Martin Lehtio
695 posts


@td_nash You got an owner who doesn't know anything about baseball or winning without cheating. That's how he got rich and btw he paid $1.2 bil to the feds.
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Who gives up their seat for LeBron James?
Chad@braves2430
LeBron comes on the plane Who gives up their seat?
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@WadexFlash Beating the Washington Generals doesn't count. Do you know that coach's winning percentage for his career there?
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BAM ADEBAYO HAS BEEN ROBBED OF THE BEST SINGLE-GAME PERFORMANCE AWARD AT THE ESPYS
THE HIGHEST SCORING TELEVISED GAME IN HISTORY OF BASKETBALL
ESPN@espn
Shohei Ohtani never fails to entertain 🎬 The Dodgers superstar takes home the ESPY for Best Single-Game Performance!
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@HeatNationCom Might as well pick up Hassan Whiteside instead of these old scrubs.
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@KareemRon33 @KarriBravito @MiamiHEAT @Giannis_An34 The Bucks received Tyler Herro, Jaime Jaquez Jr., Kel'el Ware, Kasparas Jakučionis, a 2026 first-round pick (No. 13), 2031 and 2033 unprotected first-round picks no busts yet.
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@TJames312 @KarriBravito @MiamiHEAT @Giannis_An34 The Bucks received Tyler Herro, Jaime Jaquez Jr., Kel'el Ware, Kasparas Jakučionis, a 2026 first-round pick (No. 13), 2031 and 2033 unprotected first-round picks dudes picked in 1st round not busts so far.
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@TheOHIOPod Everybody in college sports gets paid now. Deal with it. If you did something wrong deal with it like they do in corporate America because that's all that fan boys understand.
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@HeatvsHaters Jimmy complained of not having a number 2. Same thing will happen with G. Bam is just another hothead loser, similar to teacher's Pat Zo who won a championship waving the towel for Wade.
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@IndianaFever Decided to watch tonight. Caitlyn Clark is genuinely the most annoying human being I’ve ever seen… screams at refs, literally pouts like a kid if she misses a shot, makes her team worse… Kelsey Mitchell is better than her btw
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@thestreetpro
Just Another B.S. Narrative
All last week the perma-bull cabal (including head cheerleader Fundstrat’s @fundstrat Tom Lee (every day) and Wharton’s (where I received my MBA) Dr. Jeremy Siegel on Friday — both of whom called for an imminent rise in equity prices) remarked that the pleasant decline in energy prices would serve to 1. reduce inflationary pressures and 2. be a salutary factor contributing to the next run in the S&P index over the next few weeks.
Naturally Fin TV moderators had no pushback — didn’t even discuss the failure to end the Iran War (to date) or the improvisational foreign policy that seemingly would not bring a resolution and peace. Nor was the steady rise in global rates even brought up.
Well, as night follows day the price of energy products have reversed dramatically in the last 48 hours and equities folded like a cheap suit.
The price of crude oil rose by nearly 10% yesterday as the war escalated and is up by another +$3.45/barrel (+4%) this morning.
Listen to the same bullish crowd respond to this and develop a rationale and another reason for continued stock market strength in the next few days.
Again, I call B.S. as inflation, interest rates and crude oil prices — as a base case — will likely be higher for longer.
The narrative from the bulls will change but the facts don’t seem to interfere in their upbeat views.
And, oh, Apple’s ($AAPL) shares (last week’s fave because of price momentum) were downgraded by a brokerage (we shorted late last week).
Position: Short AAPL
BY Doug Kass · Jul 14, 2026, 5:55 AM EDT @SquawkCNBC @cnbcfastmoney @HalftimeReport @andrewrsorkin @joesquawk @BeckyQuick @guyadami @jimcramer @SaraEisen @SullyCNBC @TheJudgeCNBC @carlquintanilla @pboockvar @convertbond @WhitneyTilson @gnoble79 @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @LanceRoberts @tomkeene @annmarie @ferrotv @lisaabramowicz1 @business
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Change your time horizon.
The king of all investing is Warren Buffett.
And what did he actually do? He bet a generational trend in American growth, opportunity, and innovation.
Then he managed the compound table appropriately and let time do the work.
That’s it. That’s the whole strategy.
I try to adhere to that to the best of my capability.
Because the math of compounding over long periods of time is the closest thing to a cheat code that exists in investing.
Change your time horizon. Everything else follows from that.
Thanks for having me on the show @philrosenn
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