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nothing constitutes a recommendation to buy/sell/hold or anything else.

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@Greenbackd Market is so concentrated that the valuation is high for the index, but many companies trade at multi-decade low valuations underneath the surface.

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@the_green_lark @Greenbackd A high quaility suit costs a lot more than $1100.

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@SagedUpRadio Mike Breen “bang!”

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@HorizonKinetics The most relevant question is how much of this capex is one time versus what the recurring maintenance capex will be going forward? If the depreciation is short, then the “picks and shovels” businesses deserve to be valued differently.

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@iamisla_ Once upon a time in Hollywood

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@jeremygiffon The tennis equivalent of this is “next point”. Who cares if the previous point was the greatest one you ever played? You can’t play it again. You have to move on.

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@mrexits Steve Jobs stole this concept from the back of a menu in the 80s.

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@BastienFachan The guy is so obviously doping. Look at how much weight he has put on. Went from string bean to muscular in 12 months. It’s not that easy while practicing tennis 4 hours a day. Is he eating 500 grams of protein a day?

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@heretoyapp Cilic was doping.

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A lot of the studies can’t be replicated.

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@Rainmaker1973 Fitbits

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@oknotsomuch Elon will come in with a best and final.

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@partners_road Best book is “you can be a stock market genius” by Joel greenblatt.

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Yes, this is what one wants in their investment manager. Outcome over process. Makes total sense.

[Bill Ackman @BillAckman]

No gimp suit for me Cliff. If I were president, I would have started with a 90-day period for negotiations and then brought the hammer down.

By doing it President Trump’s way, the entire world and their citizens got to experience the visceral impact of what massive tariffs would do to their businesses, their stock and bond markets, and their economies.

From @realDonaldTrump’s approach, we were able to learn who are the preferred trade partners and who are the problems, based on who showed up early and what they offered, and who chose to retaliate.

Every country is now incredibly motivated to make a deal with us as quickly as possible to avoid the draconian consequences they will experience with no deal.

China has been isolated as a bad actor and every American company is immediately moving their supply chains out of China back to the U.S. or to trading partners of the U.S. who are likely to make favorable tariff deals with the U.S.

Time is not China’s friend. As more time goes by, more companies find other and better alternative suppliers outside of China. So China is incentivized to come to the table soon and to be reasonable in their negotiations.

The countries that showed up first and offered zero tariffs will now be rewarded with more business, motivating them to complete their deals with us promptly.

All of the above was accomplished with only a few days of market turbulence.

I am not concerned with whether this was @realDonaldTrump’s plan from the beginning. I instead focus on the outcome.

Looking at the facts objectively, the only word that comes to my mind is ‘brilliant.’

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Let’s be realistic - the Chinese have a much higher pain tolerance. They own a massive amount of treasuries/US assets, thus they have cards. Not acknowledging this is insanity.

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@gregisenberg More than likely fees for review skyrocket and the AI drafted contracts that haven’t been reviewed get picked apart on court so litigations exponentially increase and the best firms get even bigger.

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@AnalystEgg The business recovers is the bull case. Is Nike in secular decline as a brand or did mgmt make a bunch of mistakes that are being corrected?

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@michelletandler The following is why - https://t.co/0gwDyLA8IQ

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Better idea is to take an uber or car service to the airport. Saves time and usually costs the same.

[Michael Girdley @girdley]

My stupidest “pro” traveler tip:

Rather than remember where you parked your car at the airport, take a photo of it.

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@lfg_cap Almost like it was priced in.