Gamecock-YT

Lexington BBQ and that's Kannapolis in the last photo. Red slaw is an acquired taste.

Starwood putting up the redemption gate to Sreit. https://www.ft.com/content/2b375114-049e-49f4-814a-2abce846f99d

How are your student protests going? Btw, here's the latest from Myanmar:

Both the big Milan football clubs owned by financial companies that took them over via debts defaulting is quite the story.

I don't have to swing..... What's the saying about generals always fighting the last war, especially if they won? You haven't really seen any bankruptcies in the space, sure some of the big names handed back the keys to places, but there hasn't been the big shake out you would expect to see in a highly levered business where the cycle has turned.

extend and pretend works.....until it doesn't anymore. I'm interested in the space but giving my lack of knowledge on the space, it'd take a big washout to get me comfortable investing in it.

Those of us that follow Altius have heard the CEO pounding the table for the past few years that this was eventually going to happen. I've positioned accordingly.

The Four Noble Truths of Buddhism in a nutshell.

Not surprising between the way personal finance isn't taught and people's affinity to want to keep up with the Joneses.

Needs those autoworker votes in swing states

https://insideevs.com/features/719015/china-is-ahead-of-west/

https://www.ft.com/content/afb30b48-29c3-4ae2-aa54-34915d78bdc8 Things you don't see at the bottom.

Citigroup

I forgot how much I hate CNBC. Turning this into the Apple shareholder meeting.

Which they’ve done what 4 or 5 other times since Vietnam? Laugh it up.

Price is there to serve you, not to guide you. Act accordingly.

Tough to beat Reuters for what you described.

Must be a slow news day, got to love the 24 hour news cycle. If you want to read up on something that matters that isn’t getting any publicity anywhere look up the recent developments in Myanmar. More productive use of your time than caring about college kids protesting.

The Germans said the same thing about that one guy too

the problem is we are spending as if the music stopped. If the music ever does stop, even more spending will be required to support the economy. Traditionally when the economy is in good shape, government spending should decrease. The calculus has changed since the GFC/Trump's tax cuts/Covid. Now there's no interest by either political party to put the cat back in the bag because doing so would hurt their election chances. Conversely, this is how a government should be behaving:

If the repubs were smart they'd approve the funding but give it all in money to buy drones so the Ukrainians keep going after refineries. alas.....you figure they're so great at finding wedge issues to get their base to the polls that $4.00+ gas would be a slam dunk. Then again it is the repubs we're talking about. Maybe if a ruskie burns a trump bible while giving an abortion to an illegal immigrant.

The previous Sunday was the last edition

wasn't it geopolitical risks?

Some might call it "reputational risk" Having sat on investment committees, it's a real thing.

also teaches the dangers of fluoridation