nosh

@TicTocTick When we were in Tokyo, most cabs were Toyota crown, but they looked very different with older styling. I think they use the same name on different cars?

Crown. One of the best car Toyota ever made for mass customer. Also, one of its biggest flops.

@damnxrp @TicTocTick Maximum number of dead in 1 year from Andes strain in South America = 30. Maximum number of humans who died in 1 year from Flu virus = 50 million ( in 1918-19). Maybe Math is not your strong point.

@noshdac123 @TicTocTick This is the Andes strain you fucking retard

Next 1-3 weeks, I am watching the rate of increase in hantavirus cases. What you wanna see is cases go up from 6 to 8, to 12. Then stabilize (linear growth). What you do NOT wanna see is 10 next week, 100 the following week (exponential). This is potentially serious.

@TicTocTick Maximum number of dead in 1 year from Andes strain in South America = 30. Maximum number of humans who died in 1 year from Flu virus = 50 million ( in 1918-19). Maybe Math is not your strong point.

@TicTocTick Relax. Stop reading the News. Epidemic is not happening. I work in a hospital on Long Island. See occasional Hanta virus cases every few years. Very tough on patient but disease remains confined with standard isolation protocols.

In 3 years, $NVDA up 2500%, $AMD up 700%, $MU up 1000%. AND in 1 year, $INTC up 600%, $SNDK up 4000% AI is a 15 year long supercycle and this timeline will help you know whats NEXT so you don't miss it.

I am the Chairman and CEO of Vornado Realty Trust. Eighty-four years old. Seven buildings in Midtown Manhattan. I said what I said. I said "tax the rich" is the equivalent of a racial slur. I said it at REBNY. Into the microphone. Eight hundred people. Median net worth in that room was north of $240 million, I know because our CFO ran the guest list through a Bloomberg terminal as a joke, and then it wasn't a joke. And when I said it, twelve people applauded. The rest nodded. One woman in the third row mouthed, "Finally." I saw her. Sharon, my communications advisor, Columbia, $430,000 a year, very bright, Sharon wants me to walk it back. She drafted something. "Mr. Roth's comments were intended to highlight the emotional impact of political rhetoric on business communities." I read it. I put it in the trash can on my desk. Not the recycling. The trash. Here's my clarification: I understated it. "Tax the rich" is worse than a slur. A slur is just a word. It doesn't come with a CBO score. Nobody is introducing a bill called the Racial Slur Implementation Act of 2026. But there are seventeen active proposals in Congress, I had Sharon count them, seventeen proposals designed to take more of my money. My money. Mine. Money I acquired by being better at acquiring Manhattan commercial real estate than anyone alive for four consecutive decades. That is not a crime. That is a record. I pay property taxes on $18.2 billion in assessed assets. $412 million a year. Say it again: four hundred and twelve million. I carry that number. It's the first thing I think about when I see a protest sign. I think: I pay more in property tax than the entire annual budget of the city of Fort Lauderdale. I looked this up. Fort Lauderdale: $408 million. Steve Roth: $412 million. I am a small city. And the city doesn't get screamed at. My effective tax rate last year was 11.4 percent. I say this because I believe in transparency and because I'm not ashamed of it. The rate reflects the legal structure of real estate investment trusts, depreciation schedules Congress established in 1986, and carried interest provisions that both parties have voted to preserve for forty years. I did not write these laws. I organized my entire financial existence around them with the help of nine full-time tax professionals who have offices on the 38th floor of 888 Seventh Avenue, which I also own. Their office is in my building. Their work protects my buildings. This is not a loophole. Sharon calls it a loophole. I've told her: a structure maintained by nine attorneys across four decades is not a loophole. A loophole is something you slip through once. This is architecture. This is the foundation. This is the building. Last Tuesday, same as every Tuesday, I walked past 1290 Sixth Avenue. My building. And there was a man. Same man as last week. Same sign: "Billionaires Pay Your Fair Share." He was standing on my sidewalk. My literal sidewalk — my company owns the ground lease. He was maybe thirty. He was wearing a jacket I would estimate cost $60. My lunch that day was $114. For one. I am telling you this not to boast but because these are facts. He has decided I'm his enemy. Based on a number he saw on a Forbes list. He doesn't know what I pay. He doesn't know what my buildings cost this city in construction jobs and lease revenue and foot traffic. He knows one number. He has made one judgment. I see him every Tuesday. I've started to notice things. He brings coffee from the cart, not the Starbucks. He has a backpack that looks heavy. He doesn't look unhealthy. He looks like he probably works somewhere, but not on Tuesdays. I've wondered: does he have a job? Does he have a building? Does he have anything that depends on him the way 4,200 employees depend on me? I suspect not. And yet he has opinions about my tax rate. I gave $22 million to charity last year. The Met. NYU Langone. Mount Sinai. I gave a building to NYU. Not money for a building — a building. The Steven Roth Residence Hall. It houses 400 students. That man with the sign has never housed 400 students. He hasn't housed one. He gives cardboard. I give structures. This is not a comparison I'm making to flatter myself. It's just arithmetic. When I said what I said at REBNY, I was saying what every person in that room believes and none of them will say publicly because they have communications advisors and the communications advisors all went to Columbia and they all say "unhelpful." I'm eighty-four. I'm too old for helpful. I'm too old to perform restraint for people who hate me for something I can't change. I didn't choose to be rich. I chose to be good at one thing for a very long time, and this is what happened. You don't punish someone for that. You don't legislate against someone for that. My net worth fluctuates between $3.8 and $4.1 billion depending on the quarter. I fluctuate more in a fiscal week than that man on my sidewalk will earn in his life. Both of these are facts. Only one of them is considered polite to say. They want me to apologize. I'll be dead in ten years. Twenty if I'm lucky. And they'll still be renting my buildings.

