Vandy, C.A.
@cavandy.bsky.social
I used to sling stocks at the Squid ||
dog, food+beverage, travel pics || markets/econ but not investment advice || travel advisor
Chicago or Paris
virtuoso.com/advisor/VandyGlobalTravel www.instagram.com/vandyglobal
dog, food+beverage, travel pics || markets/econ but not investment advice || travel advisor
Chicago or Paris
virtuoso.com/advisor/VandyGlobalTravel www.instagram.com/vandyglobal
Pinned
Vandy, C.A.
@cavandy.bsky.social
· Nov 12
Hi new BlueSkyers! I’m here to talk markets, economy, food/wine, travel and try not to despair the next 4 years.
Feel free to tag me in all doggo pics, still miss my darling Lucy RIP who was the bestest sweetest girl ever. Here she is in 2020 💜
Feel free to tag me in all doggo pics, still miss my darling Lucy RIP who was the bestest sweetest girl ever. Here she is in 2020 💜
Reposted by Vandy, C.A.
📈JPM: “We are constructive on the S&P 500’s outlook both in terms of price target (7,500 by YE26) and above-trend earnings growth of 13-15% for at least the next two years (2026 and 2027 EPS of $315 and $355 vs. consensus of $309 and $352, respectively).”
November 26, 2025 at 1:31 AM
📈JPM: “We are constructive on the S&P 500’s outlook both in terms of price target (7,500 by YE26) and above-trend earnings growth of 13-15% for at least the next two years (2026 and 2027 EPS of $315 and $355 vs. consensus of $309 and $352, respectively).”
Reposted by Vandy, C.A.
That’s the thing: I would have thought that people would be cleverly suckered into wrongdoing only by an apparently virtuous and omnicompetent leader who had a secret evil plan.
But he’s just an obviously stupid asshole and millions said: “Hey, I want to be as big of an asshole as that guy!”
But he’s just an obviously stupid asshole and millions said: “Hey, I want to be as big of an asshole as that guy!”
No matter how long I live after we get through this dark chapter, I will never get over the immorality, the amorality, the corruption, the criminality and the cruelty in service to one of the worst humans to ever walk the earth.
November 26, 2025 at 1:42 AM
That’s the thing: I would have thought that people would be cleverly suckered into wrongdoing only by an apparently virtuous and omnicompetent leader who had a secret evil plan.
But he’s just an obviously stupid asshole and millions said: “Hey, I want to be as big of an asshole as that guy!”
But he’s just an obviously stupid asshole and millions said: “Hey, I want to be as big of an asshole as that guy!”
get ready to witness a murder
can't believe this ancient mesopotamia shoe wearing ass said people need to dress up at the airport
November 26, 2025 at 1:50 AM
get ready to witness a murder
"more or less agreed" = not at all agreed
US President Donald Trump said he urged Chinese President Xi Jinping to increase the speed and size of agricultural purchases and said Beijing had “more or less agreed” to do so
Trump Says Xi ‘Pretty Much’ Agreed to Expand Agricultural Buys
US President Donald Trump said he urged Chinese President Xi Jinping to increase the speed and size of agricultural purchases and said Beijing had “more or less agreed” to do so.
bloom.bg
November 26, 2025 at 1:03 AM
"more or less agreed" = not at all agreed
Reposted by Vandy, C.A.
Wow
Three things about the Witkoff tapes:
1) It appears Western intelligence services have decided to let Witkoff (and Trump) know they have recordings of their traitorous conversations w/Russia.
2) This Ukraine "deal" was all Witkoff's idea.
3) Congressional leaders should demand he be fired.
1) It appears Western intelligence services have decided to let Witkoff (and Trump) know they have recordings of their traitorous conversations w/Russia.
2) This Ukraine "deal" was all Witkoff's idea.
3) Congressional leaders should demand he be fired.
EXCLUSIVE: US presidential envoy Steve Witkoff advised Russia on how to pitch Ukraine plans to Trump, in audio files reviewed by Bloomberg
November 25, 2025 at 11:09 PM
Wow
b . b. b. buuu.t.t.t Daddy Trump told us he'd drop prices on DAY 1!
