Arb Cowboy

25.9K posts

Arb Cowboy

Arb Cowboy

@ArbCowboy

Special Situations / Event Driven / Value Investor, Father, Cabernet & Bourbon Drinker, Fighting The Good Fight

Katılım Temmuz 2012
1.9K Takip Edilen3.5K Takipçiler
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Arb Cowboy
Arb Cowboy@ArbCowboy·
Americans are great at shopping but terrible with being controlled/quarantined. I think Coronavirus will hit US harder than China because so many people believe the rules don’t apply to them. China has benefit of totalitarian state. We have snowflakes who disrespect authorities
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The Babylon Bee
The Babylon Bee@TheBabylonBee·
Airport Wait Times Eliminated After TSA Checkpoints Taken Over By Chick-Fil-A buff.ly/Iw7aIth
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HoyaOptimist
HoyaOptimist@HoyaOptimist33·
Where are we on the panic meter? I’m at a 5. Alert but not panicked. KJ leaving matters, but I’m not drawing conclusions from one move. It’s early in portal season. There’s still time to stabilize and build momentum. The next two months will tell the story.
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The Field of 68
The Field of 68@TheFieldOf68·
Georgetown’s KJ Lewis will enter the transfer portal, per @JoeTipton. The 6-4 junior guard averaged 14.9 ppg, 5.1 rpg, 2.5 apg and 2.1 stls for the Hoyas. Started career at Arizona in 23-24.
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Arb Cowboy
Arb Cowboy@ArbCowboy·
@MrMojoRisinX Once a bucket shop, always a bucket shop. Don’t believe the hype
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Arb Cowboy
Arb Cowboy@ArbCowboy·
@TatianaSiegel27 @CGasparino Sarandos is no fool. Poaching Bloys and others would be relatively easy, he can use the juicy termination fee that Ellison paid NFLX! 😂
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Tatiana Siegel
Tatiana Siegel@TatianaSiegel27·
Sunday scoop from me that should spark a whole lot of chatter. Ted Sarandos lunched w/ HBO chief Casey Bloys, and they didn't exactly pick a discreet place. pagesix.com/2026/03/22/hol…
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Arb Cowboy
Arb Cowboy@ArbCowboy·
@CGasparino I said it was in the bag unless PSKY paid up, which they did. The merger agreement was solid. The PSKY proxy fight was ret@rded. PSKY stock down 54% last 6 months, so sad 😂 Never said we will lose and it’s not a war according to your boy Trump
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Charles Gasparino
Charles Gasparino@CGasparino·
@ArbCowboy so please tell us -- just like you told us netflix had wbd in the bag--when we will be losing the war? your record is impeccable on predictions--just impeccably bad for someone who claims to trade
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Charles Gasparino
Charles Gasparino@CGasparino·
Lets see how this ages when after eliminating the entire Iranian leadership, and the straits are opened, oil falls to $40 a barrel. Roland is so dumb; no clue how oil is priced. There is no shortage of oil. The Russians can barely take on Ukraine. The futures markets are highly volatile to every headline. If oil falls to $90 tomorrow, I bet Roland will go back to his usual gig explaining that Kamala Harris really is a policy wonk
rolandsmartin@rolandsmartin

Do y'all remember when @CGasparino said oil was gonna be $40 a barrel? That didn't age well. @realDonaldTrump is so stupid that he lifted sanctions on Russian oil to alleviate prices and per the @WSJ, the Russians are helping Iran with drone technology. Things going swell, huh?

