Michael DiMenna

[Hillbilly @JamesHu27192912]

Clint Eastwood said something about getting old that stopped me cold.
Aging is not gentle. You are still here. Still present. Still watching the world move.
The body that carried you through everything – the wars, the work, the wildness of youth – begins to ask for more than you can give it.
Joints that never complained now speak in the mornings. Eyes that once took in everything now flinch at the light. Breathing, which never required a single thought, starts needing little pauses. But none of that is the hardest part.
The hardest part is the quiet.
At a certain age, you reach for the phone and remember there is no one left to call. The people who knew you when you were young – who remember the same summers, the same streets, the same faces – are gone. One by one, then all at once, until the memories you carry, have no one left to share them with.
So you tell the story anyway. To whoever will listen. With a little more color than perhaps, the truth deserves.
With a touch of pride you’ve earned and a grief you don’t always name. You know the person across from you wasn’t there. You know they can’t quite feel it this the way you do. But you tell them. Because the telling is the holding on.
Those stories are not just memories. They are the proof that a life was lived. That people were loved. That things mattered. And if no one asked for them – you offer them anyway, quietly, like setting something down on a table and hoping someone picks it up.
Old age is not simply what happens to a face or a body. It is memories looking for a place to rest. And what an old person needs – more than advice, more than solutions, more than someone telling them how to feel – is simply someone willing to sit down, be still, and listen. Not to fix anything. Just to be there. That is the whole gift. And it cost nothing. Wild whispers.

[Michael DiMenna @MICHAELD1121]

Well said…. We all underestimated him and he stepped up…. Pleasure to watch him

[Glenn Toner @gjtoner]

Golden Tempo won the @KentuckyDerby off apparent pace breakdown. Won the @BelmontStakes off a slow pace.

Yet the majority I read on here is about sh!tty Beyer speed figures. By that I mean Beyer figures are sh!t I don’t care in the slightest what figure Golden Tempo got.

He’s not a Secretariat or even an Easy Goer, but he is a dual Classic winner and should be appreciated and applauded accordingly.

[Mark Kaplan @markkaplan20]

Pauling's recommendation was straightforward.

Vitamin C: 3,000 to 5,000 mg per day. Some patients took more. Pauling himself took 18,000 mg per day. He lived to 93.

L-Lysine: 3,000 to 5,000 mg per day. Lysine competes with Lp(a) for binding sites on artery walls. At sufficient doses, the lysine binds to Lp(a) in the bloodstream before it can attach to damaged collagen. It can even pull existing Lp(a) deposits loose.

L-Proline: an additional amino acid that works with lysine to block Lp(a) binding from a different angle.

The logic is simple. Vitamin C strengthens the artery wall so it does not crack. Lysine and proline prevent Lp(a) from patching cracks that already exist. Together, they address both the cause and the consequence.

This is not a drug. These are nutrients your body already uses. Available at any health food store for a few dollars.

[HOW THINGS WORK @HowThingsWork_]

In Romania, To encourage exercise & wellness riders can travel for free on local bus by doing 20 squats. A device counts the squats and then issues a free ticket.

What do you think of this idea? Are you Squatting? 😂

[Michael DiMenna @MICHAELD1121]

Long term holds…..

[Puru Saxena @saxena_puru]

Moral of the story - do NOT chase hot IPOs

Year-1 average drawdown = 55%
Year-1 median drawdown = 54%

Table: Truist

[Michael DiMenna @MICHAELD1121]

Lighten up Walter… not all cap worthy headline

[Eric Balchunas @EricBalchunas]

@DeItaone How is this worthy of all cap headline

[Michael DiMenna @MICHAELD1121]

YEA!… inquiring minds want to know.

[Pete Denk @petedenk]

@Zipseatthetrack Why'd they dodge the almost paceless Belmont with him?

[Michael DiMenna @MICHAELD1121]

And despite this news it could still go lower

[The Bitcoin Historian @pete_rizzo_]

BREAKING: $12 TRILLION CHARLES SCHWAB JUST ANNOUNCED THAT THEY ARE "GETTING READY" TO OFFER #BITCOIN TO ALL CUSTOMERS

THEY HAVE NEARLY 40 MILLION USERS.

THIS IS ABSOLUTELY HUGE 🔥

[Eric Balchunas @EricBalchunas]

VOO WATCH: One trillion in assets imminent (first ETF to ever hit this mark) prob in next few days/week. And if you want your mind blown, it had 'only' $660b 12mo ago. Permanent beast mode.

[Liz Ann Sonders @LizAnnSonders]

Final print for May @SPGlobalPMI U.S. Manufacturing 55.1 vs. 55.3 flash reading … highest since May 2022 and above 50 for tenth consecutive month

[Michael DiMenna @MICHAELD1121]

What an idiot

[Valerie Anne Smith @ValerieAnne1970]

The UN declares war on your food...

