Looking forward to this one and everything i am doing wrong. @ritholtz.bsky.social
November 11, 2025 at 12:17 AM
Looking forward to this one and everything i am doing wrong. @ritholtz.bsky.social
Wallet mining and investors are the product.
November 10, 2025 at 4:55 PM
Wallet mining and investors are the product.
Homebuilders continue to be down bad even with a 50yr mortgage proposal (lol).
November 10, 2025 at 3:44 PM
Homebuilders continue to be down bad even with a 50yr mortgage proposal (lol).
The INDA etf started to move 5 minutes after the hearing started.
November 5, 2025 at 7:13 PM
The INDA etf started to move 5 minutes after the hearing started.
Uncle Bill must have hired a new marketing team.
October 31, 2025 at 11:00 PM
Uncle Bill must have hired a new marketing team.
A lot of smoke out there.
October 31, 2025 at 12:37 PM
A lot of smoke out there.
The 2022 Grim Reaper is back.
October 22, 2025 at 5:31 PM
The 2022 Grim Reaper is back.
Farmers losing their farms because they don't understand tariffs.
October 22, 2025 at 5:26 PM
Farmers losing their farms because they don't understand tariffs.
October 17, 2025 at 1:08 PM
I noticed a few weeks ago the public BDCs, PE/Cs were signaling a lot of smoke. Bitcoin selling off & not rallying was more smoke. Gold all year has been saying bad things. Government shutdown. Consumer spending very top heavy.
I don't think its going to be one thing. The weight of everything.
I don't think its going to be one thing. The weight of everything.
October 16, 2025 at 6:18 PM
I noticed a few weeks ago the public BDCs, PE/Cs were signaling a lot of smoke. Bitcoin selling off & not rallying was more smoke. Gold all year has been saying bad things. Government shutdown. Consumer spending very top heavy.
I don't think its going to be one thing. The weight of everything.
I don't think its going to be one thing. The weight of everything.
Hope you have a good excuse for missing work for 2 years.
October 14, 2025 at 3:21 PM
Hope you have a good excuse for missing work for 2 years.
I agree. Gold / Dollar screaming that full stim in '26 esp parts of BBB starting to kick in.
Right now AI, doesn't pencil and other than a handful of use cases (kind of mid) solution in search of problems to fix.
Claude says in order to earn a 20% ROIC, ALL US Int users need to pay $100 per month.
Right now AI, doesn't pencil and other than a handful of use cases (kind of mid) solution in search of problems to fix.
Claude says in order to earn a 20% ROIC, ALL US Int users need to pay $100 per month.
October 8, 2025 at 4:25 PM
I agree. Gold / Dollar screaming that full stim in '26 esp parts of BBB starting to kick in.
Right now AI, doesn't pencil and other than a handful of use cases (kind of mid) solution in search of problems to fix.
Claude says in order to earn a 20% ROIC, ALL US Int users need to pay $100 per month.
Right now AI, doesn't pencil and other than a handful of use cases (kind of mid) solution in search of problems to fix.
Claude says in order to earn a 20% ROIC, ALL US Int users need to pay $100 per month.
Notes, not investment advice. Hopefully they are legible.
October 1, 2025 at 4:38 PM
Notes, not investment advice. Hopefully they are legible.
JPM Eye on the Market had a pretty good chart this morning.
September 25, 2025 at 7:10 PM
JPM Eye on the Market had a pretty good chart this morning.
The AI ETF ($BAI) normally trades 640,000 daily volume, its traded 13.5M shares already this morning. Its a $2.8B AUM ETF launched last October up 27%+ YTD. Curious to see the updated flows after everyone adds more from the model trade.
Not a recommendation to buy or sell anything.
Not a recommendation to buy or sell anything.
September 16, 2025 at 3:00 PM
The AI ETF ($BAI) normally trades 640,000 daily volume, its traded 13.5M shares already this morning. Its a $2.8B AUM ETF launched last October up 27%+ YTD. Curious to see the updated flows after everyone adds more from the model trade.
Not a recommendation to buy or sell anything.
Not a recommendation to buy or sell anything.
I like the optimism, but these lists are future 90% plus drawdowns in the making.
August 17, 2025 at 10:49 PM
I like the optimism, but these lists are future 90% plus drawdowns in the making.
Is this short interest data on XBI for real? 128% shorted...
August 6, 2025 at 4:11 PM
Is this short interest data on XBI for real? 128% shorted...
The most boring 300%+ over the last 3 years that I know of.
July 30, 2025 at 7:40 PM
The most boring 300%+ over the last 3 years that I know of.
July 16, 2025 at 6:53 PM
Release the Epstein files!
July 16, 2025 at 2:39 PM
Release the Epstein files!
Easy! Movie you've watched more than six times with a gif. Hard mode: no Star Wars, Star Trek, LotR, Marvel.
June 30, 2025 at 6:00 PM
Easy! Movie you've watched more than six times with a gif. Hard mode: no Star Wars, Star Trek, LotR, Marvel.
A 2025 Hall of Fame Bagholder Press Release nominee:
June 26, 2025 at 2:12 PM
A 2025 Hall of Fame Bagholder Press Release nominee:
Please tell me this is real. Bessent punched Elon and that is where the black eye came from.
June 7, 2025 at 11:46 PM
Please tell me this is real. Bessent punched Elon and that is where the black eye came from.
