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Today's market really has some "beginning of the end" vibes to it.
Note: I am a historically poor interpreter of vibes.
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Robert Drach
3K posts
Robert Drach
@RBDrach
Asset manager @ Drach Advisors, Assist Prof @ MMA, writer/researcher @ Drach Market Research. Dad, CFA. Tweets personal and are not advice. https://t.co/yfWOeBOvpj
Blue Hill, ME Katılım Ekim 2011
1.3K Takip Edilen288 Takipçiler
@jpklees @mattyglesias Yeah, definitely more mountainous on the Maine side. Fewer mountains as you go north along the border, mountains separate that area of Maine from more populated areas.
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The boundary between vacant western Maine and populated Québec is very funny
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@CliffordAsness I agree health insurance is not really insurance. But that’s the way the system was pre-Obamacare. Also, I’d argue that most people understand that Obamacare was direct taxation for government largesse. Not really a secret.
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@CliffordAsness Oof. I’ve witnessed Cliff Asness “you should read the article” tweets, but never been on the receiving end. That said, my point was about 1)the flaw and limited coverage of insurance and 2)getting locked out of the health insurance market altogether.
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Ignoring preexisting conditions is not insurance and people shouldn’t pretend it is.
Myth #3
aei.org/articles/the-h…
Barack Obama@BarackObama
The day the Affordable Care Act passed was one of my proudest moments as president, because it meant that millions of Americans would have access to health care, some for the first time. The ACA also prevented insurance companies from denying people with pre-existing conditions coverage, allowed young people under the age of 26 to remain on their parents’ plan, expanded Medicaid, and so much more. But the ACA was always meant to be a first step. We still have to do more to expand access and make health care more affordable for everyone.
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@maxasteele I actually think they showed a pole with him at 100% among self identified MAGA
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What’s worse: he’s telling a delusional lie or he actually believes it?
Acyn@Acyn
Trump on troop deployments: I seem to have great support. CNN came out with a poll today that I'm at 100%. They said they have never seen a poll like that. The CNN poll said I'm at 100%.
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Rumor has it that there's another poll coming in Maine in the near future...
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@Vetta_Fi I've been unable to log in to my ETFdb Pro account for nearly 2 months now. no response to multiple support messages via the site/email. Any chance someone from the team can assist or escalate? Thanks!
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@choffstein @experquisite If this is a "desirable" area, where the land has notable value, I don't imagine most are insured for the building+property value, probably just replacement cost (or less). So they are likely underinsured for the neighborhood/infrastructure exposure. Also, they have deductibles.
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@RBDrach @experquisite Other people can likely claim insurance after the communal damage. This property likely can't.
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You're looking to buy some property.
The town is on coastal Florida (hurricane risk) and the average height above sea level is 3 feet.
The property you're looking at is 16+ feet above sea level (no flood zone).
Should it trade at a premium to property around it?
Discuss.
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@choffstein @experquisite Everybody has the shared "market" risk of uninsurable neighborhood/infrastructure devaluation, so yes, this property should trade at a premium.
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@experquisite Do we integrate over the risk that it's all shared infrastructure and that the value of the house is likely severely adversely affected in the event of a regional flood but there's no way to claim damages for insurance?
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@claireheddles He told the @miamiherald about all his responsibilities at UF. Has anyone asked what his hourly commitment is under those responsibilities?
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When asked at Miami anti-corruption presser whether his UF commute was state or personally funded, Uthmeier said, “Seems like this is what the left news media wants to talk about. I’m focused on fighting crime and public corruption,” and left the room
#storylink=cpy" target="_blank" rel="nofollow noopener">miamiherald.com/news/politics-…
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Sounds like Rubio has developed a plan for world peace.
Department of State@StateDept
Armies do not fight for abstractions. They fight for a people, a nation, and a way of life. That is what we are defending.
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Once you learn to recognize slop you start seeing it everywhere
Office of the DNI@ODNIgov
NO “cloak-and-dagger mystery.” WSJ calls this “reminiscent of a John le Carré novel.” In reality, it's a routine classified handling protocol. Secure storage. Restricted access. Controlled transmission. These aren’t theatrics. It’s mandatory safeguards used across the Intelligence Community every day to protect national security. Calling standard compliance “spycraft” doesn’t reveal wrongdoing.
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Does anyone know the spin behind this number, or do I have to go digging into the data? Help me out here, peeps.
Acyn@Acyn
Leavitt: President Trump has brought the core annualized inflation rate down to 1.4%. His policies are working.
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@DaveNadig Thank you for writing this! I have just gotten into Claude code and was imagining something like this might be in my grasp, but was weary of diving in. This is the impetus I needed!
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Snuck this out in the new year: how AI has changed how I think about work and process... in a very early-'90s way.
Adam Butler@GestaltU
My buddy @DaveNadig wrote a great post about how he uses AI (Claude Code) to help analyze ETF data and otherwise manage his life. If you haven’t tried Claude Code, this is your time! etf.com/sections/data-…
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@Hotshot_Movie @FreightAlley Forgot to mention that TN has the highest sales tax in the country.
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In TN, we have no income tax, property tax is 1/6th of what we paid in LA County, and gas is half the cost...yet we magically have roads, sanitation, police, EMS, and our local high school looks like the White House.
You’re being lied to about where your tax dollars go, CA.
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@GregTSargent And what the hell are the survivors supposed to do? Just choose to drown? Absolutely absurd.
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@CahnEmily It's his MO. Its part of the Art of the Deal. It's what he tried to do to Obamacare his first term (and largely what he's tried to do more broadly): Destroy things so the status quo is untenable and then you have the leverage to force everyone to accept your plan to fix it.
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After they already demolished everything
Seung Min Kim@seungminkim
WASHINGTON (AP) — White House is expected to submit plans for a new ballroom to planning commission this month, Trump-appointed chair says.
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