Baxy

Amateur speculator, here to learn.

[Baxy @Baxteezy]

Restarted $RPID position. $MTN looking like it might finally confirm above the 200day here, small add.

[Baxy @Baxteezy]

@longshortmkts @AndreasSteno @Rory_Johnston Clearly you havent read Rory's stuff for longer than a few months, he was quite bearish headed into 2026.

[Baxy @Baxteezy]

Started up little exchange basket position $ICE $CBOE $MIAX $CME didn't get too aggressive on positioning, leaving some room to size up later if the opportunity presents itself.

[Baxy @Baxteezy]

$STXS weakness here on cash runway fears? If they raise would probably be a decent spot to get long.

[jacob l. shapiro @JacobShap]

I think about this often

This is RFK Jrs / DOGE’s real legacy

[Baxy @Baxteezy]

is $OTIS a buy yet? seems like this works out as long as the moat remains relatively intact, has the traits of a sustained 'share cannibal' situation.

[Baxy @Baxteezy]

So when is $IHI a buy? med devices just continue to get crushed..

[Baxy @Baxteezy]

@Mr_Neutral_Man @RudisRowley Agree on first point, I walked around ~15ish over generally. (35 is quite the pull though!) but these guys were 133/149 last season before Kaleb moved up to 157. When is the last time we saw a 149-174 move in a single season?

[Meb Faber @MebFaber]

The only universal viewpoint in all of the investment world....

Politicians should not be allowed to trade while it office.

https://t.co/xn3UmPIYrl

[Baxy @Baxteezy]

RIP to one of the goats, J Rob will be missed. Two of the most transformative summers of my life were thanks to him. Wrestling lost a legend.

[Baxy @Baxteezy]

Disgraceful riding, no regard for the safety of other riders. If this was any other sport the enforcer gets called up from the bench. #ClasicaJaen

[Lukáš Ronald Lukács @lucxsronald]

Is there more hated cyclist in the world than Jan Christen?

I can see even suspension for him for this not only DSQ. #ClasicaJaen

[Lukáš Ronald Lukács @lucxsronald]

Is there more hated cyclist in the world than Jan Christen?

I can see even suspension for him for this not only DSQ. #ClasicaJaen

[Dean Baker @DeanBaker13]

not just lies, but batshit crazy lies. Whoever thought we would have an HHS Secretary whose main mission is to bring back measles, polio, and probably even smallpox.

[Baxy @Baxteezy]

@BillBrewsterTBB K1 avoidance, for myself at least. I would own it otherwise

[Baxy @Baxteezy]

Another awesome edition of the #CyHawkDual simply can’t beat a competitive dual with so much on the line. Great day for college wrestling.

[Baxy @Baxteezy]

It’s interesting to see the type of investor one naturally gravitates towards, whenever I listen to Bob Robotti speak about investing it resonates deeply.

[Baxy @Baxteezy]

@Mr_Neutral_Man Sets up an interesting final. I think osu wins with bonus being the difference. okie vs Iowa one of the better duals I’ve seen. Reminded me a little of their 2017 dual where Kaid Brock upset Cory Clark, so many wild matches.

[Baxy @Baxteezy]

Some interesting stuff as of late $WBI $DCTH $TWST $FPH $LAR

[Baxy @Baxteezy]

Added to $IVPAF.. might drift lower but hard not to like it down here

[John Arnold @johnarnold]

It's sad that both parties have essentially given up on K-12 schools. Ed Secretaries Duncan (Obama) and DeVos (Trump 1) both had very active agendas, regardless of your view of them. Can you even name the Sec of Ed under Biden or Trump 2, let alone their agendas?

The GOP platform at federal level is to eliminate the Dept of Ed. The state level is mostly just ESAs, encouraging kids to go around K-12 and charters. Both levels have given up.

National Dems don't have a K-12 agenda besides more funding for everything. The state/local platform is increasingly to cede control. The Chicago mayor supported a state bill to transition from mayoral control to an elected board. Now Mamdani wants to do the same and punt it to a co-governance model, whatever that means. Dem mayors and govs increasingly don't want the responsibility.

Of the few exceptions, the most notable is Texas. The Commissioner of Ed in the state took over Houston ISD, replacing an elected school board with a state-appointed board of managers after years of declining performance. In the subsequent 2+ years, HISD has shown very large gains in performance. The state took over 2 more districts in 2025.

There is a lot of criticism about these takeovers, but at least TX policymakers are running to the problems and not away from them. Improving K-12 is perhaps the hardest, and most important, challenge government has. Policymakers aren't going to improve the system by hoping someone else does so.