In the time of chimpanzees, I was a monkey
Joined June 2012
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Open Source retweeted
This Cowboys loss to the Cardinals was the breaking point for one fan. He says he's a Marine Veteran named Derek Culver, and has been a fan of the team for 47 years... but is now calling for a nationwide boycott of the team.
He says he's now going to become a Cleveland Browns fan.
He sent this to news stations, national networks, newspapers and more, to make his disdain as publicly known as possible.
Open Source retweeted
had to make this after what jon stewart said at the 41 minute mark
Joined Jon Stewart on @weeklyshowpod to talk about the AI bubble, the massive credit risk of AI data centers, Anthropic's S-1, and how American retail investors are massively exposed to the unwinding of the AI trade.
youtube.com/watch?v=3sDzlv-V…
Open Source retweeted
Listen, I haven’t seen every video on the Internet, so I can’t say with certainty, but this could quite possibly be the greatest video ever created
Open Source retweeted
Short interest (as % of shares outstanding) in the Russell 2000 has risen to the 99.8th percentile.
JPMorgna via @BlakeMillardCFA
Open Source retweeted
Taylor, TX has negotiated to bring a data center to town alongside:
- $69 million in annual tax revenue (3.3x existing property tax)
- $13m for quality of life projects
- $10.2m for schools
- $1.5m for student scholarships
- $1m for animal care
+ nonprofit grants
I want one!
Open Source retweeted
A rate cut enabled by data centers. You don’t say!
“The plan would reduce bills by $79 million a year, saving the average residential customer about $100 a year. It also calls for freezing rates for three years. I&M says the plan is made possible by increased revenue paid by large customers including data centers.”
wvpe.org/wvpe-news/2026-08-2…
Open Source retweeted
I knew it was coming soon, but this appears to be it—the death of Westlaw and LexisNexus.
Two lawyers have built an MCP connector for Claude that they say outperforms the legal research giants. And it is completely free for any lawyer to use. lawnext.com/2026/07/built-by…
Open Source retweeted
Ignore the noise.
The next move in rates by the Fed will be a cut.
Have a nice day.
Open Source retweeted
Crack spreads are harder to manipulate 🤫
Crack spreads are behaving as if oil were still $110.
They're almost as high as the price of a barrel of oil...Truly unprecedented.
Consumers don't buy crude.
They buy gasoline, diesel, and jet fuel.
Demand for refined products remains extremely strong while inventories continue to fall.
The clock is ticking...
Open Source retweeted
Since the US/Iran war began, Chinese imports have plummeted, falling by 3.5MM Bbl/d YOY on avg. April-June and down 4.9MM Bbl/d YOY in June alone. This is not "demand destruction" but rather intentional rebalancing as the net reduction of 320MM Bbls from April to June (!!!) offset ~26% of the forfeited 1.2BN barrels of Middle Eastern production over the same period. Despite this historic import drop and the largest SPR release in history, global onshore oil inventories STILL fell by a whopping 306MM Bbls, threatening tank bottoms in Cushing and minimum operational levels to the US SPR. All eyes on China...when and at what price do they return???
Open Source retweeted
This is not normal.
China and Bessent make strange bedfellows.
With U.S. gasoline and distillates at 93% of their five-year average, summer demand intact, non-coms with a massive short on, oil on water from the Persian Gulf now draining, and China about to come roaring back, we see oil as overdone to the downside. #OOTT
Open Source retweeted
$oscr in quite the channel. I believe it will break out to the upside on January 27th, with ATHs to follow not long after.
Mark it 8, dude
Open Source retweeted
Usually a lurker on here but dipping my toes briefly into the "k-shaped economy" discourse.
At PNC we track the debit & credit spending trends of a fixed cohort of ~4 million households.
Long story short: lower-income spending/balance sheet trends have been on a tear in 2026
Open Source retweeted
Wall Street is making a fundamental categorization error with $ABX. The market is still valuing it as a capital-intensive legacy life insurer, completely ignoring its rapid transition into a high-margin alternative asset manager. With institutional longevity AUM quietly scaling 4x year-over-year to nearly $1B and a forward P/E hovering near 10x, the structural setup for massive multiple expansion is hiding in plain sight. 🧠💼 #AltAssets #ValueInvesting
auth.flash.stocksentinel.ai/…
