TRUE NORTH retweeted
What the stoics believed — and my father was a stoic — is that we should be indifferent to our own desires, our own pain, all of the things that drive us in the material world. And that our duty was to figure out what our function was and then perform it, no matter what the cost.
TRUE NORTH retweeted
Largest risk to US stock market is Swaps related to Family Offices. Not inflation. Surely inflation is a risk but the market has been pricing that in for sometime. Be cautious of the Banks, as they would thrive in an inflationary environment are also the ones most exposed. $SPY
TRUE NORTH retweeted
Replying to @casque
Disney Fubo merger never made sense to me until I realized the below:
This scenario sounds more logical 👇
FUBO needs a partner that is undeniable. They have the tech but need resources to scale. Who is the right partner is the question people should be asking.
The Disney "Merger" was designed to create value. Value for all parties involved, particularly Disney bc they need capital to buy the insanely expensive media rights to the Leagues as they are now competing against the biggest companies in the world.
Insert "New Company" that is the mechanism to create this value. Since there is only 30% of FUBO left, I believe a "new partner" will emerge and buy the remaining 30%, which is now worth much more bc it's tied to Disney. This buyout will increase valuation of both Disney and Fubo shares.
Disney will then use the proceeds of selling their 70% at a much higher valuation to the real buyer who will be a company that needs less exposure to international commerce due to the new tariffs in place.
Disney still wins bc have advertising and new media rights.
Fubo wins bc will now be well resourced and at scale to dominate sports landscape.
The Two Companies joining Fubo will win bc one will be pivoting away from a dying business model, and the other will now have completely new vertical with less reliance on mature tariff riddled buisness.
TRUE NORTH retweeted
ONCE THE CORRUPTION IN THE STOCK MARKET IS UNVEILED AND THE LIES AND GREED OF THE BAD ACTORS ARE EXPELLED, I PRAY THAT TRUE PRICE DISCOVERY AND WEALTH BUILDING CAN BE SHARED AMONG ALL PEOPLE RATHER THAN THE EVIL FEW.
TRUE NORTH retweeted
As 2024 comes to a close today, the Exp 72 crew will see 16 sunrises and sunsets while soaring into the New Year. Seen here are several sunsets pictured over the years from the orbital outpost.
TRUE NORTH retweeted
U.S. public companies announced 327 chief executive changes this year through November, according to outplacement firm Challenger, Gray & Christmas, an all time high.
TRUE NORTH retweeted
It’s not every day you can say this...
But the Russell just might be the best-looking index out there right now. 😶 $IWM


















