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In my lifetime, the only conflict that was truly in our national interests was the first Gulf War, and then we didn't fall victim to mission creep after the main goals had been achieved. Here's hoping we stay out of this conflict, and that it gets resolved soon.

Evergreen for solar longs

Interesting paper from Morgan Stanley on the secondary & tertiary beneficiaries of AI h/t The Idea Farm morganstanley.com/im/publication…

"War, undertaken for even justifiable purposes, has often had the principal results of wrecking the country intended to be saved and spreading death and destruction among an innocent civilian population. War should never be undertaken or seriously risked except to protect

One of the best Reubens I've had at McGregor's, a local butcher shop

A Royals player hit a bomb to the Lockheed Martin sign in left center. Peak performance

This is one of the best podcast episodes I've listened to in a while

A slight hint as to the topic of the next episode of the Preferred Shares Podcast podcast cc Devin LaSarre Doug Ott

"It was in that moment that I realized the ayatollah and I weren't so different after all"

"It’s true that appliances don’t last as long as they used to — though the difference is probably not as dramatic as many people seem to believe. Although companies are partially to blame, the fault also lies with the unintended consequences of government regulations, price wars

Good interview with Joseph Shaposhnik about recurring revenue, Constellation Software, and aerospace aftermarket

Technological change is so interesting to observe in its physical form, though that's often not enough to appreciate it. Roughly the same period (~20 years) separates the Nokia 3310 from the iPhone 12, similar to the timeframe that separated the Me-262 and the SR-71.

RIP, king