⁠Wall St Engine
Fed’s Kashkari says Trump’s tariffs are likely stagflationary—pushing inflation up and slowing growth. Tells Bloomberg Fed probably won’t have enough clarity to change rates before September.
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⁠Wall St Engine
MEMORIAL DAY WEEKEND BOX OFFICE RECORD:

Lilo & Stitch opened to $183M in the U.S., breaking the Memorial Day weekend record and beating Top Gun: Maverick's $160M debut.

Mission: Impossible – The Final Reckoning brought in $77M domestic, the best opening in the franchise’s history, and hit $205M globally.

Total U.S. box office for the long weekend reached $322M — the highest ever for Memorial Day.
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⁠The All-In Podcast
Senator Ron Johnson on Republicans cutting spending: "This is our one opportunity. And right now we're blowing it."

@RonJohnsonWI's response to the House passing the Big, Beautiful Bill:

"I've heard people rationalize this. And I mean, important people rationalize, you know, 'Just go along with this. This is what we have to do to win the majority, maintain the majority in the House in 2027.'"

"Well, what good is a majority if you literally don't solve the problems that you're aware of?"

"Oh, so when we have the majority in 2027, then we're gonna actually turn the spending curve down. That's what we're gonna return to pre-pandemic level spending? I don't buy it."

"This is our one opportunity. And right now we're blowing it. And I'm gonna do everything I can to make sure we don't blow it."

"I don't discount the fact that we may lose the House. We may lose the Senate."

"But I would say we'd do that because we're not solving these problems."

"We're gonna be looked at as unserious."

"Our base is gonna go, 'Why did we elect you guys? You didn't take the bull by the horns. You didn't solve this problem. You're really no better than Democrats.'"

"I think we have to be concerned about that."
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⁠Quiver Quantitative
Trump Media Group, $DJT, is reportedly planning to raise $3 billion to buy crypto.

We’ve seen multiple members of Congress buying Bitcoin in recent months.
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⁠The All-In Podcast
RT @chamath: .@theallinpod is the most reliable way to get balanced information about the world - business, technology, politics and culture.

My proof:

This week we are #14 and #20 overall on Apple and, within Technology, are 4 of the top 10 episodes including #1 and #2.

Cc @Spotify @SIRIUSXM @YouTube @ApplePodcasts
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⁠Wall St Engine
Honoring the holiday by letting AI save the day—this is the new normal. Use it or get left behind!

MD: “Can you review all the Tegus calls on our target?”

Me: Prompted Hebbia, generated a report, sent it over.

Now I’m 4 tequila sodas deep at Surf Lodge. Memorial Day: saved. 🇺🇸 - Hebbia
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⁠Capital Employed
Interesting idea 👇

I’ve decided to allocate ~40% of my stock portfolio into a €6 million nano-cap!

The company is Talkpool AG $TALK.ST and I wrote a post about it on my substack a few months ago, so check out the original thesis if you're interested.

Here’s a short explanation on recent changes:

Currently, Talkpool is trading at just 4× EBIT. It has just finished its cost-cutting program, which was executed close to perfection, and is now fully focused on growth. Management plans to achieve a 17% CAGR through 2030, and thanks to their asset-light model they should be able to grow with minimal CapEx while generating significant free cash flow. The CEO, who owns over 20% of the company, has made it clear that excess FCF will be returned to shareholders. They’re expected to pay their first dividend next year.

So now the question any investor should ask when they spot a great opportunity is : Why does it exist?

In this case, many of the company’s conference calls and presentations are delivered in Swedish, putting them out of reach for many international investors. For example, management has talked about paying dividends next year and growing without significant CapEx, thanks to a new business segment—whereas previously they had to invest heavily to expand. This information isn't available in English.

Obviously, with a market cap of just €6 million, Talkpool is too small to attract most institutions, and until very recently its lack of profitability kept it off conventional screens.

I wrote in a more detail about Talkpool in my latest post on substack where I walk through my entire portfolio, the major changes I’ve made recently, and my reasoning behind each move. - SpruceHill Capital
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⁠Capital Employed
RT @equitybaron: In Aug 2023 Roland from Value-Holdings International pitched $ACT AlzChem for @capitalemployed newsletter.

It was 20 euros per share at the time.

The share price is now 120 euros 😲

A 6 bagger in less than two years.

I should have copied him 🙄

https://t.co/OrhV06jZT4
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⁠Wall St Engine
JAPAN LOSES TOP CREDITOR STATUS AFTER 34 YEARS

Japan’s net overseas assets hit a record ¥533T ($3.7T) in 2024—but Germany took the top spot with ¥570T, helped by a massive €249B trade surplus. China came in third at ¥516T. https://t.co/W1hF5wm4M3
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⁠Wall St Engine
Samsung is reportedly in talks to invest in California-based medical device firm Exo Imaging as part of a ~$100M raise led by Sands Capital, Bold Capital, & Qubit Health. Exo may also partner with Samsung Medison on imaging tech. Ex-Medtronic CEO Omar is set to join Exo’s board.
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⁠Wall St Engine
Today's Key Events (All EST) — 05/27/2025

04:00: Fed's Kashkari Speaks
08:30: US Durable Goods
09:00: US CaseShiller 20 YoY
09:00: US House Price Index
10:00: US CB Consumer Confidence
10:30: Dallas Fed Mfg. Bus. Index
13:00: US 2-Year Note Auction
20:00: Fed's Williams

Before Open 👇
B.O: Pinduoduo $PDD
B.O: Champion Homes $SKY
05:55: Bank of Nova Scotia $BNS
06:55: AutoZone $AZO

After Hours 👇
04:00: $OKTA
04:05: Box $BOX
04:10: Semtech $SMTC
04:20: Grupo Supervielle $SUPV
After Close: HEICO $HEI
After Close: Chemical & Mining Co. of Chile $SQM
After Close: Grupo Financiero Galicia $GGAL
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