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To surpass a Shiller P/E of 30, one discovers, is to flirt with disaster. Historical precedent, a tiresome but reliable companion, reveals that such heights have invariably been followed by corrections – declines ranging from a mere 20% to a rather dramatic 89%. One might observe that the market possesses a peculiar fondness for self-inflicted wounds. Still, to declare oneself entirely bereft of opportunity amidst such extravagance would be a display of poor taste. Bargains, like rare orchids, merely require a more discerning eye to unearth.

So, you want my opinion? Fine. If you’re going to participate in this madness, you might as well pick something with a brand. Something people recognize. It’s not about logic, it’s about avoiding the truly obscure stuff. Bitcoin. It’s the Coca-Cola of digital nothingness. Pepsi is trying, sure, there’s a lot of these other blockchains, all promising the earth, but let’s be honest, they’re just…different shades of complicated. And nobody wants complicated. They want what they think they know.

It’s growing, undeniably. And its software, one gathers, is becoming something of a standard in this artificial intelligence racket. But it’s also, and this is the crux of the matter, quite extraordinarily expensive. Reconciling those two facts is proving… challenging. A bit like trying to make a soufflé rise in a hurricane, really.

The filings, of course, are the official pronouncements. These Form 13F documents, arriving with the punctuality of a hangman, reveal the holdings of those who manage vast sums. They are, however, mere skeletons, lacking the flesh and blood of true understanding. To decipher them is to attempt to read a man’s soul from his tax returns – a task for theologians and, perhaps, particularly cynical accountants.

Netflix, a purveyor of moving pictures, is, at heart, an algorithm disguised as entertainment. It doesn’t merely offer content; it engineers desire. A subtle, insidious process, and remarkably effective. One suspects the company understands human weakness better than most theologians.

Delek Logistics Partners has maintained a consistent, albeit incremental, pattern of distribution growth, recently declaring a quarterly payment of $1.125 per unit, representing a 0.4% increase. This extends a streak of 52 consecutive quarterly increases. The partnership’s revenue generation is underpinned by long-term contracts governing midstream services, providing a degree of stability. Last year’s cash flow coverage ratio of 1.3x suggests a reasonable cushion for sustaining distributions while allowing for reinvestment in expansion initiatives.

The valuation, as it is termed, is… expansive. A multiple of 388 times earnings, 116 times next year’s projections. These figures are not errors in calculation, but a reflection of expectations that defy conventional logic. And yet, one analyst, a Mr. Radke of Citi, maintains a ‘buy’ rating, suggesting that Palantir has, somehow, circumvented the established laws of financial gravity.

So, the question on everyone’s lips is this: is now the time to snatch up these discounted shares, or are we lookin’ at a fallin’ knife, best left alone? A body could lose a finger, or worse, a good portion of their savings, tryin’ to catch that one.

UPS recently unveiled its 2025 results – a curious blend of good, bad, and, dare I say, potentially great news. It’s a bit like inspecting a used automobile – you always find a few dents under the polish.