Corruption is voters' top issue ahead of midterm election, CNBC survey shows cnbc.com/2026/10/23/corruptiโฆ
Nasdaq 100 -2.5% or worse & S&P 500 Equal Weight +0.5% or better:
Today
March 8, 2021 (GME ramps on Cohen stuff, short squeeze)
-April 26, 2001
March 8, 2001
March 2, 2001
Oct 30, 2000
April 24, 2000
April 3, 2000
March 30, 2000
Jan 6, 2000
April 14, 1999
March 1, 1996
CVS app is amazing. Itโll tell you if itโs cheaper to buy the your prescribed medication without your insurance, which happened to be the case for something I just picked up. Btw, health insurance companies are committing fraud.
Sam Ro ๐ retweeted
The McRib is coming back as early as 10/27 in select McDonald's restaurants across the US.
The legend says that the McRib first came to life to compensate for... a McNugget shortage issue! Apparently, McNuggets had become so wildly popular that our supply could not keep up with demand. So we needed a new recipe with another protein to give us a bit of time to bring in more McNuggets.
The McRib was created IN 1981 by Renรฉ Arend, a Luxembourgish-American chef who became our very first executive "chef".
What was a temporary solve quickly became a cult classic, with fans begging for its return every year. Funny enough, over the years, the McRib has found new meaning online within the crypto community, as some claim Bitcoin tends to perform well after the McRib makes a comeback, particularly in 2017, 2020, 2021. The joke reached its peak in December 2024 when Bitcoin broke $100,000 for the first time in history on the exact same day the McRib returned to menus.
Welcome back, Legend!
Sam Ro ๐ retweeted
So far there are few signs that the second derivative in earnings estimates is slowing down. The expected growth rate for both 2026 and 2027 EPS is still advancing.
Sam Ro ๐ retweeted
Magically long on the up days and magically short on the down days. No one's buying your bullshit.
Chart of the year
Semiconductor earnings are up 176% year-over-year, yet the industry's P/E has collapsed to just 14.2. The market doesn't believe its own profit forecasts.
๐ Members-Only
quicktak.es/3vjb
Sam Ro ๐ retweeted
SCOOP: The State Dept has started asking career diplomats up for promotion if they voted for Trump in 16, 20, 24.
Federal law prohibits politically based hiring for career staff.
State tells @washingtonsun it's screening for "fidelity" and execution of the president's vision๐
Sam Ro ๐ retweeted
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even โday afterโ scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-agenโฆ
whatever your thoughts: tweet of the day @PIIE
What amazes me is the attitude of so many of the centibillionaires.
A 5% tax will not make any difference to the way they live. Their spending may be extravagant, but it is still much less than their (correctly measured) income.
They know that, as gifted as some of them indeed are, they have benefited from extreme luck (and the help of the state, and, to speak like an economist, monopoly rents).
They know that their effective tax rate is low, relative to what many others pay.
They know that extreme inequality is extremely unpopular, and can lead to political unrest, backlash, or worse.
They must admit that, morally, it is hard to argue for a society in which some become obscenely wealthy, while so many are poor and see their income stagnate.
They typically have not indicated that they are building their wealth to eventually make the world a better place.
But they are still willing to fight the tax, spending hundreds of millions in California to avoid paying the tax. Why?
They simply think what is theirs is theirs, end of story.
They believe in the slippery slope, and if they do not take a stand on this levy, the government will come back for more.
They hate the state and the notion that their money will be misused?
Or?
Sam Ro ๐ retweeted
A group dispatched by Hegseth's team in February attempted to move the historic globe, said to be used by Eisenhower during World War II.
They lifted it from its home in an Army office in the Pentagon ... and dropped it.
Sam Ro ๐ retweeted
FT: Treasury secretary Scott Bessent told investors in a private meeting that he did not see a โsystemic problemโ with the AI boom, downplaying concerns that the industry is in a bubble like the one that preceded the dotcom bust.
โIโm good at figuring out when there are problems in systems,โ Bessent, said when asked about AI in an interview with Bridgewater chief executive Nir Bar Dea, according to three people who were present at the event.ย โI donโt see a systemic problem.โ
When someone hands you their phone to show you a photo, thatโs not permission for you to start scrolling through their camera roll. Do you have any idea how obnoxious that is you sociopath?
Sam Ro ๐ retweeted
A night to remember for Como ๐ค
#UCL





















