Beej

The portfolio is now 45% $MCO $SPGI and $FICO 🫡

From today on a busy street inside the Houston loop - I’ve said it for years…the nominal price of gasoline/oil matters. And when today’s price goes up notably, it hurts people and they consume less (don’t fill up) I don’t think $4.15/gallon is deathly, but it ain’t great. #EFT

$gfl. $ses.to

Money is the tool. Freedom is the goal.

Los Angeles Angels DH Jorge Soler and Atlanta pitcher Reynaldo López have been suspended seven games for the big brawl in Anaheim last night in which Soler charged the mound and López punched him while holding a baseball in his hand.. Both are appealing.

Went from destroying civilizations to lets build a Casino on Qeshm Island in 24 hours... Nice. =).

@P_Remarks @inflectionecon @bstaples

What's the better buy at the moment between $MA Mastercard and $V Visa?

DA Davidson on $GTLB We are adding GTLB to our list of STAMPEDE ideas under E - Excess Cash. GTLB has increased its cash balance by ~27% over the past year to $1.26B after improving FCF margins by 700bp to 23%. With valuation at all-time lows, we believe GTLB should be opportunistic and announce an aggressive share repurchase program. Now that GTLB has reached greater levels of profitability it has enough flexibility to both invest in the opportunity in front of it while appropriately returning capital to shareholders @P_Remarks

🚨 The Detrick family has an announcement 🚨

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.

@Houseofyogi @oldarmy1

No Kings explained for people who think they're fighting fascism. You're standing in a crowd on Saturday. You look around and think yeah. No Kings. This is what democracy looks like. Bro. You're holding a sign made by a communist billionaire who lives in Shanghai. You live in a constitutional republic. Elections. Term limits. A free press that spent four years calling the president a fascist without one journalist being arrested. The modern left's definition of fascism: You love your country? Fascist. You want to enforce the border? Racist. You think parents should raise their kids? Bigot. You want to know who's voting in your elections? Jim Crow. Being patriotic is fascism to the modern left. But every country has borders and enforces them. 176 countries require ID to vote. That's the definition of a country. But the Democratic establishment told you otherwise. And you believed them. Congress has a 15% approval rating. 80% of Americans disapprove. 97% of incumbents got re-elected. Chuck Schumer. 46 years. Longer than Stalin. Steny Hoyer. 45 years. Longer than Mao. Mitch McConnell. 42 years. 5x more than Napoleon. Nancy Pelosi. 39 years. Longer than Henry VIII. Maxine Waters. 35 years. Longer than Mussolini. Bernie Sanders. 35 years. Triple Hitler's entire reign. Trump. 5 years and 3 months. Won the popular vote and the electoral vote. But Trump is the king. Okay buddy. You don't hate kings. You hate kings that aren't yours. And Saturday they had you in the streets carrying their water. The Democratic Party installed a president without letting you vote. Biden quit on a Sunday. By Tuesday your queen was crowned. No primary. No debate. No ballot. First time since 1968. Three days before your march every Senate Democrat voted against photo ID to vote. During COVID you carried a vaccine card everywhere like a hall pass from the government just to eat at a restaurant. But getting a birth certificate or waiting two hours at the DMV to prove you're a citizen before you vote? That's oppression. The Democratic Party is pro illegal immigration. Counts non-citizens in the Census. Census determines congressional seats. More non-citizens means more seats means more power. No voter ID means no way to check. That's how you keep power without wearing a crown. Biden built a censorship machine. Pressured Facebook to suppress true information and admitted it in writing. Censored scientists. Censored doctors. Censored JOKES. The Biden White House told Facebook to remove "humor and satire." They literally went after people for making fun of them. UK does it better tho... Everything they censored turned out to be right. They just outsourced the silencing to Silicon Valley. And it doesn't stop at speech. The extreme left justifies taking children from families. Six thousand schools rewrite children's identities without telling parents. And the State has the right to intervene. The Hitler Youth did this. Mao's Red Guards did this. The Soviets built statues of a child who reported his own father. Same playbook. During Covid, your bakery got shut down. Church closed. You couldn't hold your dying mother's hand at the hospital. But thousands packed together during BLM to burn Minneapolis and THAT was essential civic engagement. Obviously. $2 billion in damage. 25 dead. 2,000 cops injured. 20 states burning. VP Kamala promoted a bail fund for the rioters. No investigation. No hearings. January 6. One building. Few hours. 1,000 prosecuted. Two years of televised hearings. Kings decide which violence counts. The left decided. Charlie Kirk spent his life walking onto campuses asking for honest debate. He was assassinated. CSIS terrorism database. 2025 is the first year in 30 years that left-wing attacks outnumber right-wing. Yet no one brings this up. 75% of liberal students say preventing a speaker from talking is justified. 27% say violence is acceptable. Liberals who went to Trump rallies: "I never felt unsafe." "The experience changed me." Conservatives who show up on liberal campuses get screamed at, blocked, and assassinated. One side talks. The other side screams. The Party for Socialism and Liberation marched with you Saturday. Their stated purpose in their own words: "Revolution." Not reform. Marxism. The system that killed a hundred million people last century. They had you holding their signs while they said it out loud. 500 groups. $3 billion in revenue. Pre-printed signs. The signs were ready before you were angry. The money leads to Neville Roy Singham. Billionaire in Shanghai. Attends CCP workshops. Funnels millions through shell companies at UPS mailboxes. Three Congressional committees have subpoenaed him as a suspected CCP foreign agent. You thought you were fighting for democracy. You were carrying water for Beijing. "Liberals are leaving the First Amendment behind." Spoken by the ACLU lawyer who defended Nazis in court because it was their constitutional right. Bill Clinton put 100,000 cops on the street. Reformed welfare. Said illegal immigration is wrong to a standing ovation. Told America the era of big government is over. Today his own party would call him a fascist. The 1990s Democrat defended free speech for Nazis. Yours censors doctors for telling the truth. The 1990s Democrat held open primaries. Yours installed a nominee without a vote. The 1990s Democrat trusted parents. Yours takes their children. Historians measure fascism across eight traits. Here's who checks the boxes in 2026: Censorship of political opposition. Democrats. Contempt for democratic process. Democrats. Tolerance of political violence. Democrats. State ideology forced on families. Democrats. Corporate-state fusion. Democrats. Scapegoating and manufactured enemies. Both sides. Cult of personality. Both sides. Ultranationalism. Republicans. Five for the left. One for the right. Two shared. You marched against kings on Saturday. You marched FOR kings. You just didn't know which was which. Stop being gaslit. I hope you understand what's at stake.

