What´s happening at the Stock Exchange
I want to knowWhat´s happening on Squawk BoxWhat´s happening with my stocksI want to knowI watch you on the TV every single dayThose eyes make everything okay ( Joey Ramone)sweater night
a wonderful world of alcohol and sometimes hockey ramblings....a great place to get drunk or fantisize about being drunk.
Friday, September 04, 2026
What's happening on Wall Street
Wednesday, September 02, 2026
After all the jacks are in their boxes
And the clowns have all gone to bed
You can hear happinessStaggering on down the street
Footprints dressed in red
And the wind whispers
"Mary" (Jimi)
I think Hakeem is stalking me........no, not Hakeem Olajuwon......he's Hakeem the Dream.....i'm talking about the New York Nightmare....Hakeem Craig Jeffries...
Thursday i gave a brief overview on Data Centers and how i thought they could be reigned in and managed so that both sides benefitted....and yesterday Hakeem took the bait. ( Truth be told/ in fairness he was responding to POTUS......Trumpski said cities that reject Data centers flat out, are backwards and doomed to be left behind this economic windfall)
But Hakeem of course had to paint data centers as the new satan.....and insisted the Repubs were trying to unleash this horrible monster on the American public....it's kind of sad, but the big blue North gets what they deserve when they continue to elect morons.....they vote on party lines only , and in primaries they choose the candidates with the best sound bites or whomever their union tells them to support.......data centers do not have to / nor should they be a partisan issue......both sides should be actively pursuing their construction in their districts, with safeguards and on good financial terms for their constituents.
So, what we can expect to see is that more data centers will be built in Red States in the South......already low property taxes will shrink or go away entirely....quality of life investments like parks and recreation will flourish and technology field jobs will be created.........and up north ? more of the same red tape... just like how they will squander the FB payout on more bureaucracy and govt overreach programs.......it is a shame, because i truly do love NY/NJ and do not wish to see these states abandoned.
Lots of Talk about these FLOCK cameras.....i don't see why it is such a problem to fix......i share concerns with many over the loss of privacy...and i despise Big Brother Govt spying....but in this day and age with so many abductions of children and ex spouses, a few minutes could be the difference between life and death....I think it can be an fixed.....limit access to the data....only provide unlimited access in the areas surrounding a disappearance /abduction, and for a brief window....and only grant access after the fact ( for evidence gathering) if accompanied by a warrant........do not allow Cops to search for their ex wife's whereabouts on his lunch hour.......and no blind searches for a specific plate without a warrant.
I am following this Clancy case in Mass.......lady killed her 3 toddlers and then either tried to kill herself or create a smokescreen to distract everyone......the murder of the kids is NOT in doubt....from what i understand they are trying to determine her mental state at the time of the killing....I do not think a jury of average Joe's should be responsible for that.....this sb a trial before a judge and let both side provide their experts testimony....and let the judge decide.
must be bitter resentment for fans of the Notorious B.I.G (Chris Wallace) aka Biggy Smalls......he was murdered in 1997 as payback for the part he played in the murder of Tupac Shakur....this was during the infamous Rap wars between East Coast and West Coast Rappers........Martians, this is not a joke.....well now it turns out that Tupac was killed by the Uncle of some LA rapper that he beat up earlier in the evening.....and Biggy had nuthin to do wit it......shame.
anybody seen Mikie ? an 8 month old infant was killed and his Mother & Sister hospitalized , when they were run over by a vehicle in a supermarket parking lot in Jackson ( i believe) New Jersey.......spoiler alert...not only was the driver unlicensed, but she was illegal....maybe, just maybe...if the State of NJ cooperated with ICE ( instead of protesting outside of Delaney Hall) this 20 year old miscreant would have been identified and detained BEFORE she murdered an infant.....maybe the family of the deceased should file a $100 million lawsuit against the State for Failing to enforce /assist Federal Immigration policies .
a few sports prognostications........NFL win totals
Falcons over 7 1/2
Browns over 5 1/2
Broncos under 9 1/2
Jaguars under 8 1/2
and NVDA is lingering between 215 and 220.....this is a $300 stock.....if you have patience and a few sheckles....load up......i'd say it hits $300 next May around earnings time...
and 2+3=BEEER
Will the wind ever remember
The names it has blown in the past?
