What is Going on With Tariffs?
“I was angry with my friend;
I told my wrath, my wrath did end.
I was angry with my foe:
I told it not, my wrath did grow.
And I waterd it in fears,
Night & morning with my tears:
And I sunned it with smiles,
And with soft deceitful wiles.
And it grew both day and night.
Till it bore an apple bright.
And my foe beheld it shine,
And he knew that it was mine.
And into my garden stole,
When the night had veild the pole;
In the morning glad I see;
My foe outstretched beneath the tree.”
Earnings From ServiceNow and Microsoft Cost Me Quite a Bit of Money :(
“Where had I heard this wind before
Change like this to a deeper roar?
What would it take my standing there for,
Holding open a restive door,
Looking down hill to a frothy shore?
Summer was past and the day was past.
Sombre clouds in the west were massed.
Out on the porch's sagging floor,
Leaves got up in a coil and hissed,
Blindly struck at my knee and missed.
Something sinister in the tone
Told me my secret must be known:
Word I was in the house alone
Somehow must have gotten abroad,
Word I was in my life alone,
Word I had no one left but God.”
Is DeepSeek a World-Changing Event, or is Everyone Just Hyped up on Cocaine/Adderall?
“Isn't life,' she stammered, 'isn't life--' But what life was she couldn't explain. No matter. He quite understood.
'Isn't it, darling?' said Laurie.”
Apple Stock Fall Off-Have I Already Been Validated?
“Cities have sprouted up along the rivers
teeming with people at cross-purposes—
a million schemes, a million wild looks.
Disappointment unshoulders his knapsack
here and pitches his ragged tent.”
Analyzing the Long-Term Success of Trump Trade Stocks
“And so with the sunshine and the great bursts of leaves growing on the trees, just as things grow in fast movies, I had that familiar conviction that life was beginning over again with the summer.”
Nintendo Stock-Forgotten but Probably the Best
“Failure is only the opportunity to begin again”
Bond Yields and an Intense Earnings Season Could End This Market’s Momentum Completely
“Turning and turning in the widening gyre
The falcon cannot hear the falconer;
Things fall apart; the centre cannot hold;
Mere anarchy is loosed upon the world,
The blood-dimmed tide is loosed, and everywhere
The ceremony of innocence is drowned;
The best lack all conviction, while the worst
Are full of passionate intensity.”
Finally Done With Venu
“This is the way the world ends
This is the way the world ends
This is the way the world ends
Not with a bang but a whimper.”
I am Anti-Insurance Stocks
“If you could hear, at every jolt, the blood
Come gargling from the froth-corrupted lungs,
Obscene as cancer, bitter as the cud
Of vile, incurable sores on innocent tongues,—
My friend, you would not tell with such high zest
To children ardent for some desperate glory,
The old Lie: Dulce et decorum est
Pro patria mori.”
Disney and Microsoft Make Moves
“So little cause for carolings
Of such ecstatic sound
Was written on terrestrial things
Afar or nigh around,
That I could think there trembled through
His happy good-night air
Some blessed Hope, whereof he knew
And I was unaware.”
Prepping for 2025
“Do not go gentle into that good night,
Old age should burn and rave at close of day;
Rage, rage against the dying of the light.
Though wise men at their end know dark is right,
Because their words had forked no lightning they
Do not go gentle into that good night.”
Making a Change in My Portfolio at the End of the Year-ASML
Their EUV Machine-Not something that one could knockoff very easily, took Intel over twelve months and $400 million to assemble, once they purchased it for one of their foundries.
The WSJ/Jonathon Weil Do Not Like TQQQ, but I Do Not Care
“Loiterer! why sittest thou
Sunk in thy dream?
Tempts not the bright new age?
Shines not its stream?
Look, ah, what genius,
Art, science, wit!
Soldiers like Caesar,
Statesmen like Pitt!
Sculptors like Phidias,
Raphaels in shoals,
Poets like Shakespeare—
Beautiful souls!
See, on their glowing cheeks
Heavenly the flush!”
Macro 2025 Predictions
“You're my lawyer so I think you should know: I've killed a lot of people.”
Something Feels Off in My Portfolio-A Learning Moment in Which I Can Lay a Plan Out Pt. 2
Oh! then a longing like despair
Is to their farthest caverns sent;
For surely once, they feel, we were
Parts of a single continent!
Now round us spreads the watery plain—
Oh might our marges meet again!
Who order'd, that their longing's fire
Should be, as soon as kindled, cool'd?
Who renders vain their deep desire?—
A God, a God their severance ruled!
And bade betwixt their shores to be
The unplumb'd, salt, estranging sea
Something Feels Off in My Portfolio-A Learning Moment in Which I Can Lay a Plan Out Pt. 1
“The world, which seems
To lie before us like a land of dreams,
So various, so beautiful, so new,
Hath really neither joy, nor love, nor light,
Nor certitude, nor peace, nor help for pain;
And we are here as on a darkling plain
Swept with confused alarms of struggle and flight,
Where ignorant armies clash by night.”
I’m Baaaaaack-GigaCloud Technology is a Screaming Buy
“Welcome, O life! I go to encounter for the millionth time the reality of experience and to forge in the smithy of my soul the uncreated conscience of my race.”
I Sold out of IonQ and Maybe Made a Stupid Impulsive Decision. Also, I got Rejected From my Top College Halfway Through Writing. Keep Reading to Find out Which School it Was!
Tears, idle tears, I know not what they mean,
Tears from the depth of some divine despair
Rise in the heart, and gather to the eyes,
In looking on the happy Autumn-fields,
And thinking of the days that are no more.
Fresh as the first beam glittering on a sail,
That brings our friends up from the underworld,
Sad as the last which reddens over one
That sinks with all we love below the verge;
So sad, so fresh, the days that are no more.
Ah, sad and strange as in dark summer dawns
The earliest pipe of half-awaken'd birds
To dying ears, when unto dying eyes
The casement slowly grows a glimmering square;
So sad, so strange, the days that are no more.
Dear as remember'd kisses after death,
And sweet as those by hopeless fancy feign'd
On lips that are for others; deep as love,
Deep as first love, and wild with all regret;
O Death in Life, the days that are no more!
The Case Against Bitcoin
“I would build that dome in air,
That sunny dome! those caves of ice!
And all who heard should see them there,
And all should cry, Beware! Beware!
His flashing eyes, his floating hair!
Weave a circle round him thrice,
And close your eyes with holy dread
For he on honey-dew hath fed,
And drunk the milk of Paradise.”
The Market is Very Expensive: Is It Time to Take a Step Back?
“But at my back I always hear
Time’s wingèd chariot hurrying near;
And yonder all before us lie
Deserts of vast eternity.”

