U.S. Companies currently have the lowest interest burden in history 🚨 Bullish 🤑

Anyone who think Trump is bad and you are bad because your a Trump supporter. Play them this clip and remind them who they voted for.

563,000 more sellers than buyers in the US housing market… Biggest gap Redfin has ever recorded…

Ten year yield just broke 5% as all of the people betting we would have zero rates forever are blown the fuck out.

A reminder: The mining industry still represents only about 1% of the entire global equity market. I do not know whether that share will rise to 2%, 5%, 10%, or even 15–20% over the next decade. But I find it difficult to imagine it falling below 1%. This, my friends, is asymmetry in its purest form for the decade ahead. tavicosta.substack.com/p/the…

Counting down the days.

🚢 Titanic Survival Rate. Total: 1st class - 62% 2nd class - 41% 3rd class - 25% Men: 1st class - 33% 2nd class - 8% 3rd class - 16% Women: 1st class - 97% 2nd class - 86% 3rd class - 46% Children: 1st class - 83% 2nd class - 100% 3rd class - 34%

This has arguably been one of the most consequential 20-day periods of America’s history. Two interventions to save the Treasury market. Both failed. We may look back on this as America’s emerging-market moment. None of us own enough hard assets. tavicosta.substack.com/p/ame…

Welcome to the 2027 season way too early D3 College World Series participants. 1. Denison 2. Adrian 3. Whitewater 4. Salve Regina 5. Lynchburg 6. CMS 7. U Chicago 8. Trinity *note I have not looked at a single roster. #d3baseball

You know something is fundamentally broken when yields surge and your currency can’t rally. This is one of the defining macro signals of our time: America’s debt burden is turning higher yields into evidence of fiscal stress. None of us own enough hard assets. tavicosta.substack.com/p/a-w…

If you’re waiting for home prices to come down, you will wait forever. Priced in gold, home prices haven’t made a new high in over 75 years. They never will. Which means priced in dollars, they will keep going higher.

The US stock market peaked 26 years ago. Priced in gold, the S&P 500 is still down 66% from its 2000 high. It is LOWER today than the day Nixon closed the gold window. You just don't see it — because you measure your life in dollars.

🚨 JUST IN: President Trump just posted Stephen Miller dropping this TRUTH NUKE for every American to hear He nailed it: “The Democrat Party has become a party of Marxist, communist, socialist, violent extremists, and violent revolutionaries who support the policies that are getting Americans KILLED en masse historically for many years now by criminal illegal aliens!" "This is a party that supports violence against ICE officers, supports violence against federal law enforcement, and engages in conduct and rhetoric and behavior that leads to repeated assassination attempts against President Trump, against President Trump supporters, and against Republican elected officeholders." "It is a terrifying reality, but one we cannot turn away from, ignore, we cannot put our heads in the sand, and pretend the Democrat Party of the 90s or the 80s or the 70s exists anymore, because it is gone! It is gone, and it is not coming back!" @StephenM

Parents write off Division III as the lesser path. The NESCAC ,, Amherst, Williams, Bowdoin, Tufts, Colby , UAA , University of Chicago , Brandeis University ,Emory University and NYU, offers no athletic scholarships at all. None. What they offer is the degree, the network, and need-based aid that can make it the best 40-year value on your son's entire list.

State baseball rankings

The 20 degrees most pitchers will never throw. Pull up the last bullpen of any 95 mph pitcher in the big leagues. Now pull up the last bullpen of a 75 mph high school sophomore. The arm action looks similar. The radar gun reads completely different. Why? Across decades of 3D motion capture research, one mechanical variable separates levels more dramatically than almost anything else: forward trunk tilt at ball release. Low velocity pitchers finish at roughly 28 degrees. High velocity college and pro pitchers finish at roughly 37 degrees. Elite MLB pros peak around 47 degrees of forward tilt with nearly 68 degrees of total trunk excursion. That research comes from Matsuo and colleagues in the Journal of Applied Biomechanics, Manzi and colleagues in 2021 with 100 pros and 57 high schoolers across 1,401 pitches at 480 Hz, and Laughlin and Fleisig in the American Journal of Sports Medicine. That is roughly a 20 degree gap between an upright young pitcher and a finished pro. And it tracks directly with the 20 mph velocity difference. Here is what nobody tells young pitchers. Forward trunk tilt is not a coaching cue. You cannot think your way into it. You cannot drill it into a kid by yelling get out front. It is a measurement. The trunk falls forward as a symptom of explosive ground reaction force, hip to shoulder separation, and stride length. You cannot fix what you cannot measure. So we built a way to measure it for free. The MechanicsDNA Mini scans a pitching video in your browser in about 60 seconds and grades 5 of the most important biomechanical markers in baseball research. Forward trunk tilt at ball release. The 20 degree killer. Hip to shoulder separation at foot contact. Stride length as a percent of body height. Vertical trunk at foot contact. Shoulder abduction at landing. No account. No download. No card. The video never leaves the phone. Run your scan here: topvelocity.org/mechanicsdna… Or comment the number 20 below and we will send the link. 847 pitchers scanned and counting. 10,000 athletes trained. 100 MLB Draft picks. M.S. Kinesiology. PhD.

Great win today! @IHBravesBase beats Beechwood 4-1. Pitching was the key! Senior @Jim_Liebel1 was very good, FB up to 91 today 5 IP, 0 BB, 2 K. Junior RHP @DevlanDaniel gets the WIN going 2 IP, 2 K, 0 BB, with the FB up to 92mph today. @Jim_Liebel1 2-3 2(2B)

Congratulations to our @PNCBank MVP, Jim Liebel, from Indian Hill! @IH_baseball @ihbravesad