Jed Graham

This piece explores whether Strategy might be buying bitcoin $BTC to push up $MSTR stock before issuing its own shares via an at-the-market offering. The company hasn't commented yet. investors.com/news/mstr-stoc…

re: the possibly short-lived Trump ACA plan: HSAs for lower-level plans (using the enhanced subsidy) + funding cost-sharing reductions are incompatible: bronze would cost about 30% more than silver in one example investors.com/politics/trump…

Here's an ACA subsidy deal for Trump & Democrats investors.com/politics/aca-s… Please take a look @Avik @CitizenCohn @bjdickmayhew @ddiamond @ZTracer @PaulNVandeWater @ariellelb @xpostfactoid @davidfrum @charles_gaba

While the extensions were supposed to come later, inflation sparked a backlash that reined in spending, and the Biden White House underestimated opposition to tax hikes to pay for them.

Democrats couldn’t brag about a huge reduction in poverty, because the poverty rate bounced back. Biden & Co. essentially went for a big stimulus instead of life-changing policies, wasting their one opportunity to spend freely./

In retrospect, it’s clear that Democrats’ basically doomed their reelection chances in March 2021 with the design of the American Recovery Act. It wasn’t just that spending $400+ billion on another round of stimulus checks helped stoke inflation./

Devastating news this morning about Evan Gershkovich. He should be free today. I’m thinking about his family and colleagues at the WSJ. Journalism is not a crime. cnn.com/2024/07/19/med…

sorry if this causes nightmares

Lebron vs Wiggins: 5 flagrant fouls? 1) taking a charge shoulder-first. dangerous twitter.com/ClutchPointsAp… 2) shove twitter.com/mattnahigian/s… 3) elbows face twitter.com/ajsflsh/status… 4) injures ribs twitter.com/anthonyVslater… 5) push in ribs, 2 minutes later twitter.com/9Alwaysopen/st…

What has really changed with Lina Khan's arrival at the FTC? investors.com/news/antitrust…

@TESLAcharts We

4/ Elon and Tesla touted that 40% number every chance they could. Only problem? It was bullshit. The NHTSA worked hard to keep the data behind the analysis from the public. When it was finally released, the data showed no such thing. It was essentially fabricated.

1/ I certainly hope the NHTSA's new investigation is a turning point, my skepticism comes from a long history. Consider: Joshua Brown was decapitated while using Autopilot in early May of 2016. Tesla raised equity a few weeks later without disclosing this fact. $TSLAQ

Warren Buffett hasn't issued a dividend in 54 years. Here's why that streak could be in jeopardy investors.com/news/stock-buy…

@R_Perli @greg_ip Agree that risks of a bumpy transition are very high investors.com/news/us-econom…

@greg_ip Over what time horizon? It's the transition that's tricky.

This sounds like good news, on the surface. But underlying the whole argument is the idea that lots of low-productivity workers will be weeded out and replaced by automation. What happens to them? What are the social/political consequences? Is this what we should aspire to?

How Biden & Powell Are Changing The Game For the S&P 500 And U.S. Economy. Perspective from @bcaresearch @MoodysAnalytics @barryknapp @UBS @DeutscheBank investors.com/news/economy/s…

@CitizenCohn bait & twitch

So has anybody come up with a word for that thing where you check twitter, see something you want to read but the autorefresh moves it before you can click, and then you can't find it anywhere in your timeline?

Looks like the Supreme Court will save the pooch! Not really a tough call.

@mopatton_sports @RayGoldberg @bsfarrington @JasonIsbell I always thought it was Arizona to Dakota

@RayGoldberg @bsfarrington @JasonIsbell I’ll be damned. All this time I thought it was “New Orleans, California where the girls are warm ...” #TIL

On Election Day, the IBD/TIPP presidential poll appears to show a competitive race. Yet, amid ups and downs, 4 factors favoring Biden have remained solid in each of 23 tracking-poll updates covering a total of 5,000 likely voters since Oct. 12. 1/2 investors.com/news/trump-vs-…

Investors w/ at least $10k invested favor Biden by 4 points. Trump won this group by 6 points in 2016. Biden Vs Trump: Joe Biden Leads Donald Trump By 8.6 Points In IBD/TIPP 2020 Election Poll investors.com/news/biden-vs-… via @IBDinvestors