Longbow

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O heck. I couldn't pass up Similarweb, $smwb $5.58 today so I decided to 2X my existing share position. This will bring my basis down to the low $7 range. At 1.30x's ev/sales on my 2026 forecast, it's crazy cheap for midteen sales growth with 80% gross margins. Just last Q4

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Oil Looks Calm, Gas Is Breaking — And a Retail Turnaround No One’s Pricing In: youtu.be/g2sFdby7Ep0 On this episode of Beats Roundtable, Bob Morris explains why crude may quietly hold near $60 while natural gas continues to unravel, forcing disciplined positioning and premium-harvesting strategies. Berna Barshay @Hedge_FundGirl then pivots to the consumer, unpacking why lower gas prices, tax refunds, and execution-focused management teams are creating stock-specific winners—highlighting a potential $SFIX Stitch Fix turnaround that the market may be underestimating. #Oil #NaturalGas #Stocks #StockMarket #StichFix #BeatsRoundtable $EQT

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The Squirrel & I have a treat for you guys this evening. Live at 6pm on here we have the King of Convexity David Dredge joining us on Benny & The Squirrel. Given the state of markets you won’t want to miss this conversation. See you at 6pm (disregard the 7pm on the flyer) - coordinating LA, Melbourne, & Singapore for a live show is trickier than advertised. @ConvexityDredge @SquirrelMacro

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Banking On It. Tomorrow earnings start with banks who will opine on the health of the American consumer and our economy. Lenders should generate significant earnings given strong M+A (the biggest i-banking year since the pandemic -FT) ,trading and cost reductions. One particular focus area will be consumer lending, including loan loss provisions and credit card dynamics. Perhaps this is why DJT is floating a cap on card rates at 10% for a year? He doubled down on that demand this weekend (BBG, CNBC). Capital One was down nearly 9%. It will take a bit to read the earnings data and figure out how the gov shutdown affected the banking figures…but all eyes will be on the biggies. If the card rate cap survives, it will kill lending to those needing it the most, so they’ll have to find more expensive options from those who have less regulation.