(instead they torpedoed the economy for no reason other than the stroke-addled dumdum can't stop imposing asinine tariffs)
(instead they torpedoed the economy for no reason other than the stroke-addled dumdum can't stop imposing asinine tariffs)
The subtext in JD Vance asking for "patience" on the economy: When leaders stop talking about current conditions and jump straight to rosy forecasts, they’re signaling the present isn’t defensible. That’s your cue to scrutinize the numbers, not just the narrative.
November 25, 2025 at 11:18 PM
b . b. b. buuu.t.t.t Daddy Trump told us he'd drop prices on DAY 1!
(instead they torpedoed the economy for no reason other than the stroke-addled dumdum can't stop imposing asinine tariffs)
(instead they torpedoed the economy for no reason other than the stroke-addled dumdum can't stop imposing asinine tariffs)
Reposted by Vandy, C.A.
no reason not to impeach him right now. These are the worst people.
CDC’s new top deputy had ordered his state health department to stop promoting mass vaccinations amid a flu surge www.washingtonpost.com/health/2025/...
Louisiana health official who halted state vaccine campaign tapped as CDC’s No. 2
Ralph Abraham, a Louisiana health official who stopped promoting mass vaccination vaccines, has been appointed as the CDC's principal deputy director
www.washingtonpost.com
November 25, 2025 at 11:05 PM
no reason not to impeach him right now. These are the worst people.
Reposted by Vandy, C.A.
American public opinion is largely generated by foreigners who make money by lying to Americans over unregulated social media. Out of respect to those entrepreneurial foreigners, we will continue to treat their commodified fictions as one side of a reasoned American debate.
-The Editorial Board
-The Editorial Board
November 25, 2025 at 3:16 PM
American public opinion is largely generated by foreigners who make money by lying to Americans over unregulated social media. Out of respect to those entrepreneurial foreigners, we will continue to treat their commodified fictions as one side of a reasoned American debate.
-The Editorial Board
-The Editorial Board
since $ANF found some life let's see if we can't get some love for $BIRK
(don't need to pump $RL that bebe is en fuegooooo 🔥)
(don't need to pump $RL that bebe is en fuegooooo 🔥)
November 25, 2025 at 7:39 PM
since $ANF found some life let's see if we can't get some love for $BIRK
(don't need to pump $RL that bebe is en fuegooooo 🔥)
(don't need to pump $RL that bebe is en fuegooooo 🔥)
Reposted by Vandy, C.A.
Here are my top 10 dogs carrying big sticks!
November 25, 2025 at 3:53 PM
Here are my top 10 dogs carrying big sticks!
Reposted by Vandy, C.A.
When Kash Patel was appointed, it freaked me out as much as any appointment. It was clear his goal was to persecute Trump's political opponents by any means necessary.
But, seeing what a total nincompoop he is, I will almost miss him. He's become my favorite incompetent in the whole regime.
But, seeing what a total nincompoop he is, I will almost miss him. He's become my favorite incompetent in the whole regime.
KASH PATEL ON FIRING WATCH, THIS IS NOT A DRILL, REPEAT KASH PATEL ON FIRING WATCH
President Trump may have had enough of Kash Patel, according to sources
The president is weighing whether to oust the FBI director after scrutiny of Patel's stewardship of bureau resources, including his girlfriend’s security detail and use of a government jet.
www.ms.now
November 25, 2025 at 7:04 PM
When Kash Patel was appointed, it freaked me out as much as any appointment. It was clear his goal was to persecute Trump's political opponents by any means necessary.
But, seeing what a total nincompoop he is, I will almost miss him. He's become my favorite incompetent in the whole regime.
But, seeing what a total nincompoop he is, I will almost miss him. He's become my favorite incompetent in the whole regime.
Reposted by Vandy, C.A.
Welcome to our “Competitive Autocracy”, where business leaders shower him with gifts, pay fines to avoid his frivolous lawsuits, agree to give away a cut of their export revenue — and greenlight his movie ideas.
$PSKY
$PSKY
I teased this last night in What I’m Hearing but now confirmed: Paramount WILL release Rush Hour 4 after prodding from Trump on behalf of Brett Ratner. Distribution deal. Producer Tarak Ben Ammar is lining up financing. Get ready for the dumbest possible state-controlled media.
