(00:00.43) All right, what can we learn? Lessons from George Clooney, Larry Kudlow, and Gollum from Lord of the Rings. Let’s start off with George Clooney. Well, I got to give it to the Babylon Bee. This is kind of funny. Babylon Bee puts out the New Ocean’s 14. George Clooney pulls off $30 million […]
(00:00.238) Private equity going down. Yeah, I got a pretty good track record, pretty good track record at spotting bubbles and when they’re going to pop. This one’s interesting. The private equity bubble is a fascinating bubble because how do you get to any sort of price discovery? These private equity companies basically price their […]
(00:00.442) All right, Boeing Tales. boy. Yeah, we’ve we’ve gone after Boeing quite a bit here on the show over the years. And well, revenge of Boeing. So I had a flight of Florida on Monday coming back on Tuesday. So I get to the airport, get on my airplane, Boeing plane. Again, getting out […]
(00:00.462) So who carries the weight? What neighborhoods carries the weight of illegal immigration? It’s a fascinating piece in the New York Post this past weekend. And as it turns out, surprise, surprise. Guess what? I’ll put it this way. Where do you think illegal immigrants are not residing in New York? If you could […]
(00:00.558) it didn’t even make it didn’t even make it to 7 a And I’m already getting bombarded with questions about Biden on ABC with George Stephanopoulos. OK, let’s let’s break this down, shall we? First and foremost, we heard that he was going to do the saving face interview on George with George Stephanopoulos […]
(00:00.558) Now we’ve been warning about commercial real estate collapse for years and years ago. We’re going back pre -COVID. Wasn’t a matter of if, it was a matter of when. Again, the commercial real estate guys out there, they like to lie, they like to prop stuff up. Again, I’m not a direct investor […]
(00:00.398) Yep, I’m admitted. I’m exhausted. I am. I am exhausted. I’m tired. Not to the Fourth of July barbecues or anything like that. I’m just I need a vacation. I’m tired of being lied to. Tired of turning on the news every single day. I don’t know if you feel the same way I […]
(00:00.75) Yeah, four score and seven years ago, I don’t know how many years ago, I came up with my watchdog on Wall Street Axis of Evil. And it was in contrast to George W. Bush’s Axis of Evil, which was, it was Bush’s. It was North Korea, Iran and Iraq at the time. And […]
(00:00.27) I’d like to discuss the concept, the topic of demand destruction. And I want to kind of equate this to one of the ongoing themes, something we’ve been talking about as of late when it comes to tariffs, or you could say taxes. Demand destruction is, you know, you might have a high supply, […]
(00:00.462) Okay, the Supreme Court hyperbole and Kings. Just when you thought it was going to be a nice and easy Fourth of July week. Nope. Nope. Nope. Nope. A lot. We have to go over here on the program. First and foremost, obviously the big story. Supreme Court concluded the constitution requires immunity from […]