And with this crutch
Its old age and its wisdom
It whispers, "No, this will be the last"
Saturday, August 29, 2026
Blisstock T-shirt Link
I know everyone has too many t-shirts already, and most of us are trying to downsize our wardrobe, but i created these shirts as a nod to a fantastic Bayridge event....BLISSTOCK.....and to raise a few sheckles for a worthy Bayridge Institution....The Guild for Exceptional Children.........spoiler alert....we are keeping the window to purchase a shirt open until After Blisstock.....we think quite a few people may be inspired that day to buy a shirt....so the physical shirts will not be delivered until early October......you may also just make a donation if you really do not want a shirt...
Thursday, August 27, 2026
Wake of the Flood
Laughing water, 49
Don't just stand there dreaming
Get out the way, get out the way
Here comes sunshine (Hunter-Garcia)
Maybe try it two times
Maybe more
You got shoes to wear when you find the floor
Why hold out for more?
Tuesday, August 25, 2026
Once upon a time
I had a little money
Government burglars took it longBefore I could mail it to you
Still you are the only one
Now I can't let it slip away
So if the man with the ticker tape, he tries to take it
Well, this is what I'm gonna say (Elvis Costello)
This is a very interesting time for the stock market.....It honestly could swing violently in either direction or remain the same as if nothing were happening all around....on one hand i am adding to my position in Nvidia (on the eve of earnings) and at the same time i am moving more $$ to the sidelines ...on the off chance that the market is eventually spooked by, or take notice to; the countries $40 Trillion debt.......we are currently borrowing an addittional $93,000 every second...we spend more $$ annually on the interest payments than we do on National Defense.....it would seem to most that we are on the precipice of a great collapse......yet the market seems to shrug and say, let's wait and see......Scott Bessent is dipping into Treasury reserves to buyback govt bonds, to try and stabilize surging yields on the 10yr and 30 yr.......feels like a shell game , but nobody even flinched......is this a 1990's market repeat....as Greenspan dubbed "Irrational Exhuberance" ? does the market not believe that stocks can and will go down in value ?.....just when i am ready to pull the plug on some funds that have been up 30% ytd, i watch an interview with an economist who insists that a 1% moved in GDP will bring everything back under control and a 2% increase will eliminate the national debt entirely. If the new economic sanctions against Iran manage to cripple the regime and oil prices tumble, does everything else fall in line ? and what about the new trade war that POTUS just launched against Canada ? (side note, i have his back 100% on this one, and i believe Jamieson "Winston " Greer that the northern frogs tried to hoodwink our trade deal by adding too much bull crap at the midnight hour) and it is true, they need us a lot more than we need them.......hopefully our friends in Alberta see through Mark Carney's BS.....they are shocked and outraged that the bad orange man would tariff canadian goods.....but never have anything to say about the 200% tariffs they levied on US Farmers during the Clinton and Obama years.( took me 4 questions and about 10 minutes to get A I to admit that....they kept insisting that Canadian tariffs were merely retaliatory )
anyway there it quite a lot spinning on the financial globe at the moment.....reminds me of David Lindley and Jackson Browne discussing Cocaine....."it takes a clear mind" to figure what moves to make next ....or perhaps......sit still and do nothing........glad i cleared that up for you.
side note.....i really love this guy Jameis Winston...a funny guy with a positive outlook...he has the tools to be a starter for sure, i'm glad he seems content to be a Giant Backup.....especially with Darts concussion history.
2+3= $40 Trillion...........yikes
I think I'm going insane from talking to myself for so long
Oh, but I've never been accused
When they step on your face, then wear that good-look grin
I gotta break out one weekend before I do somebody in
But every single time I feel a little stronger
They tell me it's a crime, well, how much longer?
Don't blame it on me
Oh-oh, oh, it's nobody's fault
But we need somebody to burn
Sunday, August 16, 2026
Now i'm going back to Canada
On a journey through the past
And I won't be back 'til February comes (N. Young)Said the fiddler to the drunk
And we'll keep the tab on a journey through the past