“oh it never affected my coverage” horse and also shit
and what the fuck is Lizza doing sitting on this while RFK takes a buzz saw to American health so he can sell substack subscriptions
ghouls, the lot of them
Tailwinds ahead, sending good energy your way 🙌
Tailwinds ahead, sending good energy your way 🙌
In 2024, I pointed out that the economy was in great shape (envy of the world), but we didn't have the tailwinds. This required competence. Oh well ..
In 2024, I pointed out that the economy was in great shape (envy of the world), but we didn't have the tailwinds. This required competence. Oh well ..
“.. We think investors should tilt their U.S. equity portfolios toward secular growth companies with idiosyncratic earnings tailwinds and limited AI disruption risk — such as firms tied to investment in power infrastructure — rather than stocks levered to broad economic growth.”
“.. We think investors should tilt their U.S. equity portfolios toward secular growth companies with idiosyncratic earnings tailwinds and limited AI disruption risk — such as firms tied to investment in power infrastructure — rather than stocks levered to broad economic growth.”
Commuting cyclists want to know.
Commuting cyclists want to know.
Today we honor the skill and professionalism of aviators worldwide. Thank you for your commitment to safety and for connecting the world with precision. 👨✈️👩✈️
Blue skies and tailwinds! 🛫✈️🛬💙
Today we honor the skill and professionalism of aviators worldwide. Thank you for your commitment to safety and for connecting the world with precision. 👨✈️👩✈️
Blue skies and tailwinds! 🛫✈️🛬💙
“.. Tailwinds Fading: Consumer Discretionary excitement into 2026 have largely disappeared. Investors’ upside bias into 2026 included tax refunds, IEEPA Repeal hope, gas prices sub $3/ gal, easy weather comps .. BUT for the most part – the euphoria has faded on these.” #$XLY
“.. Tailwinds Fading: Consumer Discretionary excitement into 2026 have largely disappeared. Investors’ upside bias into 2026 included tax refunds, IEEPA Repeal hope, gas prices sub $3/ gal, easy weather comps .. BUT for the most part – the euphoria has faded on these.” #$XLY