Caesar

[AskLivermore @asklivermore]

Health Care has a 100% win rate in the back half of midterm election years.

Not 80%. Not 90%. ONE HUNDRED PERCENT.

I looked at every midterm year since 2006.
Here's how each sector performed from July to December:

1. Health Care $XLV: +8.46% avg, 100% win rate
2. Industrials $XLI: +7.18%, 80%
3. Materials $XLB: +6.71%, 60%
4. Financials $XLF: +6.68%, 80%
5. Cons. Discretionary $XLY: +6.35%, 60%
6. Cons. Staples $XLP: +6.29%, 80%
7. Utilities $XLU: +6.18%, 80%
8. Technology $XLK: +6.08%, 60%
9. Energy $XLE: +3.26%, 60%
10. Real Estate $XLRE: -7.94%, 0%

The S&P 500 $SPY averaged: +5.95%.

Three things nobody is talking about:
1. Health Care outperforms EVERY sector in midterm H2. Not tech. Not discretionary. Health Care. Five for five.
2. Tech drops to #8. The darling of every other year becomes middle of the pack when midterm volatility kicks in (60% win rate).
3. Real Estate has NEVER been positive Jul-Dec in a midterm year. 0 for 2. Negative every single time.

2026 is a midterm year.
The rotation is underway. It always does.

[Mr. Chau @Srirachachau]

My favorite of the toys

[beanmouth strikes again @piperocktheory]

who the fuck was this dude

[beck @cardgani]

toy story 2 siempre sera la mejor porque ellos tuvieron mas tiempo en pantalla

[I am Jack’s Smirking Revenge @Ponykillr]

@no_one_quits

[Beaver 🦁 @beaverd]

"you're absolutely right! I shouldn't have launched those nukes -- that's on me."

[Emmett McMahon @isuperebba]

I miss my boys. Woody should track them all down and they join his rescue team.

[McFranchisee @McFranchisee]

Every penny counts…

Ray Kroc always said that @McDonald's is a penny business. Sometimes with $1M remodels or 100k digital menu boards, we forget that a penny makes a difference.

I know you are getting sick of me talking about our Fried Apple Pie for America's 250th, but its impact can be felt. In the restaurant biz, average check size is a key metric. To increase it, you can raise prices, introduce higher-priced products (shift in pmix), or suggestively sell an add-on. That add-on needs to be simple, provide value, be desirable, and create a repeatable purchase. The Fried Pie hits every box.

Almost half of my average check increase has come from this one product this week, driving impact on sales. Here's the crazy part: the promotion starts on Tuesday. We are just in soft launch with no promotional activity, just word of mouth. I have one restaurant selling 5x vs baked.

What are your favorite restaurant add-ons or ones McD should offer?

[Nostalgia @NostalgiaYZ]

Boomerang, it’s all coming back to you 🗣️

[Cartoon Vibes @cartoonvibes26]

Who is the greatest Toy Story villain of all time? 🤔

[McFranchisee @McFranchisee]

I ordered a fresh beef Double Quarter Pounder (made like a Big Mac) yesterday & didn’t notice this in the app. New section today: Protein Picks

[eStarland @eStarland]

The Evolution of GTA Box Art (1997–2026) 🚔

[DiscussingFilm @DiscussingFilm]

The cover art for GTA 6 has finally been revealed.

Releasing on November 19.

[The Bulwark @BulwarkOnline]

We found the peeling paint at the reflecting pool

[฿₳₮₮ⱠɆ ฿ɎⱤĐ @BattleByrd]

I found my new name for unsweet tea...

[NBC4 Columbus @nbc4i]

An Ohio man has been arrested in connection with an alleged plot to detonate explosives and shoot targeted individuals at the White House UFC event. https://t.co/xQhF7gybHF

[B-AREV @trip_to_valkiri]

M113 and M706 APCs operated by NYC Department of Corrections, Rikers Island, 1990s.