3* straight months of m/m increases

Seems expected. Now to SCOTUS Question is … full repeal? Have to repay? 1. Does transitory/1x inflation move to structural shift higher in inflation as admin runs this HOTTT -> many asset class and sector implications here 2. Was this summer a discounting of nGDP acceleration

Which do we believe? One? Neither? Both?

Sunday Sept Powell Poll:

Show me your watch -> I’ll tell you what kind of investor you are. Me: loves data. Looks at a lot. Uses little. Refuses to own consensus expensive things.

Monday Macro charts that I found interesting: 1. FCI continues to loosen. Dollar the key here for 47? 2. Historic(?) divergence between claims and ISM. Hmmm. Need to look more into this. Revisions Sept 9. 3. HY Spreads saying party on (for now)

Can someone from CT coach me up. What is this garbage and how is it down -50%? from open? Is this a pump and dump or legit degen spec asset?

🙄🙄

x.com/starplatinumso…

The weight room is not somewhere to mess around. Olympic lifts. “Look how much I can deadlift”. Big squat racks. Terrible for your body, especially your back. Maybe he didn’t know. Maybe he had a bad trainer. Use this as an example to take your weight training serious and be a

Have a good week

It’s tbd on Arch. Beyond that I think Ryan Clark makes a more important point…. To be “a guy” (in any profession) you have to put yourself in a position to compete against the absolute BEST. Worst case you are middle the pack and stagnate …. Best case you struggle, reflect,

Gold + (the one green row below) sums YTD so far

Hedge Fund Talk - GPT Deciphered PM: For the weekend write up I want your best ideas laid out in a 1 pager PM: Alright idiots, your ideas have been terrible. We need more velocity and faster. I’m already interviewing people. Analyst: I think we should revisit the numbers for

I don’t get bent out of shape about old school baseball rules. Boomer stuff. But there are a few cardinal sins. This is one of them. I saw this one time in a national tournament… pitcher gave up a HR then intentionally mixed up catcher… caught him right in the go-nads. Dude was