Downtown Josh Brown PRIVATE
@olesmith254.bsky.social
Reposted by Downtown Josh Brown PRIVATE
Today I reveal the top investing theme of 2026
Repeat after me: Heavy Assets, Low Obsolescence.
Why HALO stocks are the key to surviving AI disruption while we sort it all out. Happy Super Bowl Sunday, send this to all your friends, they will thank you.
www.downtownjoshbrown.com/p/the-most-i...
Repeat after me: Heavy Assets, Low Obsolescence.
Why HALO stocks are the key to surviving AI disruption while we sort it all out. Happy Super Bowl Sunday, send this to all your friends, they will thank you.
www.downtownjoshbrown.com/p/the-most-i...
February 8, 2026 at 5:13 PM
Today I reveal the top investing theme of 2026
Repeat after me: Heavy Assets, Low Obsolescence.
Why HALO stocks are the key to surviving AI disruption while we sort it all out. Happy Super Bowl Sunday, send this to all your friends, they will thank you.
www.downtownjoshbrown.com/p/the-most-i...
Repeat after me: Heavy Assets, Low Obsolescence.
Why HALO stocks are the key to surviving AI disruption while we sort it all out. Happy Super Bowl Sunday, send this to all your friends, they will thank you.
www.downtownjoshbrown.com/p/the-most-i...
Reposted by Downtown Josh Brown PRIVATE
What is more likely - an enterprise rips out all its software replacing it with something someone built with a chatbot. ORRRRRR....AI chatbots help coders make existing software do more and run better.
A or B?
A or B?
February 4, 2026 at 8:21 PM
What is more likely - an enterprise rips out all its software replacing it with something someone built with a chatbot. ORRRRRR....AI chatbots help coders make existing software do more and run better.
A or B?
A or B?
Reposted by Downtown Josh Brown PRIVATE
Software is now a consensus short. Hedge funds pressing on the lows. One take-private deal at a good premium would rattle some cages.
www.cnbc.com/2026/02/04/h...
www.cnbc.com/2026/02/04/h...
Hedge funds made $24 billion shorting software stocks so far in 2026 — And they are increasing the bet
Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street.
www.cnbc.com
February 4, 2026 at 10:13 PM
Software is now a consensus short. Hedge funds pressing on the lows. One take-private deal at a good premium would rattle some cages.
www.cnbc.com/2026/02/04/h...
www.cnbc.com/2026/02/04/h...
Reposted by Downtown Josh Brown PRIVATE
Look out below.
December 11, 2025 at 7:33 PM
Look out below.
Reposted by Downtown Josh Brown PRIVATE
What will Greenland's NFL team be called. Vikings is taken.
January 7, 2026 at 2:10 PM
What will Greenland's NFL team be called. Vikings is taken.
Reposted by Downtown Josh Brown PRIVATE
Could 1929 repeat? I don’t think so but @andrewrsorkin.bsky.social is not so sure about that.
We are up with Andrew Ross Sorkin on all podcast platforms and YouTube
youtu.be/tt8_qWeKYCw?...
We are up with Andrew Ross Sorkin on all podcast platforms and YouTube
youtu.be/tt8_qWeKYCw?...
January 9, 2026 at 7:23 PM
Could 1929 repeat? I don’t think so but @andrewrsorkin.bsky.social is not so sure about that.
We are up with Andrew Ross Sorkin on all podcast platforms and YouTube
youtu.be/tt8_qWeKYCw?...
We are up with Andrew Ross Sorkin on all podcast platforms and YouTube
youtu.be/tt8_qWeKYCw?...
Reposted by Downtown Josh Brown PRIVATE
No, THIS is the year for DeFi, he said, again.
January 9, 2026 at 1:56 PM
No, THIS is the year for DeFi, he said, again.
Reposted by Downtown Josh Brown PRIVATE
JPMorgan earned $57.5 billion last year. That's over $150 million in pure profit every single day.
January 13, 2026 at 2:18 PM
JPMorgan earned $57.5 billion last year. That's over $150 million in pure profit every single day.
