funny traveling to Texas and being the first Jewish person someone had ever met or spoken with.

Classic FAFO www.politico.com/news/2025/09...

A right-wing man killed another right-wing man at a right-wing event at a right-wing college in a right-wing city with a right-wing mayor in a right-wing state with a right-wing governor and right-wing gun laws because he wasn't right-wing enough. But it's Democrat's fault.

Trump killing US Manufacturing US Empire Manufacturing Sep actual: -8.7 vs 11.9 previous; est 5.0

Someone setting up a viewer supported news channel of just the news and dunking on right/left wing takes would do very well.

Been reading books every night instead of doom scrolling. Almost finished The Outsiders, which was pretty good.

I would say there is a non zero chance that Pulte people used AI to change the documents in their system.

👇🏽 🎯

You know who also called Charlie Kirk a fascist and hated him and casually uses "gay" as a slur and joke? Groypers and people who follow Nick Fuentes, the Hitler lover who dined with Trump.

OPEN should be dropping $1B+ ATMs left and right on the retail dummies to build a cash fortress.

Its a crazy MAGA dude or a Groyper. If it was a brown or lgbtq person the messaging would be way different.

Continued congrats to @usdhuga.bsky.social on InterDigital.

Easy.

CPI = Warm as expected U.S. Aug. CPI (YoY): 2.9%, [Est. 2.9%, Prev. 2.7%] U.S. Aug. CPI (MoM): 0.4%, [Est. 0.3%, Prev. 0.2%] U.S. Aug. Core CPI (YoY): 3.1%, [Est. 3.1%, Prev. 3.1%] U.S. Aug. Core CPI (MoM): 0.3%, [Est. 0.3%, Prev.0.3%]

Oh Boy US JOBLESS CLAIMS 263K IN SEPT. 6 WEEK; EST. 235K US CONTINUING CLAIMS 1.939M IN AUG. 30 WEEK; EST. 1.951M

The shooter being a former us military white MAGA guy would really be something.

The shooter being a white MAGA dude would be something.

Charlie Kirk is a sick freak MAGA weirdo, but no one should be shot. Thoughts and Prayers.

Does OpenAI even have $300B to buy compute from Oracle? Stock going to fade once people figure this out.

PPI = Soft (Good for my rate cut boyz) US PPI (YOY) (AUG) ACTUAL: 2.6% VS 3.3% PREVIOUS; EST 3.3% US PPI (MOM) (AUG) ACTUAL: -0.1% VS 0.9% PREVIOUS; EST 0.3%