BREAKING: China has instructed banks to begin selling and limit purchases of US government bonds amid concerns that "US debt may expose banks to sharp swings."

I finally won the war

génesis, aerodynamic Being humbled before the masses > ideological conceit.

Losing half your portfolio in 6 months from SaaS re-rating from 12x sales down to 5x and you stumble on some old BRK letters where you are introduced to this funky new idea called book value

bro said

We are living in the absolute dumbest timeline. Also you can tell that this is a deeply unserious institution when they refer to ivermectin as an antibiotic.

A lot of them will end up in China

They don't have an overwhelming selection and their items have less processed ingredients for many store brand stuff than others. Literally you can just look at the ingredients list but I forgot how lazy y'all like to be in everything (even the "critiques")

Calls on $MU earnings

$VRT Vertiv In general, this was a sort of “shock and awe” quarter. I don’t think anybody on Wall Street saw this kind of outperformance coming and this one felt different. But the numbers, as strong as they are, are not the story. The story is orders. This is not a

Truflation has inflation going down. Rate cut looking likely. Markets can go sideways. CPI Friday will tell us more

Are they front running SCOTUS ruling on tariffs? 👀 I think markets will rip if tariffs are rolled back.