Kurt

Inside of everyone are 2 monsters, these are mine

[Voltaire @VoltaireQuote]

“Despite the enormous quantity of books, how few people read! And if one reads profitably, one would realize how much stupid stuff the vulgar herd is content to swallow every day.”

[Morgan Barrett @MorganBarrettX]

Quarterly reminder that James Garfield’s (President #20) great great grandson, Richard Garfield, invented Magic: The Gathering

[BuccoCapital Bloke @buccocapital]

Your stocks went DOWN because AI stocks went UP

So naturally you thought that your stocks would go UP when AI stocks went DOWN!

You thought wrong, you dumb bitch!

[Kurt @KFluck]

GDP and AUM and market cap aren’t equivalent

[Eric Balchunas @EricBalchunas]

SHOCKER: S&P 500 will NOT fast track SpaceX. So it will take AT LEAST a year, probably more. This is wild considering every other big boy index is 5-15 days. This could create significant return dispersion bt 'passive' indexes. Choose wisely.

[Kevin Carpenter @kejca]

Warren Buffett: "[The federal government] shouldn't screw up capitalism and capitalism shouldn't screw up the federal government. It's very simple."

[Rob Perez @WorldWideWob]

the most ridiculous possession

[Main Event STEVE! @NotDrDeath]

This happens about 9:00 into every Will Ospreay match

[Marko Papic @Geo_papic]

How geopolitics and markets are different.

[Justin Spears @JustinESports]

Tommy Lloyd and Lute Olson mural going up near downtown Tucson and Fourth Avenue! 👀

[Scott Lincicome @scottlincicome]

"Trump Has Cut Legal Immigration More Than Illegal Immigration" https://t.co/lIaXsj908Z via @CatoInstitute

[Allan @allan_cheapshot]

Gorgeous George, with Bob Hope as his valet, vs. Hollywood actor, Burt Lancaster.

Silent footage from the St. John’s Hospital Guild circus benefit at the Pan-Pacific Grounds in Los Angeles.

The show raised more than $175,000 for a new 100-bed hospital wing.

September 4 1948

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

US P/E ratio 20.2x
ex-US 14.6x @yardeni

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

For a moment, Energy was the best S&P 500 sector since the 2024 election @yardeni

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Bottom-up analysts are uber bullish on earnings... might have to rein that in a bit... or are we really in the roaring 20s? GS

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Nasdaq 100 P/E back up to 24x.. a bit rich vs history GS