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren She must be so proud to add another casket to her achievements. Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service. JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes. The combined company would have held 9% of the US market against a Big 4 that already owned 80%. For anyone who understands numbers: 9% isn’t a monopoly against 80%. Warren said no. She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024. Her argument: the merger would cost consumers $1 billion a year. Now look at her collateral damage she dusts under the rug. 510 pilots gone in the months after. 1,800 flight attendants furloughed in December. 14,000 jobs in 2023. 7,500 last week. Zero tonight. And that’s just the people in Spirit uniforms. Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back. 40,000 people out of work because of one woman’s moronic crusade against the market. And the math ain’t mathing. Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%. That’s reality. Not some BS number from a “study.” So @SenWarren tell me how this saves the consumer money? Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years. Warren killed it. That’s what moronic politicians led by socialism do. Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.” A win. 14,000 people are reading termination letters tonight. And she’s taking credit. This is socialism in 2026. A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company. She saved you a billion on imaginary paper. She cost you ten times that in real life. She didn’t protect consumers from anything. 14,000+ will go from working to welfare. She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed. Higher taxes. Fewer jobs. More expensive everything. She called it a win. I hope you enjoy winning.

@TicTocTick Charging my Tesla at home costs $6 ( between 11pm-6am) for 300 miles. That’s $600 fuel cost for the year. No maintenance costs for oil changes or anything else. 10 years later my brakes are still in great shape. Only needed new tires every 3-4 years ( regenerative braking)

Tesla is offering one year of free super charging on all new model 3 premium and performance models . This is an amazing deal. Take it. For someone driving 30000 miles a year, at $5 a gallon for ICE car, this is about $10000 in savings. $tsla

Warren Buffett is now sitting on $350 billion in cash, earning 5% in treasuries. In his lifetime, he’s gone into cash at such scale only twice before. 1. Pre dot com bust in 1999. 2. Pre Great Recession in 2007. In both cases, leading stocks collapsed by 80 to 90%.

This is 99-year seasonality SPY across the 4-year presidential cycle: This is where you are: 1. Typical pattern:Election year → modest uptrend 2. Post-election → volatility/drawdowns 3. Mid-cycle → weakness / chop (you are here) 4. Pre-election → strong rally This chart shows the peak around April then weakness into Septemer. Then massive rally into pre-election year Here's 4 critical things to pay attention to (if the SPY sells off badly): 1. Rates aren’t coming down and that’s a problem The market rallied on the idea of cuts. 2. Inflation is re-accelerating at the worst time We were trending toward 2%… Now back above 3%. This traps the Fed. They can’t cut. 3. Oil + war = earnings compression If oil keeps pushing higher: Costs go up for companies Consumers spend less Margins get squeezed Earnings estimates look fine… until they don’t. 4. Cash is finally competing with stocks This is the silent shift most people miss. 4–5% risk-free returns exist again Bonds, CDs, money markets are attractive Big money doesn’t need to chase risk anymore. The truth is here, when capital has options, equities lose demand.

