For the sake of our children and the entire world, we cannot fatalistically accept that WIII is inevitable or has already begun. I find that view bizarre, even psychopathic. In fact, diplomatic off-ramps exist, and they are easy to find.
@youblewmycover@elonmusk@grok When was the last meaningful addition to United States subway system ?
When was the subway system initially created? What major contractor/s were contracted by public treasuries in the earlier buildouts ?
Does Boring Company innovation help reduce costs for contractors?
I’m sorry to say it but CNBC guest Dan Greenhaus adds zero substance or unique perspective on markets - all while taking a good chunk of airtime to do it - everytime he’s on TV.
I cannot believe how certain people get to the positions they get to ..
Have a few friends-family that piled into to buy the "Liberation Day" sell-off .. They did very well.
I have a feeling they won't do so well piling into the IGV post "AI-scare" sell-off ...
$IGV
Citadel on flows, via Bbrg:
Retail traders spent a record amount snapping up software shares on Citadel Securities’ platform, according to Scott Rubner, head of equity and equity derivatives strategy at the firm, which began tracking the data in 2017:
“Net notional on our platform has reached levels we have never observed before”
“The magnitude, persistence, and breadth of buying activity have materially exceeded prior peaks, underscoring retail’s role as a primary source of incremental demand in early 2026.”
- Average daily dollar demand for US equities on Citadel Securities’ platform from Jan. 2 through Feb. 13 was about 25% higher than the prior peak in 2021 and roughly double the 2020 to 2025 average.
- The momentum has extended beyond cash equities. Retail participation in options markets in 2026 is already running at historically elevated levels. Average daily options volume year-to-date is nearly 50% above the 2020 to 2025 average and more than 15% above last year’s pace.
- Retail participation in options markets in 2026 is already running at historically elevated levels. Average daily options volume year-to-date is nearly 50% above the 2020 to 2025 average and more than 15% above last year’s pace.
- “Retail options investors have skewed toward net buying in 41 of the past 42 weeks, a consistency that points to sustained risk appetite rather than sporadic positioning,” Rubner wrote.