Extended Summary
Disruptive Acquisition I
a clean bottoms-up breakdown of the SpaceX IPO valuation by segment. the only surprise is how openly.the firm has fully integrated AI as the intelligence layer in all of its automation processes and products. this content is provided for informational purposes only and should not be relied upon in any manner as professional advice. there can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances.the months of supply decreased in March to 8.5 months from 9.1 months in February. the all-time record low was 12.2 months in January 2009. this is well above the top of the normal range.credit card balances dipped by $28 billion (-2.2%) in Q1 from Q4 to $1.25 trillion. credit cards are the dominant consumer payments method, largely replacing checks and cash.third-party collection entry is made into consumers credit history. the percentage of consumers with third party collection entries on their credit reports has been creeping along rock bottom for over three years, in the 5% range, down from 14% after the employment crisis that came with the Great Recession.the debts are cancelled, their credit is ruined, and then the majority of the people left over to be represented in these charts are the ones who did not blow up their CC bills. if one does not take advantage of the cards handed, then he will be hosed.a new series will be re-run by the series. the series is based on a series of scenes from the late 70s and early 80s. its the first time the series has been rerun by a fan.a whole new generation of traders is about to learn how painful margin calls can really be. the u.s. stock market truly looks unstoppable today and imo the reason why is that goldman and other wall st banks have 3 mega Ipos to launch: Anthropic, open ai and space x.if the Fed wants to hike, its going to hike belatedly starting later this year. if it wants to or not, there are only so many trillions that can vanish from portfolios.a new generation of hosts is updating the talk show genre for the way we watch now: on our schedule, on our phones and in short clips. the one big reason YouTube will never replace Stephen Colbert. a neurologist does 6 things to keep his brain working.advertising disclaimer does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. the major national home price indices roughly agree with each other: for the past months, national home prices barely inched up year-over-year – by less than 1% in April.single-family homes in 33 cities are down by 9% from the peak in 2022. prices are seasonally adjusted three-month averages of single-family mid-tier homes in cities or in two instances, “counties”. the 15 bigger cities with price declines of 10% to 26%: the metrics in each table from left to right.national home price indices roughly agree with each other. for the past months, national home prices barely inched up year-over-year. in the city of Naples, prices are down roughly the same amount as in the county overall.new single-family homes have gone up in recent years, several thousand housing units per year. redevelopment of the China Basin area is well along, with beautiful new parks along the shore.the real question is how much deflation will our banking/corporate overlords allow? it seems to me that “mark to fantasy” is still very much in play when looking at balance sheet valuations.typecheck says: May 23, 2026 at 5:31 pm Dont I wish I bought my house at the bottom. my next door house was sold short for 400K in 2009. a lot of working age northerners move here for lower cost of living, better weather, and job opportunities.