Thanks to everyone who came out to my "Not So Tiny Bubbles" presentation at the MoneyShow today in Toronto. I sensed a lot of fidgeting, anxiety, and discomfort in the crowd, which means I was doing my job.

Things are tough all over. Enjoyed speaking with @FoxNews about a possible ban on diesel exports. It’s classic lose-lose proposition that will only harm those it intends to help. share.google/uK95h7wlQgTphD3…

😭😭😭💔

Good afternoon. My brief research note on the folly of a diesel export ban that after a short period will result in a supply shortage and higher prices both domestically & globally. share.google/JJ7vU1KeRufXVRP…

Peter Tchir on creating US crypto privateers to crack down North Korea and Iran "The one thing that does come up in our conversations, and one guy, Chris Perkins, has been a big fan of this, is trying to create some sort of crypto privateer, where we can really go after the countries who are using cryptocurrencies nefariously." "So we can go after North Korea. We can go after Iran, and really clean that up. I think there have been some signs that this administration is moving towards that, some way that we can harness the resources of smart American companies to go after this." "From a national security standpoint, I don't see it as a big part of our conversation. When we talk to our AI cyber people, they do see it as part of it, because they're focused on agentic AI." "I do think there's this increased desire to figure out a way for the US to crack down on the bad actors in the crypto space, and eliminate that, which would be good longer term." "I do think it fits well with Trump. He would like to capture some of that Bitcoin and keep some of it for the US Treasury."

Very shocked yet thrilled to announce that I emerged as victor in this year's Gentlemen's Olympics In 11 years, this is first time I've taken the title..and it feels wonderful 🙂 Much gratitude to all of you who sent encouragement yesterday (FYI: last year's winner, transitioning the coveted Smoking Jacket to me here, is a former NFL Super Bowl competitor)

Looking forward to kicking the week off with @MorganLBrennan @CNBCMorningCall @AcadSecurities

"ETFs should come with a drink ticket and a players card at this point.. There's been so many leveraged ETF closures this year that Spirit Halloween is going to open up temporary locations in the vacant tickers." - @SGHWealthMgmt w/ a colorful rant against hot sauce on ETF IQ yesterday w/ @scarletfu

The “unfiltered” market signal Warsh wanted to hear clear. The Fed’s guidance has boxed it into a rate increase that may do little for inflation, while posing greater risks to financial conditions & economy. We expect a Sept rate hike to be the only move this year @AnnaEconomist

Warsh Faces An "Incredibly Difficult Dilemma" This Week zerohedge.com/markets/warsh-…

Never forget

Never forget

Still hits the same

Covenant is 2-year old startup emerging from stealth that has developed a long range, heavy payload cruise missile in near secrecy. It opened a Texas factory today and will begin manufacturing 1,000 per year to start

Scarcity Warnings In Physical World Send Commodities To 14-Year High, Threatening Stock Rally zerohedge.com/commodities/sc…

For those with an interest, I will be filling in again today, for legendary hedge fund manager @DougKass at his Diary at @TheStreetPro . Come join us as we wade through the financial markets on Wednesday. Oh, and we may talk a little baseball too. #MarketRecon .

Lulu is winning the US Open.

Democratic sweep? Republican sweep? Divided Congress? 🇺🇸 J.P. Morgan breaks down which sectors could win — and lose — depending on the midterm election results 📊 Here’s the Wall Street playbook 📈

Nuclear's Labor Day News Dump: Nine Reactors And An IPO zerohedge.com/energy/nuclear…

Six Nuclear Bills Clear House Committee Without A Single 'No' Vote zerohedge.com/energy/six-nuc…