Will
@willstewart.bsky.social
Husband, Dad, Investor. Founder Southland Investment Group. Go Dawgs! #ForGwinnett #Okefenokee 🏡🌲📈📉🎟️
I see Ray Dalio finally moved on from today is the 1930s. Now it’s the 1970s.
October 7, 2025 at 2:18 PM
I see Ray Dalio finally moved on from today is the 1930s. Now it’s the 1970s.
For those asking about these metals. Gold is like a physical bitcoin.
October 7, 2025 at 1:01 PM
For those asking about these metals. Gold is like a physical bitcoin.
Folks, I’m signing off from this website as well as the others. I value the engagement and will miss those of you who I don’t personally know.
If you want to talk, call me or send me a text.
✌️
If you want to talk, call me or send me a text.
✌️
September 16, 2025 at 2:18 PM
Folks, I’m signing off from this website as well as the others. I value the engagement and will miss those of you who I don’t personally know.
If you want to talk, call me or send me a text.
✌️
If you want to talk, call me or send me a text.
✌️
Reposted by Will
Part of the implications of being skeptical of algos is in 2017, if a Twitter bluecheck posted “XYZ fired for being critical of QRS” there was a good chance the claim had passed through multiple levels of filters to be posted.
Today, if “XYZ fired” shows up in your feed it could just be algo grift.
Today, if “XYZ fired” shows up in your feed it could just be algo grift.
September 15, 2025 at 2:11 PM
Part of the implications of being skeptical of algos is in 2017, if a Twitter bluecheck posted “XYZ fired for being critical of QRS” there was a good chance the claim had passed through multiple levels of filters to be posted.
Today, if “XYZ fired” shows up in your feed it could just be algo grift.
Today, if “XYZ fired” shows up in your feed it could just be algo grift.
This is an extremely important point. One that we all need to come to realize. Not just about Charlie Kirk, but about everyone and every issue that is filtered through the social media ecosystem.
And it’s clear that the version of him I saw was not the same version they saw (by design).
September 15, 2025 at 11:55 AM
This is an extremely important point. One that we all need to come to realize. Not just about Charlie Kirk, but about everyone and every issue that is filtered through the social media ecosystem.
Reposted by Will
Best post I’ve seen in a while
Dabo would rather destroy the football program he built over 15 years than adjust to the new normal of NIL & Transfer Portal.
September 13, 2025 at 7:59 PM
Best post I’ve seen in a while
Reposted by Will
Trends that to me all seem related:
-There are a huge number of households earning $100k+ and/or with $1M+ net worths
-We have not increased the supply of goods (housing, elite higher ed, Disney/Vegas) to meet this wealth
-Hiring is weak, especially for young people
-Those without money are YOLOing
-There are a huge number of households earning $100k+ and/or with $1M+ net worths
-We have not increased the supply of goods (housing, elite higher ed, Disney/Vegas) to meet this wealth
-Hiring is weak, especially for young people
-Those without money are YOLOing
September 12, 2025 at 11:17 AM
Trends that to me all seem related:
-There are a huge number of households earning $100k+ and/or with $1M+ net worths
-We have not increased the supply of goods (housing, elite higher ed, Disney/Vegas) to meet this wealth
-Hiring is weak, especially for young people
-Those without money are YOLOing
-There are a huge number of households earning $100k+ and/or with $1M+ net worths
-We have not increased the supply of goods (housing, elite higher ed, Disney/Vegas) to meet this wealth
-Hiring is weak, especially for young people
-Those without money are YOLOing
I’m no tennis expert but these two guys look like they could dominate the sport for years to come.
September 7, 2025 at 9:32 PM
I’m no tennis expert but these two guys look like they could dominate the sport for years to come.
Reposted by Will
Holy shit it’s @downtownjoshbrown.bsky.social
September 2, 2025 at 12:53 AM
Holy shit it’s @downtownjoshbrown.bsky.social
Reposted by Will
Carson Beck’s making $4 million in Miami, throwing a TD, having fun. Quinn Ewers (could’ve made millions of dollars playing for Michigan this year) got drafted in the 7th round and is the 3rd string QB for the Dolphins.
September 1, 2025 at 12:36 AM
Carson Beck’s making $4 million in Miami, throwing a TD, having fun. Quinn Ewers (could’ve made millions of dollars playing for Michigan this year) got drafted in the 7th round and is the 3rd string QB for the Dolphins.
Perhaps I’m wrong. But I think it’s very unlikely that the Qs collapse or that this is a dot-com bust.
