If your credit score is under 780, you will lose your card. I thought about shorting COF months ago when Trump first mentioned it, but the stock didn't move. We'll see what it does on Monday.

$MSTR team is so incapable it’s hilarious With their preferred STRC IPO raise of $2.4B at $90/share, which pays $11/yr dividends (12.2% cost of capital), and bought BTC at $118.6k. ~$570M loss on their IPO purchase of Bitcoin. With ~$293M/yr in dividend drag, they need BTC ≈

🇺🇸 Trump to Big Oil: "Please loot Venezuela for me" 🙏 Big Oil to Trump: "Nah, We're good" A hilarious scene unfolded in the White House. The president, promising "total security," tried to rally oil execs for a Venezuela investment blitz. The response? A masterclass in

I was laying in bed last night thinking about the news regarding a 10% cap on credit card interest rates. And there's a huge winner. (but it’s not shorting $V or $MA like everyone’s screaming about) It's the BNPL trade. Why? If credit card issuers get forced into a 10% cap,

Gold doesn’t move in size unless something is starting to crack. And to be clear, the chart is showing gold leaving the United States..non monetary gold exports recorded in U.S. trade data. That matters. But countries don’t move physical gold around because they’re making a

₿ig Orange.

BREAKING: Federal prosecutors have opened a criminal inquiry into Fed Chair Powell, per NYT

U-Haul just released their 2025 Growth Index. #1 Dallas #2 Houston #3 Austin People vote with their feet. And their moving trucks. The Texas Triangle swept the podium.

A $400,000 mortgage is $2,600/ month. A $400,000 mortgage was $1,600/ month in 2022. $1,000 more for the same home. Wild.

Last week, Sen. Josh Hawley (R-Mo.) tweeted that he supports easing restrictions to allow buyers to tap their 401(k)/retirement accounts—without penalties—to help buy a home Politico reports that Trump is drafting executive order for it politico.com/news/2026/01/0…

Housing is flashing 🚨 Months of supply is 7.9 — unchanged from September. • Normal = 4–6 • 2020 bubble low = 3.3 • 2009 crash high = 12.2 We’re closer to a crash than a boom — yet prices are still being sold as “hot.” Something has to give.

Completed homes for sale just hit 122,000. That’s: • 4× higher than the 2022 low • The highest since 2009 • Above normal inventory levels Builders are sitting on finished homes. Negotiate.

Boomers own 28% of large homes. Millennials with kids own just 14%. Boomers won’t sell because prices are too high. Millennials can’t buy because prices are too high. This is the housing freeze. Who breaks first?

Berkshire Hathaway is sitting on $382B in cash. Before retiring at the end of 2025, Warren Buffett was hunting for a $100B+ deal but couldn’t find anything on the stock market: “I’m willing to spend $100B this afternoon. I’d rather have $100B and a really good business at a

Bank of America CEO on why stablecoins shouldn't pay interest: (TLDR: consumers shouldn't earn yield so banks can) Quick summary: Interest on stables -> mass deposit flight Fully reserved money -> no fractional leverage Banks lose free funding -> profits go bye bye!

This went under the radar. Pimco who manage $2.2 tn of assets are selling US equities.

Invitation Homes—a giant single-family landlord—just acquired ResiBuilt—a build-to-rent developer in the Southeast ResiBuilt has completed 4,200 homes since its founding in 2018 invh.com/news-events/ne…

BREAKING: Donald Trump’s first Venezuela oil sale deal goes to megadonor’s company, per FT. The initial deal, worth about $250 million, went to Vitol, the world’s largest independent oil trader. A senior Vitol trader, John Addison, involved in securing the contract has poured

At what % does it become a bubble?

The Median 401k balance for 25-34 year olds is $14,933 That ain’t much of a down payment…