steph pomboy

Check out this rogues gallery! And, no, you aren't seeing things. That IS @ttmygh in a puffy shirt. 🤣 Lest that weren't worth the price of admission itself, there were phenomenal conversations on the macro outlook with Felix Zulauf and the legendary MF investor, Bob Rodriguez.…

A great lineup of interviews this week: @LukeGromen @DariusDale42 @spomboy & Peter Tchir of @TFMkts Help me prep by giving a follow to the official @thoughtfulmoney X account (if you don't already follow it) Hoping to hit 6,850 (or more!) by end of day

Biweekly coffee clatch with Adam & Steph x.com/i/broadcasts/1…

Gmornin! When @menlobear and I have our usual bi-weekly @thoughtfulmoney chat at 11am est today it's going to be all about your questions. So bring em!!!

interesting...

I'll be joining @MariaBartiromo on @MorningsMaria at 8:20am tomorrow. We WERE supposed to talk consumer--with retail sales. But I strongly suspect that will take a backseat to discussing Powell's future. 😉 My view on this may surprise you....be sure to tune in!

Wowee!!! This is huge Headlines coming fast and furious about trump firing powell…gold soaring…and 10 year RISING! This is going to be sept all over again. Sell on the news of fed rate cuts!!

To date, I've generally agreed with the administration's policies. But this is a huge miss in my view. It has disaster written all over it. Look no farther than the frantic efforts PE firms are making to give retail investors the 'opportunity' of access. Code for: we've run…

Two Denver office towers recently sold for $3.2 million, or ~$3 per square feet Yes, that is not a typo They were valued at ~$200M in 2019, per BisNow

Getting ready to pre-record my biweekly convo with @menlobear . Any topics of particular interest???

In case you missed it... foxbusiness.com/video/63752106…

I'll be joining the one and only @MariaBartiromo on @MorningsMaria at 8:10am to preview the June payroll report and then to dissect the print with the panel when it breaks at 8:30. Will this be the report that forces Powell to finally capitulate?

In other hiking related news, I calculated that I did roughly 1500 ft of elevation in 45 minutes. Googled that to see how that rated. This is probably total b******* but it sure made me feel good as I stare down the barrel of another birthday 😂👵🏼

Another environmental genius at work. If it really makes a difference to have humans walking on grass that deer, elk and bear freely tread, maybe don't put the sign in the middle of the trail forcing people to cut a path around it. #idiots

Oh...and for those playing along at home, the gold MINERS are up 77% over this interval. ALSO way better than the S&P. But, again, I apologize for refusing to carry water for the Mag-7, mo-mo, stocks are the only asset worth holding crowd.

Allow me to profusely apologize for getting it so BADLY wrong!! I recommended gold over stocks, only to see the yellow metal rise 84% over the last 3 years (referenced here) versus 61% for the S&P. I humbly apologize for steering listeners so egregiously wrong.

I will be joining the inimitable @MariaBartiromo on @MorningsMaria at 8:20am tomorrow. Thank you for your attention to this matter. 😁

Wednesday's with Steph & Adam x.com/i/broadcasts/1…

I will be joining Mr. Sartorial himself, @cvpayne on Making Money at 2pm EST. I'll have a few choice words about the Fed and especially its current chairman. 😤

I'll be joining Mr. Sartorial himself, @cvpayne at 2pm EST. I'll have some choice words about the federal reserve..and especially its current chairman. 😤 As well as some thoughts on my favorite asset here.

Back in my happy place in the mountains. Hope I haven't missed anything too major. 😂