Hassett: the Iranians didn’t like the game of “I’ve got your nose” but we think they’ll enjoy and respect the rules of peekaboo

My grandmother instilled the lifelong joy of reading in me and NGL I’m starting to feel a little resentful about that

One hypothesis is, despite vibes to the contrary, Americans became so rich they no longer view politics as a means to solving real problems. Thus it’s culture wars over vegans, trans, etc Passage of Obamacare + the post GFC economic recovery were too good, we haven’t learned to cope with success

Ambushed by this song for the first time since I lost my dog, almost perfectly describes her 😭😭😭😭😭

Always confused why sellsiders I have zero contact or overlap with somehow get my email when it comes time to beg for II votes Can AI fix this?

“Demand still far outstrips supply” **homebuilder margins have entered the chat**

Where does the revenue of the pending largest IPO ever come from, you ask?

“We had too much of the whimsy” is a famous retail shitco quote from the days of yore

The president insider trading in size less than my typical PA holding is an extra impeachable offense

>Guy who runs HF jr training program realizing AI means more pod juniors aren’t gonna be needed< “They’re a rounding error in terms of comp and isn’t there a moral responsibility to help them?”

What’s fun is you don’t know precisely what this refers to. Nor do you need to

“US: ceasefire holds despite missle defenses deployed” is the “CNN: fiery but mostly peaceful protests” chyron of 2026

Valid question. Hard not to think this story going mainstream will further erode confidence in capital markets - can’t explain it without encountering the absurd

Eerily similar to teeing the juniors up for their initial stock pitches

In America, the politicians believe preferential tax breaks qualify as creative thinking

All I’m asking for is to live in a proper banana republic

Lmfao

Energy investors positioning for structural supply shortages

Lmaooooooo, buddy you’ve gotta touch grass

Listening to this made me realize the long onlies quoting Buffett aren’t the dumbest people in Boston, it’s that city councilor. Jfc x infinity

Heartwarming to watch the junior for a sellside clown grow up, somehow get his own coverage outside that sector, and promptly make the family tree proud by beclowning himself with his early work.

Waging a passive-aggressive war against his in-laws is possibly the most relatable thing he could do

If we nuke Iran early this week, the radioactive fallout will have settled by the time the Masters tees off, and everyone including POTUS can carry on and try to have a great weekend. (I actually don’t know how long it takes for the fallout to settle, but neither do you, and that’s not the point)

Long weekend. Brutally tough in-law situations all around. Brothers visibly exhausted from dealing with their little kids. Feeling like a junky going thru withdrawal. OPEN THE FUTURES

Lmao, the anodyne markets takes have pivoted to self fluffery 🥈

“In Europe, they had the Thirty Years War, can you believe it. They’re even saying, they once had a Hundred Years War. Older than Sleepy Joe Biden.”

Have an emerging theory of consumer value props where people buy the thing itself + the option to whine about it on social media. Convertible bitching arbitrage if you will.

It’s great the obligatory young person’s answer about working a markets job makes prices more efficient blah blah has become, if you panic buy and sell to make the red arrows redder and the green arrows greener, the president will end wars.

Ackman sitting on lousy performance emerging to pump his bags the day before quarter end. Not the hero we need, but the clown show we deserve

New MTN bull case

It’s a short time series, but taking a step back, have to LOL at the “more people struggling than thriving” stat. It’s a bull market in bitching and moaning, and a perspective check is badly needed.

He’s a transparent liar, but he’s also claiming they bribed him? And this is good? New achievement unlocked.

Beyond all the obvious ones, an additional downside of being an energy analyst is governments around the world try to fuck you as much as possible on the rare occasions you are making money. Thank you for your attention to this matter.

Bear case on SCI, sorry @anadarkocapital.bsky.social

Found Cathie Wood’s renewable energy analyst

This would hit harder if, in the truly extraordinary moment when there was a chance to act with urgency and stop this, the Dems didn’t logroll their way to nominating Kamala

On a lighter note and to out myself as a boomer, I will never understand the obsession with filming yourself working out

An ill-conceived war in the Middle East and CZR getting bought out? We truly live in sequel culture.

4 whole days of war? That’s more content than Beast Games. And none of us are getting random amounts of money? This show sucks.

👉👈 You know, there’s another country that would benefit from regime change

“talks happening at Berkshire” 🙃

Beyond all the obvious ones, an additional downside of being an energy analyst is StreetAccount rarely credits your stocks individually when they’re trading higher. Even on the rare occasions you make money, you get no love.

Nurses and air traffic controllers joining the alliance of credit card points collectors and Epstein files truthers. A new moral majority.

Something about the Andruw Jones HOF induction - on the 9th ballot! - is hitting me hard. And seeing this lineup makes me feel absolutely ancient.

SCOTUS needs to hurry up and end this tariff charade

How are we still not making people repay their student loans? Not a serious country.

Man with a punchable face who rises and sleeps under a recent interpretation of the theory of self that says just because you couldn’t defend yourself from getting your ass kicked, doesn’t mean anyone can kick your ass - has views on international relations

Dozens of companies with a cumulative market cap of about $5b preannounced then held unhelpful meetings. These guys aren’t seers, they barely have value-added insights on what happened in December, much less what’s going to happen in the next 90 days.

Pay to attend ICR? In this economy?

PM/analyst bonus discussion vibe setting