Cam Cheek

[Cam Cheek @camcheek]

@WSJ @HedgeyeRetail

[Meb Faber @MebFaber]

The only universal viewpoint in all of the investment world....

Politicians should not be allowed to trade while it office.

https://t.co/xn3UmPIYrl

[Cam Cheek @camcheek]

@RPKent Masterclass fellas. Thank you!

[Charlie Bilello @charliebilello]

The most absurd number in CPI?

According to the US Government, the cost of health insurance has declined 19% over the last 5 years...

[Michael Taylor @Mike_Taylor1972]

Interesting observation:
Number of Employees
FBI: 38,000
Fed Reserve: 24,000

Now I find myself asking: what do Fed employees do?

[Patrick OShaughnessy @patrick_oshag]

Martín has been investing in global markets for over a decade. He believes the premium for US assets has never been higher while the case for global diversification has never been stronger.

"US public equities are trading at 26x earnings. You can buy Europe at 14x and Brazil at 9x.

Total debt to GDP is 125%. In five years it will be at 145% -- higher than Greece and Italy.

In the next 10 years, those who diversify will be rewarded."

[chad burner @BootleggedChad]

4 days out from my life-changing surgery, @Aetna has denied the appeal for my brain surgery.

to be clear, when i signed up to aetna months ago, the coordinator had confirmed they would cover this surgery. then, a week ago, they said the surgery was too experimental/elective and denied coverage. we appealed. that appeal was just denied today.

now, my neurosurgeon is trying to do a peer-to-peer consult with someone at aetna to explain why i need it so we don’t lose the surgery date on monday morning. aetna is not being responsive.

this is sadistic and a violation of basic trust. please spread this so they can’t ignore it. they may not care if i live or die but people should know just what kind of company they’re dealing with. and please pray they are able to have a peer-to-peer consult with my neurosurgeon and have a change of heart.

[Cam Cheek @camcheek]

@Daniel_Sharon_ @StreamOnMax @EpicGames @Fortnite @Chime @ClashRoyale @signalapp @IMDb @Reddit @TMobile @Verizon @ATT @nytimes @canva @coinbase @RobinhoodApp Delta Airlines I think as well

[Cam Cheek @camcheek]

@wesbury Isn’t this a “non profit?”

[Marc Andreessen 🇺🇸 @pmarca]

S&P 7 vs S&P 493 🫣

[Love Music @khnh80044]

The talent in this group of young kids is amazing.❤️
I Cant Tell You Why - EaglesBand cover by The Graystones

[Robert Lusetich @RobertLusetich]

It's the Open because it's meritocratic. Anyone can win, even a kid weaned on a 9 hole par 3 muni, who had to walk-on at San Diego State, who had to put up his own cash to play the mini tours, and who was never sure he was quite good enough until he showed himself he was #USOpen

[Tom McClellan @McClellanOsc]

Student loans should be like mortgages. You cannot get a loan for $1.5 million to buy a house that is only worth $400k. A college degree is an asset, which should be able to be valued.

There should be an "appraisal" of the specific university and academic major before loan approval, and perhaps with annual reviews for continuation of additional loan amounts. Schools should have to show auditable "comps", citing the average salaries of recent graduates of that specific college's program and specific major, to justify the price tag of the program of study. This would have the side benefit of incentivizing colleges to make sure that their grads find good employment.

And I would insist that the salary comps be for grads who are actually working in that field, not for philosophy majors who then go to work for their dad's hedge fund. Consideration should be given also to how many grads can find a job in the field associated with their major. A gender studies major who cannot find a job and is working as a barista should count as big minus points in this algorithm.

If graduates of a specific major at a certain college don't make very much working in that field after graduation, then the college would be compelled by market forces to reduce the price tag, in order for students to qualify for loans to pursue that "asset". If this means that fruitless areas of study get closed off from the student loan market, then that would be a good outcome. Those who want to be art history majors and hieroglyphics linguists can find other ways to fund themselves.

[Brian Wesbury @wesbury]

So good….

[nvo @nickvanosdol]

big ben on point as usual

@EpsilonTheory

https://t.co/xDN55yUSxx

[KATU News @KATUNews]

A recent survey has revealed that a significant majority of parents oppose the participation of biological males in girls' sports teams and support reducing or eliminating the Department of Education. https://t.co/jvDHyGtiiW

[Mike Francesa @MikeFrancesa]

Anybody who had anything to do with that Tyson/Paul debacle owes the public an apology. What
garbage.

[Brian Wesbury @wesbury]

I get it. In the first Trump term…politics got crazy…impeachment, etc.
So, we elected a moderate old dude that would bring peace and unity.
But, his administration did the opposite. They took his election as a mandate to do whatever they wanted.
Open the border, fund Iran, spend, spend, spend…support men in woman’s supports…all kinds of insane stuff.
Then they called Trump crazy.
But, people didn’t buy it.
That’s why this election is going this way. People understand that Trump isn’t the crazy one, or the only crazy one.
So now what happens?
At this point, this looks like a “real” mandate. Close the border, cut the size of government, reduce tax burdens on producers and workers.
All that is fantastic. But, the stock market is still overvalued and inflation is not gone.
So, the euphoria in markets is likely overdone. Even though policy is likely to get much, much better.

[John Mauldin @JohnFMauldin]

Word.

[💛🖤 KINNICK NORTH🖤💛 @KinnickNorth23]

When Caitlin files her taxes, can she list the entire WNBA as a dependent?