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 one is worried about a stagnant $AAPL at 36x earnings. But $NVDA at 25x next year's is somehow panicking folks? And please spare me the bs about capex's sky falling. It is no more falling than the iPhone spend is falling, and is fact hyper-growing.
Of all the talk about who has ND beat (any team who plays FCS opponents can’t say a damn thing), there are analytics that help determine how good a team is based OPPONENT ADJUSTED data. ND leads in almost every category against the other comparable 2 loss teams.
The value in College Athletics is in regional pride and friendly tribalism. It's never been about the best players in the world (That's the NFL). This is what ESPN never understood. You can't curry attention to schools that viewers don't have emotional ties to. If I live in…
The get-in price for the Brawl of the Wild — Montana State at Montana — is $207, higher than ANY FBS matchup this weekend. The next closest is Cal at Stanford at $155.
🚨: The Sun has officially set in Barrow, Alaska, and it won't rise again until January 22, 2026.
BREAKING: Gunmen storm Catholic school in Nigeria and kidnap more than 100 children. Early this morning, armed assailants on 60 motorcycles and cars stormed St. Mary’s Catholic Primary and Secondary School in the Papiri community in the Niger State of Nigeria. They abducted…
RARE EARTHS AREN’T RARE—CHINA OWNS THE REFINING, NOT THE MINES Elon’s right: rare earth minerals are found all over the world—including in the U.S.—but China controls over 85% of global refining. That’s the chokehold. The problem isn’t digging the stuff up. It’s turning it into…
Important to note that what matters is the ability to refine rare earth elements (which are NOT actually meaningfully rare) and manufacture magnets for use in electric motors. People understandably tend to think that rare earth mineral deposits are what’s scarce, given the…
Chicago is entering a dangerous phase: Pension insolvency. A memo from inside City Hall warned state lawmakers that a new "pension sweetener" for police and firefighters would make the funds “technically insolvent.” They passed the bill anyway. Now the city is digging into…
Hard to believe, but Taiwan's current account surplus is 16% of GDP (w/o tax avoidance inflation) and heading up The financial account counterpart is interesting too the lifers no longer dominate flows (only stocks) 1/2
Crazy current account numbers for Taiwan in q3 -- a 20% quarterly surplus, and q4 looks like it will be bigger. That pushed the trailing 4q surplus up to 16% of GDP -- a record. (and yet the TWD is weak, after hefty intervention in q3 changed the BoP dynamics) 1/
There is more and more evidence that putting computers and tablets on students' desks (1:1 devices) was a terrible mistake. I agree with @AdamMGrant that "it's time to remove laptops [and tablets] from classrooms."
It's time to remove laptops from classrooms. 24 experiments: Students learn more and get better grades after taking notes by hand than typing. It's not just because they're less distracted—writing enables deeper processing and more images. The pen is mightier than the keyboard.
Fed @NotebookLM a 30-page initiation report on the power/utility industry (specific to data centers), and it made this infographic. In less than 5 min... 🤯
Kalshi reportedly raised $1B at an $11B valuation from Sequoia and CapitalG. Polymarket reportedly raising at $12-15B. They created a new market out of thin air, major props to everyone who invested in these companies before the 2024 election. I did not think they would work.
No one is explaining the joke, so I will. It’s multi-layered. First, there was a fun Oct 2017 Twitter exchange about the right way to render a burger emoji. Obviously this was trivial, but Sundar said “we’ll drop everything else we are doing and address on Monday” as a joke.…
*taps the chart*
Climate myth: Solar and wind are taking over the world No New report from International Energy Agency shows that solar and wind will cover 12-16% of global energy by 2050 Yet, The Guardian claims new report shows renewable “transition ‘inevitable’, despite Trump”…
In London, Paris, or New York be careful. Your neighbour might be a terrorist who entered your country on a diplomatic passport. Sudan’s Muslim Brotherhood army (SAF)gave Hamas members diplomatic passports as gifts after the 7 October genocide in Israel. As for me, I am proud to…
“Give me your money and I will buy Bitcoin with it.” Killer app, for sure. $MSTR
Another macro headwind to watch: Japanese government bond yields are moving in a straight-line higher. Since news emerged that Japan is considering launching $110 billion in stimulus, their 40Y Government Bond Yield has surged to a record 3.77%. Japan’s story has nothing to do…
What just happened? In its fastest reversal since "Liberation Day," the S&P 500 just lost -$2 TRILLION of market cap in 5 hours. Nvidia went from +6% to -3% after reporting RECORD revenue of $55 billion without ANY new headlines. Why did this happen? Let us explain.
NEW: We are facing a growing crisis of economically and socially dislocated young adults The share of young people who are: - Not working - Not seeking work - Not in education, and - Not raising children is approaching 10% in the UK and US, and has doubled in the UK in a decade
“If I’m a player in Europe, I’m a little worried.” USMNT legend Marcelo Balboa, who’s an Argentinian-American, fully supports the message Mauricio Pochettino sent out after the 5-1 win over Uruguay. “He [Pochettino] is trying to change the culture in this country,” Balboa said.…
![golz_tv's tweet image. “If I’m a player in Europe, I’m a little worried.”
USMNT legend Marcelo Balboa, who’s an Argentinian-American, fully supports the message Mauricio Pochettino sent out after the 5-1 win over Uruguay.
“He [Pochettino] is trying to change the culture in this country,” Balboa said.…](https://pbs.twimg.com/media/G6PdgYrWMAADR9I.jpg)
![golz_tv's tweet image. “If I’m a player in Europe, I’m a little worried.”
USMNT legend Marcelo Balboa, who’s an Argentinian-American, fully supports the message Mauricio Pochettino sent out after the 5-1 win over Uruguay.
“He [Pochettino] is trying to change the culture in this country,” Balboa said.…](https://pbs.twimg.com/media/G6PdgYqWoAAgYNw.jpg)
Everyone is missing the real story here. Google just passed Microsoft for the first time since the OpenAI partnership launched, and the market is finally repricing what actually matters in AI infrastructure. Microsoft went all-in on external dependencies. They pay OpenAI for…
BREAKING: Alphabet, $GOOGL, has officially surpassed Microsoft as the 3rd most valuable public company in the world, now worth $3.68 trillion.
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