NotebookLM podcast discussion of our new equity strategy targeting consumption leaders aka many of the worlds most admired Brands, is amazing. Great detailed overview of LOGO, what it’s designed to do and how it invests. Brands Matter, heres why open.spotify.com/episode/3Th…

$BX $KKR $APO $BN $ARES $GPZ $GS gonna really like when SOFR goes ankle 😂

Great stuff as always Barry! Love the pods. Question: what do u use for these recordings? I need to upgrade the video and sound quality of Logo QuickTakes and love your tech! Thanks

With all the new “bribery for votes” I mean stimulus I think we can expect $IBIT $GLD $ETHV to get moving again 😂 let’s bring santa in to why not! Currency debasement, QE, stealth tax increases, structurally higher inflation, widening divide between have and have not will continue

SOFR dropping like a stone. A dramatic decline in SOFR means that borrowing money overnight in US markets just got cheaper, which signals easier or more accommodative monetary conditions for banks and businesses.

This is one of the best explanations of what is going in America right now, why @ZohranKMamdani won in NYC, and what the risks are for our country and the world. @elonmusk is the spokesperson. He is brilliant, incredibly articulate , and spot on. What makes this video even more remarkable is that I am pretty sure but not totally sure that it is AI. Not just Elon speaking the words, but the words that are actually spoken. For someone who has followed Elon for many years and spent a few hours with him, the tone, the choice of words, the thoughts behind them match with the Elon that we all know. But it is highly likely to be AI. The principal reason why I believe this to be so is that I don’t think Elon would have had the time to put this together. If you want a glimpse of the future where we do not know what is real and what is fake, this is worth watching for that reason alone. But even more importantly, what Elon says here is one of the most important things you will watch this year. Do yourself a favor and watch this video: piped.video/watch?v=glRka9SC… And would the person who created this let us know who they are. They deserve a round of applause.

$SPY % of stocks over 50MA is usually a bottom when stochastics this oversold (This is the balloon under water I referred to last week)

BREAKING NEWS: Trump announces no money down 50 and 100 year mortgages with 2 months per year allowed to forgo payments. If you default, the property reverts to the Trump family and the banks eat the loss. Nobody is better than our president!

Dang was rooting for @TheIowaHawkeyes that corner just needed to raise his hands or look back and the game was in the bag

$KKR earnings summary using AI open.spotify.com/episode/0pZ…

🚨HOLY COW: @ElonMusk has announced his support for Warren Buffett’s plan to eliminate the deficit in 5 minutes: “Just pass a law that says, ‘Anytime there's a deficit of more than 3% of GDP, all sitting members of Congress are ineligible for reelection.’” Do you support this?

Fox Trumps Trump: Just as Trump was stubbornly insisting prices were "down significantly," Fox News popped his reality bubble showing coffee, utilities, electricity, and repairs all up significantly. Make sure everyone sees this.

Today's podcast is with an all-time favorite guest: Joe Davis, @Vanguard_Group' Global Chief Economist. Joe explains the tug-of-war between two megatrends - AI & demographic-driven deficits - will decide the coming decade for the U.S. economy. He's found megatrends have driven about ~60% of the change in per capita GDP growth and earnings yield over the last 130 years. He also answers: - How will AI impact financial advisors? - Should you consider diversifying away from technology stocks if you're bullish on AI? - Is now the time to stick with international diversification? - What are key lessons from past technology cycles? Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/1JF… Show Notes: themebfabershow.com/episodes… YouTube: piped.video/MFH_33rvupk

When 52-week highs/lows are roughly equal near all-time $SPX highs - It's rare. We dug into the data to see what's happened historically when breadth looked like this. - Times it has occurred are marked below - interesting Full discussion on this week's pod (drops in 2hrs)

Source of the chart discussed in the podcast: mybrand.schroders.com/m/5db2…

Just remember the board did fire @sama once but greed took over and now we have a major risk with tech because this guy is desperate to keep this hope train going

If you’re still clinging to the narrative that Trump is the friend of America and he has your back, I beg you to seek help 😂 this guy remains the most dangerous person to America and our brand around the world and most of his team lies even more than @sama and that’s not easy to do

When you buy $1,000 of Warren Buffett's Berkshire Hathaway $BRK.B here is what you are buying - $371 of Cash & T-Bills - $354 of Implied Value of Operating businesses and Other assets - $61 of Apple $AAPL stock - $52 of American Express $AXP stock - $50 of Coca-Cola $KO stock - $31 of Bank of America $BAC stock - $19 of Chevron $CVX stock - $83 of other stocks

The fact that NO tech expert or VC is willing to address this question should make ALL investors very nervous about the AI buildout story: Where does this massive cap ex spend end? Does it end? Are cos going to be on a constant spend cycle that effectively makes their core metrics warrant lower valuation?

The tide is turning and it’s so wonderful

AppLovin’s last call made it clear they’re building a once-in-a-generation ad platform. $11B+ in spend from a tiny advertiser base. As density grows, the AI trains itself conversion rates rise, targeting sharpens, and the flywheel compounds. Most still don’t see it. $APP