It’s Monday morning and I still can’t believe Will Levis threw that pass.

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For a company that markets itself as “The Happiest Place on Earth,” behind the scenes is anything but. Fascinating read from The New York Times on the drama at Disney and Bob Iger intentionally taking out his chosen replacement. $DIS nytimes.com/2024/09/08/bus…

When did the The Wall Street Journal hire my wife to write articles?

Every 6 months Barron's tries to double the price. When you go to cancel, they suddenly have an "exclusive offer" waiting for me. I'm very lucky.

Listening to the $WOOF call. Stock was up 30% today. New CEO from $FIVE just took over & pet business is a good business to be in. Is this company worth anything? $1.2 billion market cap.

$ORCL CEO Larry Ellison on AI: "There is no slowdown or shift coming."

Kroger on the consumer: Seeing pressure on consumers ability to spend. Been observing this in lower-income consumer for awhile but now it’s spreading to other consumer segments. $KR

~1.4% profit margin at $KR in the quarter. I'm not seeing the price gouging.

Hawk Tua

$CME CEO Terry Duffy on relationship between rates and Treasury trading: “I disagree with premise that if rates go down volumes go down. I just don’t see it.”