Those who’ve never said “fuck” when talking markets are actually those who’ve never truly been in markets themselves
Those who reprimand others for saying “fuck” within market commentary are ironically & hypocritically the very ones not taking the gravity of markets seriously
Fuck em
And we were right. One of the biggest outliers that turned out to be correct in modern polling history.
And there’s an easy explanation- we polled the 2025 electorate rather than the 2021 electorate. Mamdani led Cuomo 63-18 with voters who didn’t cast a ballot in 2021. That made the difference.
We’ve had false starts before but this week has felt more normie/active rather than just Musk/Trump haters. Will probably be more of a reply guy here and still using DM’s, but takes/discourse shifting more to there:
⚠️US CREDIT CARD SERIOUS DELINQUENCIES ARE SPIKING⚠️
US consumer transitions into serious delinquency (90+ days) in credit card debt have risen to 7.1%, the highest in 14 YEARS.
Previously, such a rapid surge occurred in 2008-2009, during the Great Financial Crisis.
Concerning
Here are my favorite songs from this year! Check them out if you’re looking to shake up your playlist – and let me know if there’s a song or artist I should make sure to listen to.