Paul Skenes was driving down Perry Highway in Wexford just past seven o’clock Monday night when the Pirates superstar pitcher made a pit stop. It was a Little League field. Skenes signed autographs for over two hours, connecting with Pittsburgh's next generation. For @MLB ⤵️

WVU walks it off & has the entire stadium singing Country Roads Chills

Back when Chicago was great. The White Sox Lamar Johnson sings the National Anthem hits 2 home runs and gets the Sox only three hits in the game beating the A's 2-1 on June 19, 1977. On another note, let's make Illinois great again and flip it red.

@daChartLife what are your thoughts John. Btw u were great on George’s call

Pete Crow-Armstrong to the Chicago White Sox fan: “suck my f**kin d**k b**ch”

"I think that trading Felipe Alou was one of the biggest mistakes the Giants ever made." Juan Marichal. "Felipe Alou is the kind of man you hope your kid will grow up to be." Gene Oliver. In 1966, Felipe Alou would lead National League in Hits (218) and Runs Scored (122). He would also set personal bests with 31 home runs, hit .327 and a .533 slugging average. Fifth place finish in MVP voting. In 1968, led National League in Hits with 210. "My father never came to the States to see me play. Only time he was off the island was when I took him to Caracas for interleague play . My Dad flew home the 2nd day because he was afraid three or four cows he'd left with a neighbor, weren't being tended properly." Felipe Rojas Alou. Their family name in the Dominican Republic is Rojas, but Felipe Alou and his brothers became known by the name “Alou”, when the Giants’ scout who signed Felipe, mixed up his name with Felipe’s maternal side family name. "I love Felipe Alou. Felipe is a treasure in my country, in the game of baseball, and, most important, in my heart. Felipe paved the way. For those of us who followed him from our small island to the big leagues, Felipe was the light at the end of the tunnel.’" "El Grande" In my HOF!!!!

WHAT IF the biggest bubble of our lifetime isn't crypto? Not AI stocks. Not real estate. What if it's the one asset every pension fund, every retiree, every "safe" portfolio is loaded with? Bonds. 200 years of rate cycles say the same thing: Every peak lasts 56–67 years. The 1981 top was 14% yields. The 2020 bottom was 0%. 39 years of falling rates just ended. What if we're now at the start of the next 50-year cycle — upward? Most investors have never managed money in a rising rate world. Their entire career happened inside the bull. The unwind has barely started. And no one is talking about it.

Here’s an awesome video of a bunch of kids from New York City sharing their thoughts on the New York Yankees releasing The Great Bambino, Babe Ruth. Crazy to think these lads are like 8-12 years old and they probably could kick my ass without breaking a sweat. The year is 1935x.

The Phillies made a hype video for their ballboy and it is the greatest thing ever 👏

“But the curse of every ancient civilization was that its men in the end became unable to fight. Materialism, luxury, safety, even sometimes an almost modern sentimentality, weakened the fibre of each civilized race in turn; each became in the end a nation of pacifists, and then each was trodden under foot by some ruder people that had kept that virile fighting power the lack of which makes all other virtues useless and sometimes even harmful.” -Teddy Roosevelt

Was fortunate that when I picked up financials in '05, Hall of Famer Gerard Cassidy at RBC schooled me on the old heads' bank valuation framework: - in normal times they trade on p/b - in a bull mkt they trade on P/E - in a bear mkt on p/tangible book - and in a crisis, they trade on capital ratios First of all, dead right. second, a bear mkt I asked? we already had dot-bomb and 9/11...and 3rd, a crisis? what was he talking about. His playbook was exactly how banks rotated before and since and saved me arse many times. Anyway, is there a comparable valuation framework for SaaS stocks today? Back in '03 I recall small cap software trading <cash and <1x maint rev. (they were mostly unprofitable at the time but unlevered)

Sure, you need to be aware of outliers. There aren't 30 financial crisis' we can study (thankfully). But you can find price to tell you whatever you want if you look at a handful of examples.

Tough to make a conclusion with a sample size of 4

Heaven Birthday, Brad Van Pelt🕯️ A two-time All-American and Maxwell Award-winning safety out of Michigan State, Brad developed into one of the NFL's top outside linebackers with the #Giants in the 1970s and early-'80s. • 5 Pro Bowls • 3x First-Team All-NFC • #NYGiants Ring of Honor • Voted 28th Greatest Giant He had two strong seasons with the #Raiders towards the end of his career.

Great to see Roger the Peanut Guy back at the Ravine. Back for his 68th season with the Dodgers.