“.. Fears of a bubble are mounting, as tech stocks follow a pattern that is ‘surprisingly similar’ to the dot-com bubble of the late 1990s ..”
@bloomberg.com $QQQ
www.bloomberg.com/news/article...
@bloomberg.com $QQQ
www.bloomberg.com/news/article...
August 22, 2025 at 12:36 PM
Perhaps I’m wrong. But I think it’s very unlikely that the Qs collapse or that this is a dot-com bust.
Reposted by Will
Sitting in Costco parking lot. Daughter napping in back. I started with a 97% state of charge yesterday, did 105 miles with a trailer (don’t ask), another 52 miles without, and ran a tailgate (fans, slow cooker, hot dog roller, interior AC) off my truck for four hours. Why do ppl have range anxiety?
August 17, 2025 at 6:41 PM
Sitting in Costco parking lot. Daughter napping in back. I started with a 97% state of charge yesterday, did 105 miles with a trailer (don’t ask), another 52 miles without, and ran a tailgate (fans, slow cooker, hot dog roller, interior AC) off my truck for four hours. Why do ppl have range anxiety?
Reposted by Will
There is a pyramid in a way in this ecosystem — you start with dance or unboxing videos and if you get some attention try to keep leveling up. Jake Paul did it too:
August 9, 2025 at 2:27 PM
There is a pyramid in a way in this ecosystem — you start with dance or unboxing videos and if you get some attention try to keep leveling up. Jake Paul did it too:
Alright so what week will Sanders take over as the starting QB in Cleveland?
August 9, 2025 at 1:10 AM
Alright so what week will Sanders take over as the starting QB in Cleveland?
Reposted by Will
Me in @opinion.bloomberg.com: for white collar workers, the labor market right now is best-described as bifurcated. It’s hard for young college grads, but despite being in the shadow of AI, wage growth in the industry has actually accelerated lately: www.bloomberg.com/opinion/arti...
Youth Is Losing to Experience in This Job Market
There are signs that while AI may be reducing entry-level roles, expertise is becoming more valuable – for now.
www.bloomberg.com
August 7, 2025 at 11:22 AM
Me in @opinion.bloomberg.com: for white collar workers, the labor market right now is best-described as bifurcated. It’s hard for young college grads, but despite being in the shadow of AI, wage growth in the industry has actually accelerated lately: www.bloomberg.com/opinion/arti...
Reposted by Will
What were the five best/least-bad years of the past 25 years? I’d probably go:
1) 2021
2) 2013
3) 2014
4) 2019
5) Feels like I need something from the 2000’s but the whole decade was bad
1) 2021
2) 2013
3) 2014
4) 2019
5) Feels like I need something from the 2000’s but the whole decade was bad
August 6, 2025 at 6:54 PM
What were the five best/least-bad years of the past 25 years? I’d probably go:
1) 2021
2) 2013
3) 2014
4) 2019
5) Feels like I need something from the 2000’s but the whole decade was bad
1) 2021
2) 2013
3) 2014
4) 2019
5) Feels like I need something from the 2000’s but the whole decade was bad
Reposted by Will
So what next?
I think Sept sells off. We now have duties priced into the market but it’s significantly overpriced vs what we are paying in physical markets.
In fact, the CoT report shows a *massive* commercial short position as a % of open interest at 72%.
Are you smarter than the smart money?
I think Sept sells off. We now have duties priced into the market but it’s significantly overpriced vs what we are paying in physical markets.
In fact, the CoT report shows a *massive* commercial short position as a % of open interest at 72%.
Are you smarter than the smart money?
August 4, 2025 at 2:47 AM
So what next?
I think Sept sells off. We now have duties priced into the market but it’s significantly overpriced vs what we are paying in physical markets.
In fact, the CoT report shows a *massive* commercial short position as a % of open interest at 72%.
Are you smarter than the smart money?
I think Sept sells off. We now have duties priced into the market but it’s significantly overpriced vs what we are paying in physical markets.
In fact, the CoT report shows a *massive* commercial short position as a % of open interest at 72%.
Are you smarter than the smart money?
Reposted by Will
I’ve been surprised to see September lumber futures grind higher over the past 3 weeks.
With July futures expiring so soft (basically going off near the post tariff sell-off in May), I thought we’d see Sept chase the weak July expiration.
But it has just slowly posted higher gains.
With July futures expiring so soft (basically going off near the post tariff sell-off in May), I thought we’d see Sept chase the weak July expiration.
