JFMcCarty3

Husband, father, brother, son, friend, Rough Rider, CFO, banker, MTB, surfer, skier, mountaineer, sailor, Pirate, Wildcat, merry prankster and you?

[JFMcCarty3 @jfmccarty]

Bull markets, according to John Templeton, “are born on pessimism, grow on scepticism, mature on optimism and die of euphoria”. The legendary Wall Street fund manager put this philosophy into practice in 1939.

[Anthony Pompliano 🌪 @APompliano]

This man is an American hero.

Kaylub Giamanco was driving home for lunch and saw a gunman run into his daughters' elementary school.

Kaylub grabbed his long rifle, ran into the school, and killed the gunman before police arrived.

What a savage father.

Heroes walk among us.

[JFMcCarty3 @jfmccarty]

@InstituteCicero @elonmusk Follow the money

[TKer @TKerLLC]

Thank you @Nasdaq!! 🎉📈

[JFMcCarty3 @jfmccarty]

@Mr_Derivatives uh, triple-leveraged all-cash IPO...

[Grateful Dead @GratefulDead]

Celebrating the life and music of @BobWeir on his birthday 🌹

[michaelsrestaurant @michaelsnewyork]

https://t.co/7yPIXkn5b1

Honored to be included in Artnet News and Caper's guide to where the New York art world eats.

#michaelsnewyork #NYCRestaurants #michaelism #NYCArtWorld #ArtnetNews #MidtownManhattan #WhereNYCEats #PowerLunch

[JFMcCarty3 @jfmccarty]

Something ironic that Bumble is being acquired by Ithaca Holdings (California based)

[John LeFevre @JohnLeFevre]

We're the most technically advanced civilization in history. And the least competent at the same time.

SpaceX can catch a rocket. Delta can't land you at JFK on time, makes you rawdog the flight, and loses your bag.

Amazon gets you a package in 4 hours. The DMV needs 6 weeks for a license.

AI can pass the bar exam. Public schools can't teach kids how to do basic math.

Your watch can detect AFib. Your insurance needs 3 weeks to approve a visit.

Your car can spot a pedestrian and brake on its own. Your city can't keep needles off the sidewalk.

AI can design a new protein. Your hospital can't send you a correct bill.

AI can draw a building in minutes. The city takes three years to approve a duplex.

Satellites and cameras can track a car across the city. A man with 30 arrests walks out the next morning.

[JFMcCarty3 @jfmccarty]

@AZATHLETICS @ArizonaFBall Peninsula, Ohio

[Helene Meisler @Chartfest1]

Saturday Poll.

The next 100 points for the S&P?

[JFMcCarty3 @jfmccarty]

@jockowillink Atomic Habits, James Clear

[Michael J. Kramer @MichaelMOTTCM]

Real yields are driving long-end rates higher, not inflation fears; there it is, right in the Fed minutes. Thank you

[Voices of Liberty @FreedomVoL]

“If you pay people not to work and tax them when they do, don’t be surprised if you get unemployment.”

— Milton Friedman

[JFMcCarty3 @jfmccarty]

https://t.co/PqDclDd3p7

[Wall Street Journal Opinion @WSJopinion]

American buffalo rome again thanks to privatization. Ranchers led by Ted Turner revived a bison population government had done little to save, writes Tate Watkins
https://t.co/jCYBkFLTCX

[JFMcCarty3 @jfmccarty]

Learn to live bravely

Mountaineer and filmmaker Jimmy Chin’s new book “Rules to Live By” has lessons about risk-taking. https://t.co/zexsIU5Wuf via @WSJ

[World Lacrosse @WorldLacrosse]

Three men's games to look forward to today with plenty on the line! 🥍

Every game counts on the road to #LA28, and you can watch it all live on WL TV ▶️ https://t.co/ZqfYekJ794

#PASLC26 #Lacrosse

[JFMcCarty3 @jfmccarty]

Follow the money

Despite the prophecies that the war in Iran would plunge the U.S. into a recession, the evidence is that America’s economic animal spirits are alive and well. https://t.co/1DFDsGTrwB via @WSJopinion

[a16z @a16z]

A data center can lower your electricity bill. a16z's Alex Immerman, David George, and Sarah Wang on the myth that gets the least pushback and deserves the most:

"It may seem counterintuitive, but a data center can help lower your electricity rate. A recent US study showed that for every 10% increase in data center capacity, residential rates went down by 40 bps."

"You should think about it as a power grid is a shared fixed cost base: poles, wires, substations. A large stable customer, like a data center, can help spread those costs across more units of electricity. Simply put, more demand across a shared system is a positive."

"Investment in shared infrastructure can also improve the economics for the households and businesses connected to it."

"I don't think that point gets enough media attention. Dina Powell went on a podcast recently from Meta and talked about the Louisiana site that they did, where they worked with the community to lower electricity costs. There's real examples of that today. It's not just lip service."

@aleximm @DavidGeorge83 @sarahdingwang

[BucciOT.Com @Buccigross]

The puck drops tonight on the 2026-27 NHL season, which will feature an expanded 84-game schedule with two additional games per team against divisional opponents. The last four Stanley Cup champions will all feature on ESPN’s tripleheader (5 total games tonight)..

[Arizona Athletics @AZATHLETICS]

CATS WIN