Tim Rotolo

Intel is such a horse. I have NO bear case

Paul Tudor Jones says the US is more dependent on equity prices than ever, and explains what a 35% correction would trigger in the economy: "We're 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%. If you think about the periodicity of significant bear markets. Since 1970, we get a mean reversion about every 10 years. Let's say mean revert to the past 25 or 30-year PE. That would be a 30, 35% decline. Well, 35% on 250% of GDP is 80, 90% of GDP. 10% of our tax revenues are capital gains, they go to zero. So you can see the budget deficit blowing up. You can see the bond market getting smoked. You can see this kind of negative self-reinforcing effect. In the stock market, we're over-equitized as a country. We have the highest individual equity weightings in the history of the country. And then the real problem is if you look at private equity in 2007-2008, that was about 7% of institutional portfolios. Now it's about 16% of the institutional portfolios. We're so much more illiquid than we were in 2008. The problem is that if you buy the S&P at this current valuation, the 10-year forward return is negative when you buy the S&P with a PE of 22. That's what history shows. So yes, the S&P is spectacular long-term, if you have a hundred-year view. But that's because that's an average of a hundred years, including times when the S&P 500 PE was 6, 7 and 8, or one third of what it is right now. Valuation matters a lot, and the stock market's really high and it's gonna be really hard to make money from here with any kind of long-term view."

TIL there is a company that exists to buy your worthless stock for $1 I'd seen it for NFT's (lol) but didn't realize that it exists for equity positions too. They've been doing it since 1999. Wonder if they've ever gotten a big payday for something someone wrote off

The best way to complete a 100g protein intake per day is :

BREAKING: Iran says it has decided not to enter negations with the US and denies making any request for direct talks with the US, per Tasnim.

Too soon?

RFK Jr: "A Democratic senator claimed it's mathematically impossible to have a drug drop by 600%. I said, 'Well, if the drug was $100 and it raises to $600, that would be a 600% rise. If it drops from $600 to $100, that's a 600% savings.'" Trump: "Right"

At least 6 U.S. scientists and researchers with ties to NASA, MIT, Caltech, and national security labs have died under unusual or unclear circumstances since 2022. Five others are missing. Dead: • Jason Thomas, Novartis pharmaceutical researcher, cancer treatments. Body found in Lake Quannapowitt, MA. March 17, 2026. • Carl Grillmair, Caltech astrophysicist, worked on NASA's NEOWISE and NEO Surveyor missions. Shot outside his home. February 16, 2026. • Nuno Loureiro, Director of MIT's Plasma Science and Fusion Centre. Fatally shot outside his home. December 16, 2025. • Frank Maiwald, Principal researcher at NASA's Jet Propulsion Laboratory. Died July 4, 2024. Cause unknown. • Michael David Hicks, NASA JPL research scientist, worked on the DART Project and Deep Space 1 mission. Died July 30, 2023. Cause unknown. • Amy Eskridge, Researcher of anti-gravity technology and extraterrestrial life. Died June 11, 2022. Ruled self-inflicted gunshot wound. Missing: • William "Neil" McCasland, Former U.S. Air Force Major General. Missing since February 27, 2026. Last known hiking in Sandia Mountains, NM. • Steven Garcia, Government contractor at Kansas City National Security Campus, Albuquerque, NM. Missing since August 28, 2025. • Anthony Chavez, Former employee of Los Alamos National Laboratory. Missing since May 8, 2025. • Melissa Casias, Administrative officer at Los Alamos National Laboratory. Missing since June 26, 2025. • Monica Reza, Materials processing director at NASA's Jet Propulsion Laboratory. Missing since June 22, 2025.

STATEMENT: Secretary of the Navy John C. Phelan is departing the administration, effective immediately. On behalf of the Secretary of War and Deputy Secretary of War, we are grateful to Secretary Phelan for his service to the Department and the United States Navy. We wish him well in his future endeavors. Undersecretary Hung Cao will become Acting Secretary of the Navy.

I see we're at the "We discovered non-traded '40 Act Closed End Funds! 2.5%-3.5% MER and never have to give anyone their money back!" phase of the entrepreneurial cycle. Let the bag-disposition commence!

Too few people are talking about the fact that Avis/Budget Rental car has turned each of their rental cars into a data center and nuclear reactor