David J

355 posts

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David J

David J

@David_Jeske

Credit Analyst, Investor, Marine, and Proud Dad

wisconsin Katılım Haziran 2010
436 Takip Edilen141 Takipçiler
David J
David J@David_Jeske·
@WasersteinSteve @porterstansb @shaunmmaguire Of poor intelligence and warmongering by Republicans. These wars are bankrupting us. Let Israel defend itself. Let Europe defend itself. Let Europe lead and ask the US for help. Otherwise, we need to stay out of other people's affairs.
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David J
David J@David_Jeske·
@WasersteinSteve @porterstansb @shaunmmaguire We should let Europe and Israel deal with it then. Let them lead the way, not the US. This is foolishness and likely based on poor intelligence. We've been saying the same thing for 25 years or more. "Iran is xxx years or monthsaway from a nuclear bomb!". Iraq is a prime example
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Shaun Maguire
Shaun Maguire@shaunmmaguire·
How did we get to the point Where so many Americans are rooting against America?
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David J
David J@David_Jeske·
@WasersteinSteve @porterstansb @shaunmmaguire I have my thoughts but wanted to hear your perspective first. Questions.....If this is such a terrible threat why isn't Europe involved at all?? The US has a terrible record with regime change wars, how can this go different without massive consequences?
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Steve Waserstein
Steve Waserstein@WasersteinSteve·
I will repeat one last time. I think Secretary of State Rubio said it clearly. 1. Prevent or delay a nuclear armed Iran which will threaten and disrupt energy and food prices by controling Hormuz 2. The nuke Iran that develops a mise which can reach the USA and clearly already Europe 3. Staving of long term huge inflation and economic calamity because they control so much. 4. Preventing future deaths and attacks on U.S. soldiers. Irans is responsible for injuring and or killing thousands of Americans. 5. If there is a regime change perhaps the Mideast can be calm which save multi billions for all 6. Destroying or hurting a vast terrorist network which is imbedded in our hemisphere already. I am sure there is more. I would have preferred a deal but Iran will never cut a deal and it’s a deal they will Never abide by anyway. It’s unfortunate but necessary. Every president has stated the same things about Iran democrat and republican only one has the courage. Often times people do not make hard decisions and it makes matters worse much later.
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David J
David J@David_Jeske·
@Ross__Hendricks Depends on when his cronies need to enter or exit their trades.
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Ross Hendricks
Ross Hendricks@Ross__Hendricks·
WTI opens up at $103 ... how long until we get the next Trump TACO headline?
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David J
David J@David_Jeske·
@KeithMcCullough Serious question since you are a risk guy... How do you manage risk in situations like Iran and the tariff fiasco in 2025 when markets rip at the stroke of a Tweet?
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David J
David J@David_Jeske·
@Porter_and_Co Would have been a great pairs trade in hindsight.
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Porter & Company
Porter & Company@Porter_and_Co·
Novo Nordisk’s next-gen obesity drug fails to beat Eli Lilly’s Zepbound… again. NVO shares plunged 16% after CagriSema failed to outperform Eli Lilly’s tirzepatide in a head-to-head late-stage trial. Since June 26, 2025, when we recommended Complete Investor subscribers sell shares of Novo Nordisk and buy shares of Eli Lilly, NVO has fallen 41.58% while LLY has gained 35.84%.
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David J
David J@David_Jeske·
@DaleJr You can definitely feel the consequences of a bad day now. I'm questioning (and looking forward to watching) how folks like @KyleLarsonRacin and @dennyhamlin for example are going to dig themselves out of this early season hole. Interesting storylines already.
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Dale Earnhardt Jr.
Dale Earnhardt Jr.@DaleJr·
Has anyone posted a full field points rundown for Cup since yesterday? With the new system in place Im so curious to see how it's playing out week to week.
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David J
David J@David_Jeske·
@wesbury I think you wanting to cut spending immediately disqualifies you.
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Brian Wesbury
Brian Wesbury@wesbury·
I will never, ever become a politician. The average IQ of that class has declined massively. One piece of evidence…they think that the people who will vote for them like them using the F*** word against their opponent. No policies, no leadership. Just the F-bomb. Wackos.
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David J
David J@David_Jeske·
@wesbury @flogginvaughan Trump is not a Fiscal Conservative and not for small government. When we see the budget deficit shrink and debt start being paid down, I will change my mind.
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Brian Wesbury
Brian Wesbury@wesbury·
This Fed, and Powell, are resisting and flexing in the only way they know how. “Let’s say we will raise rates…that will make it even more difficult for Warsh to cut.” This is about politics. This Fed cut rates in 2024 when inflation was higher than it is today.
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Ryan Preece
Ryan Preece@RyanPreece_·
Snow, rain, ice, wet, dry. Doesn’t matter!! The Clash baby!!! I’m speechless 🏆
Ryan Preece tweet media
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David J
David J@David_Jeske·
@Scaramucci Damn, I needed this, especially the entrepreneur piece. Thank you.
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Anthony Scaramucci
Anthony Scaramucci@Scaramucci·
Rule number one: get up. Rule number two: no self-pity. Rule number three: manage your expectations to zero. You can curse all you want, but there are two words I don’t want to hear: should and ought. Those are victim words. “I should have gotten this.” “I ought to have gotten that.” Life doesn’t run on should. It runs on is and was. I shouldn’t have been fired from the White House? Too bad. I was fired. Deal with reality, not fantasy. Everyone comes into life with a package — trials, setbacks, volatility. That’s baked in. If you’re an entrepreneur, the swings are bigger. Higher highs, lower lows. That’s the trade you made. So own it. Stand up. Take responsibility. And stop whining.
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David J
David J@David_Jeske·
@Ross__Hendricks I think Google is executing on AI the best via search results and slowly increasing pricing on their offerings due to AI the integration into their products. I don't see anyone really executing that well. To your point, how is Meta going to earn a return?
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David J
David J@David_Jeske·
@Gautam__Baid It Is interesting you as a Buffett disciple like gold. How does your view differ from Buffett's?
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Lindsey Graham
Lindsey Graham@LindseyGrahamSC·
Mr. President: your decisive leadership in isolating this regime economically through your actions today are most impressive. Your promise to have the protestors’ back and put the regime on notice that you will not tolerate the killing has led to the largest outpouring of demonstrators against this fanatical regime since its founding. Mr. President: I believe the Iranian regime has crossed red lines. They are killing their people in large numbers and mocking your leadership. It is now time to take decisive military action — no boots on the ground – going after those who do the killing. Make Iran Great Again.
Rapid Response 47@RapidResponse47

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Keşfet

@WasersteinSteve @porterstansb @shaunmmaguire @Ross__Hendricks @dpshow @dariusrucker @JimmieJohnson @NASCAR