I don't care what you think about @elonmusk or @Tesla. What they did tonight made a middle age man feel like a kid again.
#FuckingAwesome
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My deep dive into #Foreclosures as well as how it relates to $ASPS is done now that i have July data. Dm for PDF.
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This.... $%#$ing This
Bush fucked up so bad, it made Obama possible.
Obama fucked up things so bad, it made Trump possible.
Trump fucked up things so bad, it made Biden possible.
Biden fucked up things so bad, it made people want Trump back.
Trump has now fucked up things so bad that AOC thinks she has a chance in 2028.
We are no longer a serious country.
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Thoughts on $ASPS earnings. Margin shrinkage wasn't great and it wasn't discussed in Q&A. outside of that, still moving down the runway.
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Calorie deficit diet trumps any other lifestyle choices outside of extremes. I will die on this hill.
Hey, give me every dollar your customers spend over the next decade I don’t care about profit. In return: stonks!
Tomorrow I'm publishing a piece on what it actually means to buy a stock at 10 times sales.
Here's the chart that started it.
Sort the entire S&P 500 by price-to-sales. Most of the index sits in the normal range, 1x to 8x. The way a normal market looks.
Then one bar towers over the rest. 51% of the index's market cap trades above 10 times revenue.
Not a frothy corner. Not one hot sector. Half of the benchmark inside most pension funds and retirement accounts.
In 2002, that exact multiple made the CEO of Sun Microsystems call his own shareholders irrational. "Do you realize how ridiculous those assumptions are? What were you thinking?"
That was one company.
Today it's half the S&P 500.
The math, the history, and what comes next. Tomorrow.
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This is gold
When I was with the St. Louis Cardinals, we had a team meeting about hitting with two strikes.
Albert Pujols was leading it.
At the time, he was hitting something ridiculous with two strikes.
I want to say it was around .265.
Naturally, everyone wanted to know how.
So somebody asked:
"What's your two-strike approach?"
Albert's answer surprised me.
He said:
"I think fastball inside and hit it back through the middle."
That was it.
No complicated mechanics.
No secret formula.
Just:
Fastball inside.
Back through the middle.
I remember sitting there thinking:
"Why would you think fastball inside with two strikes?"
So somebody asked him.
And Albert said something I'll never forget.
He said:
"If I can hit a fastball inside back through the middle..."
"I can hit the fastball away."
"I can stay on the changeup."
"I can stay on the slider."
"I can stay on the curveball."
Then he paused.
And said:
"The ball gets deeper."
That's when it clicked for me.
He wasn't trying to pull the inside fastball.
He was using one thought to cover everything.
The more I thought about it...
The more it made sense.
So I started trying it.
And it changed the way I thought about hitting with two strikes.
Instead of worrying about every pitch...
I focused on one.
Fastball inside.
Back through the middle.
See it DEEP.
If you're struggling with two strikes, here's what I'd do tonight:
Round 1: Short Box
(Set the distance somewhere between front toss and batting practice.)
Have a coach throw only fastballs inside.
Your only thought:
"Fastball inside."
Drive the ball back through the middle.
10 swings.
Round 2: Mix Speeds
Now the coach mixes:
- Fastballs
- Changeups
- Breaking balls
- Sliders
But your thought never changes.
You're still looking:
"Fastball inside."
10 swings.
Round 3: Two-Strike BP
Every pitch starts 0-2.
Compete.
Battle.
Use the same approach.
"Fastball inside."
Back through the middle.
10 swings.
That's it.
30 focused swings.
One thought.
One approach.
One goal.
Drive the baseball back through the middle.
One thing I've learned:
Most hitters get worse with two strikes because they add thoughts.
Albert got better because he removed them.
With two strikes, simplicity is a weapon.
Thank you for reading,
Jermaine Curtis
P.S. - If you enjoyed this and thought it was helpful, please share it.
(When you share it, it tells me you want more content like this.)
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