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On today’s show, we discuss:
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Tweets/BlueSky:
Flight delayed 7 hours – asked Muse to file for compensation. 5 mins later i had $250 credit in my delta account. it even found and rebooked me a new flight.
it just figured everything out. even responded to the support email itself.
shit feels like magic. pic.twitter.com/OxY5gyaWrS
— Ejaaz (@cryptopunk7213) September 21, 2026
Goldman sees a 14% S&P CAGR over the next 10 years in a “Goldilocks+AI boom” scenario
4% if we see stagflation @soberlook pic.twitter.com/6aTySU8za9
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) September 22, 2026
Like $WFC, Capital One also sees ‘striking strength’. Spending strong, bank balances up, charge offs running better than expected. Importantly, seeing strength across income levels. This consumer is still not fazed by everything thrown at them 💪 $COF $BAC $XLF $XLY $AXP https://t.co/QzysCaEEif pic.twitter.com/x48mefvsUd
— Rahul Sharma (@Retail_Guru) September 16, 2026
K goes kaputt… In August, after-tax wage growth for lower-income households continued to outpace that of higher-income households pic.twitter.com/pZpcSR8ouK
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) September 14, 2026
West Coast: we’re approaching an economic transformation unlike anything in modern history.
East Coast: we’re looking at three more years of 2.1% GDP growth. pic.twitter.com/XF7H45geOh
— John Arnold (@johnarnold) September 17, 2026
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