Hike & Bike 🚵

Having 4pm NFL games ending in the dark now (East Coast viewers) and then hearing the ticking of the "60 Minutes" stopwatch makes me feel that I have Algebra and American History homework to do tonight, even though I'm in my 50s now.

Proof that you’re Gen X or older: You can watch a college football game between two teams you have no emotional connection to and enjoy it without needing money on the line. You can just enjoy the game for what it is. No bets. No gambling apps. Just football.

Let's fix 3 major brands. Which is your favorite fix? Disney+, 47 Brand or Kind? Which major logo should I fix next?

My experience of life so far: You enter a tunnel at ~15 & it shoots you out at ~35 & the rest of your life is largely determined by the choices you made & the luck you had in the tunnel.

I’m becoming convinced that the only form of wealth that matters later in life is having adult children who enjoy spending time with you.

I needed to move a sofa. I mentioned this to an American. He said, "You know anybody with a truck?" I did not know anybody with a truck. He looked at me with real concern. Not pity. Concern. The way you look at a man who has told you he does not have a name. "You gotta know somebody with a truck." I asked how one acquires such a person. He said, "You just do." This is the third time I have received that answer in this country. It is the answer to everything here. You just do. There is no process. There is only the eventual fact of having. He said, "Ask Kevin." I do not know a Kevin. He said Kevin like I should. He said it the way you say a shared uncle. I met Kevin four days later. Kevin owns a truck. Kevin does not own a truck for himself. Nobody owns a truck for themselves. Kevin owns a truck for a fifteen mile radius. Inside I said: THIS MAN HAS TAKEN A VOW. HE DID NOT ANNOUNCE IT. HE SIMPLY PURCHASED A BED AND ACCEPTED THE CONSEQUENCES. Kevin arrived on Saturday. He brought the truck. He also brought a second man. I had not asked for a second man. The second man's name is Tony. Tony came because Kevin came. Tony did not know me. Tony did not ask what we were moving. Tony brought gloves. They moved the sofa in eleven minutes. I offered them money. Both of them laughed at the same time, which felt rehearsed and was not. I asked what I owed them. Kevin said, "Buy the pizza." That is the price. That is the entire economy. The truck costs one pizza and the pizza is not negotiable and the pizza is also not expensive and everyone knows what size. Inside I said: THE FEE IS FIXED ACROSS THE ENTIRE NATION AND WAS SET BY NO ONE. We ate on the floor because the sofa was against the wall and none of us wanted to be the first to sit on it. Tony told me his daughter plays soccer. I asked if she is good. He said, "She's aggressive." I still think about that. Three weeks later, Kevin texted me. "You free Sunday? Helping Tony move a fridge." He did not ask if I wanted to. He informed me of a fridge. Inside I said: I HAVE BEEN CALLED UP. I DID NOT ENLIST. THE PAPERS WERE FILED ON MY BEHALF. I went. I moved the fridge. I have no truck. I contributed only arms. Afterward, a man I had never met asked me if I knew anybody with a truck. I said, "Yeah, I got a guy." I have a guy. I am somebody's guy now, too. Tony has told two people about me. He describes me as "the guy who's strong for his size." I have never been prouder of a sentence in my life.

New all-time high for the S&P 500 advance/decline line. Yet another clue we are in a bull market, breadth is just fine,and new highs are likely soon.

Crazy how a country with $40 trillion in debt is giving me a credit score. Read the room

The best advice I heard from a stranger was this: give luck more opportunities to bump into you. Leave the house, take a different road, travel, say yes to new experiences. The more you do, the more life surprises you in the best ways.

Alphabet highlights how much the hyperscaler landscape has changed. These companies used to be cash-producing machines. Now, Google's parent company just posted its first negative free cashflow quarter since at least 2016.

i did it. i reached my health insurance deductible and out-of-pocket maximum. what elective appointments and procedures should i get

My therapist once told me: Imagine being bitten by a snake and, instead of treating the bite, you waste time chasing the snake to understand why it bit you and prove you didn't deserve it.

Great look at the SpaceX shares unlock schedule as well as the potential passive buying schedule from @JSeyff @FrancisSharoon Depending on the early post-IPO returns, this could really play with and disperse the returns of "passive" funds (which is why there's arguably no such thing as passive). $SPCX