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    I don't always watch teams that suck...

    At home, no less. Something is wrong with the Cowboys, it seems like they have a lot of individual talent but they always seem to implode at the wrong time. I still believe Dallas will never win the shadow of Jerry Jones. He is a constant meddler who has proven over time to not understand how...
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    Election 2024 Foreplay

    I'm wondering if Trump is disqualified by the Courts would Biden beat Haley or Desantis? Maybe Biden wouldn't run in that case?
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    Why the bitcoin ETF inflows are a huge disappointment

    I guess there is a lot of interest in ESG & Bond funds according to the top 25 chart. Bitcoin funds did okay but I get the feeling outside of the crypto bros & traders most people still believe BTC is a scam about to collapse any day now. Unless it gets more mainstream it will always be looked...
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    Biden fucking up already

    Shades of Caligula right after his nervous breakdown when he really became a tyrant. Biden can't even stop giving infinite money to Israel. He was a conservative Democrat from Delaware, a state that made its money from the anti-LBO laws (aka the infamous Poison Pill legislation) that gave...
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    China December CPI -0.3% y/y (expected -0.4%)

    The real question in China is what is the historical allegory? Is it 1990 Japan or 1932 US? They are both similar in the sense it was the bursting of 2 separate bubbles at once -- Real Estate & Equity Markets. The good thing in China (really most of Asia) is most people don't invest in stock...
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    VIX Trader Drops $17 Million on Bet That Eerie Stock Market Calm Won’t Last

    This rally since the end of October is mostly a Bond market rally so you would need a rise in inflation expectations or an increase in treasury auctions. Listening to what Yellen has to say about it will be important. It seems since the 10 yr rates no longer go lower the equity rally has topped...
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    What’s in Those Huge Suitcases? $125 Million in Cash

    Why didn't the network convert it to uncut diamonds and then just smuggle it? I remember reading that's what a lot of the Heroin money flows from Dubai to Bombay.
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    Short borrow rates for the new Bitcoin ETFs

    The r/WSB crowd will be all over this tweet saying to inverse Cramer and go long.
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    11 Bitcoin ETFs to trade from today

    Why is it good? BTC has proven to be a much better investment than even the best tech stocks. High volatility is bad for returns? So I guess the geniuses at Vanguard never got into NFLX, AMZN NVDA, etc.
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    South Korea’s Warning on US Bitcoin ETFs Hits Stocks

    What a joke of a regulatory commission. Brought to you by the same idiots who think banning short selling is wise decision.
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    California’s Wealth Tax Arrives

    CA exists only because of Hollywood & the VCs in SiliValley. It is almost entirely dependent upon the IPOs to continue to fund its expenses. Any year without IPO money is a down year for CA. And both Hollywood & the VCs are already diversifying away from CA (Hollywood to Atlanta & Toronto). The...
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    Forever Bull Market

    It does seem like large cap tech cannot sustain any selling for too long a period. Dispersion in this market at least for value vs. growth seems to be that value requires better financial data & lower inflation whereas large cap tech is seen as a safety play. Safety used to mean the utilities &...
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    Is price movement really random and unpredictable?

    Malkiel was an academician turned professional so he doesn't really believe there is an edge to any factor. His book also says monkeys throwing darts beat stock analysts returns. I wrote a paper to show the math of the Black Scholes Theorem in college and stock movements come from the Physics...
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    Asian Financial Crisis Part 2: China's Debt Bomb

    The current leader of the CCP is a disaster. He should be summarily fired by the Politburo. He's made one fuck up after another since 2018. No one wants to invest in China anymore except for the greedy America Oligarchs. He has destroyed the capital markets in China and he pissed off all the...
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    Gotta love ZERO RISK in the SP500 = $$$

    The amazing part is he had 23 TDs in a 14 game season which is 1.64 TDs per game. I believe the year he got over 2,000 rushing yards he had to get over 200 yards in the last game and he got it. He was an amazing RB.
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    2024 Stock Picks

    Why is AIR down 4% even after the company said they didn't work on the Alaska Airlines Boeing 737 MAX 9 flight? Maybe the market doesn't believe them.
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    Election 2024 Foreplay

    Why don't the Democrats just abandon Biden? He seems to be in serious trouble considering he is currently polling very badly in every battleground state by a large margin. Seems like Newsom would be a better candidate. Besides the obvious pandering to the PG&E lobby here in CA he seems pretty...
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    Tesla 2024

    That's an amazingly even growth rate. That explains the perpetually high P/E of TSLA. I count its roughly an average of 53%/yr for 10 years. Its obvious there's Tesla and then there is everyone else, at least the US.
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    RIP

    He was also in the great sequel to Dirty Harry -- Magnum Force. Pretty interesting role as a rogue cop along with Tim Matheson & Robert Urich.
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    Forever Bull Market

    I'm not sure if it is a sector rotation or its a sell off because of the ASML export ban to China? Or it could just be people waiting for the new year to sell their winners so they don't pay taxes for 16 months instead of 4 months. Towards the end of the day its seemed like a general sell off...
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