MarEyeNo

[MarEyeNo @MarEyeNo]

@business Headline from 1999

[MarEyeNo @MarEyeNo]

@BoxLongs https://t.co/SIt4tjNqNE

[Joe Weisenthal @TheStalwart]

NEW ODD LOTS:

@tracyalloway and I talk to @Citrini7 about a certain Substack post you may have come across https://t.co/5EVIGSjg3x

[Josh Wolfe @wolfejosh]

Credit due! ChatGPT 5.2 and Image 1.5 are amazing.

Almost as amazing as capitalism

I feel super grateful for all the competition between Google, OpenAI, Grok, Anthropic

Our lives keep getting better at a faster pace.

Meanwhile socialism have people standing on bread lines

[MarEyeNo @MarEyeNo]

@DeItaone Suspect

[MarEyeNo @MarEyeNo]

@wallstengine Coordinated bubble narrative from the lefties trying yo take down the economy

[MarEyeNo @MarEyeNo]

@da_sails Real “Equity” is cheap clean baseload this woke stuff will surly attempt to get in the way. I wonder who’s funding this ?

[tae kim @firstadopter]

Oracle says gross margin for AI infrastructure is 30% to 40%. cc: @theinformation

[MarEyeNo @MarEyeNo]

@tofdaj There needs to be a better offer come on total steal

[MarEyeNo @MarEyeNo]

The biggest pls fix of all
Time

[Bill Ackman @BillAckman]

The formula used by the administration to calculate tariffs made other nations’ tariffs appear four times larger than they actually are.

President @realDonaldTrump is not an economist and therefore relies on his advisors to do these calculations so he can determine policy.

The global economy is being taken down because of bad math.

This short piece by @AEI explains it succinctly. A must read.

The President’s advisors need to acknowledge their error before April 9th and make a course correction before the President makes a big mistake based on bad math.

[Bill Ackman @BillAckman]

The country is 100% behind the president on fixing a global system of tariffs that has disadvantaged the country. But, business is a confidence game and confidence depends on trust.

President @realDonaldTrump has elevated the tariff issue to the most important geopolitical issue in the world, and he has gotten everyone’s attention. So far, so good.

And yes, other nations have taken advantage of the U.S. by protecting their home industries at the expense of millions of our jobs and economic growth in our country.

But, by placing massive and disproportionate tariffs on our friends and our enemies alike and thereby launching a global economic war against the whole world at once, we are in the process of destroying confidence in our country as a trading partner, as a place to do business, and as a market to invest capital.

The president has an opportunity to call a 90-day time out, negotiate and resolve unfair asymmetric tariff deals, and induce trillions of dollars of new investment in our country.

If, on the other hand, on April 9th we launch economic nuclear war on every country in the world, business investment will grind to a halt, consumers will close their wallets and pocket books, and we will severely damage our reputation with the rest of the world that will take years and potentially decades to rehabilitate.

What CEO and what board of directors will be comfortable making large,
long-term, economic commitments in our country in the middle of an economic nuclear war?

I don’t know of one who will do so.

When markets crash, new investment stops, consumers stop spending money, and businesses have no choice but to curtail investment and fire workers.

And it is not just the big companies that will suffer. Small and medium size businesses and entrepreneurs will experience much greater pain. Almost no business can pass through an overnight massive increase in costs to their customers. And that’s true even if they have no debt, and, unfortunately, there is a massive amount of leverage in the system.

Business is a confidence game. The president is losing the confidence of business leaders around the globe. The consequences for our country and the millions of our citizens who have supported the president — in particular low-income consumers who are already under a huge amount of economic stress — are going to be severely negative. This is not what we voted for.

The President has an opportunity on Monday to call a time out and have the time to execute on fixing an unfair tariff system.

Alternatively, we are heading for a self-induced, economic nuclear winter, and we should start hunkering down.

May cooler heads prevail.

[Charlie Bilello @charliebilello]

The S&P 500 fell 10.5% over the last 2 trading days which was the 5th biggest 2-day decline since 1950.

What has happened in the past following the biggest 2-day declines?

Stocks were substantially higher over the next 1, 3, 5 years every time.

https://t.co/l5IYmkeySJ

[MarEyeNo @MarEyeNo]

@JesseKellyDC Positioning for 2028 lfg

[Big Cat @BarstoolBigCat]

Elder abuse by Kelce. Hope Taylor saw that. Very bad

[Alex Jones @RealAlexJones]

The blue cities are failed systems. The Democratic Party is the enemy of humanity.

[End Wokeness @EndWokeness]

Old Twitter: New Twitter/𝕏:

[Graham Allen @GrahamAllen]

The moment Vivek spun the question on the moderators…

STILL WAITING.

"The Trump Russia collusion hoax that you pushed on this network for years. Was that real, or was that Hillary Clinton made up disinformation? Answer the question! Go!"

[MarEyeNo @MarEyeNo]

@DineshDSouza He got ambushed by war mongers his stance is in line with the People.

[Tucker Carlson @TuckerCarlson]

Ep. 17 Vivek Ramaswamy is the youngest Republican presidential candidate ever. He's worth listening to.

[Collin Rugg @CollinRugg]

NEW: Vivek Ramaswamy breaks from other Republican candidates & defends Trump while saying that 'pervasive censorship' led to January 6th.

Notice the difference in energy with Vivek compared to the other candidates 🔥

"There's such a temptation to say that there's one man whose name is unspeakable... You want to know what caused January 6th? Pervasive censorship in this country in the lead up to January 6th."

"You tell people in this country they cannot speak, that is when they scream."

"You tell people they cannot scream, that is when they tear things down."

Nothing but facts.

[MarEyeNo @MarEyeNo]

@Convertbond $fcfs $ezpw have been reporting great quarters.