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Jaw4860

15m ago

Doug ,You quote Marcus and others ,What are their track records ?

DDougie Kass

just now

they are research analysts not running portfolios

i believe, unlike some, that my job is to provide contrarian views/analysis – ergo gary marcus tweets/columns

others feel differently

bullish views dominate the markets (wall street, fin tv ,etc.), thoughtful outside of consensus, provides food for thought for investors and traders considering sectors and weighting those sectors 

warren buffett has done poorly in the last 5-10 years vs the markets – so should i stop quoting him?

druckenmiller, the goat, is on a bad streak – should we stop listening to him?

lee is having a rough year – are his views worthwhile?

considering pros and cons, creating a ledger on ideas is reasonable

if we confided the dialogue and discourse to those who are right… well, that is sub optimal 

Positions: None.

Drop everything and listen to this.

This is the best AI discussion to be found ANYWHERE.

This is crucial to not just the AI related stocks, but has important implications for the market and the economy.@GaryMarcus @JG_Nuke @biancoresearch @JuliaLaRoche @tomkeene… https://t.co/gN2ehWixvl

— George Noble (@gnoble79) June 2, 2026

Positions: None.

11:00 a.m.: Treasury Announces a 4, 8 and 17 Week Bill Auction; 

11:00 a.m.: Treasury buyback announcement (liq support); 1

1:30 a.m.: Treasury hosts a $75B 6-Week Bill Auction

Fed Speakers:

8:30 a.m.: Fed Bank of Cleveland President Hammack (Voter) gives remarks and participates in conversation on monetary policy co-hosted by the Cleveland Fed, the City Club of Cleveland, the Greater Cleveland Partnership, and the 50 Club of Cleveland, Cleveland, OH

Economic Calendar:

Positions: None.

Positions: None.

Positions: None.

🚨 S&P 500 MAX DRAWDOWN IN EVERY MIDTERM ELECTION YEAR:

1962: -28.0%
1966: -22.2%
1970: -36.1%
1974: -48.2%
1978: -14.1%
1982: -27.1%
1986: -9.4%
1990: -19.9%
1994: -8.9%
1998: -19.3%
2002: -33.8%
2006: -7.7%
2010: -16.0%
2014: -7.4%
2018: -10.2%
2022: -25.4%

NOT A SINGLE… pic.twitter.com/FtOO0pjiUc

— Hopper (@zeroXhope) June 1, 2026

Position: None

Let's see: $80 billion for GOOGL, probably $100 billion for Anthropic, $100 billion for OpenAI (maybe more) and $100 billion for SpaceX and $100 billion for Amazon? does this market have $500 billion in spare change. What has to be sold to raise it???

— Jim Cramer (@jimcramer) June 2, 2026

Position: None