Scott Basinger

@DavidCoxRJ Chiming in with some perspective: 1/8 of XLF is Berkshire Hathaway alone and 1/8 is Visa + Mastercard.

technology $XLK vs. financials $XLF new ALL-TIME highs...

@WarrenPies @3F_Research @kantro ‘s podcast had some good commentary on this topic. People are annualizing the higher gas prices, but so far what we’ve actually paid at the pump is less than 20% of the fiscal stimulus from OBBB

Fiscal stimulus is starting to ramp up. Tax refunds are tracking higher vs last year and nonwithheld taxes received are tracking lower. Usually, receipts spike in the tax season following a bullish year in the market (causing a liquidity air pocket). Hasn't happened this year

@marcportermagee Fun alternative to the natural experiment we rerun every year: What happens when teacher salaries don’t keep up with inflation and their benefits get worse while workloads grow exponentially?

What happens when you double teacher salaries? - You get more satisfied teachers - You do not get greater teacher effort - You do not get better student outcomes

@TonyKeithmxin @Nick___Collins He’s wearing a Liverpool jersey so maybe tone down the “you arrogant…” ?

@Nick___Collins F yea. I literally hate you arrogant cunts. You are eternal bottlers. It gives us another season to sort our shit out. We’ll be a f’in handful next season.

Do people hate Arsenal that much that they want city to win?

The vibes are turning against Dario. I expect this to accelerate until he changes his messaging Why? Because AI broke the social contract of the internet. For the last 20 years, people shared their data with tech companies as part of a *symbiotic* relationship. The services got better. Traffic went to your site. Network effects made transactions liquid and simple. AI broke that contract. AI sucked in the collective IP of civilization and paid out nothing for the inputs. And now Dario goes on TV every day to tell us he is going to break the economy and our children will be poor. But he did that. It’s economic gaslighting. Dario is the embodiment of the “We’re all trying to find the guy who did this” meme and people are not going to sit there and take it AI needs a better, more inclusive message. I expect he will realize this eventually. The question is whether he will realize it before it’s too late.

@JugsFullbuster They had to cut the wrestling short so they could play Cody’s and Randy’s music for 5 minutes each duh

"Biggest show of the year" and you only give 7 mins to a WORLD championship match, i just know both liv and stephanie would've given us a classic match if they get even got 12-14 mins. Women in this business deserve a better booker.

@firstadopter Did you read the list of ETFs? This is a narrowly targeted fee

Give me a break Fidelity Fidelity says the fees are for "support for shareholder support services, the provision of calculation and analytical tools, and general investment research and education materials regarding ETFs"

Big “post the Ten Commandments in classrooms” energy

@JC_ParetsX @HostileCharts @StockMktTV Equal-weight S&P less than 1% from a 52-week high, and people are complaining about breadth

People telling you market breadth is weak are either lying to you or they haven't even bothered to count. @HostileCharts schooling everybody yesterday on @StockMktTV

@buccocapital @M_Cottone These guys all seem to wake up and say, “I choose to be an asshole today.”

@M_Cottone Sure. But he does it all the time. And he just did the same type of thing with Mythos. The date of this actual clip is irrelevant

I’ve seen enough. This guys stinks.

"SpaceX, the Musk-led rocket and satellite maker, accounted for 1,279 — or more than 18% — of the 7,071 Cybertrucks registered in the US during the fourth quarter, according to registration data that S&P Global Mobility provided to Bloomberg News." bloomberg.com/news/articles/…

@Acyn Hey, keep your religion out of my politics. Isn’t what MAGA is demanding of the Pope? Then it should work both ways.

Hegseth: To the American media—I just can't help but notice the endless stream of garbage, the relentlessly negative coverage you cannot resist peddling. Sometimes it's hard to figure out what side some of you are actually on. It's incredibly unpatriotic. Jesus entered a synagogue and healed a man with a withered hand. The Pharisees came to watch. As the scripture reads, they were there to see whether he would heal on the Sabbath so that they might accuse Him. You see, the Pharisees — the so-called and self-appointed elites of their time — were there to witness, to write everything down, and to report. But their hearts were hardened, even though they witnessed a literal miracle. It didn’t matter to them. They were only there to explain away the goodness in pursuit of their agenda. As the passage ends, the Pharisees went out and immediately held a council against him, plotting how they might destroy him. Our press are like these Pharisees

“The Trump administration has abruptly canceled an $11 million contract with Catholic Charities to shelter and care for migrant children who enter the U.S. alone…” miamiherald.com/news/local/imm…

@firstadopter Meanwhile good old Morningstar has maintained that NVDA and AVGO are undervalued all year.

Love these skeptical sell-side earnings preview sentiment notes on semis/memory after Wall Street analysts talked to buy-side investors. They reveal most of the buy-side is underweight and underperforming YTD. Ouch. Chip sector is up 25% YTD, while most tech HFs are getting smoked.

@atrupar Then move to Israel and run for office there?

Fetterman on Maria Bartiromo's show on his support for Trump's Iran war: "It's the right side to stand for Israel"

@CNBC “I hate to be controversial. I want to be uncontroversial.”

Trump threatens to fire Powell if the Fed chair doesn't leave office on his own cnbc.com/2026/04/15/tru…

@atrupar Yes, this situation is exactly the same as world war 2. 🤡

NEWSMAX: How long do you think Americans will be willing to pay the higher energy costs? SEN. ROGER MARSHALL: I think back to my grandparents and their generation that served in World War 2. Could you imagine telling the president, 'You only got so many days to defeat Hitler?'

On Orthodox Easter, President Trump attacked the Pope because the Pope is rightly against Trump’s war in Iran and then he posted this picture of himself as if he is replacing Jesus. This comes after last week’s post of his evil tirade on Easter and then threatening to kill an entire civilization. I completely denounce this and I’m praying against it!!!

Learned something new!