Phillies/Orioles...
I'm glad I got to see it when it happened because the O's haven't been back since and it took the Phils another 25 years to phinally win it.
This election involves the choice of Communism at home vs Blowing up shit across the globe...
Both of these paths will ultimately come home to roost via violence.
Widge retweeted
God bless y'all.
If you actually see this, we probably ain't gonna make a difference, but we can at least sleep at night. Heroes.
Godspeed.
Widge retweeted
One more thing on this topic, all the green energy and nuclear power in the world is not gonna drive a truck across a country until that truck is electric and charging from a supercharger. Until that happens, diesel is the only way objects move around the world once they make it off the boats and trains.
Widge retweeted
Up for a chill afternoon at the community pool? The noise, natural gas odor and awesome view guarantee a good time.
@TravisREMindset
@UnicusResearch
Well, this popped up on my feed... and if you're too young to know MTV's Alternative Nation, this is where the latter half of Gen X spent our teen years... of course, with the ageless @KennedyNation :
youtube.com/watch?v=8tbu0bii…
Widge retweeted
Inflation up, gold down, Spanish pop and a midnight run through the straits of Hormuz with @TgMacro on his Macro Dirt podcast: youtu.be/qkvup-an2fM?is=OZbk…
It's always good to see @pboockvar in a long form conversation:
youtube.com/watch?v=XwKIWGS3…
Widge retweeted
Inflation is Still the Problem
Rational Dissent Episode 014
Post-COVID structural shifts like deglobalization and tariffs have permanently eliminated the cheap goods deflation that previously offset services inflation, leaving the U.S. settled in a 3% inflation world where a 5% nominal growth rate justifies matching 5% interest rates.
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Available on YT, Spotify, Apple Podcasts, Overcast, etc.
Chapters
00:00 Introduction: Inflation Reality vs. Consensus
02:22 Nominal GDP Framework and 5% Yields
06:36 Core PCE, China, and the End of Goods Deflation
11:15 Protectionism, Tariffs, and the BYD Example
15:02 Why We Are Stuck in a 3% Inflation World
23:38 Rising Inflation Volatility and Remote Work
28:13 Monetary Policy: Why the Fed Must Focus on Nominal GDP
32:37 Closing Remarks
Widge retweeted
While at Texas, Steve McMichael filled in at kicker and went 8/10 on extra points and 2/3 on field goals. Then he won a Super Bowl, joined the Four Horsemen, got ejected from Wrigley Field by Angel Hernandez for calling him blind, and made the Hall of Fame. That’s a career.
Widge retweeted
Cheap on paper for a reason. Capital misallocations, profits are fragile, & the future of autos rewards scale & software execution. That is not in Ford’s wheelhouse. Avoid.
This doesn't seem to be a big ask... if you've created something that hacks, destroys, and steals... you'll be held personally liable.
I guess it doesn't matter when the Government is in bed with the hackers, destroyers, and thieves...
While I have some hope for their new line of "affordable" EVs, it's time for Farley to hit the exit.
The GOP losing seats in Deep Red parts of PA is going to be an awful outcome of the first 2 years of this Administration.
New @CookPolitical: 19 more House ratings move in Dems' direction, including six seats from Toss Up to Lean D. Full analysis by @ercovey: cookpolitical.com/analysis/h…
The bifurcation in this market is unlike anything that I've seen... and it's not close.
This is a "zero sum" story.
There was this great era in America that came between the 40+ year Cold War and Middle East Wars...
It lasted about 8 months.