Exactly 2 years ago, ASTS was at $2 and ran to $120+ this year. It ran 6000%. Its revenue went from $500K to $71M. Here's 8 stocks that can run 2000%-5000% under $5: 1. SIDU (Sidus Space) Defense SHIELD contract + AI satellite data service scaling fast in 2026. 2. KULR (KULR Technology) Battery tech revenue grew 51% YoY; scaling to 50,000 packs monthly by mid-2026. 3. BBAI (BigBear AI) Defense AI platform pivoting to higher-margin model amid surging U.S. defense AI spending. 4. SOUN (SoundHound AI) Voice AI embedding into automotive and enterprise; analysts see 112% upside from current levels. (my favorite) 5. LAES (SEALSQ Corp) Post-quantum security hardware every government and bank must migrate this decade. 6. KITT (Nauticus Robotics) Subsea robotics + critical minerals with potential UAE and defense contract catalysts ahead. 7. MTEK (Maris-Tech) Edge computing video processor flying aboard LizzieSat-4 orbital mission later in 2026. 8. CATX (Perspective Therapeutics) Cancer therapy in late-stage trials; analysts project 458% upside with Strong Buy consensus. Remember, these have 2000%-5000% potential just like ASTS, my favorite is SOUN is clear financial leader of this group. $29.1M at 151% revenue growth with $246M cash and zero debt isn't even close to the others it's operating at a fundamentally different scale, which is also why it's already broken above $5 a little. ♻️RESHARE this post and share 1 comment, if you want our next SMALL CAPS list to add.

Prompt 1: The Full Retirement Blueprint Paste this into Claude word for word: "Act as a certified financial planner with 25 years of experience specializing in retirement planning. I am [age] years old, earning $[income] per year, with $[current savings] saved so far. I plan to retire at [retirement age] and want a monthly income of $[target monthly income] in retirement. My current accounts include [list: 401k, IRA, brokerage, etc.] with the following balances [balances]. My employer matches [match %] on my 401k up to [limit]. I have [number] dependents and my monthly expenses are $[amount]. Build me a complete, step-by-step retirement blueprint that covers: how much I need to save each month to hit my goal, which accounts to prioritize and in what order, how to think about Social Security timing, how inflation affects my target number, and what my portfolio should look like at each decade of my life between now and retirement. Be specific with numbers, percentages, and timelines. Treat me like a serious client, not a beginner." What you get: A personalized, decade-by-decade retirement roadmap that a CFP would charge $3,000 to build.

Prompt 2: The Tax Optimization Playbook Paste this into Claude word for word: "Act as a senior tax strategist who specializes in retirement and wealth planning for high-income earners. My situation is as follows: I earn $[gross income] per year from [salary / freelance / business / investments]. My current tax bracket is [bracket]. I contribute $[amount] to my 401k and $[amount] to an IRA. I also have [any other accounts or assets]. My state of residence is [state]. I am [age] years old and plan to retire at [age]. Given this, build me a complete tax optimization strategy for retirement that covers: whether I should be doing traditional or Roth contributions right now and why, how to use a Roth conversion ladder to minimize taxes in retirement, whether a backdoor Roth makes sense for my income level, how to sequence withdrawals from my accounts in retirement to pay the least possible tax, and any tax-advantaged accounts or strategies I am likely missing. Give me a specific, prioritized action plan I can start implementing this year." What you get: A multi-account tax sequencing strategy that CPAs routinely bill $2,000 to produce.

