Ted Thatcher

Recorded during a live interview. Markets move quickly and conditions may have changed. For educational purposes only. Not investment advice.

MSFT & META Bull Case in Market Priced for Fear Talked $MSFT // $META and ENERGY on @SchwabNetwork this week with @J_B_Horne. Very pertinent after META's +8% pop yesterday.

My @united flight boards in five minutes. I’m at the gate. There is no plane. This is part of the new “dynamic boarding experience.” United has taken over customer updates. They call it “real-time transparency.” The app says we are “on time.” Time is now conceptual. The plane is “arriving shortly.” Shortly means undefined. No one at the gate knows anything. This is “empowered ambiguity.” The gate agent announced pre-boarding. There are no passengers to pre-board. There is no aircraft. But the process has started. Process is what matters. A man asked when the plane would arrive. She said “we’re monitoring the situation.” Monitoring means waiting. Waiting means progress. They just called Group 1. There is nowhere to go. But we formed a line. Lines create confidence. Confidence improves the travel experience. The app just updated. “Boarding.” We are now boarding nothing. This is operational efficiency. If we board before the plane arrives… we can leave exactly on time. On time means the system says we are. Not when we depart. The flight will be marked “on-time.” The dashboard will look great. The dashboard is what matters. I will arrive eventually. Arrival is a future KPI. As long as the status stays green.

@lukepierceops Blueprint

Automation consultants charge $15K for what Claude Code now does in 2 hours. I know because we're the ones who used to charge it. Here's the exact process: Step 1: Discovery (20 min) → Paste your org chart, tool stack, and top 3 bottlenecks → Claude interviews you with clarifying questions → Outputs a full process inventory ranked by time cost Step 2: Workflow Mapping (15 min) → Describe any department's daily operations in plain English → Claude builds a complete process map → Every manual handoff, redundant step, and automation trigger flagged Step 3: Opportunity Audit (10 min) → Feed it the workflow map output → Returns your top 10 automation opportunities → Ranked by ROI, complexity, and build time Step 4: Architecture Design (20 min) → Claude designs the full system architecture → Which tools connect where, what the data flow looks like → Agents for complex logic, linear flows for the repetitive stuff Step 5: Build (ongoing) → Claude writes the actual workflow JSON → Self-documents everything as it builds Step 6: The output. A live dashboard your whole team can work from. → Clickable process maps for every department → Automation opportunities ranked by ROI → Implementation progress by phase → KPIs updated in real time → One link you share with clients, freelancers, or your team to execute This is what we hand every client at the end of discovery. The .md file is what makes all of it possible. Without it, Claude guesses. With it, Claude builds like a $15K consultant. Like this post, RT and comment "BLUEPRINT" and I'll send you the full prompt stack and the .md file we use internally. (Must be following so I can DM you) 🎁 Bonus: The first 100 people get a real Precision AI Blueprint — an actual sample audit doc from a client engagement so you can see exactly what the output looks like.

One of the biggest mistakes investors make is trying to pick the exact bottom. Long-term levels like the 200-week moving average often matter more than perfect timing.

Recorded during a live interview. Markets move quickly and conditions may have changed. For educational purposes only. Not investment advice.

Charlie Munger once said: “If you bought amazing companies at their 200-week moving average, you’d drastically outperform the S&P 500.” Microsoft ($MSFT) is sitting right near that level around $400. The hard part is the discipline.

Oil is currently trading on conflict pricing. As the narrative shifts toward de-escalation, prices could come down just as quickly as they moved up.

Markets are watching one thing right now: oil. Oil just had its biggest move since 1982. Last week crude surged 34.5% - including a 14% jump in a single day - as markets reacted to escalating conflict with Iran and the risk of global supply disruptions. Prices briefly pushed toward $130 per barrel before pulling back after G7 leaders discussed releasing oil from strategic reserves. But when oil moves this fast, markets start asking a bigger question: Is this just a spike at the pump… or the start of broader inflation pressure across the economy? Joined @MarleyKayden on @SchwabNetwork to break down what investors are watching. #oil #macro #markets #energy #inflation #investing Markets move quickly and this was a live recorded interview. This is intended for educational purposes only. Not intended to be specific investment advice.

@BudElliott3 1) Indiana is 🔥 2) for real? What would your numbers have the spread at for ND/IN coming into this game? — the ND secondary 100% has the goods. Average d-line sure. But a much more complimentary team than Bama.

