RANDY ECONOMY

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Iran 🇮🇷: people in the town of Galleh Dar (Fars province) are tearing down a Ayatollah statue as the celebrate the reported death or Ali Khamenei

In the streets of Tehran, Iranians are celebrating the downfall of the Ayatollah. Outside the White House, American leftists are protesting. That is all you need to know.

@itsreallyleah Beautiful i'm sharing this with everyone

Meet Baldy, a young & curious eagle who is discovering America for the first time. There are more adventures to come and we need your help to make it happen! Many thanks to those who have already pledged to this movement. I am so grateful. KICKSTARTER: kickstarter.com/projects/leaht…

🚨 HOLY SHIT: Newsom gave $1,000,000 tax-payer dollars to a communist book store that posted depictions of Border Patrol vehicles being burned. Virtually ALL of the money came in during the 2024 election cycle in 2023. Tia Chuchas Cultural Center also advertised the riot that resulted in Waymo’s being burnt out down town last June. They are connected two other protest organization that has received state funding. This includes @CHIRLA which has taken in $100M in state funds.

Mexico’s ongoing cartel conflict isn’t just a security crisis — it’s a complex political challenge. Root causes: massive drug market incentives, cartel fragmentation, corruption, weak local institutions. Militarized crackdowns can disrupt groups short-term — but often trigger power vacuums & more violence. 🏛️ Long-term stability likely requires justice reform, anti-corruption efforts, economic opportunity, and smarter U.S.–Mexico cooperation. There’s no simple fix. Security force alone won’t solve it — but ignoring enforcement won’t either. Balanced policy matters. 🇲🇽

Sexual grooming leads to sexual abuse and exploitation of children. Porn is in California public school libraries. Of course, they are going to have a sexual abuse crisis in their schools.

What's your honest take on this?

New: Rep. Doris Matsui’s challenger in Sacramento, Mai Vang, is asking CADEM to pull the party’s endorsement of Matsui. Vang says Nancy Pelosi violated party rules by pushing herself onto the district’s agenda to urge support for Matsui. “This is without precedent..”

Prayers for You - Healing, Deliverance, Strength

After losses, mistakes and frustration, it's only natural to be sad and perhaps even give up, but you must overcome negativity, mistakes and ALL obstacles in your way of achieving your full potential Remember, it's your early mistakes, losses and even outright failures that help educate you and mold you in your journey to lasting success -- no lasting fortune was ever built on a weak foundation filled with missing lessons. Alway remember, Success is a MARATHON NOT A SPRINT. Retweet this if you promise to stay positive, hardworking and dedicated in your pursuit as success comes to those who stick with it, through the good and bad times alike! #Motivation #SuccessMindset #sundayvibes #WinnersWatchlist

@JoyceMeyer AMEN!!!

When you’re in the lowest pit, God can have his eye on you. Don’t you dare give up. God is gonna break through. #JoyceQuote

FOMC minutes recap 👇 The Fed is in a wait-and-see mode. Rates held at 3.50% to 3.75%. Officials want more proof inflation is cooling before cutting again. Translation: no rush to ease. Data from here decides the path. 📊

You either control the chart or the chart controls you. Hesitation is expensive. Confidence backed by preparation pays. Today is not about revenge or hype. It is about execution.

Red week red month, all week I complained and complained about chop and how tough the market is, the worst thing I could ever do is blame the market for my issues, I could have handled things 1000x better, there is no shortage of runners this week $QNCX $NCI $ATOM $FSLY $RIME Thank God for the long weekend, I can’t wait to use this time to reflect and get back on track

I don’t often make posts like this but Bill Gurley’s book @bgurley is to professional development what Malcolm Gladwell‘s @Gladwell work is to behavioral economics. I wish I had this guidance when I was starting out. I also meandered from a tech major to a life of investing and felt lost at several points. The advice he gives is spot on and would have saved me hard learned lessons. I particularly enjoyed hearing about 1) Jen Atkin @jenatkinhair using asymmetric risk profiles by sneaking into fashion week to style hair with the worst case being told no, 2) Chris Del Conte @_delconte and the power of networking as seen through his group text, and 3) Jimmy Donaldson aka @MrBeast embracing his peers versus viewing them as competitors. Bill’s book is mentorship on demand told through the journey of a diverse group of people. In the age of AI, Bill’s advice is even more important as soft skills will be what distinguishes us. To sum up this book in a single word - valuable. a.co/d/09x89w67

Goooooooooooood morning! Who's up early to watch and learn from these early premarket runners like $JDZG $AUUD $BENF $MNDR today?!?! Sooooooo many runners lately like $SGN $RIME $ATOM too, it's getting a bit tough to keep up, but it's a good problem to have! Who else is up now?!

Last wk, S&P -1.4%, Mag7 -3.1% while the broader market continued to fare better w/ EW S&P +0.3% and R2K -0.9%. But here is the scary part. Following the beating in IT services like $IT & $TRI which were down 20-25% two weeks ago caused by Claude plug-ins for finance, accounting and legal, this past week saw the AI carnage spread beyond just tech. Last week: 1) Insurify hit insurance brokerage names like $WTW -13%, $AJG -14% 2) Atruist hit wealth management like $SCHW -11%, $LPLA -13% 3) xAI and SeeDance hit media names like $DIS -3%, $FOXA -13% 4) Algorhythm hit truck brokerage names like $CHRW -12%, $RXO -20%. Given the US economy is roughly 3/4ths services based and knowledge based work alone is 35-40% which is where the risk from AI lies, will the rest of the S&P catch down to the Mag7 or will the better positioned of the Mag7 catch up to the S&P? I believe it will be a little bit of both. If I believe the spending forecasts for the hyper-scalers of nearly 60% for 2026 versus expectations of 25-30% prior to CQ4 results, then the combination of $NVDA and $AVGO should outperform. AI still needs to run on hardware whether it is a GPU or custom ASIC. Some share will be taken by others such as $AMD or Cerebras but the prior two are the gold standard in their respective areas. Outside of the megacaps in AI, $CSCO, which I posted about separately, has increased traction with hyperscalers and corporations needing to upgrade their networks to handle AI traffic, all at a reasonable valuation. Anthropic which closed a fundraising round for $30B last week and OpenAI which should soon close a round for ~$100B should also help allay some funding fears in the short-term. Within ground zero for AI disruption which is software with $IGV down 22% YTD, I believe the database companies and security companies will outperform on a relative basis going forward. Companies cannot afford to have their data corrupted or be hacked. Companies that produce tools that sit on top of the data and essentially act as a user interface, I think is where the risk lies. AI agents can interact directly with the underlying data versus us humans that need that easy-to-use interface. But I think this optimism should be married with positions in asset heavy names where AI may help improve the efficiency of these businesses versus being disrupted by it. Though there are many other factors also in play in each sector, this is a contributing factor to the outperformance in asset heavy and/or low obsolesce S&P sectors YTD like Energy +21%, Materials +17%, Consumer Staples +16%, Industrial +12% and Real Estate +8%. These sectors were all up last week as well. One of my other Top5 Picks $BA, serendipitously fits the bill in this regard though that is not the primary reason I chose it. In summary, while I still believe easy money policies should be a tailwind for the broad based market as seen by the Equal Weighted S&P and R2K YTD, I think stock picking in all sectors will become even more challenging as the impact of AI spreads beyond just tech as seen last week.