Thus Spake Jay

As per NAHB (@NAHBhome) housing contributes 15-18% of GDP (3%-5% Residential & Consumption spending on housing 12%-13%). Chart has $HGX with #Nasdaq in the backdrop. Back in 2007 we saw rates held and rest we know. 1/2 nahb.org/news-and-econo…

President Trump becomes First President to face and survive 3 assassination attempts. Someone up there is watching over him. Thank God!

@Polymarket Shooter Killed

BREAKING: Trump rushed off stage at White House Correspondents’ Dinner.

This woman lives in Boston, Massachusetts. She has a 6 month old child and needs childcare but she heard it was expensive She films herself walking into KinderCare, she got a quote: - 2 days a week cost $2,450 per month - 3 days a week cost $3,115 per month + $200 initiation fee yearly “Like that is crazy” “This is a true problem in the United States. Like this is really a legitimate problem that needs to be addressed because people can't afford childcare” Foreigners and illegals get this 100% for free, paid for by taxpayers Americans can’t afford to have kids but we’re paying for foreigners to have kids and replace us

@BernieSanders @three_cube Senator Sanders have you seen the insurance bill? Can you make insurance more affordable again?!

Call me radical, but I don’t think we should be throwing millions of Americans off health care while we bail out a ruthless dictator whose family is worth $300 billion.

Cheese from India makes its mark globally… India made an impressive debut at the Mundial do Queijo do Brasil 2026, which is a vibrant international competition for cheese and dairy products. Four Indian products won medals, including 1 Super Gold, 2 Golds and 1 Silver. The Super Gold was won by Eleftheria Gulmarg (Brie Style), the Golds were won by Yak Churpi-Soft, Nordic Farm, Leh, Ladakh and Eleftheria Brunost (Whey Cheese) while the Silver was won by Eleftheria Kaali Miri (Belper Knolle Style). Congratulations to Mausam Narang and Thenlay Nurboo. Such successes strengthen India’s artisanal dairy sector on the world stage.

@Pharmdca Fake news on Tehran Bombing caused the dip. Recovering now.

Huge dip in $SPY Any news

@TinyDhillon All Celebrations on Western Front!! Congratulations on glorious track record and Golden Jubilee!! 🎊🎉🙌👍🍻

How’s the Josh? With youngsters celebrating the Golden Jubilee of our unit’s raising. Somewhere on the Western front 👍 Jai Hind 🇮🇳

@zerohedge Recipe for stagflation

*FED: SOME SAW `STRONG CASE' FOR TWO-SIDED LANGUAGE ON RATE PATH *FED: MANY SAID INFLATION HIGHER FOR LONGER COULD CALL FOR HIKES *FED: MOST SAID PROTRACTED WAR COULD HIT JOBS, WARRANT CUTS

🚨“WE GOT HIM! My fellow Americans, over the past several hours, the United States Military pulled off one of the most daring Search and Rescue Operations in U.S. History, for one of our incredible Crew Office Members, who also happens to be a highly respected Colonel, and who I am thrilled to let you know is SAFE and SOUND!” - President Donald J. Trump 🇺🇸

@spirit_raccoon @MarketMike Instead will exacerbate but yes demand destruction for oil due to slowdown.

@MarketMike Does private equity breaking somehow cancel this out?

Nobody is talking about the 12 month rate of change on oil right now. They should be. WTI crude's ROC(12) just spiked to over 91%. Let me show you what happened every other time it did this. - 1987 Crash. - 1990 Crash. - Dot Com Bust. - 2008 Financial Crisis. - 2022 Bear Market. Every single spike of this magnitude on the 12 month rate of change has led to something breaking. Every. Single. Time. Do you really think this time we just walk away unscathed? This is your warning shot.

@DefiantDevii Looks rabid

In India you can get killed in any imaginable manner.

🚨‼️ BREAKING: Anthropic has decided to open source their entire codebase and is rebranding their AI to OpenClaude. Anthropic CEO Dario Amodei said: "Yesterday was no slip-up. If we disappear just like OpenAI is vanishing right now, our code can live on through the community."

@Savsays @ashishtyagi108 First Amendment protects your right to do so just as it does to post half educated mostly illiterate rants on social media :)

@ashishtyagi108 Jesus Christ our Lord and Savior.

TEXAS: I kept hearing about how massive the Indian population is in North Texas so I went to go check it out for myself. Found a 72-foot tall Hindu temple, built in honor of a monkey-god, where inside people were praying for blessings for “job visas”:

@Savsays @katsandrobots And by Freemasons for Catholic Church that bars them from communion ? ;)

@katsandrobots The constitution was originally written for Christian Europeans and to compare a 72-foot temple created for a monkey to a Catholic Church is quite the jump.

@Hedgeye What about electricity? ;)

🚨 Data Centers Use 30x Less Water Than Golf Courses

If you can make the agents do magic for you and you have taste and agency, then you could be 16, 20, 30, or 45 or 60 and it doesn't matter

@KreatelyMedia Kulapati KM Munshi, Zaverchand Meghani, Usha Mehta, Kavi Narmad, Maniben Patel (Sardar’s Daughter), from top of my head the ones that are not very well known.

Bapu 😭

@ashwinidhanawad @bhAratenduH Maybe it is Swamy? Morarji maybe was a righteous idiot.

@ThusSpakeJay @bhAratenduH Grok doesn't take risk

Morarji Desai was Kissinger’s mole. CIA paid him $20,000 per year. He passed vital information to Washington, including leading to 1971 war. Despite US being hostile to India - and he being in cabinet.

@Pharmdca Dirty

$SOFI simple manipulation tactics by muddywaters short report. Their disclaimer note says it all. We posted the bullshit report so we can cover our position ⬇️⬇️

@Iyervval Exactly what I was thinking today, the thought being Nehru would be turning in his grave at the thought of Modi executing it like a masterclass lesson.

Non alignment done right. Unlike Nehru.