Doug Howland

Bus. owner 35 yrs, longtime investor, part time trader and director of publicly traded bank. Gym,yoga,tennis,skiing and advising 4 grown children keep me going.

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Anthropic told IPO investors its models could pose "existential risks to humanity." In a prospectus. 80 of 261 pages are risk factors. Potential valuation: $2 trillion. Read that twice.

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

Robinhood just gave 29 million people an agent that trades while they sleep. Pick your model. Name it. Set your Loops. $HOOD

The question was never whether agents trade. It is what 29 million of them do at 9:30am 🙃

[Polymarket @Polymarket]

JUST IN: Robinhood launches AI agents that can trade stocks on your behalf, monitor markets overnight, & automatically execute trades when specified conditions are met.

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

We are caught in this endless cycle of short term gain, ending in long term pain. It truely is what George Ritzer called the "McDonaldization" of society back in 1983.

[Michael Taylor @Mike_Taylor1972]

This is THE AI problem that keeps me up at night while enterprise takes in-house data ctr and $ overall is materially neg while capex is $$$$ 4x the cost of 2 yrs ago.
@Hedgeye

[Keith McCullough @KeithMcCullough]

Whoever tells you the "inflation is only Oil", is completely full of shit

[Daniel Lacalle Official Account @dlacalle_IA]

Hey, Canada's government model of big government, high taxes, interventionism, wokeism, and wrongly-called "environmental" policies will work now thatthey are joining the high growth, high productivity, and tech leadership of the Europ...ooops

[Hedgeye @Hedgeye]

President Donald Trump made nearly 29,000 trades in 17 months, more than every member of Congress combined, per Bloomberg.

[AG @AGHamilton29]

Hunter Biden acting like he’s above rich friends who want political favors from his family is incredible.

Just one big Dem donor paid his rent, bought half of Hunter’s “art” for 875K, and allegedly “lent” Hunter between 5-7M dollars for other expenses (including child support).

[DR JANE RUBY™️ @RealDrJaneRuby]

BREAKING: Lab Created Eggs and Egg Whites NOW in @Walmart and @Target
This Will Accelerate Human Disease and Suffering

Genetically engineered yeast programmed with a chicken GENE SEQUENCE (aka mRNA) to make SYNTHETIC plastic protein in giant tanks.

FDA Approved — Already in baked goods, protein bars, pasta, sauces, and dressings.

Labels say “egg white protein from fermentation) or “animal-free egg white protein.”

[Lyn Alden @LynAldenContact]

Bessent is giving long end yields the Streisand effect so much right now.

[Lifelong_Learner @j49576]

@KeithMcCullough
@DiMartinoBooth
@Hedgeye
@SamofAmerica
@RPKent
@dsaleminvestor

Hedgeye is awesome and always has great insights.

No better insights come from anyone else other than from Danielle DiMartino Booth.

She really hits the essence of the upcoming challenges for the Fed.

One thing for sure, universal basic income would be a disaster.

If folks thought 7% or 8% inflation was tough to stomach in 2022-2023 . . . imagine more than 10% . . .

[Ayesha Tariq, CFA @AyeshaTariq]

This is a really great offer. I think Finviz is one of the few sites that I use every single day!

[Eric Basmajian @EPBResearch]

America doesn’t fund its own investment anymore.

Net national saving has declined to under 1% of GDP, from over 11% in the 1960s.

Zero net savings.

We now borrow most of what we invest from the rest of the world.

[Walker⚡️ @WalkerAmerica]

Since this is going viral, if you like sci fi, go listen to “The Stolguard Incident” audiobook, by @LynAldenContact. Narrated by me and @carlabitcoin (my pregnant wife losing her mind at FSD in this video).

https://t.co/FU5wIN1QQB

[Anuj @anujcodes_21]

🚨Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Jafar Najafov @JafarNajafov]

Adobe Acrobat is cooked.

Someone built a free, open-source PDF editor that runs entirely on your own machine and never uploads a single file.

It's called Stirling-PDF.

Every time you edit a PDF online, your file gets uploaded to someone else's server. Your NDA. Your bank statement. Your scanned passport. Stirling-PDF processes all of it locally and deletes it the second the task is done.

→ 50+ PDF tools in one clean interface
→ Merge, split, compress, convert, rotate, reorder
→ Built-in OCR to make scanned PDFs searchable
→ Add passwords, watermarks, signatures, redactions
→ Full REST API for automation
→ Runs in Docker on your own hardware

Adobe charges $239/year for Acrobat Pro. This does the same work for $0.

81k stars on GitHub. 25M+ downloads. The #1 PDF app on the platform.

100% open source.

https://t.co/7qashuNPzj

[Douglas Ritz @douglasritz]

@FreightAlley “the cause is changing consumer preferences around healthier food and calorie reduction from GLP-1s.”

Verified.

My friend is a grocery store manager and the change is significant.

[Lawrence McDonald @Convertbond]

Consumer / Drawdowns

Whirlpool $WHR -65%
Nike $NKE -45%
Capital One $COF -30%
Home Depot $HD -27%
Tesla $TSLA -24%
Lowe’s $LOW -24%
Harley Davidson $HOG -22%
Starbucks $SBUX -20%
McDonald’s $MCD -17%

[Samantha LaDuc @SamanthaLaDuc]

With Trump as our Grifter-In-Chief, it is always Pay-To-Play

And when the Govt picks the winners, we all lose.