tea leaves

"You become what you focus on"... enjoy it

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@zerohedge Buy and hold?

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@garyblack00 Posts like these do make me worry abt AI taking over personalized content

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@TheTranscript_ The company is navigating a tough transition period that pretty much every retail company goes thru. Consumer tastes change or they find something wrong with the product — timing that is ridiculously hard. Turnaround may happen but so could its demise. NKE seeing the same

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@bespokeinvest Very interesting. What sectors were in the rebound camp?

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@firstadopter But… “gasoline spending accounts for approximately 3.1% of the total annual budget for the average American household, according to Bureau of Labor Statistics data reported in late 2024 and cited in April 2026 reports.”

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@RayDalio @grok is there evidence of thesis drift here?

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@DougKass @TheStreetPro True. People don’t realize the types of accounts and reasons money markets are held. But the bull mkt remains intact for a plethora of other reasons

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@SamRo Assuming this is the 1850s:

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@DougKass @TheStreetPro Surround sound

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@michaeljburry Radio adoption boomed but RCA’s earnings couldn’t keep up. Valuation extreme + 1929 crash

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@StockMktTV @TheChartReport @TheDonInvesting @JC_ParetsX @sstrazza @ppearlman I prefer the old daily notes that came out after the close each day

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@tomaas26 @TheTranscript_ How so?

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@DougKass @RealJimChanos @tomkeene @SquawkCNBC @ScottWapnerCNBC @KeithMcCullough @Hedgeye What are your numbers?

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EPS revisions higher, liquidity returning, fiscal humming right as positioning and sentiment / forth reset. Good backdrop for equities to resume move higher

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@zerohedge

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@DavidSacks Grizzly Adams did have a beard

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@level941 @noD7R Being early is the same as being wrong

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@BobEUnlimited @grok Well, that makes sense

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@BobEUnlimited @grok has AMZN’s free cash flow declined each quarter since Q42024?

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@bespokeinvest What were the other outlier dates?