AI is sucking all investment capital away from everything including residential construction.
Conor Sen@conorsen
Real residential fixed investment as a % of real GDP is down to Q1 2009 levels:
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Aaron Edelheit
23.4K posts
Aaron Edelheit
@aaronvalue
Subscribe to newsletter: https://t.co/cgZkdPZw0I CEO of Mindset Capital. Author of The Hard Break: The Case for a 24/6 Lifestyle.
ÜT: 33.790304,-84.319793 Katılım Nisan 2008
939 Takip Edilen12.5K Takipçiler
@aaronvalue @JohnHuber72 when he talks i should just listen.
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strong evidence the software / semis correlation of -1 was driven by Leopold constantly jamming both sides of his book with incremental borrowing. The regime will likely change without that massive propellant.
Day 2 post Leo and it has not, Let’s see what happens in a month.
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California is going to start testing for 14 more pesticides and tightening compliance for less "gamesmanship" on October 1st for cannabis. This is really important and more needs to be done. At the 54 minute mark: youtube.com/live/7iWk0NHH0…
YouTube
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Cannabis can help senior citizens: "We find that medical cannabis availability reduced past-month self-reported poor mental health days by nearly 15 %—3.77 percentage points—among adults 65 and above." sciencedirect.com/science/articl…
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Study showing that the most significant reduction in back pain from cannabis recreational products was reported from the people who took the products containing both THC/CBD. Not a surprise. mdpi.com/2227-9059/14/7…
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Last summer, I wrote how $VREOF could become the largest cannabis company in the world with its rollup strategy: mindsetvalue.substack.com/p/could-vireo-…
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Upon adult use rescheduling, if they list on NYSE, Vireo will be the largest cannabis company in the world that very few investors own. It should be very interesting what happens when institutional investors can properly own it.
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By our rough math, $VREOF is almost on par with $CURLF as the largest cannabis company in world by total revenue with $1.28 billion, versus $CURLF's $1.29 billion with this latest deal. Very soon, they should surpass Curaleaf.
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@fundiescapital @JohnHuber72 Would love to see both of you sharing commentary together more often!
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@JohnHuber72 💯. agree with that.
but also think the marginal buyer sets the price and high likelihood there was a constant bid underlying some of those names for a reason.
obviously partly silly conjecture.
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The fastest growing segment of cannabis consumers are senior citizens. Expect to see more and more articles like this: startribune.com/an-older-adult…
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@timothy_dexter_ My fear is that like a lot of propaganda, if you keep repeating lies more and more people start believing it.
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At what point do we stop pretending these silly pro- and anti-cannabis posting battles are anything other than a mutually beneficial engagement partnership?
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Absolutely impressive. I love my Garmin watch. One of my favorite pieces of technology I own. And it has a massive moat in the sport of running (yeah that's great, John)... still, impressive to dominate a market when Apple and others were far better positioned to
Trung Phan@TrungTPhan
Garmin’s ability to adapt very impressive. It jumped ~20% today (to record $58B) after earnings beat and guided to sales of $8B for 2026. Over the past 18 years, it’s survived existential threats from Google and Apple: ◽️ GPS: When Google released Maps for Android in 2008, Garmin's car GPS devices made $2B a year (~70% of total sales). It's now only $1B year (or ~12% of sales) ◽️Smartwatches: From 2008 to 2014, Garmin’s smart fitness watches (GPS, heart tracking, waterproof) grew from $0 to $1B. Then, Apple released the Apple Watch. In response to the Apple threat, Garmin started selling high-end models and has carved out a niche in the premium fitness smartwatch market ($2-$3,000 price points vs. sub-$1,000 for Apple Watch Ultra). Smartwatches (under “Fitness”) made $2.3B in 2025 and was the company’s largest segment for the first time. Today, fitness and outdoor equipment make up ~60% of Garmin's revenue (GPS — evenly divided between car, aviation and marine segments — is ~40% of revenue vs. 100% in 2008). After surviving Big Tech haymakers, Garmin’s market cap is up 9x from 2008.
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@jontalcott1 This is 100% not true. How in the world can cannabis consumption be rising and mental illness and serious mental illness be falling if cannabis causes mental illness? x.com/aaronvalue/sta…
Aaron Edelheit@aaronvalue
A tale of two pictures: cannabis consumption and serious mental illness. Cannabis consumption rising, serious mental illness falling. This should be impossible if cannabis causes mental illness.
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You are about six times more likely to become psychotic or schizophrenic if you smoke pot regularly and about eight times more likely to kill yourself. Neither of these things are true of alcohol or tobacco. Get your facts straight.
Robby Soave@robbysoave
Pot is far less harmful than alcohol or cigarettes, so it's hard to see that as a bad thing. Yes, I realize it's now based or whatever to prefer smoking and drinking to weed—those are my preferences, too—but come on.
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This government report on substance abuse, mental illness and more could not be more bullish for rescheduling of cannabis. Highly recommend! #companion-infographic-report" target="_blank" rel="nofollow noopener">samhsa.gov/data/data-we-c…
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A tale of two pictures: cannabis consumption and serious mental illness. Cannabis consumption rising, serious mental illness falling. This should be impossible if cannabis causes mental illness.
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Serious mental illness in this country is plunging right alongside rising cannabis consumption. This should be impossible if cannabis causes mental illness. This is the money chart.
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How can mental illness be flat or declining in the US with surging consumption of cannabis? I thought cannabis caused mental illness?!
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Why are major depressive episodes and substance abuse falling with cannabis legalization? I thought cannabis legalization was going to ruin things?
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Cannabis legalization is a disaster! OMG, its going to ruin our country. Oh wait. Why does everything bad seem to be flat or is falling? And why is cannabis use disorder falling for young people?
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