Silence Dogood 2.0

Black Satire Centrist Investor-Student of History-Traveler-ESTP-Skier-Empath Spiting the debt pig w/profits. Building something from nothing in #ActII.

[Silence Dogood 2.0 @ShortTreasuries]

There WILL be a time when the economy changes & recession comes to change (some) things about investment & risk profile. But there WILL NEVER be a time to panic & lose control of psychology. Find the #Center in all things my friends. We ride this Mofo (life) like we're on rails.

[Chris Bakke @ChrisJBakke]

Raise $10M seed.

Put in a 4.5% yield checking account.

3 days later tell investors “we’re at a $450K run rate.”

They give you another $50M.

3 days later tell investors, “you’re not going to believe this but we’re at a $2.7M run rate”

Repeat until you IPO.

[Alessio @AlessioTMAD]

FinX

[Ryan Detrick, CMT @RyanDetrick]

The Fed last cut in December of 2024, so it'll be nine months between cuts.

Waiting 5-12 months between cuts tends to be bullish for the S&P 500.

Higher a year later 10 out of 11 times with above average returns should have bulls smiling.

[Silence Dogood 2.0 @ShortTreasuries]

@jimiuorio Had a feeling...you know because the assassination.

[jim iuorio @jimiuorio]

I haven’t been waiting around to see what political leanings the alleged shooter had..I kinda got the feeling that he was opposed to Kirk’s point of view already…you can probably guess why I thought that…

[First Squawk @FirstSquawk]

A MASSIVE $7.5 TRILLION HAS NOW BEEN PARKED IN MONEY MARKET FUNDS — THE HIGHEST LEVEL EVER

[Dudes Posting Their W’s @DudespostingWs]

Teacher shares some of the best life advice you'll ever hear to his 5th-grade class on the last day of school

[Silence Dogood 2.0 @ShortTreasuries]

#Center investing is having a great year. I bought the April 7 low across all #ActII portfolios including adding to AI leadership that doubled since.

[Andrew McCarthy @AJamesMcCarthy]

I'm thrilled to share my deepest sky photo ever, with over 200 hours exposure in Taurus & Perseus. The famous Pleiades star cluster is visible, and Jupiter outshines all the stars in the bottom left.

This was shortlisted for an award today! It's also my latest fine art print.

[jim iuorio @jimiuorio]

“He was pro second amendment so he gets what he gets” is the most illogical moronic and evil take I’ve ever heard..

[Jenny VL Harrington @GilmanHill]

God Bless America. Today and every day.

[Eddy Elfenbein @EddyElfenbein]

The BLS is reporting that my golf handicap is down to 2.

[the ghost of groditi’s future 👹 @GRoditiD]

anyways in other news i hope we all understand adding short-selling capabilities to robinhood is a bad idea for them because the extra commissions won’t be worth the increase in customer churn.

[The Spectator Index @spectatorindex]

BREAKING: MSNBC's Matthew Dowd has been fired for his comments on Charlie Kirk shooting

[Barack Obama @BarackObama]

We don’t yet know what motivated the person who shot and killed Charlie Kirk, but this kind of despicable violence has no place in our democracy. Michelle and I will be praying for Charlie’s family tonight, especially his wife Erika and their two young children.

[Silence Dogood 2.0 @ShortTreasuries]

Excellent. A core ETF for Large Value asset class in all #ActII portfolios.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Vanguard Value ETF $VTV is up 95bps today.

$ORCL accounts for 77 of the 95.

[Gannon Breslin @gannonbreslin]

6x married, worth $286 Billion, has a hairline at 81 stronger than half the male population, owns an entire Hawaiian island…

Never fade Larry Ellison and $ORCL

[steve2bacon, CMT 🥓🍩 @steve2bacon]

So Oracle’s revenue and future revenue mostly comes from Nvidia, AMD, Meta, OpenAI and xAI. Meta, OpenAI, and xAI also runs on Nvidia and AMD…

[Dr. Hunter S. Thompson @GonzoVice]

The dimensions of what we have fucked up in this country are beyond any coherent explanation.