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AJ
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AJ
@29Reconnoiter
Making Mental Connections through Diverse Interests. Trying to figure it all out. Many years/different lives in Pro Sports, Finance, Govt.
SoFla/NYC/Nola/Haiti Katılım Şubat 2012
3K Takip Edilen378 Takipçiler

@EricLDaugh The @bariweiss effect in short order. Margaret took a different tone this morning with everyone. Thankfully getting back to straight up news & hopefully restoring the luster of @CBSNews
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🚨 WOW! Democrats failed so miserably on the government shutdown even CBS is BRUTALLY calling them out now
BRENNAN: You've been critical of shutting down the government! 2018 and 2013. Here's what you said in 2018.
SEN. MURPHY (D): "We shouldn't be having the discussion amidst a government shutdown, and trying to USE our nation's security and all of these federal workers and the work that they do as hostages!"
BRENNAN: Aren't you doing today EXACTLY what you were criticizing then?
SEN. MURPHY: No...that was long term...
🤯
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@joeroganhq On the surface it would seem silly but there are obvious differences physically between men and women and they’re trying to account for that
pmc.ncbi.nlm.nih.gov/articles/PMC10…
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@JuliaLaRoche @rcwhalen @rcwhalen Been enjoying your takes over last few years. You mentioned sales tax (I’ve advocated for in past) as only way to resolve issues. What is potential unexpected downside to it? Point where it affects consumption & therefore less sales for business affecting stocks mkt?
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I am excited to share that @rcwhalen will be joining my pod every month as a regular guest. 🙏💙
youtu.be/pD9fyFn1aAs?si…

YouTube
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@diarrheajulio @BayouCityFish @Dan_Schwartz @CynicalPublius Difference was that if you know the demographics of the Bronx and look at the crowd, most of those people were not from the Bronx whereas with Reagan no one was shipped in/drove in from other parts of the tri-state area & beyond
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@BayouCityFish @Dan_Schwartz @CynicalPublius I think the implication is the difference in the crowd reaction and how Trump/Reagan handled their temperament.
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So Donald Trump held a huge, wildly successful rally in the Bronx today. That itself is in many ways remarkable, but what I find quite noteworthy is not what happened, but what DID NOT happen. Let me explain.
The population in the Bronx is predominantly black and Hispanic. Like most of America’s urban centers, the Bronx suffers from disproportionate amounts of crime, poverty, drug use and gangs. With that in mind, let me tell you what did NOT happen at this rally:
1. Trump did not put on an affected, fake accent of an A.M.E. Zion minister or Chi Chi Rodriguez (See: Hillary). He was simply Trump, without airs or any patronizing words or thoughts.
2. He did not tell the people of the Bronx that they were victims. He told them that they were powerful and could solve their community’s problems themselves.
3. He did not demonize any groups of Americans as the evil “Other.” Yes, he criticized the failed policies of Democrats and poked fun at their foibles, but he reminded everyone that we are all Americans first, from coast to coast.
4. He did not promise to solve the problems of the Bronx with handouts or wealth redistribution. He merely promised that he would help set the national economic conditions so the community itself could solve its own problems through jobs, business and education. He promised empowerment, not victimhood.
Contrast all of this with what a Democrat would say under the same circumstances. Heck, contrast it with the vile speech of hate and victimhood Biden gave at Morehouse College this past weekend. The difference is stunning.
What scares Democrats about this rally is that it shows them that the people whose votes they have taken for granted for many decades are starting to leave the Democrat Plantation of Victimhood in favor of the uplifting, empowering message of Donald Trump and his aspiration to make America a place that is “great again” for ALL Americans.
The times, they are a-changin’.🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸
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Fun Facts: President Obama won the popular vote, but Trump did not, Obama serve two terms as president of the United States, but Donald Trump did not, Obama received the time person of the Year award, but Trump did not, Obama received a Nobel Peace prize, Trump did not, Obama receives a profile courage award, Trump did not, Obama receives a Grammy award for best-spoken Word album, Trump did not. Obama receive a Primetime Emmy award for outstanding narrator, Trump did not, Obama receives an award for a financial person of the Year, Trump did not, Obama receive a King Abdulaziz medal, Trump did not, Obama received a Phoenix award. Trump did not.
Who else agrees Obama is a Patriot? 🇺🇸


