Larry Fitzgerald

@adrianrobison @KobeissiLetter I flew them once. It was fine and i didnt mind paying for what i need. I paid for an oversized seat and maybe a water, cant recall. Everything was nice, pleasant crew, on-time etc. Better than United,

@KobeissiLetter Spirit Airlines made a terrible product. They deserve to go out of business. Never in my life have I considered flying Spirit so I can pay for bags and essentially pay the same as higher priced competitors for worse service. Good riddance.

BREAKING: Spirit Airlines is now expected to cease operations at 3 AM ET on Saturday, per WSJ. In ~11 hours from now, Spirit Airlines may indefinitely shut down amid bankruptcy.

@Micro2Macr0 @PeterMallouk For sure!

@LFitzgerald360 @PeterMallouk Bull markets were much better either way. But yes. That is another reason to be bullish.

Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.

@FreightAlley Does this also account for people with compounded vs prescriptions?

Yesterday, I spoke with the CEO of a mega fleet, who said most of his truckload business was doing well, except for one segment: food & beverage. He called the lack of volume from this segment "unusual." I told him we believed GLP-1s were causing a significant slowdown in food and beverage shipments, as we had just completed a market study on GLP-1's impact on freight shipments. Our study, now published in a SONAR Sitrep, available online, estimates that 851k truckloads have been removed from the market due to GLP-1s, and this number could ramp to 1.95m by 2030. Not only are Americans getting skinnier. Their truckloads are as well.

@McClellanOsc Tom - Really great chart! - It is another data point that helps confirm perspective, while history rhymes.....@KobeissiLetter @Puncher522 @infraa_ @LynAldenContact @scottmelker @LukeGromen @GaryCardone

Here is a graphical depiction of that forward returns vs. P/E point.

While he may reduce the yield, my understanding is @Strategy may keep yield high when it is needed most, when Fed cuts. The amount of capital at that point rushing to them in a very low to zero rate environment will truly accelerate their BTC purchases…..paying a tad more yield to get exponential BTC is a trade worth it for Strategy. Just my initial thoughts?? @phongle @saylor @Z06Z07 @CryptoHayes @GaryCardone @GrantCardone @PunterJeff @dgt10011

@raomtr4 Let’s see

So far, $STRC dividends have only gone one way… and that’s UP. This isn’t necessarily a good thing.

@jack_9947 Marketing

I just built a Claude Code marketing skill stack that plans campaigns, writes social posts, designs carousels, and produces animated videos from a single brief every week. Feed it your brand design system, your best-performing content, and a campaign brief → it studies your voice and visual identity → generates on-brand assets across every format while you review and approve. All inside Claude Code and Claude Design. Perfect for marketing teams and agency owners who are still briefing designers on assets Claude Design produces in minutes, calling skills one at a time when one brief should trigger the whole sequence, and manually pushing skill updates to teammates who need the same system running on their machine. If you're running marketing in 2026, you already know the math - the teams that produce at volume aren't the ones with the biggest budgets, they're the ones with a skill stack that handles execution while humans handle strategy. Most teams ship three assets a week if they're lucky. This skill stack solves it: → Drop your branded landing page into Claude Design and it extracts colours, typography, components, and spacing into a portable skill file every other skill calls automatically → The campaign planning skill reads the brief, researches the market via Perplexity MCP, and builds a branded slide deck with KPIs, persona, funnel map, and roadmap → Pulls from your best-performing posts and storytelling framework as reference files so social content matches what actually works in your space → Routes complex tasks to sub-agents running in parallel and simple executional tasks directly to skills based on routing rules in CLAUDE.md → Fires completed skills to a Notion library automatically every week at 9am so your team always has the latest version without manual uploads → Drops finished campaigns, posts, carousels, and videos into dated project folders ready to publish No briefing designers on assets Claude produces in minutes. No calling skills one at a time when a brief should run the whole sequence. No manually distributing skill files to teammates every time something updates. What you get: - Brand design system extraction guide: 10-15 minutes to a portable skill file every other skill calls automatically - Four function skills: campaign planning, social content, carousel design, and animated video each triggered by a slash command - Multi-skill orchestration setup so one brief triggers research, content, creatives, and landing page in the right order automatically - Notion skills library with auto-sync routine so your team always installs the current version from one place - One skill stack you install once and run across every marketing workflow forever Built 100% in Claude Code and Claude Design. I put together a full playbook with all skill files, the brand extraction guide, the Notion library setup, and the exact CLAUDE.md routing rules to get the full stack running from one brief. Want it for free? > Like this post > Comment "MARKETING" And I'll send it over (must be following so I can DM)

@Lawlady99 @MAGAMAHACindy Agree - All good points. There are a few others $250k-$500k is tax free when you sell. Also Homestead provides some shelter in taxes....

