@jasonfurman I appreciate the work you do on CNBC. Very level headed and honest opinion always.
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Brian
68 posts
The single worst interview I've ever done was with Jon Stewart.
I normally try to be calm and level-headed but I basically lost it with him.
And worry that I lost viewers/listeners too, doing more to convince them that economists were obnoxious than that we had useful insights.
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@SowingAlphaSeed In michigan we had unlimited until a couple years ago. People hated how high the insurance costs were. People don't think about it until they need it.
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My buddy got hit by a drunk driver in California. Fortunately she called 911 and stayed with him, otherwise he would have died. But she had the minimum coverage which at the time was $15k for bodily damage (it's now $30k). But you can imagine how far even $30k gets you with every limb and your neck broken. Kind of insane how low insurance minimums are.
Shawn Gorham@shawngorham
Wife and I got rear ended at 40mph today from a dead stop at a light. Car that hit us never hit their brakes. Hispanic, unsure who was the driver, male disappeared quick and left a female (dont think she was the driver), appears unlicensed and uninsured. CA has no consequences, unless you are legal and try and do everything legal, then the law applies to you. But look, not a cloud in the sky and mid 70's - focus on the positive. Oh ya, our car was paid off with 50k miles. New one is $25k more than what they will pay for ours. Just winning over here today.
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@awealthofcs Maybe not in the short term but probably not good for the long term.
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What if Trump fires Powell and the market doesn't really care all that much?
What if the Fed isn't nearly as important as everyone thinks?
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@avidresearch Sounds like it will initially focus on 10 house seats and two senate seats. Goal will be to win enough seats to swing votes and influence legislation.
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If it gets 20% of vote in middle , will shake up extremes of both established parties that have become very corrupt imo.
Sp3cul8r@sp3cul8r
The #AmericaParty has been formed. This will be super interesting. It will end up re-shaping politics in my opinion, mainly because it will likely begin to pull votes from both existing parties. If this party makes fixing the debt it’s #1 focus, it has a chance in 2028
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"I'd expect the second half for the market to be worse than the first half."
Wall Street titan Leon Cooperman isn't pulling any punches – the Omega Family Office CEO calls tariffs "nothing more than a tax increase"
cnbc.com/video/2025/06/…
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@awealthofcs I heard Jeremy Siegel talk about how when you value a stock. Each earnings year is worth 5%. So even if you think the next two years earnings drop 10-20% before recovering to a normal trajectory. It should only hit intrinsic value a few percent. A lot of movement is sentiment.
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A reader asks:
How do you invest for the long term when you feel bearish in the short term?
How do you invest client assets when they’re feeling scared and bearish about the economy?
awealthofcommonsense.com/2025/04/are-yo…
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@SquawkCNBC @StephenMoore When did joe become so pro tariff. This show has become a trump cheerleading session.
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Ok this is kind of nuts. Here’s a basic flight simulator built with AI in 3 hours. Making games is usually measured in months or years. The world is about to get very wild.
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@monowhales Sorry to hear you guys had to stop. Saw you open for OLP a couple years ago. Really enjoyed your unique sound. You guys were super talented. I think you would have broke out in an earlier era.
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@TheCompoundNews @wesbury @Downtown @michaelbatnick This guest seemed out there. His world outlook was coloring a lot of his opinions rather than data. Crazy ideas like going back on the gold standard. Not one of the best episodes.
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YouTube
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@Biohazard3737 The stock is most likely going to do nothing until the approval. FDA may give them a CRL for manufacturing. My guess is it does nothing for the next 10 months unless bought out. I would be more likely to buy as we get closer to launch.
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"I have the first series. Hands down the most fun we have had in 5 years right by ourselves in our living room. Will absolutely be getting the second series. She smiled so much her cheeks hurt!"
~Brent M.
These home date nights will get you two laughing & loving together
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@PikaCapital Its 56% yes and 44% no currently. So not as bad as you might think.
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$NTLA $BBIO $ALNY
I think this guy needs some therapy sessions 😂
Does anyone have poll results? I'm blocked. I'm wondering what 🧬 fanboys voted for.
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@finphysnerd @ClarkSquareCap @ToffCap The fact that they never had the IPO is the biggest red flag. They keep pumping it but it never happens.
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@ClarkSquareCap @ToffCap $EBIX is an interesting choice. Isn’t it a pretty obvious fraud? A Hindenburg report and multiple auditors in the past few years.
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ToffCap's (@ToffCap) Monday Monitor is a great place to look for potential ideas. Highly recommend you check it out.
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@atlcontrarian Doubt it, not enough cash flow to cover their debt and capex. Interest rate increases will crush any positive cash flow they have as they refinance debt. Headed toward restructuring.
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This is one of the best "screens" I have seen for Buffett-type stock ideas
What stocks (if any) are going to be:
• 15x EPS next year
• 90% sure to have higher EPS in 5 years
• 50/50 chance of compounding at 7% a year
Name some stocks that fit this screen!
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@PersimmonTI Can't believe your still pounding the table on this one. Its headed toward bankruptcy like every other bio turd.
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$AFMD
No one, and I mean no one, can keep Affimed's share price down for more than a week in a row.
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@GilmanHill You're one of my favorite people on the show. You were one of the only people telling people to buy during the June lows.
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Comments like this reassure me that I have really become one of the gang.
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@Sports_bios @jq1234t @bradloncar The claim was that they have enough cash to reach profitability. Not that it will happen immediately. I think they will get there in 2024.
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@jq1234t @bradloncar Listened to $ASND 2Q call a bit -then decide to read the transcript instead -CEO did the usual rambling/nonsense - sky- launch is piss poor - cash burn is horrific - they have lots of debts on the balance sheet - nobody believes they will get to cash flow +ve as they claim soon.
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@TheBio_Hunter I have been loading it up down here. When proof of concept data is released at the end of the year they should still have 50-60 million in cash. So even if data fails they should still be able to liquidate the company and give shareholders a good portion of their money back.
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