November 25, 2025 at 6:43 PM
Welcome to our “Competitive Autocracy”, where business leaders shower him with gifts, pay fines to avoid his frivolous lawsuits, agree to give away a cut of their export revenue — and greenlight his movie ideas.
$PSKY
$PSKY
Reposted by Vandy, C.A.
The United States government has ordered its employees not to speak at any events for World AIDS Day or promote them on social media.
I guess they think that if we ignore HIV/AIDS it will just go away.
It didn’t work for Reagan and it’s not going to work now.
I guess they think that if we ignore HIV/AIDS it will just go away.
It didn’t work for Reagan and it’s not going to work now.
1/ ⚠️ Breaking: At CDC, we've been told the US Government will not officially commemorate World AIDS Day this year. No explanation given.
November 25, 2025 at 6:37 PM
The United States government has ordered its employees not to speak at any events for World AIDS Day or promote them on social media.
I guess they think that if we ignore HIV/AIDS it will just go away.
It didn’t work for Reagan and it’s not going to work now.
I guess they think that if we ignore HIV/AIDS it will just go away.
It didn’t work for Reagan and it’s not going to work now.
GO FUCK YOURSELF, PIGGY
November 25, 2025 at 5:37 PM
GO FUCK YOURSELF, PIGGY
Reposted by Vandy, C.A.
Yep- Trump just called Gov Pritzker "a big, fat slob" during the traditional White House Turkey pardoning. And then went on to say he never calls people names.
Not only that, uses this occasion to bloviate about his administration's accomplishments.
(cartoon front the archives)
Not only that, uses this occasion to bloviate about his administration's accomplishments.
(cartoon front the archives)
November 25, 2025 at 5:27 PM
Yep- Trump just called Gov Pritzker "a big, fat slob" during the traditional White House Turkey pardoning. And then went on to say he never calls people names.
Not only that, uses this occasion to bloviate about his administration's accomplishments.
(cartoon front the archives)
Not only that, uses this occasion to bloviate about his administration's accomplishments.
(cartoon front the archives)
as everyone travels this week 🦃 🍁, reminder that if you're not using points or staying w the fam, check @vandyglobal.bsky.social for hotel bookings and such 💜
(we don't book flights - yet - but if you really need it probably can help!)
(we don't book flights - yet - but if you really need it probably can help!)
November 25, 2025 at 5:34 PM
as everyone travels this week 🦃 🍁, reminder that if you're not using points or staying w the fam, check @vandyglobal.bsky.social for hotel bookings and such 💜
(we don't book flights - yet - but if you really need it probably can help!)
(we don't book flights - yet - but if you really need it probably can help!)
Reposted by Vandy, C.A.
Amazing to learn that Isaac Chotiner can apparently just come for you in your replies. Like suddenly realizing you're swimming in open ocean
November 25, 2025 at 3:48 PM
Amazing to learn that Isaac Chotiner can apparently just come for you in your replies. Like suddenly realizing you're swimming in open ocean
I really have to stop levering up my trades to the point I can't sleep
came in short wildly OTM $ANF puts
Dec 75
Jan 70, 75, 80
Feb 65, 75
+ long stock at bad prices (I kept adding as it went lower)
covered the Dec 75 and Jan 80s for gains, bidding for Jan 75s and sold 1/3 long position
came in short wildly OTM $ANF puts
Dec 75
Jan 70, 75, 80
Feb 65, 75
+ long stock at bad prices (I kept adding as it went lower)
covered the Dec 75 and Jan 80s for gains, bidding for Jan 75s and sold 1/3 long position
a woman is holding a cup of coffee and saying phew .
ALT: a woman is holding a cup of coffee and saying phew .
media.tenor.com
November 25, 2025 at 4:38 PM
I really have to stop levering up my trades to the point I can't sleep
came in short wildly OTM $ANF puts
Dec 75
Jan 70, 75, 80
Feb 65, 75
+ long stock at bad prices (I kept adding as it went lower)
covered the Dec 75 and Jan 80s for gains, bidding for Jan 75s and sold 1/3 long position
came in short wildly OTM $ANF puts
Dec 75
Jan 70, 75, 80
Feb 65, 75
+ long stock at bad prices (I kept adding as it went lower)
covered the Dec 75 and Jan 80s for gains, bidding for Jan 75s and sold 1/3 long position
Reposted by Vandy, C.A.
