Ferrari Earnings!!
Henry Beall Henry Beall

Ferrari Earnings!!

“To see a World in a Grain of Sand

And a Heaven in a Wild Flower

Hold Infinity in the palm of your hand

And Eternity in an hour”

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What is Going on With Tariffs?
Henry Beall Henry Beall

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.”

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Earnings From ServiceNow and Microsoft Cost Me Quite a Bit of Money :(
Henry Beall Henry Beall

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.”

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Finally Done With Venu
Henry Beall Henry Beall

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.”

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I am Anti-Insurance Stocks
Henry Beall Henry Beall

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.”

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Disney and Microsoft Make Moves
Henry Beall Henry Beall

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.”

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Prepping for 2025
Henry Beall Henry Beall

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.”

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The WSJ/Jonathon Weil Do Not Like TQQQ, but I Do Not Care
Henry Beall Henry Beall

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!”

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Something Feels Off in My Portfolio-A Learning Moment in Which I Can Lay a Plan Out Pt. 2
Henry Beall Henry Beall

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

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