WATCH DEGLOBALIZATION

“Any cash you're gonna need in the first in the next probably two, three months, I'd probably wanna be in money market or something like an escrow. And then anything beyond the three months, then you could probably park in something like this—between three months and a year, year and a half, two years max.”

“I think prices are permanently higher. I mean, when I say permanent, nothing's permanent, but at least in the foreseeable future, this year, next year, the year after. You know, we're not there's no going back to the $60, $65 bucks a barrel we were paying before all this mess. You're still left with a fee that's not inconsequential, and then, of course, insurance companies are gonna demand a higher insurance premium for insuring the traffic that moves through this strait because, you know, who knows what will happen in the future.”

“Rates are going higher and the dollar is starting to go lower. And that shows you that money is fleeing out of US markets, out of US assets and into foreign markets, which means higher interest rates, downward pressure on equities. The internals of the market are showing you what's happening.”

“The real opportunities are in the companies that are applying AI effectively to make their businesses more efficient. And I think those that run on small margins already have the most room to grow because small changes in their cost structure can make a massive impact on their total profit.”

“Rates are going higher and the dollar is starting to go lower. And that shows you that money is fleeing out of US markets, out of US assets and into foreign markets, which means higher interest rates, downward pressure on equities. The internals of the market are showing you what's happening.”

“The real opportunities are in the companies that are applying AI effectively to make their businesses more efficient. And I think those that run on small margins already have the most room to grow because small changes in their cost structure can make a massive impact on their total profit.”

“If a typical retailer could halve their hidden food waste costs, it could grow their profit margins by more than 20%. That's without raising prices, without cutting staff. That's just straight to the bottom line. So it's about getting smarter about what they order in the first place, and that's what AI is helping with.”

“I do think over time, AI will probably overtake that to some degree. It's pretty clear that AI is a transformational force within the software space. And probably the majority of names in the space today will experience major issues over the coming decade or so.”

“I do think over time, AI will probably overtake that to some degree. It's pretty clear that AI is a transformational force within the software space. And probably the majority of names in the space today will experience major issues over the coming decade or so.”

“You're going from in the thirty, forty, 60% range over the past few years of earnings growth down to eight next year. That usually creates some sort of earnings multiple compression. I would be very patient to pick this up because of that growth slowing, which is creating multiple compression, which means probably lower prices.”

“If a typical retailer could halve their hidden food waste costs, it could grow their profit margins by more than 20%. That's without raising prices, without cutting staff. That's just straight to the bottom line. So it's about getting smarter about what they order in the first place, and that's what AI is helping with.”

“You're going from in the thirty, forty, 60% range over the past few years of earnings growth down to eight next year. That usually creates some sort of earnings multiple compression. I would be very patient to pick this up because of that growth slowing, which is creating multiple compression, which means probably lower prices.”

“The US is a big economy—it's the largest on the planet—so, you know, it's still gonna play a very central role, but increasingly less of one as we move forward. We have benefited enormously from the globalization process and the fact that The US is central and the US dollar is central to everything that goes on in the world. And that is now gonna be under pressure; it was under pressure before all this, and it will be under even more pressure going forward.”

“I view this as a part of a broader, a very corrosive trend, and that that's the deglobalization of the economy that The US is pulling away from the rest of the world very quickly. I mean, you know, tariffs, immigration policy, what we're doing geopolitically. And then, of course, now the rest of the world is pulling away from us very quickly. If we are deglobalizing and this is just one more thing that will cause that process to continue and potentially even accelerate, it has all kinds of corrosive effects.”

“Iran is charging $2,000,000 for every ship that passes through the Strait Of Hormuz. And they have said in the agreement that they have full sovereignty over the Strait, and now they're gonna charge people for moving goods through it. So I guess the question is, one, do you think that that holds? And two, how significant is it from an inflation perspective? Because it seems like that is, yes, ships can pass through, but now there's a toll.”

“I'm giving MNTN a thumbs up if it can gather a little more momentum and break above this hundred day moving average, which it's trading right at right now. If it does hit those earnings numbers, then it looks cheap. If you can break above a dollar—or sorry, $11.75, $12 in that range, then I think this has more upside.”

“I'm giving MNTN a thumbs up if it can gather a little more momentum and break above this hundred day moving average, which it's trading right at right now. If it does hit those earnings numbers, then it looks cheap. If you can break above a dollar—or sorry, $11.75, $12 in that range, then I think this has more upside.”

“Any cash you're gonna need in the first in the next probably two, three months, I'd probably wanna be in money market or something like an escrow. And then anything beyond the three months, then you could probably park in something like this—between three months and a year, year and a half, two years max.”

“Feels pretty close to script, more or less. You know, the president has gone down this path in other ways. And when push comes to shove, when markets start to react, when stock prices are down, when interest rates are up, and in this case, when oil prices are up, he figures out a way to pivot, to stand down, and to declare victory and hopefully move on.”