I don’t I don’t think the Irish defense would’ve held them under 40 They didn’t have the difference makers this year that they did last year Notre Dame might’ve scored more who knows

&& Miami had to wade through the murderers row of *checks notes* …the ACC

why not just raise income tax rates? because your real intent is not to just “provide healthcare”. you’re masking that you are proposing the creation of, for the first time in the 250 years of this American republic, an organized government seizure of private property from citizens. you’re calling it a “wealth tax” or a “billionaires tax” or “millionaires tax” or whatever nom du jour polls well. but at the end of the day, it’s the seizure of private property from citizens by the government. citizens that earned money, paid their fair taxes on those earnings (53% if they live in California) and are now being told they need to hand over after-tax assets because the government has failed to provide promised services with the revenue it’s collected, and are now re-casting their own failure to be a socio-economic inequity that must be justly resolved... a slippery slope that has never gone anywhere good (see economic effects in USSR, Cuba, Venezuela, France and Norway wealth tax etc.) the American founders fled tyranny in Europe and this amazing nation was populated by immigrants (myself and your parents) from around the world not just looking for a “better life” but for a place where they could have freedom from tyrannical governments that can take what they want from private citizens. a great nation borne of property rights, the rule of law, and endowed freedoms to believe, speak, or act. these principles led to the greatest run of innovations, successes, and widespread increase in prosperity, for all citizens, ever seen. the citizens, the individuals, not the institutions, delivered this progress. those who invented, who toiled, who bled, who sacrificed, who took risk and persevered, who led, and who changed the world, are not charlatans, kleptocrats, or oligarchs. they’re what made us all better off. prosperity is a measure of america’s success, not its failure. it is your principle that is so offensive, as evidenced by the broad disdain for your flippant flirtation with the darkest of human fantasy - socialism. you and other neo-socialists have led so many of us to reflect on America’s history and what it is becoming. that now leads so many to consider, so unnecessarily, leaving their homes for a place where everyone stands up to shout down the principle you suggest. because if your ideas are now considered moderate, it’s clear this titanic is sinking. that a “simple tax” of taking assets that have been earned, through toil and tribulation, rightly taxed, and preserved, should now be unjustly seized, is your solution to a problem of obvious government mismanagement and outright fraud, tells us that your true motivation lies not in giving people healthcare but in cutting down success and deleting the system of prosperity and opportunity for all. i don’t care, and neither should anyone else, what the sum total market value of a private citizens private assets might be. it is none of my business and should be none of yours. because, again, once you open that pandora’s box, we might as well study Lord of the Flies … there is literally nothing stopping 51% of citizens demanding that their government go out and seize 100% of the private property of the 49%. want to give healthcare to people in need? do your job and fix healthcare. make it affordable. want to be lazy about it? then do your job lazily and raise income taxes. want to take private property from private citizens who have paid their fair share of taxes and legally earned their property, then honestly declare that it is envy, not inequity, that you strive to resolve…

Hot take: not sure why people get upset about Notre Dame’s schedule. They play four Big Ten teams and six ACC teams — that’s pretty comparable to most Big Ten/ACC programs. And Ohio State’s schedule this year? They played three ranked teams. ND played four. Maybe the bigger issue should be focused on the teams going 1-7 and 0-9

@BudElliott3 How do your numbers have them each power rated vs the Irish on a neutral? Would you adjust at all manually based on your eye test?

Imagine losing to both of these teams

@BradPowers7 Campaign for Brad as CFP commissioner starts here. 🏁

If CFB had better leadership and was a serious sport... 1. Indiana 2. Georgia 3. Ohio State 4. Texas Tech First Round: No. 12 BYU at 5. Oregon No. 11 Alabama at 6. Texas A&M No. 10 Notre Dame at 7. Ole Miss 9. Oklahoma at 8. Miami, FL Reasoning: -The Top 12 teams (combo of best/most deserving) all make the playoff (what a concept). -G5 teams only make the playoffs if they're ranked in Top 12 (a la 2021 Cincinnati, 2024 Boise St). -Georgia ahead of Ohio State for winning a conference championship game (all games matter). -Miami would've qualified for ACC championship with common sense tie-breakers and been a double-digit favorite over UVA. An 11-2 ACC champ should be ranked ahead of 10-2 OU and head-to-head over ND. -Bama punished for awful SEC Championship performance (all games matter). -A&M ahead of Ole Miss. A head coach leaving should raise questions if they are capable of same performance. -Biggest debate would've been BYU/Texas/Vandy at No. 12. All 3 are good options.

☠️☠️

@BudElliott3 @TomFornelli Also, low key still salty at @TomFornelli for picking NC state to cover against ND in 2017 because he wasn’t confident NDs OL would hold up… an OL, mind you, that had @BigQ56 and @mmcglinch68 on it.

From JULY “The conference schedule disparity from team to team in the ACC is so different from the other P4 leagues and you have to pay attention to it” (Agreeing with @TomFornelli Virginia 95/1 to win the league logic)

@BudElliott3 @TomFornelli You should also have them pull the clip from the win totals pod back in (I want to say) it was like 2021 - the year they played FSU when you went through NDs whole schedule and made the point to that they don’t just put together a cupcake schedule.

@BradPowers7 This might be a dumb question but do you mean strength of record and resume interchangeably ?

FINAL THOUGHTS (all true): -Notre Dame is a Top 5 team. -Notre Dame did not have a Top 10 resume. -Miami deserved to get in over ND. -ACC is a joke conference. -Alabama rising one spot with their last two performances was a disgrace. -The CFP Rankings show is a VERY BAD TV show.