Hypothetically…….. We are being taxed on money we never made. Let that sink in. If I bought my property outright for $160,000 in 2009 Now the county says it’s worth $446,000. Did I sell it? No. Did I make a profit? No. Did I get a check for $446,000? No. But my taxes jumped like I did. That’s the problem. This isn’t income. This isn’t cash. This is a number someone decided on paper and now I’m being billed for it. If my stock portfolio doubles, I don’t pay taxes until I sell. If my income doesn’t increase, I don’t magically owe more income tax. So why does owning a home work differently? Why am I being taxed on unrealized gains? A house isn’t just an investment, it’s where people live. And this system means you can do everything right, pay off your home, and still get squeezed harder every year because of a number you never turned into money. You don’t truly own something if you can be taxed out of it. This isn’t about “services” or “inflation.” It’s about being charged for value you never received. It’s time people start to notice.

I sold a rental recently and am deploying a similar strategy. Actually considering selling promary reaidence as well, rent and then see where real estate goes. FL could see an influx of people and prices go up in certain areas(not my base case), but I still feel better in BTC. When jobs and or portfolios dip or nominally go up, but inflation too…..BTC might be the fastest horse. I did simulations and even with 4 %increase RE should underperform for a number of reasons

@LFitzgerald360 Agreed!!

My wife and I were just talking about how in 2 years, we could probably buy a new place and rent out the townhouse we own now. After about 10 minutes of talking, we decided having to deal with renters would suck. We would both rather just put the equity in Bitcoin and a new house. I feel like more people will start to realize this is an option. Bitcoin doesn’t give you income though but it appreciates faster. Owning more real estate has always seemed so cool. I don’t think it’s as beneficial as it once was unfortunately. Just thinking out loud here. Idk. Thoughts?

@_aussie17 @LukeGromen @PeterBTCAdviser @SimonDixonTwitt @LynAldenContact Seems like forces are truly working to create a crisis......

BREAKING 🚨 #9 ENERGY INFRASTRUCTURE EXPLOSION - NOW IN VIETNAM HUGE EXPLOSIONS rock a massive recycled oil storage facility in Dong Anh, Hanoi, Vietnam! Sky-high flames, deafening blasts, and a towering pillar of thick black smoke choking the skyline. Hellish inferno lit up the night! 🔥💥 9 major energy incidents since Geelong's refinery explosion on 15th April.. this is INSANE! 15 Apr → Australia Geelong Refinery 16 Apr → Pakistan blast (8 dead) 18 Apr → Russia Tuapse refineries 20 Apr → India HPCL Rajasthan 20 Apr → Texas oil well explosion 20 Apr → Romania CET Vest blast 22 Apr → Erbil refinery fire (Iraq) 23 Apr → Russia "Gorky" pumping station drone strike — 3 tanks hit, 20,000 m² blaze 25 Apr → Vietnam Dong Anh recycled oil facility — MASSIVE explosions + raging fire Worldwide energy sites going up in flames.

@APompliano Wow - Interesting insights. I do think established comapnies will continue to cut and more higher level costly people and middle. Maybe those higher wage earners with skills will start more business or hire smaller teams, many will have savings to build......

I have changed my mind on how AI will impact jobs in America. Previously, I believed AI would replace many entry level roles typically filled by young employees. The technology would then work its way up the organization and eventually reduce the total number of jobs in a company. The data is saying something different, so when I get new information I am willing to change my mind. The number of software engineers being hired has been increasing. The number of open software engineer roles is growing. The number of new college grads who get hired has increased 5.6% over the last 12 months. The unemployment level for people aged 20-24 years old who have a college degree has fallen from nearly 9% to almost 5% as well. The Wall Street Journal recently wrote “AI created 640,000 jobs between 2023 and 2025 in the U.S., according to an analysis by LinkedIn of job posting data, including new white-collar positions such as Head of AI and AI engineer.” And I am starting to see companies throughout our portfolio aggressively hiring to keep up with the demand for their products and services. If AI can make employees more productive, which is widely accepted as fact, then companies are going to want as many productive units of labor as possible. This is a key reason why I am changing my mind. AI appears to be a magical technology that will make companies more productive and more profitable. The net result will be more corporations, more startups, and more jobs. All three are big, positive wins for the American economy.

@GaryCardone Its beginning. The fees these big partners charge for auditing quarterly are massive sometime 3 million or more per month.....

No one is ready for what is coming.