@Bij_M Adding to as well 🤣 Another double digit position for me

With my current port, I feel like I can ignore the market for years and likely outperform $MELI $META $AMZN $BN 😴

Tiger Woods was arrested and charged with DUI, property damage and refusal to submit, per the Martin County Sheriff in Florida.

$META Given the increased risk associated with the current court rulings against $META's liability in social Media addiction trials, what do you think would be a fair trailing PE multiple range be?

Iran will lose war, U.S. will declare victory. Oil will drop to around $60/barrel. The Dow will surpass 50,000. The S&P 500 will surpass 7,500. Interest rates will be cut 3-4 times. The 10 year interest rate will fall. Unemployment will drop below 4%. Republicans will win mid terms.

Hereby announcing a - so far - temporary hiatus from X/Twitter. It is not adding the value I for long experienced here, and while a good source for information on investing, there are things more important in life. The time it occupies no longer makes up for the value I expect to receive in return. Make sure to follow us on tresorcapitalnieuws.nl, we'll publish our thoughts on investing there on a weekly basis, for free.

@KobeissiLetter @TheShortBear

What just happened? At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran. Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low. Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran. Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news. By 6:15 PM ET, the S&P 500 rallied +1.8% from its low, adding +$900 BILLION in market cap. Markets are now closed until Monday.

@j_fishback @FundasyInvestor

Would you rather spend $200 billion to bomb Iran or…? A: give every teacher in America a $62,500 bonus B: provide downpayment assistance for 20 million young families C: build 1,300 rural hospitals