Prompt 3: The Investment Allocation Strategist Paste this into Claude word for word: "Act as a portfolio strategist with deep expertise in retirement investing and long-term asset allocation. I am [age] years old with a retirement target of age [retirement age]. My current portfolio is allocated as follows: [list your current holdings and percentages]. My total investable assets are $[amount]. My risk tolerance is [conservative / moderate / aggressive] and here is why: [brief explanation of your comfort with volatility]. I have a monthly contribution of $[amount] going into my accounts. Using modern portfolio theory and lifecycle investing principles, do the following for me: critique my current allocation and tell me exactly what is wrong with it, build me a target allocation by asset class that is appropriate for my age and goals, show me how that allocation should shift every 5 years between now and retirement, recommend specific low-cost index funds or ETFs for each asset class with their ticker symbols and expense ratios, and tell me how often I should rebalance and exactly how to do it. Be direct and specific. Do not give me generic advice." What you get: A fully customized glide path allocation with specific fund picks, the kind Vanguard's advisory service charges 0.3% AUM annually to provide.

Prompt 4: The Retirement Risk Stress Test Paste this into Claude word for word: "Act as a retirement risk analyst and fiduciary advisor. I am planning to retire at age [age] with a portfolio of $[amount]. I plan to withdraw $[monthly amount] per month to cover my expenses in retirement, which I expect to last [number] years. My portfolio is currently allocated [allocation breakdown]. I am relying on Social Security starting at age [age] for an estimated $[monthly amount] per month. Run a complete retirement risk stress test on my plan that covers the following scenarios: What happens to my portfolio if the market drops 40% in my first year of retirement, which is called sequence of returns risk, and how do I protect against it. Whether my withdrawal rate is safe based on the 4% rule and its limitations, and what a more conservative safe withdrawal rate looks like for my situation. How long my money actually lasts under three scenarios, a good market environment, an average one, and a bad one. What the real impact of inflation at 3%, 4%, and 5% does to my purchasing power over 30 years. And what specific guardrails, buffer strategies, or income floors I should put in place to make sure I never run out of money. Give me a specific risk mitigation plan, not just a diagnosis." What you get: A sequence-of-returns risk analysis and withdrawal strategy that fee-only advisors charge $1,500 to model.

Prompt 5: The Social Security Maximizer Paste this into Claude word for word: "Act as a Social Security optimization specialist and retirement income strategist. Here is my situation: I am [age] years old. My spouse is [age] years old. My estimated Social Security benefit at age 62 is $[amount], at full retirement age of [FRA age] is $[amount], and at age 70 is $[amount]. My spouse's estimated benefit at 62 is $[amount], at FRA is $[amount], and at 70 is $[amount]. My current health is [good / average / below average] and my family longevity history is [brief description]. We have $[portfolio amount] saved and plan to retire at [age]. We have [other income sources if any]. Given all of this, do the following: Calculate the break-even age for each claiming strategy, meaning at what age I come out ahead by waiting versus claiming early. Model the three most common claiming strategies for a married couple, one spouse claims early and one delays, both delay to 70, and both claim at FRA, and show me the lifetime income difference between them. Tell me which strategy maximizes our combined lifetime Social Security income based on our ages and health. Explain exactly how the spousal benefit works and whether my spouse should claim on their own record or mine. And show me how Social Security fits into our overall retirement income plan alongside our portfolio withdrawals. Be specific with dollar amounts and timelines." What you get: A lifetime Social Security optimization analysis that specialized advisors charge $500 to $1,000 to run.

@TicTocTick Agree, Hindi / Urdu is the best language ever designed to curse in.

Pakistan was so angry it said “STOP IT BEN CHODE!!”.

@TicTocTick Just follow Bond yields and tune out everything else

“Pre-market news is basically just a setup for them to take profit. If they pump it, short it. If they dump it, go long…See something tomorrow? You know the drill." - Iran The cat is out of the bag folks. 😂

@Chartfest1 @twobluecatz Stuck in a TSA line? Or retail losing interest in stock market, which could be bullish. Did you see low volumes after the market ground down to a bottom in the past?

@twobluecatz Yeah, reallyweird

The results are in and folks lean bearish for the week, or at least for the next 100 points. Thanks so much for voting. You continue on your hot streak!

I asked Grok an interesting question: Hypothetically, If the Federal government close the stock market for 3 months how do you think Bitcoin and the Yuan would behave? The answer was extremely interesting, try it. And yes, NYSE was shut for almost 6 months at the start of WW1