Shitco liquidity tsunami maybe coming faster than I expected.

Lego Star Wars is on right now as I type this lol. I do appreciate that Netflix has Mrs Rachel, but it’s 90% Disney in my house, I’ve lost all control.

Parks did like $9B in revenue up 10% and $2.5B in EBIT in Q3 but they have trouble monetizing their IP?

Gold parabolic
Shitco blow off top
KRE and Alts dumping
VIX ripping despite TACO and strong bank earnings

They should be scared (but also think it’s likely a flawed survey).

Twitter: get force fed content from literal nazis

Bluesky: get called a Nazi for innocuous statements.

I figured he just wanted a distraction to take eyeballs away from the Bloomberg FSD piece.

For me at least it’s just network effect. Even as the experience has gotten much worse I can’t seem to recreate the value anywhere else.

Restaurants have been resilient??

GET EM!!!

FWIW I think cocoa prices have peaked. Climate induced shortage was squeezed by speculators. Still some structural issues and underinvestment by farmers will take years to normalize, but like all commodities the cure for higher prices is higher prices. Input costs will become a tailwind.

Renewables?

Why does the real economy need lower interest rates?

Or in the case of HSY, again high quality brand and product and we know commodity squeeze will unwind and probably lead to a glut then suddenly input costs are a tailwind, so wait until it turns and maybe you’re too late?

Feel like it depends on the situation, no? Brand value hasn’t been tarnished, plug in 4-5% growth and 13-14% operating margin and it’s not a bad price knowing buyers will show up and rerate at the first sing of improvement based on historic multiples that were too high to begin with.

But Musk is no dummy, and may adjust course to cater to Trump’s ego. Also substantial risk that some shitco OEM will license FSD for the halo effect. TSLA would pump another 30-50% in a week on that news.

That being said, TSLA probably a good short here after the massive gamma squeeze, raised estimates that look questionable at best, and high probability of relationship w/ Trump going off the rails in <6 months.

bsky.app/profile/bloo...

If you have to choose, you definitely want the latter b/c he’ll preserve the brand premium and Nike is too juicy to ignore shareholders for long. Will have Acktivist-man and a handful of others breathing down their neck in due time if they can’t right the ship.

Fake