alan deboom

@Siversen44 @SquirrelMacro And nothing will have to be deleted to make room?

Apple, Microsoft, NVIDIA, Amazon, Google, Meta, Tesla, Broadcom — the top 10 — represent ~35% of the S&P. Rebalancing to fund SPCX buying disproportionately sells those names because they're the biggest existing weights. The same Mag 7 names propping up the AI loop are the ones getting forced sold to fund the newest member of the AI loop. The snake eats its tail.

Free for all 1 check it out 👇blindsquirrelmacro.com/p/the-physics-…

@SantiagoAuFund You may have to explain drive in to a few generations

I saw it at a Drive-In…😅

@dogdazedpatriot @nmlinguaphile @DangerousThinkg Maybe the kill switch wasn't meant for the car??

@DangerousThinkg The other day I fell. I was badly injured on my face and stomach. I was bleeding profusely from both. I was alone. Ambulance takes 60-90 minutes here. I had to drive myself to the hospital. There is no way I would have been able to do that with a kill switch.

The kill switch is mandated to be in cars by 2027 This mandated tech cannot be easily defeated The law was passed in 2021, signed into law by the autopen Make your voice now to repeal the mandate, let manufacturers know you will not accept this

@BuzzPatterson Maybe Spirit could have charged for a slide chute ride

Looks like Vegas. I’ve had idiot pilots ride that thing down. 🤣 Yep, we’re idiots. 🤣

@EnergyCredit1 You are correct. Worst get mustard

Ketchup on a brat should come with a side of punch in the face

@BBGreatMoments I sprained my ankle tripping on a basketball paint line in high school

The ball woman went down trying to make the play 😭

@alt_w_v_g @futurenomics Should the % of property tax being pd to the public school system now not being used, uniforms, car commute exp, etc be put in the annual expenses side?

My wife mentioned a nice private school over dinner this week She said the campus was beautiful I asked what's the tuition She said we should look at it as an investment in him not a cost I made a note She said don't make a note I said I always make notes She said this isn't a deal I said everything is a deal She closed her eyes She said we'd discuss it Saturday I agreed Saturday 7:02am She came downstairs in her Saturday robe Coffee in hand I had my cargo shorts on The dining room had been cleared The projector was on The analyst was at the head of the table Quarter zip on, three iced coffees, a legal pad, and two laptops He had been there since 6:44am I texted him at 11:14pm Friday The text said dining room 6:45am bring the model He sent a thumbs up My wife stopped in the doorway She said what is this I said you said you wanted to discuss it She said this is not a discussion I did not respond She sat down anyway The analyst stood He said good morning ma'am She did not respond He sat back down A printed deck in front of each seat A fourth copy in case Slide 1 Tuition Schedule $38,500 per year Thirteen years $500,500 nominal Before escalators The school has raised tuition 4.2% per year for a decade With escalators $648,000 My wife said okay I said I'm not done Slide 2 Opportunity Cost Even before escalators $38,500 invested annually 10% nominal return S&P long-run average since 1928 By his eighteenth birthday $944,000 My wife said we can afford it I said I know that's not the slide Slide 3 Terminal Value at Age 65 $83 million She was quiet The analyst slid the sensitivity tables across the table 8% return $31 million 10% return $83 million 12% return $222 million She did not look She said this isn't about money I said it's always about money She said no it isn't I said then what is it about She did not answer She said you can't put a dollar value on his teachers his classmates his environment I said I can the analyst already did slide 6 He flipped to slide 6 She did not look She said the school is the best in the city I said best is a feeling She said it produces the best students I said the students were already the best before they got there She said our son deserves it I said our son deserves $83 million My son walked in He is five Dinosaur pajamas He looked at the projector He looked at the open deck on the table He looked at slide 3 He said are we modeling pre-tax or after-tax The analyst opened a new tab My wife looked at the ceiling He said what's the discount rate The analyst set down his pen She closed her eyes He said is this the same return assumption from the 529 conversation The analyst stopped typing He looked at me I did not say anything She stood up Sat back down He said dad can I help I said yes He pulled up a chair The analyst handed him a printout He started reading My wife watched him read She watched him for a long time She said his name He looked up She said do you like school He said the work is too easy and the kids don't ask questions She did not respond She looked at the ceiling She walked out of the room The analyst started packing up He said should I follow up Monday sir I said no follow up needed He'll be fine Sent from my iPhone

@DissidentClint Glad he wasn't counting cows vs bulls

Two smart engineer/businessmen were on a farm. 1. “I’m so good with numbers, I bet you I can tell you how many sheep are in that flock by looking.” 2. “Okay try.” 1. “122” 2. *Counts them* “damn you’re exactly right!” Farmer: you city boys are good at counting, but those are pigs.

