Las Vegas Sands ($LVS) – 3Q ’26 Results
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Month: October 2026
Silvia Inc. ($SVIA) Reduces Expense Structure
Last night, Silvia, Inc. distributed a press release indicating it had taken actions to save approximately $10MM per year. This morning, I spoke with CEO, Anthony Pompliano (Pomp), about the restructuring. About $3.6MM will come from compute savings. Rather than send all user requests to the expensive frontier models at companies like OpenAI and Anthropic, … Read more
I Missed This One
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5 Things to Know in Investing This Week – The CPI Swings the Market Issue
I’m in Buenos Aires this week followed by a few days in Florence, Italy, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think it would be worthwhile for me to meet, feel free to reach out privately … Read more
It’s Recursive
Let’s go through why the market indexes have been down during part of the past couple of days and why some DKI positions aren’t currently performing like they’re “supposed” to perform. Right now, everything relates to the bond market. After years of interest rate suppression caused by the Federal Reserve and assisted by the US … Read more
September 2026 CPI is 3.7%
CPI of 3.7% was above expectations of 3.6% and above last month’s 3.4%. The monthly change was 0.6% driven by fuel and shelter (again). The monthly increase was in line with expectations and annualizes to 7.4%. Core CPI of 2.6% was above estimates of 2.5% and above last month’s 2.4%. The monthly change of … Read more
I Passed on This One for Now
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5 Things to Know in Investing This Week – The Bring Your Own Power Issue
I’m heading to Buenos Aires this week followed by a few days in Florence, Italy, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think it would be worthwhile for me to meet, feel free to reach out … Read more
Silvia ($SVIA) Buys Back Another 5%
Silvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based on pre-market trading, the stock is priced at 100% of NAV. Said another way, when you buy $SVIA, you are buying Bitcoin at the current market … Read more
Portfolio Update
On back to back to back research calls so I need to make this quick. Covered the $INTC Dec $140 short call position. We put those on 2 weeks ago at $11.85. Profit of 128% in two weeks. Sold $TLN. Stock is up huge on news of a big Google power deal with Constellation. Original … Read more
