October 2026 Charity of the Month Siloam Health now cares for about 6,000 marginalized patients each year across 20,000 encounters, now through two clinics. Please donate. siloamhealth.givevirtuous.or… View article

Grind Bastard, Benediction Turn it Up Benediction - Grind Bastard (Official Full Album Stream) youtu.be/AVTLImtvczM?si=Vtc8… via @YouTube

Link: michaeljburry.substack.com/p…

For each of the ten market tops over the last 40 years, one will find a caldera of lava underneath the placid S. Park-like valley floor. Akin to Super Volcano Caldera under Yellowstone Park in real life. The lava, actually magma, has settled into levels...

1. Never stop exercising or learning. 2.Accept compromise to begin relationships. 3. Manifest the power of compounding. 4. Never gamble. 5. Have kids and be a good parent 6. If it flies or floats, rent it. 7. Buy half the house you can afford. 8. Art in the eye of the beholder is cheap. 9. Be thankful for and to all. 10. Be charitable.

If $AMD were cheaper, it'd be a buy for the treble damages awarded if/when $NVDA is finally prosecuted under antitrust law.

Dumb da dumb dumb da. The CoreWeave selloff shows a pressure point from climbing borrowing costs wsj.com/finance/stocks/the-r… via @WSJ

Saw @rushtheband last night on the Fifty Something Tour. Absolute must see if one can

Bloomberg: Bloomberg Opinion) -- Skeptics of the artificial investment boom are doubling down. Billionaire Ray Dalio warned last week that the bubble was near its bursting point, while Michael Burry of the Big Shortfame brought forward the timeline for his bearish thesis. SoftBank Group Corp. founder Masayoshi Son’s attempt to set up another $100 billion AI-focused venture capital fund will only give the doubters more ammunition.

Why I swapped common stock for the junior preferred shares of Fannie Mae & Freddie Mac. $fnma $fmcc @FHFA

Aerosmith, the greatest American rock band. youtu.be/4st8w8g9xPs?si=rdms…

Developments with Fannie & Freddie , Hong Kong Value Stocks, Dealing with value stocks late in a bull market, consolidating a big short. This is how the sausage is made. More data, more information.

Well well well. Well. Bloomberg: Broadcom CEO Likens Many AI Investors to Casino Gamblers and more... Broadcom’s Tan said AI model developers need to find customers that can generate returns from deploying the technology, rather than relying on users who are now “wasting money” on tokens as they experiment with AI. “When you are a kid you go to a video arcade, you play. Your parents give you $10 of tokens, you finish it in 10 minutes and you haven’t learned anything,” he said. “That’s what happening in enterprises today.”

Fannie Mae & Freddie Mac need Thor's Hammer to unleash the value. Or so it seems. Thor's looking too fat and lazy to wield it. What next?

New X article. This past week I made a move in both Fannie Mae & Freddie Mac. Both stocks have retraced essentially all their gains since Trump’s election, and they put in a giant head-and-shoulders-and-elbows top for added emphasis.