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The most overrated advice? “Don’t get upset about failure.” That’s stupid. Get mad. Burn it into your brain. Understand why you screwed up so you don’t repeat it. I hate failure. I don’t normalize it, I learn from it.
It’s not the tariff policy. It's the underlying consumer that has been forecasting to go into a recession now for almost five years. It never appeared. The economy is doing very well. Part of it is because of the optimism around AI. It's starting to show up in all 11 sectors of the economy. Obviously, there's some jobs, displacements, we can talk about that, as a result of it, but this underlying force is quite something. It's probably going to enhance earnings, which is one of the reasons the market remains so high and productivity in the country.
It's such a magical time of year. I just love it. Happy holidays everyone!
Very rarely do you get a miscalculation like this. I mean, if you're the administration, you're loving this number. This is a huge upside miss, if you want to look at that look at it that way. We're actually waiting for the recession that never comes. This is an extraordinary situation. It's been a remarkably long number of years since we've had a recession, and yet these numbers tell you it's a long way off. I'm an optimist for 2026. There's a few reasons. Number one, the productivity and margin enhancement of AI in all 11 sectors of the economy is just starting to be felt. That's one of the reasons the market hits new highs. It's evident that everybody's using it, and we're in the first i
We've gone through these technology cycles before and everybody loathes and fears them. Far back as television wiping out radio, that never happened. I tend to believe the economy absorbs these new technologies as tools that create new jobs. In this case, removing the low-paying jobs, the redundant jobs that you can replace with AI, tech support jobs, for example, on the phone with AI agents. That makes room for much higher paid jobs, the engineers that design the agents and all of the tools that you can develop with AI.
The marketing on the Marty Supreme film is brilliant. A24 deserves a ton of credit. I watched how their team operates up close, lighting up the Pyramids in Giza orange, flying blimps over LA, creating moments the entire world can’t stop talking about. That’s not noise, that’s strategy. That’s how you manufacture buzz at scale, and the numbers coming out of the New York and LA sneak peeks prove it.
One dad. Three Kids. Zero clue. Watch the official trailer for #TheBreadwinnerMovie - coming exclusively to movie theatres March 13. @breadwinnermovie @sonypictures
The American dream of buying a home is getting crushed, and it’s not because people aren’t trying. Two 25-basis-point rate cuts haven’t done a thing because mortgages are tied to longer-term rates, and inflation is still hovering around 3%. That keeps lenders tight and affordability out of reach. This isn’t a demand problem, it’s structural. Housing is local, and regulation is killing supply. Look at California, rebuilding is painfully slow because the regulatory burden is brutal. Add a 25% hit to softwood lumber costs with no trade deal in place with Canada, and prices stay elevated. If you want housing to work again, fix regulation, cut a fair lumber deal, and increase supply. Without that
This is a self-inflicted mess. When a major bourbon producer shuts down for a year, that’s not the market talking, that’s politics getting in the way of common sense. The LCBO, one of the largest buyers of American liquor in the world, has effectively shut U.S. products out. You can’t even buy American wine right now in Ontario, so shelves get filled with French bottles and Japanese whisky instead. That’s real demand, and real revenue, being handed to everyone else. Canada and the U.S. should be inseparable trading partners. Canada has the resources America needs, America has the largest consumer market Canada relies on. Playing tariff games between neighbors is stupid and completely unneces
Everyone loves the idea of a free check, but let me be very clear, helicopter money is a terrible idea. We tried that during COVID and it drove inflation straight up to 9%. That’s why groceries, protein, and everyday essentials are still so expensive. On top of that, we’re slapping tariffs on things like bananas and pineapples, products we don’t even grow. That makes zero sense. If we don’t produce it, why are we taxing it and making life more expensive for families? We don’t need more free money raining from the sky. We need to cool inflation down, get it back toward the Fed’s 2% mandate, and restore affordability. Until that happens, people are going to keep feeling squeezed. Affordability
It's such a magical time of year. I just love it. Happy holidays everyone!
It's such a magical time of year. I just love it. Happy holidays everyone! ♬ original sound - Mr. Wonderful
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