PS

@stoolpresidente She’s a graduate of Yale and is very knowledgeable regarding her football analysis. Bad take!

Boo!!!! Karl Ravech is awesome! How does Mina Kimes have a job before Ravech? Mina Kimes is the worst of the worst of the worst!

@shaunvlog_ Having the Scots here in Boston was one of the great highlights of my summer.

The World Cup is over and many, including myself, fly home today. I leave with a heavy heart, but also with excitement at the prospect of returning in the very near future. America, Canada and Mexico deserve enormous credit for hosting an awesome tournament. I spent the entire time in America - a country many cynical people said would be a disaster of a host. The truth, in the end, was exactly the opposite. I had the most incredible experience across various US States and Cities during the event, and met so many wonderful, kind and welcoming people in real life, and online. And as you know, I plan to come back to live. More on that soon. So THANK YOU to you all. I have a phone full of footage and photos that I haven’t been able to post yet - I’ll be sharing them all over the coming days and weeks. See ya soon! 🇺🇸

@IanDarke It will definitely happen.

A 64-team World Cup would involve 128 games. …24 more than the one just ended. Presents big logistical issues. How many countries can provide enough training bases/venues ? How long will it take to play ? Think it will happen though.

@RealSkipBayless That was an epic final. Shows you don’t really understand soccer.

I was so excited for yesterday's World Cup final - which left me flat. 1 goal in 120 minutes. Spain won with suffocating defense that rendered the GOAT just another player. More stars in the stands than on the pitch. Soccer turned back into what it mostly always has been - boring

@gnoble79 Who is Van Drunkenmiller? Isn’t it Stan?

5 DAYS LEFT: 15 of the best investors I know at one summit. 15 high-conviction stock ideas we back with our own capital to navigate this wild market. Check out the full speakers list and sign up for the Best Stock Ideas Online Summit: noble-capevents.com

🚨 BREAKING WARREN BUFFET, THE BEST INVESTOR IN HISTORY, IS MASSIVELY SELLING STOCKS RIGHT NOW $UNH -> 5,039,564 SOLD FOR $1.66 BILLION $DPZ -> 3,350,000 SOLD FOR $1.40 BILLION $AON -> 3,602,995 SOLD FOR $1.27 BILLION $POOL -> 3,068,885 SOLD FOR $700 MILLION $AMZN -> 2,276,000 SOLD FOR $530 MILLION $CHTR -> 1,060,882 SOLD FOR $220 MILLION HE IS NOW HOLDING OVER $397,000,000,000 IN CASH, THAT'S A RECORD AMOUNT OF CASH DOES HE KNOW SOMETHING BAD IS COMING?

@Mark_Penn TACO

Iranians calling “They are calling…they want a deal now.” How many times are we going to fall for that one? It’s time to enforce the red line and Take the Strait.

@SeppBlatter Qatar wins the right to host the World Cup. 😏

Red cards are not overturned by political phone calls. They are overturned by rules, evidence and independent bodies. If a U.S. President intervenes with the FIFA President — and a player is suddenly cleared before a World Cup knockout match — the question is unavoidable: Quo vadis, FIFA? Football must never become a playground for political power. #FIFA #WorldCup #GianniInfantino #DonaldTrump

The approval of the Declaration of Independence by the Continental Congress on the 4th of July, 1776 represented the ultimate political gamble. The American revolutionaries were fighting against the world’s most powerful country, and the vast majority of colonists in America either opposed or were indifferent to independence. While the odds were slim, the consequences for failure were severe. All 56 men who later signed the Declaration faced an assured death by hanging were the Revolution to fail. And they had a lot to lose. The leaders of the Revolution were generally wealthy and influential in the colonies. But they had suffered what Jefferson called a “long train of abuses” over the previous decade, and believed that failure to take a stand would lead to the destruction of their liberty. So when they pledged their lives, fortunes and sacred honor, they meant it. The Declaration was the ultimate political line in the sand: rights are God-given, not government-granted; government is legitimate only upon the consent of the governed; and government’s purpose is to safeguard the natural rights of the people. What began as a conservative rebellion seeking the preservation of traditional English rights evolved into a political revolution that laid the foundation for the rise of the greatest republic in history — and that produced transformational consequences around the world. We as Americans in 2026 are inheritors of this legacy of liberty and the beneficiaries of the courage, wisdom and dedication of the Founding Fathers. We can acknowledge that our society and nation face a lot of problems. Whether there will be an America 500 celebration may very well depend on how this generation of Americans tackle these challenges. But there can be no doubt that we are fortunate to be citizens of this republic. And we have a small group of patriots, who took a risky stand 250 years ago, to thank for that. Happy America 250!

The birth years of Continental Congress members if the United States Declaration of Independence had been signed in 2026.

@FreddyLA7 My team, The Netherlands, didn’t play much better. Would have never expected both teams would be out so soon. Go to Ogunquit and chill by the beach. It’s gonna be hot the next few days. You can even stay at my place if need be.

All I can say is that we didn’t deserve to go any further in the World Cup. Another humiliation after 2018 and 2022. We had more possession, but zero threat in attack. It’s the same every single game. At no point did it look like we were going to score. GGs to Paraguay.

