$NKE, the company with the slogan “Just Do It” is sinking because they are in fact not doing it.

Markets are so bullish that even a 5.6% risk-free return on bonds isn’t causing a sell-off. That’s crazy. It means markets are convinced that growth and earnings will stay strong enough to justify owning equities despite such an attractive risk-free alternative.

7 figures this year.

The man who sold all your data from Facebook now wants you to upload your data to @Meta Muse. $META

Why would I pay $15.00 for a Big Mac Meal when I can get 5x better from a cool local joint for $20.00? @McDonalds has lost the plot.

Who in their right mind raises rates in the middle of the largest AI-driven capex race for global technological dominance humankind has ever seen?

Am I the only one who leaves the house with a $40 budget and somehow comes back $200 poorer? And yes, the $40 was already adjusted for inflation.

You feel higher oil at the pump first. Then the cheap inventory runs out, new shipments land at higher costs, and the shock follows you straight to the checkout.

AI isn’t taking your job. The 20-year-old who masters it is wiping out your entire department.

JUST IN: $SPCX to acquire NASA. (i’m kidding)

Am I the only exec using AI heavily enough to wonder if my last hire was actually my last hire?

If @Canada cared about grocery prices, they would double chicken and egg quotas and let the supply catch up to the demand. But they won’t do it due to the farm lobby.

If you’re thinking about buying a car, wait. Used cars hit the market on a 3 to 4 year lag. Now think about what happened 3 to 4 years ago. Chip shortage. Empty lots. Automakers couldn’t build enough cars. Used prices went vertical. That shortage is still baked into today’s used market. But production came back. Leasing came back. And those cars are now moving toward trade-in and lease-return age. That means more used inventory in 2027 and 2028. More cars. More choice. More dealers fighting for your money. If your car still runs, keep it. Dealers are about to need you more than you need them. Act like it.

McDonald’s moat is disappearing. It’s no longer cheap enough to win on price, while good independents often cost only a few dollars more. Competition has exploded, quality alternatives are everywhere, and consumers are increasingly tired of fast food chains. At this point, the moat is mostly brand recognition and nostalgia. $MCD

Called $NOW at $96.53 and it has ripped 50% since. Still not late. This is the AI facilitator at the enterprise level.