🚨 Treasury Sec. Scott Bessent just confirmed: Many Gulf + Asian allies (beyond UAE) have requested USD currency swap lines amid Iran tensions.This is classic dollar liquidity backstop — temporary, fully collateralized swaps with foreign central banks. Not a taxpayer giveaway or traditional bailout.Markets instantly cheered: Bitcoin +5.4% ETH +4.5% Solana +4.2%Does this mean we’re closer to Printing BRRRR? Not outright QE/money printer go brrr, but yes — it expands global dollar liquidity and the Fed’s balance sheet temporarily. Classic dovish signal that’s bullish for risk assets like crypto.Smart move or overreach? What do you think?#Bitcoin #Crypto @@PunterJeff @cardone. @puncher522 @SimonDixonTwiit @garycardone007

@thepowerfulHRV @lindsay__stamp @GrantCardone @phongle @PunterJeff Agree in some instances $STRC and $SATA reduces risk and is much more liquid too. Overtime, STRC might actually cause the CAP Rates in Real Estate to expand again making Real Estate more affordable and investible.

$STRC obsoletes real estate as an investment

@pete_rizzo_ Bad timing with all the recent Fraud in Ledger App Store. Need less customization and instead focus on what may be real devices. Just my 2 sats

$21 BILLION LAMBORGHINI RELEASES A HYPE VIDEO FOR ITS OFFICIAL #BITCOIN WALLET BTC IS THE CULTURE NOW 🔥

@thebitcoingal Colleen -Not this specific issue, the more important thing is that your child recognizes the gaps and when being indoctrinated. Also very important for your son to learn why these type of people may believe things, accept things etc. Good real world skills, it will be fine.

My 14 y/o son is in 8th grade and taking a financial literacy class. A couple weeks ago, the class was split into teams for a stock market challenge. Each team got $100K fake money to invest, along with RULES around diversification, keeping some cash, and not putting too much into one position. Winning team gets a pizza party at the end of the semester. Yesterday he asked his teacher what place they were in. FIRST PLACE. The teacher was curious and pulled up their portfolio, and saw that my son’s team had invested in a few Bitcoin-related positions. Turns out, his teacher thinks Bitcoin is stupid. So here they are in first place… and now being told they might only win if they followed the “right” rules. My son came home and said, “I don’t really listen to him that much because I don’t think he knows what he’s talking about.” I told him, “You should still listen. It’s useful to learn what not to do, too.” He asked me not to email the teacher yet. 😅 Fair enough. I’ll wait until after graduation in June. Then can I send a little financial literacy lesson of my own? Has anyone else experienced this with their kids' schools?

@nummanali I notice how it expands the scope and then burns tokens to time you out. Does anyone think this might be by design to make the S-1 and IPO worth more when going public🤔

Official Claude Dev X Account

@NoLimitGains @AlgorithmOga I think the other point that should be mentioned is position sizing.........very important, as you can be wrong if not too big, and hedged so that if it rips a little still have the opportunity to trim into the rip. Agree too high.

@AlgorithmOga Whatever happens in the market, I win. Market down? I win. Market up? I win. Good position to be in.

I have to admit, I was wrong. I wasn’t expecting the market to recover this fast, especially with the war still ongoing. I thought the market would either 1) stay low for a while or 2) drop a bit further. Called the BTC top at 126K, the ZEC short at the exact top to the penny, and bought oil right before the war started, among other things. It’s all public. But here we are. One wrong prediction. For those wondering, I never shorted the market. I didn’t lose money. In fact, I made money on the recovery because I bought a decent position in MSFT under its 200 WMA, and I’m very happy I did. Your goal should always be to be positioned for both scenarios so you can benefit in either direction. Keep enough cash, or cash equivalents earning yield, so that if the market drops, you can buy low. And keep enough positions to also profit on the way up. Not to brag, but with my size, capital protection is and always will be the number one priority. I understand that if your portfolio is just a few thousand bucks, we probably have different views, and that’s perfectly fine.​​​​​​​​​​​​​​​​ I sold the S&P near 7,000, I publicly bought oil companies and sold for a 20% profit, and I bought MSFT near the bottom. In my books, that’s a win.​​​​​​​​​​​​​​​​ And yes, I’m still bearish. I trust the data, not some temu trader on X. My view hasn’t changed once and I will stick to the plan no matter what. The data suggests we are very close to a cycle top. And every “this time is different” comment I read only increases my conviction that it is, so I would like to thank you for that. Feel free to ignore my warnings, we don’t know each other after all. But if you decide to deploy all your capital right now, just know that you’re gambling in the most overvalued market in the history of humankind.​​​​​​​​​​​​​​​​ Thank you, NL.

If AI delivers sustained, economy-wide productivity like electricity did, today's high CAPE could prove less dangerous than history suggests (companies "grow into" valuations). But history warns that even transformative tech often leads to bubbles where prices get too far ahead. The metric signals caution for long-term (10+ year) returns, not a crash tomorrow. Diversification, not panic, remains the prudent response.CAPE isn't "wrong" or broken—it's just a rear-view mirror that can look overly pessimistic when the road ahead bends sharply upward due to something like AI. It has correctly flagged overvaluation before real tech revolutions (with painful corrections), but critics are right that it doesn't fully adjust for new eras of higher sustainable growth/profitability.researchaffiliates.com

Holy shit It’s above 40 right now