$spy Current s&p 500 is trading at roughly 26 to 27 ttm pe. What's the bull case from here?

Another great set of speeches to listen too!! open.spotify.com/track/0xRZRNmk…

$ALGN Buybacks (2021–2024): • 2021: $375M @ ~$627 • 2022: $488M @ ~$227 • 2023: $592M @ ~$237 • 2024: $353M @ ~$223 Ouch..$131 a share today

Large insider buying $LLY

Peter Kaufman: I’m the only person on Earth who can define Circle of Competence Here it is…

“The underperformance of VLCC’s in recent years has kept the orderbook low and future deliveries modest. Last year, only one VLCC was delivered and this year we could see another low delivery year with 6 additions.” $DHT $FRO

$alsn first insider buy since end of 2021

$atz.to What great run the stocks had!! youtu.be/CPvGoMKtB-c?si…

$wu is buying $imxi for $16 a share currently 9% arb anyone have any have any thoughts on this? ca.investing.com/news/stock-mar…

If you're from crypto and new to commodities, think of gold as physical Bitcoin.

$IFF $26B DuPont N&B deal keeps shrinking Paid $26.2B in 2021 (~16× EBITDA / 26× FCF) Impairments so far: •2022: $2.25B (Hth & Bio) •2023: $2.62B (Nourish) •2025: $1.15B (Food Ingredients) Total write-downs: $6.0B Effective value now: ~$20.2B Still ~12–13× EBITDA / 20× FCF

WATCH: David Eby promising reconciliation would never touch private property. Fast-forward: the courts just did and homeowners are getting letters saying their land may no longer be theirs. If you voted for him this one’s on you. 🏠💥🇨🇦

ft.com/content/a86f28… With reverse repo market drying up this no big surprise. Should push rate down in coming months. $spy

m.economictimes.com/news/internati… Fed balance sheet retraction is probably done. Silent qe

Guess John was right.

Solid read for anyone wanting to go into long short equity. Everybody makes fun of the pod brain speak of accel/decel, but know that Citadel and the big boys have very rigorous modeling exams for all analyst candidates. x.com/gregoryblotnic…

In 1985, Warren Buffett sat down for his most iconic interview ever. If you want to understand the psychology of wealth, this is 10 minutes of pure gold. Save this rare footage, you’ll be coming back to it.

#Trump just pulled off Iraq 2.0 super cleanly. Been great run with $ath.to but will be liquidating position just went into the to hard pile. No clue what the Wcs spread does from here.

Loved this interview enjoy!!! open.spotify.com/episode/4HY3yo…