But it has just slowly posted higher gains.
August 4, 2025 at 2:47 AM
I’ve been surprised to see September lumber futures grind higher over the past 3 weeks.
With July futures expiring so soft (basically going off near the post tariff sell-off in May), I thought we’d see Sept chase the weak July expiration.
But it has just slowly posted higher gains.
With July futures expiring so soft (basically going off near the post tariff sell-off in May), I thought we’d see Sept chase the weak July expiration.
But it has just slowly posted higher gains.
Reposted by Will
Excluding education and healthcare we should probably believe that employment in America is contracting -- and in the middle of a capex boom no less!
August 1, 2025 at 12:52 PM
Excluding education and healthcare we should probably believe that employment in America is contracting -- and in the middle of a capex boom no less!
Reposted by Will
Fed holds the 4.25%-4.50% Fed Funds target range in July.
Okay July FOMC at 2:00p. Market/economist consensus is >95% chance of no change.
No SEP today, just statement w/ vote and presser. I expect the first two dissent decision since 1993.
The statement will be at this link at 2:00p ET (won't work before that): www.federalreserve.gov/newsevents/p...
No SEP today, just statement w/ vote and presser. I expect the first two dissent decision since 1993.
The statement will be at this link at 2:00p ET (won't work before that): www.federalreserve.gov/newsevents/p...
www.federalreserve.gov
July 30, 2025 at 6:00 PM
Fed holds the 4.25%-4.50% Fed Funds target range in July.
Reposted by Will
Novo stock has now underperforming T-bills since GLP-1’s went mainstream.
July 29, 2025 at 11:10 AM
Novo stock has now underperforming T-bills since GLP-1’s went mainstream.
Reposted by Will
Being a kid in the pre-internet early ‘90s, baseball had so much cultural clout — I spent a good portion of my time thinking about Ryne Sandberg, Ozzie Smith, Will Clark, Fred McGriff, Roger Clemens. Don’t think that was unusual either. Can’t imagine many kids are like that today.
July 29, 2025 at 1:42 AM
Being a kid in the pre-internet early ‘90s, baseball had so much cultural clout — I spent a good portion of my time thinking about Ryne Sandberg, Ozzie Smith, Will Clark, Fred McGriff, Roger Clemens. Don’t think that was unusual either. Can’t imagine many kids are like that today.
The idea behind this view is that many folks that would normally be looking to buy a home are not doing so, because of high rates, perceived high prices, etc.
So they are using that money to partake in the experience economy. And also to invest in high flying speculative stuff.
So they are using that money to partake in the experience economy. And also to invest in high flying speculative stuff.
I honestly think the thing (could) lead to the recession in the experience economy is the housing market turning back on.
You guys eluded to this on AS. Josh & Michael discussed it in regards to $ thrown at meme stocks & crypto.
Not saying it will equal a recession in discretionary but it could.
You guys eluded to this on AS. Josh & Michael discussed it in regards to $ thrown at meme stocks & crypto.
Not saying it will equal a recession in discretionary but it could.
July 27, 2025 at 1:08 AM
The idea behind this view is that many folks that would normally be looking to buy a home are not doing so, because of high rates, perceived high prices, etc.
So they are using that money to partake in the experience economy. And also to invest in high flying speculative stuff.
So they are using that money to partake in the experience economy. And also to invest in high flying speculative stuff.
@bencarlson007.bsky.social & @downtownjoshbrown.bsky.social making this argument on Animal Spirits & Compound pod this week.
They also expand the argument beyond my take about travel/experiences spend. They & their guests make a strong argument it’s contributing to crypto & meme stocks inflows too.
They also expand the argument beyond my take about travel/experiences spend. They & their guests make a strong argument it’s contributing to crypto & meme stocks inflows too.
I believe it’s contributing to some of the constant discretionary spending too. I’ve posted a few thoughts this summer kinda pondering the thought that once housing turns back on if it will slow the discretionary spend some. Especially for things that cater to under 40 crowd.
July 25, 2025 at 8:06 PM
@bencarlson007.bsky.social & @downtownjoshbrown.bsky.social making this argument on Animal Spirits & Compound pod this week.
They also expand the argument beyond my take about travel/experiences spend. They & their guests make a strong argument it’s contributing to crypto & meme stocks inflows too.
They also expand the argument beyond my take about travel/experiences spend. They & their guests make a strong argument it’s contributing to crypto & meme stocks inflows too.