Considering some of the recent boneheaded additions the S&P has made a part of me thinks:
12.03.2026 20:07
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Considering some of the recent boneheaded additions the S&P has made a part of me thinks:
Uhhh wtf, isn’t “positive four quarters of EPS” a big rule there??
Did they? It’d be cool if they could discover them a little more, for no reason in particular
This might be the only good thing they do
A crab cake warning is when you see a non Marylander adding peppers to the crab cakes
"I'm caffeinated. I'm beaned up right now"
Vinnie Pasquantino
Hard to say and I doubt the pods who are selling these companies every day have thought it through at all
If Anthropic/OAI are going to completely eliminate the cybersecurity/software/payments industries why are the companies that fund data centers and invested in leading LLMs selling off?
WBAL in Baltimore helping viewers understand the difference between watches and warnings
It’s comforting to know our President is a nihilist who doesn’t give a shit about anything in times like these
For amusement purposes only
Jim Cramer suggests on CNBC that Trump could “bomb Tehran into the Stone Age” until Iran reopens the strait, citing U.S. bombings of North Vietnam in the 1970s. Carl Quintanilla points out to him that Hanoi won that war.
Is this a dead cat bounce for semis and tech or the start of a new uptrend? Sound off in the comments
Tech is defensive now bc of the short term memory of people who made money on it recently
RESULT: The AP calls it, that there will be a runoff between Democrat Shawn Harris and Republican Clayton Fuller in April (meaning they’ll take the top 2 spots and neither will get 50%).
This is the reddest district in Georgia, though Dems are at least going to get a big overperformance today.
I think of it as another exogenous not intrinsic shock similar to April of last year with tech. You have to pick your spots and some software/payments cos will be losers I’m sure.
They’re both good companies. It just shows you how the market is discounting “AI targets” and yeah the CCCA has a chance to pass as wells as credit caps but unlikely imo.
You’re getting $MA at 25x NTM PE growing EBIT 15-20% versus $WMT at 42x growing EBIT…2%. Yeah I know, Claude code disrupted payments, no fraud risk with AI or anything.
bsky.app/profile/jdla...
What is happening to Larry Summers will also happen to this current admin’s lackeys once the C Suite class and their media outfits have permission to speak freely.
cc @atwilliams.bsky.social
They’re worth it imo
Short of a Jetsons scenario where a robot literally does my laundry I don’t see myself being impressed with any of these incremental “agents but for X” headlines that the AI industry keeps pumping out
New: A Houston woman is suing Tesla in Harris County, alleging that her Cybertruck, while using Tesla's "Full Self-Driving mode" tried to drive the car off of a bridge. Here is the dashcam footage provided by her lawyers: www.chron.com/culture/arti...
The long-term demand outlook for oil is more or less flat for the next few decades
That’s why they’re the semis of last year imo. Well maybe not like SNDK.
I’m less of a PE/PC/bank guy but the space feels like this
I think QQQ being up while RSP down 2%+ over the last five days tells you more about the cohort of buyers and where they’ve been rewarded most recently than anything fundamental.
Semiconductors acting as a safe haven in the global war scenario