@julie_wade Yes. What have the assets priced in?

HOPEFUL.

@TaviCosta Yes, I am long gold

@TaviCosta I am assuming you are graphing this vs US $? Would be useful to see vs other currencies & asset classes

One of the most useful ways to think about long-term investment theses is through 10-year rolling performance windows across asset classes. Monetary assets like gold historically go through very long periods of both outperformance and underperformance. We are still in the early innings of this cycle. open.substack.com/pub/tavicosta/…

@SFarringtonBKC @marketplunger1 Your time horizon is taking a view longer than this weekend

@marketplunger1 I switched to oil services, they go down when oil goes down, but they don't go up when oil goes up.

Thoughts on owning oil/oil equities heading into a long weekend. This has been the most challenging asset to own. There are tail risks on both sides. Fundamentals say you can't own enough. Tweets/ceasefire news says you shouldn't own much. You feel terrible either way.

@koesterjake @ThomasSowell Finish the statistics

@ThomasSowell At the hands of…

“The No. 1 cause of preventable death for young black men is not auto accidents or accidental drowning, but homicide.” — Larry Elder

@RPKent @Hedgeye There is an old oil futures trader, Alyosha with a substack. jj745@substack.com I think it may broaden, debate. Etc common views being put out there about the quantity of oil in storage as well as how much is needed for a minimum volume amounts to keep the mrkts humming

@alandeboom @Hedgeye Sincerely, thank you for taking the time to listen.

"The Machine Runs on Liquidity" | Protect the Pile Episode 12 app.hedgeye.com/insights/18257… via @hedgeye

@BuzzPatterson I tell my son thank you for not having to remember him on Memorial Day.

MEMORIAL DAY VS. VETERAN’S DAY - A TUTORIAL This come up every year and there’s never been a better time to remember than right now. As you fire up your grills and drinks your beers, remember this: Both days are U.S. federal holidays honoring military service, but they have different distinct purposes. • MEMORIAL DAY: Honors military members who died while serving in the U.S. Armed Forces. It’s a day of solemn remembrance for those who made the ultimate sacrifice. • VETERAN’S DAY: Honors all veterans — living and deceased — who have served in the military. It’s a day to thank and celebrate everyone who’s ever served. Bottom Line: Memorial Day is about those who died for the country. Veterans Day is about those who served. History: • Memorial Day: Observed on the last Monday in May. It originated after the Civil War as Decoration Day and became a federal holiday in 1971. • Veterans Day: Observed on November 11. It began as Armistice Day to mark the end of World War I and was renamed in 1954 to honor all veterans. How We Do It: • Memorial Day: Focuses on visiting cemeteries, placing flags or flowers on graves, and the National Moment of Remembrance at 3:00 p.m. Flags fly at half-staff until noon. It also unofficially kicks off summer with cookouts and sales. • Veterans Day: Features parades, ceremonies, and expressions of gratitude to living veterans. It has a more appreciative tone than Memorial Day. So, on Memorial Day, remember the fallen. On Veterans Day, thank those who served. Keeping the distinction clear shows proper respect for both holidays and the sacrifices they represent.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ Veterans really appreciate it. Drink, eat, and have fun! I will be…but please remember. 🫡

@khnh80044 Just happened to have a guitar pick in his pocket?

No rehearsals, no warm-ups… 74 years old and still sounding absolutely incredible . That's talent at its best. Music truly is the closest thing we have to a time machine ✨❤️

@eventuallyright @hamptonism There was an Ayn Rand character that only wanted to be the best burger flipper in the world

@hamptonism what do you do if you're flipping burgers?

If you’re in engineering, pivot to financial engineering. If you’re in financial engineering, pivot to quant. If you’re in quant, pivot to engineering.

@Rainmaker1973 At it wasn't a joke about a Dutch boy putting his finger in a dyke to save the world

Dutch reporter interviewing on a sailboat… then this happened

@Globaloneyest @khnh80044 @QuinHillyer What stories can you add?

@khnh80044 @QuinHillyer As someone who used to patrol the East/West German border, I can confirm that this is more realistic than one might imagine. 🤣

Back in the day when ads were actually creative and funny. 😂