“Eating meat & dairy causes 20% of all greenhouse gas emissions… so the producers of meat & dairy must PAY for the damage they cause.”

[FanDuel Racing @FanDuel_Racing]

Where were you when BLAME defeated ZENYATTA in the @BreedersCup Classic? 🤔 Let us know below! 👇

[Bryster Hulzini (Hulsey) @bryster3413]

Make AOC bartend again.

[Michael DiMenna @MICHAELD1121]

He’s gone rogue

[Defiant L’s @DefiantLs]

Mark Ruffalo talks about how America should shift from Capitalism:

"It’s gonna take some re-imagining of what America is."

[Michael DiMenna @MICHAELD1121]

Savor this horse

[Kaitlin Benson @kaitlinebenson]

Romantic Warrior is one of the greatest to ever look through a bridle. We'll never see this be done again.

✅ richest racehorse all time
✅ nearly beat Forever Young on dirt
✅ x4 Hong Kong Cup
✅ Cox Plate
✅ Triple Crown Winner

Incredible & without equal.

[Michael DiMenna @MICHAELD1121]

Moi

[Sassafrass84 @Sassafrass_84]

I have never watched 1 episode of Stephen Colberts' show. Have you?

[Michael DiMenna @MICHAELD1121]

Broken clock

[Ricardo @Ric_RTP]

JPMorgan's CEO Jamie Dimon just said a financial crisis is coming.

Bond yields just hit historic levels in the US, UK, Germany, and Japan simultaneously.

The last time this happened was right before the 2008 financial crisis.

And Dimon just confirmed that $5 to $6 TRILLION in leveraged loans are sitting out there right now and the companies holding that debt are going to have a very hard time refinancing at current rates.

The equity values of those companies would be "considerably less" and a lot of those borrowers didn't hedge for higher rates.

Then he said he personally would NOT buy credit spreads at these levels.

The CEO of the largest bank in America just told you he thinks corporate debt is mispriced and he would not touch it with his own money.

Then the interviewer asked about AI and everyone forgot he said it.

Jamie Dimon warns about a recession every single year but this is the first year where the numbers are actually proving him RIGHT:

3 days ago the 30-year Treasury yield hit 5.2%, the highest since 2007. The 10-year is sitting at 4.62%.

The US government has $31 trillion in public debt and the average interest rate on that debt is 3.5%.

They cannot refinance a single dollar of it at a lower rate than what they are currently paying. And they have $9.7 trillion in securities maturing THIS YEAR that needs to be rolled over.

Meanwhile the new Fed Chairman Kevin Warsh was just sworn in on Friday. Traders are now betting there will be ZERO rate cuts for the rest of 2026 and the probability of a rate HIKE is rising.

The Iran war has pushed oil to four-year highs. Inflation reaccelerated in April to the highest annual rate in three years. And private credit defaults just hit a record high with a 9.2% default rate in their US private credit portfolio.

Dimon laid out exactly how this plays out:

He said sentiment can flip overnight and specifically named the crashes of 1973, 1982, 1994, and 2000 and said the setup before each one looked exactly like this.

Everyone confident, everyone buying, liquidity everywhere. Then something shifts and people want cash. And when people want cash they sell risky assets at precisely the wrong time.

Liquidity disappears at the exact moment everyone needs it.

And he also told you where the money is going:

JPMorgan had 35,000 employees in New York when he took over. Now it has 26,000.

Texas went from 12,000 to 33,000.

He said in the 1970s, New York had 120 Fortune 500 companies. 60 of them left in a single decade because of taxes and crime.

And when the interviewer asked about the new NYC mayor raising taxes on the wealthy, Dimon basically told him to his face that the erosion has already started. The capital is already leaving.

So let's put this together:

- Bond yields at 19-year highs
- $9.7 trillion in government debt to refinance this year
- $5-6 trillion in leveraged corporate loans that cannot refinance at these rates
- Private credit defaults at record levels
- Inflation reaccelerating
- No rate cuts coming
- A Fed chairman who hasn't even settled into the chair yet
- The CEO of America's biggest bank saying he would not buy corporate debt at current prices
- And the same CEO quietly moving his bank out of New York

Every single one of these signals was present before the crashes Dimon himself named.

[Otavio (Tavi) Costa @TaviCosta]

This remains one of the most important charts of the next few years ahead.

Do not underestimate the power of long-term decline in the dollar.

Ignore the near term moves in the counter direction, in the big picture the US dollar is at a critical juncture and US policymakers have no option but to devalue the currency.

The implications out of this move will be profound.

https://t.co/XiogYIdEzM

[Michael DiMenna @MICHAELD1121]

Absolutely correct

[Otavio (Tavi) Costa @TaviCosta]

We are currently seeing the fastest growth in US money supply in four years.

And again, let’s stop solely blaming the war for this:

Inflation is fundamentally a monetary phenomenon.

https://t.co/ITckVME2Dy