It's the most wonderful time of the year.

Baby, it's cold outside.

Dec 23, 2023

∙ Paid

I have so much in the queue that I figure I’d better wrap up a special holiday edition before this post gets longer than Dave Collum’s annual missive. I hope everyone has a wonderful Christmas (I went a bit overboard and threw in extra pics today for fun). Also, if you don’t celebrate Christmas, I still hope you have a wonderful weekend.

There’s a lot to chew on here, eclectic as always, so check out what interests you, and ignore the rest. Cheers!

"If you want to understand how we've evolved over the last, especially the last 20 years, I think it's that to such a great degree certain educated elites have totally lost touch with the lives led by working class people, especially between the coasts."

Ed Pitoniak, CEO of VICI Properties

S&P 500 Snapshot: 1.6% Below Record High

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