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@CollinRugg Do you seriously not understand contractual agreements and $$$ payout given to Tucker so he doesn’t have a show for the next couple of years?? He agreed to this. If he didn’t want to comply, he should’ve not taken their $$ & taken his chances in court with them
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BREAKING: Fox News lawyers have reached out to Tucker Carlson notifying him that he breached his contract by launching his show on Twitter.
So Fox is allowed to fire Tucker but he is not allowed to speak freely online?
In response to the move by Fox, Tucker's lawyers responded with the following statement:
“Fox defends its very existence on freedom of speech grounds. Now they want to take Tucker Carlson’s right to speak freely away from him because he took to social media to share his thoughts on current events," said Carlson's lawyer, Bryan Freedman to Axios.
Fox News hates free speech. Bankrupt Fox News.
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Looked at dismal market Last Summer & still thought we were in Roaring 20s movement. What people forget is there were Two 25% corrections during the 1920s (approx 1923 & 25) while the market was going to the moon before crashing Oct 29. Huge innovation driving mkts #StockMarket
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@amitisinvesting And yet, Cramer kept straddling $PLTR situation so he can say he wasn't wrong by saying Jacob's spinoff would be a profitable version of PLTR whereas PLTR is not & then 30 seconds later he said a week ago I had to give it to PLTR because they're now focused on profit. Huh? Lol
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$PLTR
ALEX KARP SHAKING HANDS WITH JACOBS CEO BOB PRAGADA
Bob went on Jim Cramer’s show, on national television, and told him he was wrong about $PLTR.
Jacobs continuing to EXTEND their partnership with Palantir, now implementing AIP on top of Foundry, showcases Palantir’s stickiness and continued ability to innovate new efficiencies for their clients.


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via @NYTOpinion I’ve been doing my “meditative walks” since the popping of the 2000 tech bubble. The benefits are like nothing else nytimes.com/2023/03/25/opi…
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@rcwhalen @SquawkCNBC 💯 but not surprised both of h them went down. Both have for a long time been the worst run, most corrupt big banks
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cnbc.com/2023/03/24/deu…
Only surprise is that DB did not go before CS. Sick man of EU banking.... @SquawkCNBC
Briarcliff Manor, NY 🇺🇸 English

@JackFarley96 @TheBondFreak @josephwang One of best shows to date. Started following Randy because of it. Randy, what would’ve happened had SVB or other banks started selling a lot of their longer duration portfolio in Dec ‘21/Jan ‘22 after Fed said they were going to hike? Would that have put pressure on the system?
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Just aired- @josephwang & @TheBondFreak on:
- Will bank turmoil curb lending? ("it's already happening," says Randy)
- Regional banks' exposure to rising rates
- Yesterday = Fed's last hike?
- BTFP ≠ QE, says Joseph
Apple rb.gy/xea7t2
Spotify rb.gy/iklrf2

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@josephwang If I’m not mistaken, many of those small businesses with their money at SVB did have a substantial amount if not all of their money in money market funds. Blackrock and Morgan Stanley funds. They kept funds liquid for payroll, purchases, etc. So, they just have to take the loss?
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@rdstoll Money market fund, sweep account, ask for collateral from the bank etc.
And of course, due diligence on the bank. You are literally lending them $1mm
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Most, if not all social issues of today, are being magnified through #MimeticTheory People lose themselves to the crowd & mob mentality on all sides can act irrationally in the name of a “good cause”. I remain hopeful. #socialissues #ReneGirard
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Words of wisdom from the great Richard Feynman.
Vala Afshar@ValaAfshar
The problem is not people being uneducated. The problem is that people are educated just enough to believe what they have been taught, and not educated enough to question anything from what they have been taught. —Professor Richard Feynman
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Future #AI like #ChatGPT from @OpenAI @sama and @StabilityAI from @EMostaque make everyone a Manager
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@MarshaBlackburn You are correct! It seems it was a phony investigation in the sense that he covered for #TFG because he was getting paid off by a Russian Oligarch. Thanks for finally admitting it! What a patriot you are!
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