America’s ruling class has performed another miracle. They took the most basic truths in human civilization ... crime needs punishment, borders need enforcement, schools should teach, welfare should be temporary, families matter, merit matters, and taxpayers should not be looted by professional parasites ... and somehow rebranded all of that as “extremism.” Incredible work, really. Apparently, a “compassionate” society is one where the violent repeat offender gets another chance, the victim gets a candlelight vigil, the taxpayer gets the bill, the schoolkid gets passed along illiterate, the fraudster gets a grant, the NGO gets another contract, the illegal alien gets services, and the working American gets told to shut up and be more inclusive. What a beautiful system. Soft justice did not stay in the courtroom. It metastasized. It became soft borders, soft schools, soft parenting, soft welfare, soft standards, soft men, and soft bureaucrats explaining why every obvious solution is “too harsh.” Lock up predators? Cruel. Deport illegals? Hateful. End generational welfare? Lacking empathy. Punish fraud? Complicated. Restore merit? Problematic. Teach kids to read? Probably colonialism by Tuesday. A serious country protects the innocent from the guilty. A decaying country protects the guilty from consequences and makes the innocent finance the experiment. That’s America’s real crisis. Not poverty. Not “root causes.” Not another fake expert panel. Consequences. We stopped imposing them on the people destroying the country, so now the country imposes them on everyone else. (article below)

@ScotlandNT @EE @FIFAWorldCup Scotland, we needed you. Thank you for the joy you brought to this city.

🎙️ Day 21 | 20 June 2026 Your Daily Round-up, presented by @EE, covers yesterday's travel back to Charlotte, and features some of the send-offs we've had from the city of Boston. #FIFAWorldCup | @FIFAWorldCup

@TartanArmyGroup Todays Boston Globe. 👏🏻

Haven’t seen Boston so alive in a long time.

Interesting take on the current “bubble” in AI-related stocks.

@abmowat Not sure about that. I live in Boston and love the atmosphere the Scots have brought, but the Dutch are used to being there and bring a much bigger crowd. I also happen to be Dutch by birth. Praying they end up playing here later in the tournament.

The Dutch trying to give the Scots a run for their money. It ain't happening. Scotland has the best bunch of supporters in the world. #worldcup #thetartenarmy #Boston #tartenarmy

I usually agree with you but you are on the wrong side of this data center build-out issue. Recent grads have made it clear how most Americans feel, in that we don’t want them being built all over the country. AI needs to slow down so we can determine the overall effects on society.

Last wk, S&P +0.9% its 8th straight up wk as oil fell 8.4% to $97. But 2yr bond yields rose 5pbs to 4.12% further discounting a Fed rate hike by year-end. The mkt also shrugged off the Mag7 decline of 0.7% on avg led by the 4.4% drop in $NVDA last wk despite solid results. In addition, oil prices are impacting consumer demand with $WMT falling 8.5% last week on earnings call comments that “the lower-income consumer is more budget-conscious and perhaps navigating financial distress.” Walmart had $750B in sales last year. But with a framework for a deal with Iran over the weekend, oil initially looks like it will decline to ~$90 driving a decline in bond yields and rally in stock prices to new all time record highs when US markets re-open on Tuesday. Over the short-term, follow-through for the rest of the week, especially as it relates to oil prices and bond yields, will be key for the S&P, given it is likely to be technically overbought again on Tuesday. In addition, there is still more work to be done before a final agreement is reached with Iran. But with US mid-term elections coming up, the desire is high to get to a final agreement. As it relates to the long-term, I posted on X on March 31st “History May not Repeat Itself but it Often Does Rhyme.” I compared 2026 to 97/98 where macro scares caused the S&P to have intra-year declines of 11% and 19% but finish the years up 31% and 27%. End of March had a great risk vs reward for investing with the S&P having declined 9% from its closing highs through March 30th. For those who believe we are in an AI bubble, it is important to remember that it can inflate further. During the internet infrastructure buildout for comparison, $CSCO in early 2000 peaked at a ~140x PE on forward twelve month earnings with revs growing 55% in FY2000. By comparison, $NVDA is trading at a 25x CY26 PE with street estimates for revs to grow at 80% versus the S&P at 22x while growing revs at 12%. This hardly screams over-valuation. In addition, the advent of Agentic AI earlier this year as punctuated by OpenClaw, has driven a step-function change in token demand of 10-100x. There was no similar development during the internet infrastructure buildout. On the AI front, one major positive development last week was the disclosure that Anthropic estimates from Q1 to Q2 for revenue to more than double to $11B with over $500M in profits. This compares to their forecasts last summer of expecting to reach profitability only in 2028. This will go a long way to answering concerns over ROIC for the entire AI trade. On the negative side, the ferocious ramp in revenues being seen at Anthropic and OpenAI has companies looking to cut expenses elsewhere. There are increasing datapoints in software about shortening license agreements and hybrid models vs pure per seat pricing. For example, Uber stated that they burned through their yearly AI budget in just 4 months. Microsoft despite investing $5B in Anthropic in November has started winding down employee access to Anthropic’s Claude given the surging compute costs. My belief is slower headcount growth or cuts, less consulting services and lower software costs is where CFOs will find that money to spend on AI bills. With the S&P now up 18% from March 30th, there is reason to remain optimistic for the rest of 2026 with 1) oil prices likely to decline through year-end, 2) S&P earnings expected to increase 25% in 2026, 3) AI related capex growing ~70% driven by the advent of Agentic AI and 4) the desire of incoming Fed Chairman Warsh to cut rates which should somewhat offset the pressure from the bond market pricing in a rate hike by year-end. I remember today those who died in service and sacrificed for our great country.