Calm before the storm

Calm before the storm!

Last night, I predicted $META would be flat to down today following Meta Connect. The stock closed up 4.5%. What I missed was the significance of Zuck’s comment that Muse will be the centerpiece of Meta. That comment reveals Zuckerberg is in wartime CEO mode, willing to throw out the existing architecture and rebuild the company as an agentic, AI-first business. That drive raises the probability of success and lays the foundation for a re-rating of shares.

Thank you!

Moment of Zen

Cathedral of St. John the Divine, NYC flic.kr/p/2sBYb5i

Cathedral of St. John the Divine, NYC flic.kr/p/2sBWMKS

Cathedral of St. John the Divine, NYC

Cathedral of St. John the Divine, NYC flic.kr/p/2sBQn7i

Name the show!

Cathedral of St. John the Divine, NYC

Cathedral of St. John the Divine, NYC

JAMES MADE THAT LOOK EASY 😳 This may be the best kick GameDay has ever seen 🙌💰

.@msnownews statement on its journalists being denied access to the White House grounds:

This afternoon President Trump claimed that he is "banning" CNN, MS NOW and Politico "from the White House." The president said the ban was "effective immediately," but there is no indication his administration has taken any steps to follow through. cnn.com/2026/09/18/media/tru…

Breaking: Warren Buffett is stepping down as chairman of Berkshire Hathaway on.wsj.com/4iBwAaC

Breaking News: Warren Buffett will step down as chairman of Berkshire Hathaway, the investing powerhouse he built. His son will replace him. nyti.ms/4xupgRy

Moment of Zen

Pete Alonso met up post game with Mike, Nick & Chris - the trio of Mets fans who caught his 300th career home run. They exchanged the ball for signed baseballs, bats and Alonso to sign their jerseys. Pete brought beers and offered the trio tickets to games in Baltimore

Barack Obama's Family Dog Sunny Dead tmz.com/2026/09/16/obama-dog…