The Basis Report

Sunday Market Outlook: Stocks near highs. CPI Friday. Rates easing. Oil heavy. Corn range bound. Cattle wild. What matters this week A thread 🧵

@ReesePolitics Childish questioning? He asked him a perfectly reasonable question about the deal. If you don’t want to talk about the deal don’t go on TV

That was one of the greatest displays of legacy news hit job media (CNBC) vs. new age retail pioneers (Ryan Cohen and $GME) where the old guard is so desperately trying to cling to what's left of their crumbling establishment. Cohen's indifference to Sorkin's childish repetitive questioning was an absolute mog.

@junkbondanalyst Not even sure why this is a question. Clearly more embarrassing for Cohen. If you don’t want to talk about the deal don’t go on CNBC

Not sure who this is more embarrassing for, CNBC or Ryan Cohen. Very clearly does not want to say aloud that he will dilute GameStop equity to buy eBay. Who mogged who?

@grant_melson It’s honestly a mental illness at this point

Can’t believe this guy’s goal is to hoard a $10T net worth. I would think with all that wealth, he would use it to help people more. Like ending deaths in car accidents, or providing affordable transport for everyone, or offering internet to isolated people groups or something.

@DudeWhoInvests Yea that’s usually how bubbles work

I have to say it, I feel obligated to. NOBODY is prepared for if this is all a bubble. Not a single soul on this planet.

@SeedOilDsrspctr So hilarious people still think blackrock is the one buying up houses

So is Blackrock going to just buy all the Boomers’ houses when they die?

This app is a bubble of over informed people

@mjfree This isn’t really new news if you are in the commodity markets. This has been happening for 20+ years

NOBODY IS TELLING YOU HOW FUCKED THE FARMERS ARE IN AMERICA RIGHT NOW. The Agriculture Secretary just confirmed it publicly. 1 in 4 American farmers has NO fertilizer secured for spring planting. No fertilizer. No crops. No food. Farm bankruptcies are up 46% in 2025. 160,000 farms closed since 2017. Less than half of all farmers will even turn a profit this year. They're not struggling. They're being wiped out. And the media is busy covering everything else. The real story behind this hasn't been told yet.. follow me because i'm about to tell it 🚨

@BoringBiz_ I would say human attention goes hand and hand with data and information especially with social media and ad revenue

Oil used to be the most valuable resource in the world. Today, it is data and information. In the future, it will be human attention.

@theficouple Alternatives or international markets. Buying S&P at current valuation is negative. We will get a mean reversion at some point

Spoke with a doctor from Austin, TX: They currently have $140,000 in a savings account. Considering putting it in the S&P 500 but worried about value now being all time high. May instead put their money in a 12 month CD giving them guaranteed 4.5%. ...What would you do!?

@Rothmus You only have to get rich once

He will fail. Then he’ll be remembered as a one-hit wonder.

@cptdankkk The elite university’s isn’t about what you learn it’s about the connections, alumni, and name brand that get you the jobs

Mark Cuban says taking out a loan to go to college is the dumbest thing you can do "If you can't afford it you can't afford it. Don't take out a ton of loans and f#ck up your future" "I tell people go to community college. Accounting class is accounting class whether it's at a community college or at Harvard" "The delta between the most basic four year school and the best public universities is really small"

@zugmanfabio It’s a completely different time from when they started. Warren has said himself he doesn’t know if he would be able to build Berkshire to what it is today if he started in today’s market. There is so much more competition now

Young Warren Buffett and Charlie Munger wouldn’t invest in today’s Berkshire would they

@DonMiami3 Not calling Berkshire’s cash pile stupid but people have been saying “Warren knows something we don’t” since they started accumulating cash in ‘23 and we’ve seen one of the greatest bull runs in stock market history since

We’re at the stage where we have people selling $7/month courses on options trading calling Berkshire’s $400 billion cash pile foolish. What a unique & stupid time this is.

@BoringBiz_ It’s a mix of being in the right place at the right time and hard work Warren buffet attributes much of his success to luck. Being born in the U.S. in a perfect time for a person like him to build his wealth. He worked extremely hard but without a little luck it wouldn’t happen

There has been a rising tendency amongst young people to look at success and write it off to luck or relationships Instead of admiration or inspiration, the default feeling seems to be resentment towards the person who has earned that success or wealth This is why I highly recommend young folks to read more biographies For one, the background of highly successful people tend to always be fascinating and draws out a certain level of inspiration But even more importantly, it sheds light on the sacrifices it took to become that person Once you read enough biographies, you realize that luck is only half the story. People truly at the top of their field outwork everyone else. They are simply willing to sacrifice more than everyone else. It is more eye opening than you would think. Go to your local library and pick up a biography of someone you admire today

@HeroDividend People have been saying that for the last 3-4 years when Berkshire started accumulating cash

Warren Buffett knows something the rest of us don’t

@CSUNSHINE Not the government’s job to bail out a poorly managed company

Spirit Airlines only needed $500 million to survive. We’ve already spent $25 billion on the Iran War. Which one directly improves American lives more? A low-cost carrier staying in the market or another war in the Middle East?

@DonMiami3 Either prices need to go a lot higher or the stock market has to crash 30+% We are so reliant on high asset prices now that any significant drop from here would create demand destruction

Prices need to go much higher in order to reach anything remotely resembling demand destruction It’s just the facts

@TheSpeculator0 The comments are crazy on that. People thinks she’s making 7-8 figures

banking titles are so funny with everyone thinking executive director == high level banking executive

@joshua_goodman_ @justalexoki Absolutely not. Her bosses are probably making that but she is an ED. EDs are more like 700k on a bad year 1 million on a good year

@justalexoki She makes $1M in a bad year. $5M in a good year.

permanent underclass goyim really think a few million dollars is life changing money for a high level banking executive

@MadillacF1 @justalexoki Lmao no. She’s prolly in the 500k-900k range. EDs are not top level at banks

@justalexoki They don’t understand that she probably makes 8 figures annually