Managing Director, Everglades Parkland Advisors LLC, Author of Beyond Wall Street, Bitcoin, Macro,Jeet Kune Do and Muay Thai enthusiast, Work Hard, Play Harder.
Good morning.
#Bitcoin is international energy money with a fixed supply.
It is antithetical to government and other proof-of-stake fiat currencies.
Though increasingly embraced by Wall Street and other financial markets, the two are fundamentally incompatible... like oil and water.
Knowing this, then spending your time and energy building out Bitcoin circular economies--exchanging value for value--is likely a wiser use of your life.
Bitcoin is clearly better money for a better world.
Few things are worth fighting for, but I believe that this is.
Eighty-two years ago today, freedom stood on the edge of extinction, and Allied forces stormed into hell to help save the world.
We will never forget the courage, the sacrifice, and the blood spilled on that fateful day.
15-cent price gap on the same exact hockey game? Yes, really. Bookmakers are fracturing hard on the Golden Knights vs. Hurricanes lines as public cash rolls in. Find out how to use real-time line movements to secure the ultimate betting edge: https://t.co/GAZp21K4yB
#StanleyCup #VegasBorn #CauseChaos #LineShopping #GamblingTwitter #ValueBetting
The road to Aronimink goes through Doral. We’re targeting an elite ball-striker who thrives on difficult, long-iron setups.
Cameron Young – Outright (+1200): His SG: OTT and driving distance are tailor-made for the Blue Monster’s length. This is a massive EV+ lookahead before his PGA Championship odds sharpen.
#PGATour #CadillacChampionship #SharpSide #GamblingX #OddsGuard
RIP Murray Stahl.
A true independent thinker who understood compounding and scarcity better than almost anyone in the market. His conviction built generational wealth for everyone who followed. Condolences to his family.
$TPL, $LB
We are going to see soon that 1000s of players made mistakes. Coach nails it. Stop worrying about a check. Start enjoying life. Most of those in the portal just made their college experience more expensive and many just ended theirs.
Utilities have long underperformed the market. Regulated electricity output in the past 20 years declined by 10%; net generation increased by only about 0.3% per year.
But then AI arrived, and voracious demand for electricity came with it. One particular utility we track, virtually flat for two decades, quadrupled since ChatGPT was released in November 2022.
Some utilities see 15% earnings growth for the foreseeable future, because they can't build infrastructure fast enough to accommodate data center demand. Could utilities beat the S&P 500 in the next 20 years?
But would it matter if they did? Utilities were 6.2% of the S&P 500 in 1990 but have been crowded out by the Mag 7 to only a 2.3% weighting.
CME Group $CME has partnered with Google Cloud $GOOG to explore and implement tokenization technology for enhancing capital market efficiency.
This initiative involves using Google Cloud's Universal Ledger to test digital asset infrastructure, focusing on improving processes like collateral management, margin requirements, settlements, and fee transactions. The partnership aims to support 24/7 trading by streamlining financial operations.
Testing with market participants is scheduled to start later in 2025, with a full service launch planned for 2026. This collaboration marks a significant step towards integrating blockchain technology into traditional financial systems.
@RealJamesWoods Did you think he watched the SpaceX launch last night? It’s a shame a former great American Company (Boeing) is no longer relevant in our space program. SpaceX is only 23 years old and performing admirably!