A "timely" Time magazine cover page...
(published on 9/11)
A tweet by Mario Nawfal on X: "TRUMP'S GOLF OUTING WAS SPONTANEOUS, RAISING QUESTIONS ABOUT SUSPECT'S TIMING
In a significant development, CNN reports that Trump's golf game on Sunday was an impromptu decision. According to two sources familiar with the matter, the outing was a last-minute addition to Trump's schedule, which originally had no public events planned for the day. This revelation adds a puzzling layer to the alleged assassination attempt. It raises critical questions about how the suspect, identified by as Ryan Wesley Routh, could have known Trump would be on the course at that specific time. The spontaneous nature of Trump's golf outing contradicts earlier speculations about the suspect's "high degree of planning," as suggested by former FBI Deputy Director Andrew McCabe. Source: CNN, Mario Nawfal
16 years ago...
Source: WSJ, Mike Zaccardi, CFA, CMT, MBA
Why not 100% stocks?
Source: Invest In Assets 📈 @InvestInAssets
Timing the market
@InvestInAssets
"Doubt is the origin of wisdom" - Rene Descartes
Source: Wise Wonderer
Predicting the future in 1953.
Source: Jon Erlichman on X
Mapping out the current state of AI markets by :
"Most value has accrued to the semiconductor ecosystem ($130B+ in revenue this year from AI) and the data center buildout (number of US data centers is expected to double in the next four years). Energy is a legitimate bottleneck to the data center buildout, and hyperscalers/developers are aggressively acquiring real estate with power availability. The cloud companies are at a ~$20B run rate, with Microsoft generating ~$5B of that. We’re seeing increasing interest in AI applications but little large scale value creation yet. The AI app layer will ultimately determine the value of the industry as the current infrastructure buildout will become a bubble without value creation on the back end". Source: @EricFlaningam, Felicis