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Arb Cowboy
Arb Cowboy@ArbCowboy·
@CGasparino Keep digging Charlie, maybe you will strike oil! 😂
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Arb Cowboy
Arb Cowboy@ArbCowboy·
@rabois @axios To me, this is not America first in any way, shape or form.He was co opted by a foreign leader to attack and if he is dumb enough to send US troops in then he will see the electorate retaliate harshly in mid terms and possibly face serious charges after. I have seen this movie b4
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Keith Rabois
Keith Rabois@rabois·
@ArbCowboy @axios i am glad you voted for him. but this move is excellent and one of his most authentic moves ever.
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Axios
Axios@axios·
BEHIND THE CURTAIN: The Iran war is the 1st time Trump's style has made it impossible for him to easily talk/improvise his way out. Some in his inner circle have what one official called "buyer's remorse" —growing fears that attacking Iran was a mistake. axios.com/2026/03/16/tru…
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Arb Cowboy
Arb Cowboy@ArbCowboy·
@rabois @axios I voted for Trump twice. I support most of his choices but not this move. Really disappointed in him.
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Keith Rabois
Keith Rabois@rabois·
@ArbCowboy @axios this is a historic victory. only the most clueless or biased idiots cannot discern that.
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Shaun Maguire
Shaun Maguire@shaunmmaguire·
@whatdotcd @bunsen Because Iran is the meta layer that sits above the cartels running drugs into America Iran is the biggest antagonist of the drug epidemic in America (I know you haven’t heard this) Because they killed >1k American soldiers over the last 40 years Because they are China’s ally
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Charles Gasparino
Charles Gasparino@CGasparino·
So the left really thinks China is going to allow the Iranians to throttle oil indefinitely? Interesting bet let’s see what happens
KARL 🇷🇴🕎🇵🇸☮️@KomradeKarl10

@_MichaelBooth_ @CGasparino Charles also said on Sunday, that everything will be over in 48 hours. On Venus, an hour is equivalent to about 10 earth days. So maybe he’s calculating hours like that. 48 Venusian hours is 486 Earth days.

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Arb Cowboy
Arb Cowboy@ArbCowboy·
@CGasparino @wbd It’s called fiduciary duty Charlie, not exactly a secret that the board would have to run a process, especially in light of the proposed spinoff 😂
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Charles Gasparino
Charles Gasparino@CGasparino·
I’m also close with Zas’s inner circle which is how I broke the story back in September that he would create a bidding war to take the price of @wbd above $30. In other words ignore what this guy has to say particularly on this deal. He has been wrong every step of the way cc @AlderLaneEggs
Arb Cowboy@ArbCowboy

@AlderLaneEggs @CGasparino He did a good job covering PSKY side, he is close with their bankers and Trump crew. And yes Paramount has a lot of issues to deal with

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Arb Cowboy
Arb Cowboy@ArbCowboy·
@AlderLaneEggs @CGasparino He did a good job covering PSKY side, he is close with their bankers and Trump crew. And yes Paramount has a lot of issues to deal with
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Arb Cowboy
Arb Cowboy@ArbCowboy·
Breaking $PSKY down over 17% the last 5 days, it is officially a single digit midget! So much for winning 😂 Cc @CGasparino
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Aakash Gupta
Aakash Gupta@aakashgupta·
Hospitals kill between 250,000 and 400,000 Americans per year through preventable medical errors. That makes “your doctor’s mistake” the third leading cause of death in the United States, behind only cancer and heart disease. Everyone reads advice like “stay with your loved one in the hospital” as a family values tip. The actual reason is darker. A board-certified physician is publicly admitting the system he operates in has enough failure points that an untrained person sitting in a chair provides a meaningful safety layer. The math explains why. A landmark Penn study tracked 170,000+ surgeries across 168 hospitals. Each additional patient added to a nurse’s workload raised the odds of dying within 30 days by 7%. Staffing ratios across US hospitals range from 4.3 to 10.5 patients per nurse. That means one hospital gives your family member 2.4x less nursing attention than the hospital down the street, and you have zero way of knowing which one you walked into. So what does a family member in the room actually do? They catch the wrong medication bag. They notice breathing changes at 2am when the nurse is covering nine other beds. They flag a deteriorating condition 6 hours before anyone on staff would have checked. They function as an unpaid, around-the-clock monitor compensating for a staffing model designed around reimbursement rates, not patient survival. When a physician says “be cordial with staff but watch everything like a hawk,” he’s describing a system where the margin between good outcome and catastrophe is one missed check during a shift change. Hospitals don’t optimize for your family member’s recovery. They optimize for throughput. 700 people die from preventable hospital errors every single day. Your presence in that room isn’t emotional support. It’s a rounding error in a broken staffing equation that nobody has the budget to fix.
Suneel Dhand MD@DrSuneelDhand

Never leave your loved one alone in the hospital. Every hour you are allowed to be there, if you are able to, I highly recommend being there. Be perfectly cordial with staff. But watch over everything like a hawk. Trust me on this.

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