Caleb Gibbons, MBA, CFA®, FRM®, SCR™ 🌱 🇨🇦

Major League Baseball is aired in the morning for Japan. So technically they eat breakfast with it being on television. Here’s their #openingday commercial. No hyperbole, when I say this, it might be greater than any US MLB commercial I’ve seen. Well done and worth the watch for any baseball fan.

Sam Bankman-Fried had the best venture portfolio in history What SBF bought vs. what it's worth today: • Anthropic: $500M → $30.4B (+5,980%) • Robinhood: ~$546M → $5B (+816%) • Solana: 60M SOL at ~$8 → $5.3B at $89 (+1,012%) If he did nothing illegal, he'd be worth $40 billion today Instead he's now he's inmate #37244-510

Everyone needs to visit Japan in their lifetime

WATCH SHOHEI OHTANI'S WBC GRAND SLAM THE WAY IT SHOULD BE WATCHED!

@triggerpod @KonstantinKisin @AimenDean Great informative interview!

🇺🇸🇮🇱 War with Iran was “inevitable”. Ex‑MI6 spy, who spent eight years working as MI6’s top source inside al‑Qaeda, @AimenDean explains why.

There is an elderly guy who lives in a forest in Japan and runs a pizza restaurant

BREAKING: Trump has said: Will not allow the bridge between Ontario and Michigan to open until the United States is "fully compensated." Will start negotiations immediately

Kakuryu swishing it like Curry. The way he held the pose, too.

@biancoresearch @calebgibbons/note/p-186502038?r=3607n&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@calebgibbons/…

Silver is down 21% in the last 24 hours, and is now below last Friday's crash low. Why is this happening? When markets get chaotic and dysfunctional, the most vulnerable and most leveraged get taken out and killed first. This is somewhat analogous to the very early days of the pandemic. What were the markets that were killed first in early 2020? Not the ones that had anything to do with the primary driver (pandemic coming out of China), but the ones that were the most levered and the most vulnerable. For the last couple of months, that's been silver.

New First-Time Homebuyers Program Reduces Minimum Down Payment news.novascotia.ca/en/2026/02/03/…

@DavidBCollum @StealthQE4 open.substack.com/pub/calebgibbo…

@StealthQE4 I don't think it was Warsh. He was a cover story.

To those passing metaphorical blood in their urine over the metals, let me remind you that gold and silver are up 8% and 5% year to date (one month). It might get ugly but this is not a beating.

Her love for him was skin deep.

We found a rat when uncovering our roses, so I deployed the tactical assault cat.

@jim_duffus open.substack.com/pub/calebgibbo…

Silver up 130% the last 6 months but nose dives 30% in 2 days and people are running around with there hair on fire. IT WENT UP TO FAST ANYWAY MORONS.

@billadler @lostinseoul congrats Bill!

Enjoy Vivian Morelli's (@lostinseoul) terrific article in GQ, "These super stylish watches hit that mid-range sweet spot." There are wonderful wristwatches here. I'm delighted to be a part of this article. gq-magazine.co.uk/article/these-…

Japan will always amaze us 🔥 🔥 🔥 🔥 🔥 🔥

Proud moment for 🇨🇦: Astronaut Jeremy Hansen will become the first Canadian to travel beyond low Earth orbit as mission specialist on NASA’s Artemis II mission. The crewed lunar flyby is targeted for launch as early as February 6, 2026. 🧑‍🚀 🌕