JDM

East Carolina University baseball 🏴‍☠️

[JDM @jdmecu89]

@HTC247 @ZalenGreen A lot of “city speed” in this class.

[JDM @jdmecu89]

@run_the_bawl @BaseballAmerica @OU_Baseball @DiamondHeels @BaseballUGA @WVUBaseball @TexasBaseball @TroyTrojansBSB @AlabamaBSB @OleMissBSB @HailStateBB @AuburnBaseball What was your thought about them BEFORE they did all that? There you go…

[JDM @jdmecu89]

@run_the_bawl @BaseballAmerica @OU_Baseball @DiamondHeels @BaseballUGA @WVUBaseball @TexasBaseball @TroyTrojansBSB @AlabamaBSB @OleMissBSB @HailStateBB @AuburnBaseball GT did draw a weaker team in OU. Losing record in the SEC. Didn’t win a game in the SEC tourney. GT has no one to blame but themselves for losing to a weaker team.

[Meb Faber @MebFaber]

𝗥𝗲𝗽𝗲𝗮𝘁 𝗔𝗳𝘁𝗲𝗿 𝗠𝗲: 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝘀 𝗔𝗿𝗲 𝗡𝗼𝘁 𝗙𝗿𝗲𝗲 𝗠𝗼𝗻𝗲𝘆

Investors love passive income. They fantasize about sitting on the beach, slurping frozen drinks while their dividend checks roll in.

However, each dividend payment causes the stock price to drop by an equal amount. This is investing 101.

Unfortunately, many individual investors (and a nonzero number of professional investors) do not understand this fundamental concept.

To achieve the historical total stock market returns, you have
to reinvest those dividends. An argument could be made that in
a taxable account, you don’t want dividends at all! Try convincing
someone of that “no yield” strategy.

Here is a simple graphic to illustrate the concept.

→ 𝗣𝗿𝗲-𝗼𝗿𝗱𝗲𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮: https://t.co/4drXpH7VVa
→ 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗯𝗼𝗼𝗸: https://t.co/ubdFwZsX46

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Energy and tech almost never win at the same time. There's a clean mechanical reason.

Tech is a long-duration asset. It lives and dies by the discount rate. Low yields, cheap liquidity, that's the paradise where a rich software multiple expands. The 2010s were exactly that.

Energy is the opposite. Higher oil pushes inflation up, which pushes rates up, which crushes the very multiple tech depends on. The same force that lifts one crushes the other.

For a decade the seesaw was pinned to the tech side.

What if it's now tipping back? New piece out.

[JDM @jdmecu89]

@tswartos @adamtaggart Good luck with that.

[JDM @jdmecu89]

@tswartos @adamtaggart Not for long.

[JDM @jdmecu89]

@iJordanMoore @ZacBowman1 Not happening. Blew their chance on Sun.

[JDM @jdmecu89]

@iJordanMoore OU blew their national champs chance today. UNC’s pitching will end it on Monday. Ugh.

[JDM @jdmecu89]

@Bob883970974887 @JameyUniversal @SeattleFrozo @philsteele042 Weak stance. Maybe grab a walking cane.

[JDM @jdmecu89]

@Bob883970974887 @JameyUniversal @SeattleFrozo @philsteele042 LOL… ECU owns the little kitties.

[JDM @jdmecu89]

@KurtBenkert @ECUPiratesFB Arrrrgh! ☠️🏴‍☠️

[JDM @jdmecu89]

@PR927FM 4-star.

[JDM @jdmecu89]

@JameyUniversal @SeattleFrozo @philsteele042 Under the radar and under-achieving. New year, same results.

[JDM @jdmecu89]

@SeattleFrozo @ECU_Pride3124 @philsteele042 Going to need their new starting QB to show up.

[JDM @jdmecu89]

@DrewRogers2027 @ECUPiratesFB @Coach__Roy_Tesh @ECUAthletics @grimsleyfb @RecruitGrimsley @coach_meeks @247recruiting @247Sports @espn @Rivals @RivalsHS Arrrrgh!! ☠️🏴‍☠️

[JDM @jdmecu89]

@piratesquared @mkalinich13 @MKalinich1324 @LibertyBaseball @KalinichMylene @maxkalinich24 @ECUpir8nation @ECUJungle @FToddHowell @fitness6565 @abarkett17 @jcchitting77 @EddyRodriguezU @TOConnellSports @LakeBrantleyAD No reason to be a dick. Wish him well and move on.

[Tommo 🏴󠁧󠁢󠁥󠁮󠁧󠁿 @LUFC1992_v2]

Our 10 days in the Midwest come to a close. Now we move on to Texas for the next part of our great US World Cup Road Trip 🇺🇸

Things I’ve learnt along the way:

- Your weather is not to be messed with
- Your sunsets are stunning
- Your beer is fantastic
- Your barbecue is delicious
- Your scenery is beautiful
- Folk have STRONG opinions on barbecue and gas prices
- Biscuits and gravy are definitely
NOT scones and mushrooms

But above all… the people are amazing, true salt of the earth folk and remind me of back home in Yorkshire (a high compliment)

Thank you Midwesterners 🤍

[JDM @jdmecu89]

@SoilOfHarvest @LUFC1992_v2 That’s not true. Not at all.

[Emanuel Quiñones @EQuinones6310]

The World Cup has turned America into a discovery channel for the rest of the world.

And they are not handling it well.
In the best possible way.

Here is what they are discovering:

Free public restrooms. Europeans pay every time.
Free water at every restaurant. Just appears.
Free refills. Coffee. Sodas. Iced tea. Unlimited.
Free chips and salsa before you even order.
Free warm bread with dinner.
Ice in drinks like civilized people.
Air conditioning everywhere. Not a moral debate. A fact.
Parking lots attached to the actual place you are going.
Drive throughs where the food comes to the car while you sit in it.
Ranch dressing by the gallon.
Tex-Mex that cannot be explained only experienced.
Dental care that actually works.
Buccee’s. There are no words for Buccee’s.

Then they found the grocery stores.

Five of them within one mile.
Each one the size of an aircraft hangar.
Burgers. Steaks. Brisket. Ribs. Pulled pork. Lamb. Veal. Every cut of every animal ever domesticated by human civilization available in one refrigerated aisle at ten in the morning on a Tuesday.

The Germans stood in the meat section for forty five minutes.
In silence.
Processing.

They finally understand why we do not have trains.

We have roads wide enough for the cars we actually drive.
Parking lots the size of small European countries.
Airports in every city worth visiting.

Why would we need trains.

The Germans are taking ranch home by the bottle.
The Dutch found queso and briefly lost the ability to speak.
The Japanese are photographing HEB like it is the Louvre.
The Czechs are weeping in West, Texas.

Welcome to America!
The greatest country on earth.