What time do you get in?
Officially moving to Chicago tomorrow. I assume JB Pritzker will be waiting for me at the airport
November 25, 2025 at 1:13 PM
What time do you get in?
Reposted by Vandy, C.A.
1. EXCLUSIVE
Musk’s xAI has secretly built its AI supercomputer, Collusus, using Chinese-made transformers, a security risk that leaves it vulnerable to espionage or sabotage
The use of Chinese components was previously unreported
Collusus performs sensitive work for the U.S. military
Musk’s xAI has secretly built its AI supercomputer, Collusus, using Chinese-made transformers, a security risk that leaves it vulnerable to espionage or sabotage
The use of Chinese components was previously unreported
Collusus performs sensitive work for the U.S. military
Musk’s AI supercomputer, used by U.S. military, secretly relies on Chinese hardware
Records obtained by Oligarch Watch reveal that the facility relies on Chinese transformers, creating a major security vulnerability.
oligarchwatch.substack.com
November 25, 2025 at 2:45 PM
1. EXCLUSIVE
Musk’s xAI has secretly built its AI supercomputer, Collusus, using Chinese-made transformers, a security risk that leaves it vulnerable to espionage or sabotage
The use of Chinese components was previously unreported
Collusus performs sensitive work for the U.S. military
Musk’s xAI has secretly built its AI supercomputer, Collusus, using Chinese-made transformers, a security risk that leaves it vulnerable to espionage or sabotage
The use of Chinese components was previously unreported
Collusus performs sensitive work for the U.S. military
the institutions that went full Vichy in Jan 2025 to please their Dear Leader will not find it so easy to come back when this sh*tstain is gone (soon)
When you don’t want to talk about the economy, the Ukraine shitshow, selling pardons, the Mark Kelly fiasco, the ICE invasion, the impending Venezuelan invasion, or any other relevant topic there’s always <paper towels>
November 25, 2025 at 2:32 PM
the institutions that went full Vichy in Jan 2025 to please their Dear Leader will not find it so easy to come back when this sh*tstain is gone (soon)
old enough to remember the GOP losing their gd minds over a loan to Solyndra
"we should not be picking winners and losers!!"
"we should not be picking winners and losers!!"
“.. The unusual government intervention .. is fueling some concerns, including the opacity of the process, the potential for favoritism, corruption and market distortions, along with the possible loss of taxpayer funds should the investments fail.”
@nytimes.com
www.nytimes.com/2025/11/25/u...
@nytimes.com
www.nytimes.com/2025/11/25/u...
November 25, 2025 at 2:23 PM
old enough to remember the GOP losing their gd minds over a loan to Solyndra
"we should not be picking winners and losers!!"
"we should not be picking winners and losers!!"
the last special divvy for $COST was 2 years ago ($15/sh) so I don't expect one...............
but it would be a great way to get the stock off its ass heading into YE
but it would be a great way to get the stock off its ass heading into YE
November 25, 2025 at 2:17 PM
the last special divvy for $COST was 2 years ago ($15/sh) so I don't expect one...............
but it would be a great way to get the stock off its ass heading into YE
but it would be a great way to get the stock off its ass heading into YE
Rubio looks like a man resigned to burning in hell bc he feels helpless to stop what he's doing
November 25, 2025 at 1:26 PM
Rubio looks like a man resigned to burning in hell bc he feels helpless to stop what he's doing
Reposted by Vandy, C.A.
Trumpism
1. Break things that work for no reason.
2. Realize it was a mistake.
3. Do a half-assed repair job.
4. Declare victory over someone.
1. Break things that work for no reason.
2. Realize it was a mistake.
3. Do a half-assed repair job.
4. Declare victory over someone.
November 25, 2025 at 1:45 AM
Trumpism
1. Break things that work for no reason.
2. Realize it was a mistake.
3. Do a half-assed repair job.
4. Declare victory over someone.
1. Break things that work for no reason.
2. Realize it was a mistake.
3. Do a half-assed repair job.
4. Declare victory over someone.