Wow, United Parcel Service (UPS) is worth less than HALF its peak value. Yet another business Amazon has destroyed.

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Wow, United Parcel Service (UPS) is worth less than HALF its peak value. Yet another business Amazon has destroyed.

I will be occupied early this afternoon with one final meeting to wrap up the unchecked pandemonium of the past ten days. I’ll return after that to give you some content. Promise!

The VIX is a mere one-fourth what it was on the heels of the performative Liberation Day nonsense. One-fourth! Just as it would be foolhardy to be shorting with a VIX at 60, likewise it would be unhinged to think what a super-duper time this is to be going long. The fear is gone when the opportunity is as well.

It is a delight to see the unchecked demolition of one of the most sinister sectors on the planet, which is “healthcare“. CNC was one of my most brilliant calls ever (made all the more brilliant by my failing to short it), whereas UNH – – inexplicable sympathies toward Brian Thompson notwithstanding – – fills my heart with joy.
