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Markets, investing & questionable capital allocation. There’s always money in the banana stand. Occasionally useful. Consistently semi-stupid.
Bluth’s Frozen Banana Stand
Joined August 2026
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Genuine analyst question: how much pricing power do streaming platforms actually have before consumers just rotate subscriptions?
My suspicion is management teams across the space are materially overestimating brand loyalty in a category with rotating catalogs and essentially zero switching costs.
As an American investor, I had successfully gone weeks without thinking about France. Apparently that ends today.
Imagine spending your career studying sovereign debt just to watch Jake Paul get the meeting.
Great to welcome @jakepaul to the Treasury Department today.
Jake’s path from content creator to entrepreneur and professional boxer is a distinctly American story. 🇺🇸🇺🇸🇺🇸
Fantastic. Now PLTR is going to drop and I’ll have to apologize to Michael Burry.
JUST IN: Jim Cramer says he is "sticking" with his $250 target on Palantir
$PLTR currently trades at $175
Grant Cardone continues to demonstrate that confidence and economic literacy remain completely uncorrelated.
I don’t want a $5,000 check. I want material nonpublic information.
The AI regulation wars are eventually going to get one paragraph in a history textbook and it’s going to sound completely insane.
Luxury holding up while Lululemon struggles is the strongest evidence yet that rich people do not wear pants with drawstrings.
I’d like $PTRN management to know their Forbes profile has materially increased my modeling complexity.