Or just sell stocks today and Monday and Tuesday of next week.

Uncertainty is the enemy of economic prosperity and stock market returns. We have unprecedented uncertainty. Business will stall and the market will retreat.

Uncertainty is the enemy of economic progress, and we have more of it now than at any time since the early days of Covid. Business leaders will wait for clarity and the economy will slow. None of this bodes well for an equity market that offers very little risk premium to the

So earnings growth for the SP 493 (SP 500-Mag 7) fell by 4% in 2023 and grew by less than 5% of 2024. This was when the federal government was running unprecedented deficits, which are now being drastically reduced. How do you think they will fare without helicopters tossing

These will only get bigger in the coming years

Powell today is more or less the monetary equivalent of the soup nazi. No cuts for you!

market wizard of barton creek

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NBC’s coverage of the US Open is so, so bad. 1. Come back from commercial break 2. Show 3 shots with commentary 3. Go to “playing through” ads for 2 minutes 4. Show another 3 shots with commentary 5. Go on commercial break again 6. Repeat Complete disregard for its audience.

Hillary Clinton: "Since Russia is clearly backing republicans, why don't we ask China to back us? China, if you're listening, why don't you get Trump's tax returns?"

Elon Musk The woke mind virus has to be eradicated.

Tesla is to other autos what Netflix is to Blockbuster. It’s like driving the future.

Join @xAI and help build a purely AI software company called Macrohard. It’s a tongue-in-cheek name, but the project is very real! In principle, given that software companies like Microsoft do not themselves manufacture any physical hardware, it should be possible to simulate

Door dash ran over and killed my dog this morning. The driver just sped away. Make DoorDash pay. #boycottdoordash

What if AGI is achieved in the next couple of years? It would likely create a much more energy and GPU efficient design (perhaps more like the energy efficiency of the human brain) and might design much, much better chips. We may well live in a world where AI requires FEWER

Hmm

aka If it’s close to WDC, it’s a swamp.

How long before a robot can be Scheffler at golf? My guess is 10 years!