Mookie @stretchmikep
Markets, Politics, Sports, Current Affairs - all opinions are my own - NOT investment advice The Idiocracy Joined June 2011-
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Mookie retweeted
This is absolutely insane: The US just revised the June jobs report lower for a SECOND time for a total of -160,000 jobs. Now, the US has officially LOST -13,000 jobs in June, the first negative month since July 2021. What just happened? Let us explain. (a thread)
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Mookie retweeted
Director at a cloud consulting firm shares some really valuable insights into what is going on right now in the cloud industry regarding AI workloads and GPU capacity: 1. The real bottleneck in power and cooling is not the physical lack of space but the POWER DENSITY. The AI and…
Hurts did not get the first down on the first 4th and 1 play.
Mookie retweeted
Google searches for "give car back" are at near all time highs LMFAO
Mookie retweeted
Waste collection companies, superstores, and business services can be good industries to invest in, but many popular names have experienced significant multiple expansion over the last decade. Maybe they sustain these multiples, but it's unlikely they match last decade's returns.
Mookie retweeted
“Elect more Communists” If you think NYC rent is expensive now…
“Elect more Communists” If you think NYC rent is expensive now…
Mookie retweeted
Vietnam markets are like…
Mookie retweeted
Kawhi, a little help?
Kawhi, a little help?
Mookie retweeted
The AI opportunity in US healthcare in one simple chart.
Mookie retweeted
Saquon Barkley's angel portfolio is wild. Anthropic, Ramp, Anduril, Cognition among others
For all the Ben Simmons stans…
For all the Ben Simmons stans…
Mookie retweeted
$AEO +25% follow surprise beat in guidance clearly seen in our coverage earlier last month Misleading coverage was seen with titles like "-9% YoY foot traffic" for American Eagle We called this to be materially false weeks in advance
Mookie retweeted
If we all put allegiances aside, Carolina Blue has to be 1.1 on the draft board when it comes to college color.
Mookie retweeted
Alexander Hamilton, who wrote about 67% of of the Federalist Papers, was born in the port city of Charlestown on St. Kitts and Nevis in the Caribbean, southeast of Puerto Rico. -OS
Alexander Hamilton, who wrote about 67% of of the Federalist Papers, was born in the port city of Charlestown on St. Kitts and Nevis in the Caribbean, southeast of Puerto Rico. -OS
Mookie retweeted
This is why the multiple on the US market today cannot be compared to the past though market pundits love to do this - Tech is nearly half of the S&P 500 today (and has superior growth, balance sheet strength, durability, and returns on capital) The argument isn't that market…
This is why the multiple on the US market today cannot be compared to the past though market pundits love to do this - Tech is nearly half of the S&P 500 today (and has superior growth, balance sheet strength, durability, and returns on capital) The argument isn't that market…
Mookie retweeted
Texas outgained Ohio State 336-203. Going 0-for-2 in the red zone and dishing out the game's only turnover decided this game in the Buckeyes' favor.
Mookie retweeted
Texas gave up a 4th and goal touchdown on an extended drive by penalty. Texas gives up a crazy td on a long underthrown pass. Texas misses out on two touchdowns on 4th and goal opportunities and goes 1/5 on 4th down tries. This was really more about Texas beating themselves.
Mookie retweeted
It's just not credible for the Fed to claim to have a 2% inflation target when it's been 53 months above target and moving higher & they shift to further easing.
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