Reposted by Downtown Josh Brown PRIVATE
Delta's CEO just forecast a 20% jump in profits for 2026 over last year. In the 4th quarter, they made more money selling first class tickets than from the entirety of the main cabin. They are playfully referring to this business as "the top of the K."
This is the modern economy in a nutshell:
This is the modern economy in a nutshell:
January 13, 2026 at 2:24 PM
Delta's CEO just forecast a 20% jump in profits for 2026 over last year. In the 4th quarter, they made more money selling first class tickets than from the entirety of the main cabin. They are playfully referring to this business as "the top of the K."
This is the modern economy in a nutshell:
This is the modern economy in a nutshell:
Reposted by Downtown Josh Brown PRIVATE
If you knew who was going to be the next Fed chair, definitively, would you do anything different with your portfolio than you're doing now? I don't think I would.
January 16, 2026 at 4:46 PM
If you knew who was going to be the next Fed chair, definitively, would you do anything different with your portfolio than you're doing now? I don't think I would.
Reposted by Downtown Josh Brown PRIVATE
Folk music is country music without drums. Country music is folk music that learned how to sell beer.
January 17, 2026 at 7:06 PM
Folk music is country music without drums. Country music is folk music that learned how to sell beer.
Reposted by Downtown Josh Brown PRIVATE
Sir the latest polling is out. You’re down seventeen percentage points on handling inflation.
I HEREBY INVADE…THE NORTH POLE!
I HEREBY INVADE…THE NORTH POLE!
January 20, 2026 at 4:58 AM
Sir the latest polling is out. You’re down seventeen percentage points on handling inflation.
I HEREBY INVADE…THE NORTH POLE!
I HEREBY INVADE…THE NORTH POLE!
Reposted by Downtown Josh Brown PRIVATE
We're 17 years into the crypto revolution and one of the big debates in financial services this year is whether or not credit card companies should be capped at charging 10% interest rates. It's as if this whole thing has solved absolutely nothing. If it all disappeared tomorrow, how would we know?
January 22, 2026 at 1:18 PM
We're 17 years into the crypto revolution and one of the big debates in financial services this year is whether or not credit card companies should be capped at charging 10% interest rates. It's as if this whole thing has solved absolutely nothing. If it all disappeared tomorrow, how would we know?
Reposted by Downtown Josh Brown PRIVATE
There’s a storm coming. You can see it in the markets as plain as day.
My review of the biggest YTD rallies so far in transports, gold, silver, Korea and Taiwan, memory chips and rare earths.
www.downtownjoshbrown.com/p/there-s-a-...
My review of the biggest YTD rallies so far in transports, gold, silver, Korea and Taiwan, memory chips and rare earths.
www.downtownjoshbrown.com/p/there-s-a-...
There's a storm coming
Jeremy Grantham says AI may be the societally transformational technology since electricity
www.downtownjoshbrown.com
January 24, 2026 at 8:24 PM
There’s a storm coming. You can see it in the markets as plain as day.
My review of the biggest YTD rallies so far in transports, gold, silver, Korea and Taiwan, memory chips and rare earths.
www.downtownjoshbrown.com/p/there-s-a-...
My review of the biggest YTD rallies so far in transports, gold, silver, Korea and Taiwan, memory chips and rare earths.
www.downtownjoshbrown.com/p/there-s-a-...
Reposted by Downtown Josh Brown PRIVATE
Almonds are a fruit not a nut. Specifically they are a stone fruit, not unlike a peach or a cherry. But with almonds, it is the pit that is eaten, the flesh of the fruit is actually thrown away. Follow me for more things you probably didn’t know.
January 29, 2026 at 6:16 PM
Almonds are a fruit not a nut. Specifically they are a stone fruit, not unlike a peach or a cherry. But with almonds, it is the pit that is eaten, the flesh of the fruit is actually thrown away. Follow me for more things you probably didn’t know.
Reposted by Downtown Josh Brown PRIVATE
Silver minus 26%
Gold minus 9%
Gold minus 9%
January 30, 2026 at 9:01 PM
Silver minus 26%
Gold minus 9%
Gold minus 9%