Aron Wegner

That hush that falls over the crowd when the ball is in the air? That’s the purest distillation of Sports.

Gap down 2%, green by lunch

today at the World Metaphors Classic the leader of the USA didn't bother to find out the details of the situation his team was in and blindly assumed they would win a matchup they ended up losing, jeopardizing their long-term standing for no good reason

what happens if stocks start going down without oil spiking

I see your TACO and raise you STAR:

Some
Things
Aren’t
Reversible

I feel like people are in shock at these opening prices and haven’t really processed them.

Part of the reason "Breaking Bad" is one of the greatest TV shows of all time is that its central thesis, which feels true, is that there is a monster inside all human beings, and given the chance to come out, it will, indeed, come out.

Anyway, here's an article about a Let the Monster Out Factory.

As a friend pointed out: honestly astonishing to think about what would have happened if trump had come in and done literally nothing on the economy

Had some fun overlaying Q4’21-Q4’22 (my current market comp to this market) and I definitely don’t see it.

And markets still fell 20%+ after that point….

All led to 20%+ more of a drawdown after, especially if you isolate the June ‘20 period from the COVID Crash.

My working theory, even more after today and the last couple weeks, is that we’re in a similar market environment to ‘22.

👀The federal judges in West Virginia, where ICE has been pulling over and detaining people on the freeway, are literally screaming about ICE's tactics.

"It is an assault on the constitutional order," Judge Goodwin says. storage.courtlistener.com/recap/gov.us...

oh this is definitely making maga heads explode coast to coast lol

whoops

*CHIPOTLE SEES 2026 COMP SALES ABOUT 0%, EST. +1.84%

And that’s where AI lacks in the biggest way: EQ.

One of the reasons I am strongly bearish on the growth / onboarding prospects of the industry.

Maybe this is about central banks. Maybe it’s about inflation hedges. Maybe it’s about masked agents of the state shooting unarmed US citizens 10 times in the back — and we still don’t know who, or where, they are.

The govt lying about the killing of a U.S. citizen at the hands of the state, is by itself, a front page a story, worthy of drumbeat coverage, resignations, and impeachments.

This is ok tho

Citizens are in the driver's seat now imho. It's cool if some politicians are quicker on the uptake than others but they are following us now, I'm not waiting for them anymore

this guy is a terrible liar who genuinely believes he is great at lying

Not exactly apples to apples, but I’d expect many more cracks in private credit to develop soon.

Starting out my career as a Lev Fin Investment Banker definitely helped prep me for this market…

Coming from a PM who has very similar views to you, I think a lot of it has to do with recency bias and the wealth effect that has come from that for themselves, combined with an unwillingness to accept the fact that the lower-middle income consumer is surviving on BNPL/Credit in a weak labor market

hi, political philosopher here! this is not funny, central banks only do this when they're in extreme distress

Just tapping the 200day

DELTA CEO, on @cnbc.com:

".. Main cabin is down 5% and that's where you have your most price sensitive customers. .. What you'll see post mid-August is you'll see industry capacity, particularly in the main cabin, domestically, coming down significantly."

$DAL

I don't know if this needs to be said or not but "elected official assassinated in their home" is simply not a thing that happens in this country. 1825, 1889, 1893, 1973. Those are all the ones I can find, ever, before today.

If I were the owner of the @washingtonpost.com, I would not do a deal with the people who dismembered my columnist. Seems like a low bar, but Bezos managed to not clear yet another one. The world is awash in capital and that this is the choice should tell you all.
He’s so poor, all he has is money.