DetroitDom

Seasonality suggests should continue buying this dip. We shall see over the next few weeks if it continues to track. I’m buying

Wall st pricing in a hike by the end of 2026…have they not seen inflation expectations?

It’s so simple in some sense but just don’t buy stocks with earnings & margins trending down. You’ll get chopped up in the markets trying to buy the bottom in these stocks

Of course Rory is crushing at Augusta, he’s the only player who was allowed to play the course 5 times in the months leading up the the #Masters #Masters2026

People’s minds can’t grasp exponential growth.

The bill for my daughter’s birth was $37,000 LOL and ppl wonder why the birth rate is down

Wife’s contraction chart looking bullish. I see a breakout to Labor & Delivery & a push to Fatherhood by the end of day🙏🏼🙏🏼

Not sure this rally today will hold well. Could wind up closing near unch for the day

Change & Adaptation are the price of Longevity

Compute is becoming a marketing expense line item

If we actually pushed to a balanced budget & practiced austerity the wealth inequality gap would blow out to new highs. The wealthy have plenty of liquid cash to purchase the newly crashed assets at much lower prices. (i.e. increasing their ownership % in said assets)

Imo, Earnings will grow faster in the next few years than any analyst could have ever dreamed.

While bears point to market valuations, I point to earnings & they are moving in tandem with markets upward. 86% of companies beating earnings expectations so far. Not sure why markets will move down meaningfully without earnings falling like they did in 2022 for most sectors

Many claim there isn’t enough energy in the U.S. to power the coming AI investments. Probably not, but we will likely just start buying/hoarding or stealing energy from countries around the world to power it. Unfortunately…

Job growth can go to damn near zero, and if AI cap ex growth continues then we can see GDP remain above zero & non-recessionary

Stablecoins will clearly further entrench the USD as global reserve currency as 99.9% of stablecoins are USD backed

DATS for crypto are simply the same as SPACs Ppl putting these deals together making 15-20% an it’s a goldmine for them so they will keep shoving them down the market’s throat. They want no governance and want to raise money to do whatever they please with. Can’t last long with

QT has to end in the next couple FED meetings

Antitrust concerns dissipating, search query growth continues vs. fears of AI cannibalism, etc. I can see $GOOG finally starting to get the higher multiple it has deserved.

Revolutionaries typically morph into Authoritarians

$TJX at all time highs makes perfect sense. I just walked into one at 2pm on a Wednesday and it looks like Black Friday. Line out to the door.