For comparison: The S&P 500 is up 61% over the same period.
November 2, 2026 at 11:16 PM
For comparison: The S&P 500 is up 61% over the same period.
Their story has become more complicated. Very moving scenes today but we have lots of hope…
niallharbison.substack.com/p/3-gentle-s...
niallharbison.substack.com/p/3-gentle-s...
3 Gentle Souls
Fingers crossed for Clyde
niallharbison.substack.com
November 3, 2026 at 11:48 AM
Their story has become more complicated. Very moving scenes today but we have lots of hope…
niallharbison.substack.com/p/3-gentle-s...
niallharbison.substack.com/p/3-gentle-s...
S T O P T H E C O U N T!!!!!
November 4, 2026 at 12:11 AM
S T O P T H E C O U N T!!!!!
S U M P T U O U S ! 🤤
November 1, 2026 at 4:18 PM
S U M P T U O U S ! 🤤
D E S P E R A T I O N
November 3, 2026 at 5:43 PM
D E S P E R A T I O N
S T O P
November 2, 2026 at 9:29 PM
S T O P
Who up looking for some s w e e p i n g g e n e r a t i o n a l c h a n ge
November 4, 2026 at 12:31 AM
Who up looking for some s w e e p i n g g e n e r a t i o n a l c h a n ge
s p a g h e t t
Listen I'm just a guy who drank a miller high life with aperol in it, but this does kind of feel like the complete collapse of Trumpism and the current Republican Party
November 4, 2026 at 2:21 AM
s p a g h e t t
This week’s Just for Skeets and Giggles is out! Have a great weekend. statuskuo.substack.com/p/just-for-s...
October 31, 2026 at 4:24 PM
This week’s Just for Skeets and Giggles is out! Have a great weekend. statuskuo.substack.com/p/just-for-s...
G R O W N • M A N • P E N I S
October 31, 2026 at 1:46 PM
G R O W N • M A N • P E N I S
"Apple is over 50% of the total consumer revenue of the top half of the S&P 500.
Put another way, all other S&P 500 consumer sales put together create less value than Apple alone." asymco.com/2026/11/01/t...
Put another way, all other S&P 500 consumer sales put together create less value than Apple alone." asymco.com/2026/11/01/t...
The Last Consumer Company
Apple captures 50% of consumer revenue of the top half of the S&P 500. Market offers no other exposure to consumers. When asked what they do, Apple says they create great products. Products tha…
asymco.com
November 1, 2026 at 1:58 PM
"Apple is over 50% of the total consumer revenue of the top half of the S&P 500.
Put another way, all other S&P 500 consumer sales put together create less value than Apple alone." asymco.com/2026/11/01/t...
Put another way, all other S&P 500 consumer sales put together create less value than Apple alone." asymco.com/2026/11/01/t...
S P A C E S H I P
October 31, 2026 at 7:21 PM
S P A C E S H I P
Querid@s
Começo hj, um projeto de aulas semanais:
Toda segunda, 19:30, entrar p/ uma aula de 60' sobre um tem fundamental p/ formação cidadã.
Hj, trato da necessidade dos movimentos sociais estarem organizados e cientes de suas pautas
youtube.com/playlist?list=PLdU2n65AItBA&si=twO5NzCEJHNgUKHf
Começo hj, um projeto de aulas semanais:
Toda segunda, 19:30, entrar p/ uma aula de 60' sobre um tem fundamental p/ formação cidadã.
Hj, trato da necessidade dos movimentos sociais estarem organizados e cientes de suas pautas
youtube.com/playlist?list=PLdU2n65AItBA&si=twO5NzCEJHNgUKHf
November 2, 2026 at 2:43 PM
Querid@s
Começo hj, um projeto de aulas semanais:
Toda segunda, 19:30, entrar p/ uma aula de 60' sobre um tem fundamental p/ formação cidadã.
Hj, trato da necessidade dos movimentos sociais estarem organizados e cientes de suas pautas
youtube.com/playlist?list=PLdU2n65AItBA&si=twO5NzCEJHNgUKHf
Começo hj, um projeto de aulas semanais:
Toda segunda, 19:30, entrar p/ uma aula de 60' sobre um tem fundamental p/ formação cidadã.
Hj, trato da necessidade dos movimentos sociais estarem organizados e cientes de suas pautas
youtube.com/playlist?list=PLdU2n65AItBA&si=twO5NzCEJHNgUKHf
‘S&P lowered the outlook on Meta’s AA- credit grade to negative on Friday. Growing pressure on the company’s balance sheet stemming from elevated spending tied to AI, and rising debt relative to earnings were key factors in the decision.’ www.bloomberg.com/news/article...
Meta’s Credit Rating Outlook Downgraded to Negative by S&P
S&P Global Ratings took an early step toward potentially downgrading Meta Platforms Inc.’s credit rating within the next two years, amid growing pressure on the tech company’s balance sheet stemmi...
www.bloomberg.com
October 31, 2026 at 4:20 PM
‘S&P lowered the outlook on Meta’s AA- credit grade to negative on Friday. Growing pressure on the company’s balance sheet stemming from elevated spending tied to AI, and rising debt relative to earnings were key factors in the decision.’ www.bloomberg.com/news/article...
November 3, 2026 at 1:44 PM
He won’t sue her.
D E P O S I T I O N
under OATH
D E P O S I T I O N
under OATH
November 2, 2026 at 11:27 PM
He won’t sue her.
D E P O S I T I O N
under OATH
D E P O S I T I O N
under OATH
‘The S&P 500 Index is within about 3% of its latest record high and yet 60% of the benchmark is languishing in bear market territory.’ www.bloomberg.com/news/article...
November 3, 2026 at 4:56 PM
‘The S&P 500 Index is within about 3% of its latest record high and yet 60% of the benchmark is languishing in bear market territory.’ www.bloomberg.com/news/article...
Blue tsunami... S&P 500 futures down just 0.7%
November 4, 2026 at 2:01 AM
Blue tsunami... S&P 500 futures down just 0.7%
FEDWATCH: “.. The AI bubble has been deflating since June, but the unwind may not be over yet. Relative to the S&P Equal Weight ex-AI index, there is still room for further mean reversion.”
November 1, 2026 at 4:25 PM
FEDWATCH: “.. The AI bubble has been deflating since June, but the unwind may not be over yet. Relative to the S&P Equal Weight ex-AI index, there is still room for further mean reversion.”
