Ulta Beauty reports earnings tomorrow. Just one miss in 5 years. That's a great track record. Beauty has been a strong category in retail. Ulta has brands across the spectrum. Customers can trade down. #ULTA (I own it)

It's a great movie. Everyone should see it.

"Less bad." Lol. That is the new standard for Tesla now.

Thor Industries, which makes RVs and owns Airstream, had a big earnings beat but sales are not rebounding. In fact, Thor was honest today that there are signs the consumer may be pulling back (again). #THO

What a wonderful movie. If you haven't seen it, you should stream it. Great soundtrack too. It's lead song was up for the Best Song Oscar, I believe.

2500 S. Wabash

Hooray.

Uh oh. This is only going to end badly. But I'm sticking with my prediction of a top in March 2027. Speculation building.

A sign of recession? People are ordering smaller pizzas with fewer toppings and no sides like bread rolls or soda. Gift article. www.nytimes.com/2025/12/01/b...

Is anyone surprised?

Christmas time in Naperville, IL. About 2 inches so far. Hooray.

Being creative is hard.

Looks grim for oil.

Remember when Trump said he was getting rid of the Deep State? He never uses that term anymore.

Gold ETF versus Bitcoin ETF over the last month. And yes, GLD is beating IBIT on the year-to-date chart too.

But the worst meltdown was really the dot-com bust. The Nasdaq was down over 80% by the end. That never happened to the S&P 500 or Nasdaq in 2008.

Heartbreaking.

It will slow further? We all know it's not growing at 5%. Let's say it's really 3%. What does 2026 hold? Recession? Or 1%. Shocking given that just a decade ago 10% was the norm. Nothing lasts forever.

I don't understand this stupid "cash to the people" nonsense. The "people" are already going on the ACA marketplace and shopping for insurance. That's the point. Giving them cash to go shop for it will lead to waste, fraud and abuse. And it doesn't do anything to deal with the rising premiums.

Investments may fail? Who knew?

Canada is getting HSR soon?

He doesn't work for the United States of America. Why isn't Marco Rubio going? Does Kushner even have security clearance? Absurd.

GOOGL vs. NVDA: Is There a New Leader in AI? www.zacks.com/commentary/2...

You don't say. Imagine if we had Medicare for all.

FYI. Nature heals.

The promotions are going to be intense this holiday.

Yes, a developer bought this 100+ year old beauty with waterfall and gardens in the backyard that were featured on various garden walks over many years to tear it down. Demolition permit filed. They've already torn down the house next door (on the right). 🥹 From the other site:

Eli Lilly hitting another new all-time high today. Earnings expected to rise another 41% in 2026 after soaring this year. Forward P/E is stretched, however, at 44x. #LLY (I own it in Zacks Insider Trader portfolio.)

Burlington Stores is looking pretty good. Earnings in the morning. Analysts still expecting big earnings growth. But will the shoppers show up? #BURL

Hooray.

Abercrombie & Fitch reports in the morning. It has a good earnings surprise track record. BUT tariffs will impact (eventually) and its already doing 50% off Black Friday. I'm worried about this holiday season with apparel. #ANF

👀

Who voted for this?

What a wonderful article. Many GenXers have had to deal with everything she describes with our Silent Generation parents. The Medicaid cuts will be devastating. And immigration restrictions equally so. Explore this gift article from The New York Times. www.nytimes.com/2025/11/24/o...

What does that mean? "We have a ways to go?" They're either buying the soybeans, or they are not. And right now, they are not.

Is it tariffs? (sarcasm)

They are so out of touch.

Cool.

I have said this for a long time. You do not "know" a person from their Instagram feed or their YouTube channel. But some people think you can.

He's so petty.

Good news.

Of course he does. He is giving authors an outline and "overseeing" it. But that's okay. He is transparent about it. James Patterson Denies Having ‘Book Factory’ Amid Mass Publishing - Parade share.google/603FC8Iygz7d...

I'm raising my outlook for the year ahead. I think we'll have a final blow off year with the S&P 500 going full bore before it finally collapses on itself in March 2027.

FYI. Important for the energy market.

The art market is setting records again, by the way.

I'm surprised Bangkok and Panama City aren't on these lists.

This makes sense. No one should think it's a conspiracy. They literally DO collect the data during that month.

FYI.

Stock markets like to climb a wall of worry.