@KevRGordon@LizAnnSonders Something that I don't understand: I keep getting spam from Walmart- advertising really cheap TVs, which I thought were all imported. Is China giving THEM a deal or does Walmart just need warehouse space?
AND Best Buy has ads saying that they'll match.
https://t.co/dL9VBr3VhJ
@charliebilello If I remember correctly, just between Sept and Dec 1999 my (PBHG?) tech fund went up 100+%. I sold it on that final Thursday in December. (Any Y2K buying ended that week). It went up for another few weeks but I didn't mind.
@bespokeinvest But, Netscape cost $39.95 and you could use it WITHOUT being tracked, followed, spammed, having your data sold to buyers around the world....
https://t.co/WSpiJ8toU5
Remember THIS ? After Bill Gates & Scott McNealy spoke, the Netscape CEO had his turn:
@elerianm IMHO, compare the situation to Feb and EVERYTHING that's measurable is WORSE:
1. Trump can't say this "a win", so status quo (talk it up) continues, and
2. Iran KNOWS that, so they won't concede ANYTHING.
In 30, 60, 90, .. 360 days??
@business interest rate comments from Jan 2, 2026 opening:
75bp cut ? vs "if 10 yr approaches 5% , the equity runway ends". "Rates can reset valuations quickly."