Shaun Cosby

Christ Follower, Lucky Husband of Ashley, Proud Dad of Owen, Executive Director, Financial Advisor and Portfolio Manager at Morgan Stanley, Bama Fan.

[Shaun Cosby @kshaunc]

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behind those earnings continue? https://t.co/GCtqnDXzkj

[Shaun Cosby @kshaunc]

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://t.co/fkBFJkScmX

[Shaun Cosby @kshaunc]

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://t.co/ctpu9cuO5P

[Shaun Cosby @kshaunc]

As AI adoption matures, value may shift from infrastructure winners to integration leaders with execution capacity. https://t.co/KDgqSlr6Zk

[Shaun Cosby @kshaunc]

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets. https://t.co/FSeuwHwzsJ

[Shaun Cosby @kshaunc]

United Airlines CEO Scott Kirby on leadership, bold decisions and why human judgment still matters in aviation. https://t.co/rJNiYaSKxE

[Shaun Cosby @kshaunc]

@MrHolga Sunsets in Alabama get as early as 4:36 by late November, we are driving home in the dark. People don’t realize how much where your state is located within the time zone majorly impacts your standard time reality.

[Shaun Cosby @kshaunc]

@SenTuberville If you look at maps Alabama gets the worst of the fall standard time transition. We are too far east in the Central Time Zone, this is why Alabamians particularly dread this transition each year. The easy fix is for AL to join the Eastern Time Zone during for the winter months.

[Shaun Cosby @kshaunc]

@SenKatieBritt @SenRickScott If you live on the Eastern edge of a time zone like AL, TN or KY, for example, most desperately want DST all year, however those central or west in their respective time zones desire ST, Alabama, 1/2 of Tennessee and 1/2 of Kentucky should just go to EST in the winter.

[Shaun Cosby @kshaunc]

@ClayTravis If you live on the Eastern edge of a time zone like AL, TN or KY, for example, most desperately want DST all year, however those central or west in their respective time zones desire ST, Alabama, 1/2 of Tennessee and 1/2 of Kentucky should just go to EST in the winter.

[Shaun Cosby @kshaunc]

@theblockspot The problem with CFB is that everyone; schools, coaches, players, conferences and the committee are all just looking out for themselves. There is no overseer looking out for the good of the game. Thus very imbalanced scheduling and tough comparisons.

[One White Frijole @Onewhitefrijole]

Why Did Jesus Fold the Napkin?

Why did Jesus fold the linen burial cloth after His resurrection? …

The Gospel of John (20:7) tells us that the napkin, which was placed over the face of Jesus, was not just thrown aside like the grave clothes. The Bible takes an entire verse to tell us that the napkin was neatly folded, and was placed separate from the grave clothes. Early Sunday morning, while it was still dark, Mary Magdalene came to the tomb and found that the stone had been rolled away from the entrance. She ran and found Simon Peter and the other disciple, the one whom Jesus loved. She said, They have taken the Lord's body out of the tomb, and I don't know where they have put him! Peter and the other disciple ran to the tomb to see.. The other disciple outran Peter and got there first. He stooped and looked in and saw the linen cloth lying there, but he didn't go in.

Then Simon Peter arrived and went inside. He also noticed the linen wrappings lying there, while the cloth that had covered Jesus' head was folded up and lying to the side.
Was that important? Absolutely! Is it really significant? Yes!
In order to understand the significance of the folded napkin, you have to understand a little bit about Hebrew tradition of that day. The folded napkin had to do with the Master and Servant, and every Jewish boy knew this tradition.
When the servant set the dinner table for the master, he made sure that it was exactly the way the master wanted it...

The table was furnished perfectly, and then the servant would wait, just out of sight, until the master had finished eating, and the servant would not dare touch that table, until the master was finished. Now, if the master were done eating, he would rise from the table, wipe his fingers, his mouth, and clean his beard, and would wad up that napkin and toss it onto the table.

The servant would then know to clear the table. For in those days, the wadded napkin meant, 'I'm done.'
But if the master got up from the table, and folded his napkin, and laid it beside his plate, the servant would not dare touch the table, because.......... The folded napkin meant, 'I'm coming back!'

HALLELUJAH! HE'S COMING BACK!!!!

[Wisdom Theory @wisdom_theory]

Daniel Kahneman, who changed psychology and economics forever, dies at 90.

Thanks for everything.

We remember him in 10 great quotes:

[Richard Bernstein Advisors @RBAdvisors]

The #Fed seems out of step. Thinking of cutting rates as the #economy gains steam. Example: Core Capital Goods Orders have started to accelerate.

[Richard Bernstein Advisors @RBAdvisors]

The upturn in the Conference Board’s Labor Differential shows the labor #market is getting stronger as corporate profits #accelerate.

[Richard Bernstein Advisors @RBAdvisors]

This is soooo cool. #AI gets real!!! Wait. This cover story is from …1998?!?! You gotta love manias. (Shoutout to our friend @DougKass)

[Shaun Cosby @kshaunc]

@NASCARonNBC A few years ago they tested the plate/tapered spacer out at an All Star race at Charlotte and it was great. Soon after we saw the tapered spacer packages but none have been as good as that original Charlotte package which kept the racing close and allowed for passing.

[Richard Bernstein Advisors @RBAdvisors]

“Clearly the upside/downside has shifted, creating an opportunity for us that we have not seen in some time,” states Michael Contopoulos in his latest #FixedIncome Insight that was featured in @iimag.
https://t.co/RvHxXYF31t

[Elon Musk @elonmusk]

Very important to fix your Twitter feed:

1. Tap home button.
2. Tap stars on upper right of screen.
3. Select “Latest tweets”.

You are being manipulated by the algorithm in ways you don’t realize.

Easy to switch back & forth to see the difference.

[Jeff Bezos @JeffBezos]

The newly created Disinformation Board should review this tweet, or maybe they need to form a new Non Sequitur Board instead. Raising corp taxes is fine to discuss. Taming inflation is critical to discuss. Mushing them together is just misdirection.