Mookie
@stretchmikep
Markets, Politics, Sports, Current Affairs - all opinions are my own - NOT investment advice
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“The problem with the world is that the intelligent people are full of doubts, while the stupid ones are full of confidence.” Charles Bukowski
No lawmaker in Congress should be able to buy, own, and sell individual stocks. Period. Let's make Congressional stock trading illegal.
$META - 19.3x/17.6x consensus CY26/27 EPS - 14-Day RSI of 22 - Shares down 26% from 52-week high Giddyup...
According to Pitchbook: • 22% are <1× • 36% are >2× • 18% are >3× • 6% are >5× • 2% are >10× 👉 Only about 6% reach 5×. 👉 A fund is ~4× more likely to lose money (under-1×) than to hit 5×.
Crypto can’t even catch a bid or bounce on up days… $BTC and $ETH look like death:
super-macro.com Years of misallocated capital now weigh on China’s economy China’s residential housing market shows no sign of stabilising. Home prices have been falling for 4.5 years, with the declines now accelerating again. October saw new-home prices drop 0.45% and…
Hurricane season has just 2 weeks remaining, but so far, for the first time in a decade: ZERO hurricanes made US landfall ZERO Gulf hurricanes
🤣😆😀
Can’t help but notice that since it was renamed the Gulf of America, hurricanes have decided not to mess with it.
S&P 500 Quality Index Relative to the S&P 500 Index (Rolling 6-Month Returns)
In the U.S., we see similar trends of bureaucratic bloat and increased with little to show for it. It’s most noticeable in the data for the healthcare and education sectors, as well as government, where administrative costs have skyrocketed without any concurrent improvements…
The problem is far deeper than Starmer / Reeves The crisis is state capacity: a gvt machine that has vastly grown in size, but achieves less. A state so unwieldy, now so vulnerable to judicial reviews etc, that reform is all but impossible My column:- times-comment.com/65323
This is where I'll always fight with economists (I have a strong backing in economics and talk with economists all the time). In theory, and it looks like even in practice, property taxes produce mobility in older people which opens up property for younger people. Good. But in…
Property taxes should, in theory, make it so buying a home is more affordable and young people will have increased access to home ownership. Let's look through the literature to see what really happens🧵 Firstly, higher property taxes get older people to move.
Calf injuries are everywhere, why? Cause the game has changed. It’s fucking faster. Calf muscle hates sudden changes in movement: transitions, pull up threes, euro steps, decelerations, step-backs, side steps, even flops lol. The calf is the Achilles’ shock absorber. When it’s…
San Antonio Spurs star Victor Wembanyama has a left calf strain and is expected to be sidelined for a few weeks, sources tell ESPN.
In Greenland, the last supply ship of the season has departed. No more ships until June 2026, and the ice has cleared. (📸 sermilik_adventures_)
Eye-opening chart, just 15 years ago Europe produced more natural gas than Russia. What the heck has Europe been doing since then? Have they lost their mind?
$NVDA Brookfield Asset Management announced the launch of a $100 billion global AI infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority.
Japan’s bond market just told politicians to sit down. November 18th, 2025: Japan’s 40-year government bond yield hit 3.668%. All-time high since the security launched in 2007. Here’s why this number ends the world you knew: Prime Minister Takaichi announced $110 billion in…
BREAKING: Japan's 40Y Government Bond Yield surges to 3.697%, its highest level in history, as markets prepare for more stimulus.
It is @sundarpichai… he took a big swing and restructured the company in 2023 and put the one and only @JeffDean in charge of AI/Gemini and decided $GOOGL would focus on a single model… they also brought Noem back via CharacterAI. Combined Deep Mind and the Brain team… Google…
what i want to know is how did google go from "way behind" to "easily #1" in nearly all domains of modern ai in like a year and why cant meta come anywhere close despite throwing tons of money at the problem
Of course you want to watch all five USMNT goals against Uruguay 📽️
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