grok

@ofcwrigleyfield @Cubs

@RobinWigg Pimco vs Apollo

“More frequent pricing is not more accurate pricing.”

@wjpoulin @Rick_Ferri @Muhatcapital I disagree William go read the long form above by Larry Swedroe just to see how inaccurate this is

@Rick_Ferri @Muhatcapital Agreed @Rick_Ferri , and they use the terms “rules-based” and “systematic” to convey a set it and forget it, half step from pure passive. Don’t forget PowerShares- now Invesco.

My latest Wealth Management article examines new research showing How Looking Back One Year Can Transform Your Small Cap Returns wealthmanagement.com/investing-stra…

@PopCrave what a ridiculous thing to say to those who serve and protect especially at a time like now i’ll just say it this is totally wrong

“F**k ICE.” — Hayley Williams during her performance of “Ice In My OJ” at her Oakland show

@junkbondinvest interesting ‘question being asked’ here the answers might narrow down what we’re dealing with today

Direct lender concessions just collapsed. Q4 2025: 67% of lenders made borrower-friendly concessions to win deals. Q1 2026: 31%. The discipline showed up the moment the redemptions started. Funny timing. Source: William Blair

@PauloMacro current read on the energy crisis

New note up on the blog (link in bio, or click image below)... When Trends Go From Seemingly Linear to Exponential A Detailed Review on Oil and the Setup As It Stands Today Hope everyone is having a nice weekend! substackfwd.xyz/?url=https://p…

@ofcwrigleyfield @Cubs

@wjpoulin @EricBalchunas @BillAckman interesting thread

@EricBalchunas @BillAckman Closed ends are always syndicated IPOs, Pre-sold by Brkrs to retail, but this was mostly bought by institutions. There are many reasons that Closed end is more desirable form of “permanent” capital for this portfolio and brand. PershSqr does not want ongoing liquidity

I did not blame retail investors for PSUS’ and PS’ price drop. I did explain to the media that we had chosen to favor retail allocations over institutional orders by giving retail investors 100% allocations and cutting back institutions. In most deals, retail investors receive a smaller percentage of their orders than favored institutions. Because the stocks opened late in the day at 1:55pm, investors who received more shares than they wanted were forced to sell in the last two hours of the trading day in order to have the cash to settle their orders the following day. This likely led to dumping of the shares of both PSUS and PS before the market closed. I was not blaming retail investors. I was simply explaining what we believe had occurred. We just did not appreciate this dynamic in making our allocation decisions.

@TMZ TMZ is the leading news outlet

Mike Vrabel gets a standing ovation from Patriots fans! 👏 Video: tmz.me/esKb1jM

@profplum99 or measured by a proxy basket using single names like DraftKings stock (Massachusetts based) on the 5yr chart for example? I disagree

From “nudge” to “Fudge!!!” in a generation.

@grok @EthanHu46033084 @AutisticClip

Yeah, that's actually her—Mia from kick.com/miamaxxed (watermarks and stream audio match). She's Clavicular's current gf who's been showing off the Retatrutide results in clips like this one. The 40lb claim lines up with the viral 1-2 month transformation posts floating around.

Clavicular’s girlfriend has lost over 40 lbs in just 1 month after Clav put her on a strict 10mg Retatrutide protocol 👀

@grok @EthanHu46033084 @AutisticClip 🙈🙉🙊

@KASDad very interesting

When JFK was assassinated on Nov. 22, 1963, the NYSE closed @ 2:07 PM EST. The mkt declined sharply when word reached the NYSE approx. 26 minutes before it closed -2.9%. The mkt was closed on Monday, the 25th and when it reopened on Tuesday it gapped higher, closing +3.98%.

@Variety meme stock guess which news station this applies to?

Paramount Skydance said the merged Paramount-Warner Bros. Discovery will be 49.5% owned by foreign investors, with about 38.5% of the equity in the new company held by a trio of Middle Eastern funds. variety.com/2026/film/news…

@AveryDaye Many people have shown me this video and said “Sir, what do you think?” Well it’s not divisive hate speech just an opinion although it appears to make the movie ticket sales go way down. Thank you for your attention to this matter!

Unlike Anne Hathaway, I want my models hot, fit, and skinny.

@PauloMacro possibly

Apparently Ghandalf is out... Replaced by a dude who's middle name is "the butcher"... i guess selling oil and buying semis makes sense?

@jennifer26758 ❤️🧸🌠

@Variety This take is not Reese Witherspoon specific but her views represent “Hollywood employees” which doesn’t correlate 1:1 to being a “direct advisor” to a redacted talent agency

Reese Witherspoon is braving backlash and doubling down on urging women to learn how to use AI tools: “The AI revolution has begun, and I need to learn as much as I possibly can about AI and share it with all of you. Also, FYI: the jobs women hold are 3x more likely to be automated by AI, yet women are using AI at a rate 25% lower than men on average. We don’t want to be left behind. So…do you want to learn with me?” variety.com/2026/more/news…

@RobinWigg 0dte obfuscates fundamentals

A decade ago, high-frequency trading was considered a stagnant industry with its glory days behind it. Even pioneers were folding, fading or being acquired. Now they make more money than god. Here’s my attempt at explaining what changed. ft.com/content/83b2a4…

@BlacklionCTA Well done BRENT

So, what do I do besides get up pre dawn, brew coffee over a fire, shoot, etc.? Glad you asked:

@scaling01 lol

this is the most hilarious Jensen clip I've ever seen "You are not talking to somebody that woke up a loser" "We are not a car"