Keyandre

[Turtle_Lair @NinjaTurtleLair]

IYKYK

[Natural Philosophy @Naturalphilosy]

“You never know what worse luck your bad luck has saved you from.”

― Cormac McCarthy

[unusual_whales @unusual_whales]

"Employers are treating more workers as disposable," per Forbes

[The Iced Coffee Hour @TheICHpodcast]

Billionaire John Morgan reveals a friend lost all $12,000,000 he had after being promised 12% per year by Bernie Madoff…

“I said, it's too good to be true… He goes, it was Bernie Madoff. If it's too good to be true, it's too good to be true.”

[Maryam @hell_line0]

One of my favorite Dolly stories is one Julia Roberts told about being on the set of Steel Magnolias. It was, naturally, very hot and humid, and Julia turned to Dolly and said, "Aren't you hot? With the wig and everything? Just, you know, just say it's hot!"

And Dolly looked at her and said, "When I was a little girl, I used to dream about being famous and rich, and now I'm both of those things. So I'm not going to complain."

May we all be so grateful and gracious when our dreams come true.

[Jon Brooks @jonbrooks]

At some point it just becomes so incredibly unsustainable, the model stops working.

We are just about there.

[New York Metro Weather @nymetrowx]

*checks watch*

oh right, it’s time for nyc’s weekly flood.

[unusual_whales @unusual_whales]

41% of Americans say they were concerned about being able to afford groceries over the next few months, up from 24% in April, per ABC

[Hedgeye @Hedgeye]

In 1981, the typical U.S. homebuyer was 31.

Today they're 59.

[unusual_whales @unusual_whales]

"The AI boom has echoes of Enron," per BI

[Lauren Chen @TheLaurenChen]

Krispy Kreme was bought by private equity who said it was cheaper to mass produce the donuts, then ship them to stores

So instead of getting hot, fresh donuts at Krispy Kreme stores, customers can now buy old, cold donuts that they can also get at the grocery store for cheaper

[𐌁𐌉Ᏽ 𐌕𐌉𐌌𐌉 @OrevaZSN]

The urge to get a flip phone, ban social media from my phone, cancel every streaming service, get a landline, start printing photos, and start buying DVDs again is becoming dangerously real.

[Conor Lamb @ConorLambPA]

Meta’s settlement is roughly equivalent to someone making $100k being fined $600 a year for ten years. Not even close to the scale of the harm Meta has caused.

[Reasonus4 @reasonus4]

@KobeissiLetter There is NO real demand people. AI capex is simply Trump's greatest con.
https://t.co/rYvsDAbOiF

[Mads @europemaxxed]

The perfect final tweet

[Lord C.D. Neal @iAmChrisNeal]

Asking seriously, Is there an example of when private equity took over a business and made it better?

[World Wise Wizards @wifizards]

Stop It. Join wiz

[HokutoNoTism (TAL) @kenshirotism]

Private Equity Firms keep barging into food places and saying "Make the food shitty to save five cents!"

Then people stop going because it tastes like garbage, and the PEF are shocked when the companies boot them out.

[The Kobeissi Letter @KobeissiLetter]

US housing demand has collapsed.

US new home sales fell -10.5% MoM in July, to 607,000 units, the lowest in 6 months and far worse than the -1.4% decline expected.

Excluding January 2026, this is the lowest level since November 2022.

New home sales have now fallen in 3 of the last 4 months and are down -6.3% YoY.

The Midwest was hit hardest, with sales plunging -42.7% MoM, to 43,000, the lowest level since 2012.

At the same time, sales in the South, the nation's biggest homebuying region, accounting for more than 60% of the total, fell -13.0% to 383,000, the 2nd-lowest level since January.

This comes as the 30Y mortgage rate hit 6.81%, its highest since August 2025, weighing on homebuyer demand.

The housing market is historically unaffordable right now.