The disappearance of Nike from Pershing Square’s 13F filings following the options conversion raises immediate questions about market perception versus fundamental reality. While the SEC-mandated disclosures create temporary opacity, the strategic shift underscores Ackman’s conviction in specific catalysts driving the athleticwear giant’s potential resurgence.
Amazon (AMZN) is the kind of company that makes you wonder if Jeff Bezos sneaks in extra hours to invent new ways to dominate markets. Yes, it’s gobbling up e-commerce like a squirrel hoarding acorns, but the real unsung hero is Amazon Web Services (AWS). While the world gawks at Prime Day sales, AWS is the quiet giant chugging along with 17% annual revenue growth. It’s like watching a tree grow-unseen but inevitable-and one day you wake up to realize it’s taller than your house. And with only 16.3% of U.S. retail online, there’s room for this oak to stretch further.
One might ask, then, with a mixture of disbelief and reluctant curiosity, what place does Oracle have in this narrative? A company with a market cap of $899 billion, not even remotely within the same dimension as its trillion-dollar counterparts, yet somehow entwined in the same dance of progression, of acceleration, a dance they cannot escape from. Oracle, despite its modest valuation, has begun to stir, its growth inching upward as if in an act of sheer, inexplicable persistence, a forward march against all logic.
After a rather dramatic market plunge, Bitcoin has managed to bounce back to the $110,000 level, attempting to turn this spot into a sturdy support. Isn’t it just like Bitcoin to dance around in the $108,000-$120,000 range since July? Talk about a commitment to uncertainty.
On Monday, the British Columbia (BC) government unleashed a flurry of new legislation that’s designed to “stimulate the economy” (as they so eloquently put it) and help the crown-owned BC Hydro utility juggle its power load. Well, apparently, the electric grid isn’t just for keeping your lights on anymore. It’s got its own idea of who should get priority, and surprise, it’s not you…or the miners. 💡
“Mark my words,” declared Mr. Woo with an air of gravitas, “this impending calamity shall be defined by a cycle so oft forgotten, it might as well be a distant relation one pretends not to know.” 😏📉
On Monday, Yonhap News reported that FSC Chairman Lee Eun-won, a man who clearly enjoys being the party pooper of digital finance, declared that “interest payments on stablecoins must be blocked in any form.” Imagine a world where your crypto earns zero rewards-how dare it!
Apparently, Ethereum isn’t just a cryptocurrency-it’s a “programmable, open finance framework.” Fancy words for “grifter playground.” 🚀🎢 According to some guy named AdrianoFeria (who’s probably just Larry David in disguise), this openness has birthed innovation AND a million ways to fleece retail investors. Low-quality tokens? Check. Overpriced NFTs? Double check. 🖼️💨 Retail investors thought they were playing 4D chess but ended up losing their queen. Oops.
“Open interest in ETH resembles the simplistic serenity of June 30th of this very year, when ETH traded at the illustrious value of $2,500,” he remarked with the gravity befitting an oracle. “With the looming specter of a Supercycle for Ethereum, this dislocation in pricing serves as a veritable siren call enticing the bold-hearted to plunge into its depths.” Ah, the profundity of such calculations! 🤔
But what if I told you reliable income doesn’t have to be dull? What if I said two utterly unglamorous companies – one that owns boring shops, another that owns pipes you don’t want to think about – are quietly printing cash like accountants laundering joy? Realty Income (O) and Oneok (OKE) aren’t sexy. They’re not going viral. But they’ve been paying dividends longer than your marriage has lasted. Possibly longer than your mortgage. And honestly? That’s the kind of loyalty you can set your watch to.
