Risk manage your allocation to investments, with respect to your life span & age. My thought is older investors are increasingly over allocated to equities with retirement and end of life approaching

This is the scene in our documentary Hotshot that screwed it from getting sold at Netflix and HBO, and it's probably the most important for people to see. Our film implores Californians that if they clear their brush, they actually have a shot of withstanding an 85mph firestorm,

Black swan nobody saw coming. Mortgages will no longer be paid because there is nothing to repossess. Banks are sucking eggs! 2008

To summarize... Domestic LLMs copied and regurgitated everything on the internet without respecting copyright Now foreign LLMs copied and regurgitated the domestic LLMs without respecting copyright.

Thoughts on recent IPOs… $SFD Smithfield foods priced reasonably, low growth but good cash flow awaiting a dividend announcement. $VG Venture Growth is overpriced and has bigger mkt cap than $LNG but narrative in export could overcome fundamentals. Tracy Shuchart (𝒞𝒽𝒾 ) Special Situations 🌐 Research Newsletter (Jay)

THIS IS THE MANHATTAN PROJECT 2.0 DeepSeek Deep-Sixes Semis & Investor Confidence H/t contributions Geoffrey Fouvry George Hart Bogachan Ozdemir Donald J. Trump Ben Thompson Nate ʎllǝuuop ʇuǝɹq Peter Atwater Shawn Ryan 🙏 samanthaladuc.com/p/this-is-the-…

Wanted to repost this and get your thoughts. From a markets perspective if the US will no longer be the global policeman does this increase risk in international markets? My interpretation is the Monroe doctrine is back. The US controls the western hemisphere. EU.etc good luck!

Hypothesis: Tariffs are a tool to transition America back from its high time preference societal disaster to a more sustainable low time preference future. The US economy and financial markets have increasingly become a high time preference disaster, focused incessantly on

It's becoming clearer and clearer that we're looking at a seismic shift in the US's relationship with the world, between: 1) The US dismantling its foreign interference apparatuses (like USAID 👇) 2) Marco Rubio stating that we're now in a multipolar world with "multi-great

I think this will increasingly creep into the consciousness of people and markets. It sounds shocking because for 40 years,the fall of the Soviet Union, this has not been the case. Paradigm shift. Europe is caught flat footed

🇨🇦Canadian Food companies are starting to move production to the US! The first 2 companies only this weekend! "Flourish Pancakes" and "Mid-Day Squares" seek to move operations to Ohio, Wisconsin and Missouri. Great news for American 🇺🇸workers and the economy.

ICYMI, new episode with Danielle DiMartino Booth! 🔥 We discuss: - The recent tariff chaos - Cracks forming in the labor market - The Fed’s evolving stance on inflation - Recession indicators & more! 00:00 Introduction 00:59 Impact of Tariffs on the Economy 07:21 US Labor

$RTC this stock is about to absolutely run! #China #AI #Chinesemicrocaps #Outliers

Great post by Jim Bianco $WTBN how do we get out of the #fourthturning

Must watch

Thanks for having me on for a wide-ranging discussion about the tactical & more importantly, the potential strategic reasons👇 large amounts of gold are moving globally, Tucker Carlson.

#StopTheFraud

Is anyone else having issues with Charles Schwab Corp phone app? #schwab

1/8 Something different Is Trump Popular? It's a complicated question. Nate Silver Substack, Silver Bulletin, has some good data. They average every Presidential Approval Rating back to 1946. I use this data. natesilver.net 2WAY