USA DIYGUYS

Contractor. Builder. Fixer. Reluctant Tech Guy.

[Bill Ackman @BillAckman]

How is getting $8 billion from State coffers and $2.3 billion from deferring pension payments bringing a budget down to zero?

The same NYC taxpayers that pay the bulk of NYC taxes are paying the $8 billion of state taxes that are funding the budget gap.

This budget ‘fix’ is robbing Peter to pay Paul and it didn’t work out well for either of them.

[USA DIYGUYS @usadiyguys]

@BillKristol 😂

[USA DIYGUYS @usadiyguys]

@GilmanHill @GaryKaltbaum @GilmanHill thank you for speaking truth to power

[USA DIYGUYS @usadiyguys]

@LizAnnSonders @VisualCap

[Todd Baxter @Sheriff_Baxter]

#Repeatoffender
https://t.co/XHPV252uUy

[USA DIYGUYS @usadiyguys]

@otokyo D

[USA DIYGUYS @usadiyguys]

@BobLonsberry Coming soon to NY https://t.co/Qn9JCVXixg

[USA DIYGUYS @usadiyguys]

@GovKathyHochul Go away

[USA DIYGUYS @usadiyguys]

Media bias is skyrocketing. Media publishes this story about President Trump but fails to mention the $278 Million that Pelosi has made during her disastrous tenure. Difference is President’s account is managed by third party. https://t.co/cJaPJ0Lpzu

[USA DIYGUYS @usadiyguys]

@TheJoeBeamer Everyone in Buffalo: “At least we are not Rochester”😅

[USA DIYGUYS @usadiyguys]

@SenSchumer Please end the #SchumerShutdown2025

[USA DIYGUYS @usadiyguys]

@theamelia__ New shoes

[USA DIYGUYS @usadiyguys]

@RBReich #SchumerShutdown

[USA DIYGUYS @usadiyguys]

@honeymoon250 The hell?

[USA DIYGUYS @usadiyguys]

@catturd2 Hi

[Joe Kernen @JoeSquawk]

@HorvatKen @larry_kudlow @SaraEisen @greggutfeld @LeslieMarshall You could use some help

[Stephanie Link @Stephanie_Link]

Reviewing the bank earnings I found this an interesting stat: Big 6 capital markets revenues: on average up 21% y/y which was the 7th straight quarter of growth. Going back to 1Q 2009 this marked the 4th highest quarter on record (after 1Q21, 1Q25 and 2Q20) and the best 3Q.

[Stephanie Link @Stephanie_Link]

$WFC has a mixed 3Q but increases medium term ROTCE to 17-18% from 15%. The Asset Cap lift was a catalyst for positive change at the company. Better profitability = higher multiple.

[Stephanie Link @Stephanie_Link]

Banks mentioned today: Delinquency rates still quite contained. $JPM $WFC $C - 2.14%, 2.69%, 2.12% respectively.