@BaseRatePM

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
Google has to be humiliated. Gemini is somehow losing the target-breaching benchmark too
*OPENAI’S AI TRIED TO BREACH 4 OTHER TARGETS: NYT
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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.
Disney is raising the price of Disney+ Premium from $18.99 to $21.49/month For context, Disney+ launched in November 2019 at $6.99/month
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As an American investor, I had successfully gone weeks without thinking about France. Apparently that ends today.
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I was starting to question the credibility of the government, but then they brought in the Paul brothers. We’re back.
Last Thursday, we welcomed Logan and Jake Paul to the Pentagon to meet with our warriors.
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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. 🇺🇸🇺🇸🇺🇸
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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
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Michael Bluth retweeted
Fixed that for you JP Morgan
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Grant Cardone continues to demonstrate that confidence and economic literacy remain completely uncorrelated.
Mortgages & housing starts collapse. The last 3 times this happened proved excellent times to invest in real estate. You still have to be selective about location, quality of the asset, debt terms and price you pay. Link in bio if you wanna learn more
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I don’t want a $5,000 check. I want material nonpublic information.
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Never been more bullish on fighting the Fed.
BREAKING: Jim Cramer says buying stocks now means "fighting the Federal Reserve"
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The AI regulation wars are eventually going to get one paragraph in a history textbook and it’s going to sound completely insane.
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Wait until Grant discovers why rates went from 5.3% to 2%
Don’t forget in April of 2007 10 year hit 5.3% and by October of 2008 they were 2%.
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Interesting. I was recently told by the president that this had a November maturity date. This uncertainty is going to hurt banana stand operations.
BREAKING: Iran and the U.S. are reportedly preparing for a potentially prolonged conflict, with little sign of an imminent ceasefire, per Bloomberg.
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Incredible foresight to establish the Zelda alibi two months early. Terrible week to be on the OpenAI org chart.
ocarina of time remake is the best news in a long time. i will be unavailable november 5 and 6; need to find a case of mountain dew.
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If you’re not bullish on equities, the banana stand is accepting debt investments as well.
I am not bullish on equities right now
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Michael Bluth retweeted
AI consumers vs. AI researchers
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Nothing says “reputation risk” like your entire lender base adding 100 bps out of spite.
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Luxury holding up while Lululemon struggles is the strongest evidence yet that rich people do not wear pants with drawstrings.
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I’d like $PTRN management to know their Forbes profile has materially increased my modeling complexity.
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We are working towards getting Astra in everyone's hands as quickly as we can; I know it is frustrating and I appreciate the patience. It should be quick.
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