cdbkinetics

NBATopShot VIP, #weekenders. Family, Finance, Crypto, Music, Philanthropy, NY Mets, LFGM!, National Parks

[cdbkinetics @cdbkinetics]

Put it in the books! I love this Mets team!

[Anthony Pompliano 🌪 @APompliano]

“The greatest currency you can earn in New York City is not money, but it's respect.” - Karl Anthony Towns

That may be the line of the year.

[Gary Brode @Gary_Brode]

The Concerns about Bitcoin

Bitcoin has a volatile price history. An article on Portfolio Lab says there have been 16 drawdowns of 20% or more in the past 16 years. There have been four crashes of 75% or more in the past 15 years plus another three of around 50% in that time-frame. That amounts to one 20% drawdown each year on average, one 50% (or so) drawdown every two years(ish), and one 75%+ crash every four years. At times, there have been no real reasons to cite, but that won’t stop us from looking for what’s different this time and what causes are being cited for the current drawdown (currently a little over 50%).
🧵

[Bill Ackman @BillAckman]

A must watch from Jamie Dimon.

[Anthony Pompliano 🌪 @APompliano]

Every 4 years a bunch of bitcoin bears start screeching about how the asset is dying.

They are wrong every time.

Careful who you listen to.

[Hosna ⚖️ בניטה @DOGEQEEN]

🚨 ALERT: The Trump-Vance administration has dropped a bombshell on America’s enemies, announced that “No more taxpayer dollars for hostile nations that hate America. If you vote against us at the UN, chant ‘Death to America,’or fund anti-American NGOs, you’re cut off. Period.”

[Bill Ackman @BillAckman]

With the besties as I am always All-In

[SNY @SNYtv]

"It has HAPPENED!"

14 years ago today, Johan Santana threw the first no-hitter in Mets history.

[NEW YORK KNICKS @nyknicks]

START SPREADING THE NEWS 🗞️

[SNY Knicks @sny_knicks]

"It's been a long time. Carrying on the tradition, passing it down to Jalen. He's the guy now that has to carry it. You got to capitalize when you get there, so we're gonna stay on him."

Clyde Frazier on giving Jalen Brunson the Larry Bird Trophy alongside Patrick Ewing:

[Tiger Woods @TigerWoods]

My father was a Special Forces operator with two tours in Vietnam and 20 years of service. To all those like my father, we all say thank you for your sacrifices. Without them we wouldn’t have the greatest country on Earth.

[Anthony Pompliano 🌪 @APompliano]

I genuinely feel bad for the people who have the good fortune of living in America, yet spend all their time hating the country that provides them so much opportunity.

[SNY Mets @SNY_Mets]

The Mets are the first National League team to score 10 runs in an extra inning since the Cincinnati Reds did back on May 15, 1919 against the Brooklyn Robins

[Anthony Pompliano 🌪 @APompliano]

Artificial intelligence can make you wealthier.

The pessimists are wrong and they are trying to stop you from using this technology to improve your financial life.

Don't let them.

I explained to @MariaBartiromo this morning on Fox Business.

[Steve Gelbs @SteveGelbs]

Absolute bomb from Brett Baty.

451 feet to dead central
111.2 mph off the bat

Baty’s really starting to heat up.

[HorizonKinetics @HorizonKinetics]

(6 of 6) For luxury goods, decreases in price—with other variables held constant—will frequently provoke decreased consumption. It seems mixing traditional consumer equities with luxury goods consumer equities in a portfolio’s consumer segment should reduce variability.

[HorizonKinetics @HorizonKinetics]

(5 of 6) At a constant income level, the consumption of a given luxury product will increase if the price is increased, even if the product quality and other characteristics remain constant.

[HorizonKinetics @HorizonKinetics]

(1 of 6) Luxury goods are consumer products with unique income- and price-elasticity characteristics. It should be evident that, as a category, consumer goods are income-elastic. In other words, consumption of such products rises with increased income.

[HorizonKinetics @HorizonKinetics]

Our very own James Davolos joined the "Far From the Finishing Post" podcast to discuss the shifting inflation and investment landscape—and the merits of capital-light real asset businesses in the current environment.
$INFL #inflation

https://t.co/YrL6nzDiPv

[HorizonKinetics @HorizonKinetics]

“Let a thousand flowers bloom.”
A favorite quote of Murray Stahl (1953–2026)

[HorizonKinetics @HorizonKinetics]

While memorializing our beloved Murray Stahl, a writer for Grant’s Interest Rate Observer was reminded of Samuel Johnson’s description of the 18th-Century British statesman Edmund Burke: “His stream of mind is perpetual.”
@GrantsPub
Read the full piece here:
https://t.co/1bfEIbZFdS