S&P 500: All-time high NASDAQ: All-time high BITCOIN: All-time high GOLD: All-time high HOME PRICES: All-time high Time for the Fed to cut rates.

Cannot be a real pic, but somehow is

ELLIOTT - HONEYWELL $5B ACTIVIST CAMPAIGN Six months ago Elliott sent a letter to Honeywell board disclosing its $5B investment in the stock and asking for change.  Since then, the stock is exactly flat (S&P is +10%) What is their thesis and how do they plan to create $75B

Hot women are the backbone of the economy. Everyone works all day to make money to spend on hot women and therefore if there were no hot women no one would work

Still think about the equity research analyst who ordered 75 burrito bowls from 8 different Chipotle locations to prove that portion sizes were off

Where does money fit in this summary?

First day of fall

if you are a guy in your early 20s, start buying companies with 9x leverage. go into debt if you have to

F. Scott Fitzgerald, can you feel it

If you woke up today and > have a job > can call both your parents > not physically ill > have somewhere to go back home to it is a good day regardless of what else is going on in the world or what you might be stressed about easy to take these things for granted

lol

BDO borrowed $1.3B from Apollo at 9% to fund their ESOP BDO gave First Brands clean audit in March First Brands collapsed months later Apollo (BDO’s lender) was shorting First Brands debt BDO now laying off staff to manage Apollo debt payments Nothing to see here, just

At the transgender coffee shop. The food is so good. Breakfast and a large latte for just 15 bucks. Anti-ICE Art on the walls. Great music. I let the staff know everything’s delicious. They say aww thanks honey. If they knew my political views they’d happily see me killed

Howard Lutnick on the rationale and game theory behind tariffs "Let's say there are two islands. One produces and one invents. So, the inventor lets the other island produce and keeps buying it from that other island. Pays them the money. Then that other island uses that money

Brian O'Conner