Views are my own. Not investment advice. On here mostly quoting Bruce Lee and Walt Longmire.
Joined January 2021
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John Rotonti Jr retweeted
All the mems 🥹
@AaronRodgers12 | @PondLehocky
John Rotonti Jr retweeted
A big day for @AndrewYAVB - congrats on the new gig!
Many years of consistent time and effort at YAV, and as a result he created something unique and valuable. Nothing better than deserved success.
yetanothervalueblog.com/p/fa…
John Rotonti Jr retweeted
AI makes everything look the same.
That's why identity will be in greater demand than ever before. Good for true, unique luxury brands and an opportunity for new ones to emerge.
The right identity is priceless.
Shares in Europe’s biggest luxury firms trade at the cheapest levels in more than a decade, with results from Hermès International and LVMH Moët Hennessy Louis Vuitton dashing hopes that an industry slump will end anytime soon. bloomberg.com/news/articles/…
"The Fed survey below for the third quarter of 2026 shows that only 19% of firms report that financing costs or access to credit are constraining their investment and spending plans, while 81% report no such constraints. The bottom line is that corporate America is saying that monetary policy is not restrictive." - Slok Oct 23, 2026
John Rotonti Jr retweeted
"There are two kinds of people in this world: Jancsi von Neumann and the rest of us...So there was an alien among us, a true wunderkind, and nobody at school could stop talking about him. They said that he had learned to read by age two. That he was fluent in Latin, Ancient Greek, German, English, and French, that he could divide two eight-digit numbers in his head by the time he was six, and that, during one summer, bored out of his mind after being locked in his father’s library because he had set his fencing teacher’s hair on fire, he had taught himself calculus and then committed to memory all forty-five volumes of Wilhelm Oncken’s General History."
~Benjamin Labatut
“Now, another concern is moving to the forefront: Does enough capital even exist to finance everyone's ambitious AI spending plans?” - Dr. Ed @yardeni Oct 22, 2026
John Rotonti Jr retweeted
My latest essay—The Hunger for Human Connection—is now published in @bigthink's print magazine.
bigthink.com/the-outlast-jou…
In the piece, I make a pretty simple argument: the AI boom will inevitably change culture and society in many ways, but perhaps the most obvious is that it's going to reignite a desire for real, in-person connection.
From the piece:
"The robots are coming, yes, and many of them will genuinely help us lead safer, healthier lives. But it’s on each of us to ensure that in automating the labor of life, we do not automate away its substance: the bond of community. Which is, in the end, the purpose of being alive."
And if you want to get the print magazine (who wouldn't?!) sign up here: bigthink.com/membership/?utm…
And, as always, sign up for The Outlast Journal—my weekly newsletter and column—here: outlastbook.com/#ol-journal
Many thanks to Stephen Johnson, @KristinJHouser, @marvinliyanage, Ana Kova, @seantmcvey, @chandlertuttle and all the many Big Think collaborators who are stewarding one of the world's most intellectually ambitious media companies!
John Rotonti Jr retweeted
Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.
John Rotonti Jr retweeted
Chart of the year
Semiconductor earnings are up 176% year-over-year, yet the industry's P/E has collapsed to just 14.2. The market doesn't believe its own profit forecasts.
🔒 Members-Only
quicktak.es/3vjb
“A bottom-up framework created by Columbia Business School’s Stijn Van Nieuwerburgh, published by Brookings, estimates that the tsunami of capital entering the economy from the U.S. AI buildout could continue for several more years – potentially totaling $10.3 trillion between 2025 to 2032. To put that in context, this would equal 3.63% of U.S. GDP per year, compared with 2.24% of GDP per year for the 1870-1890 build of America’s railway system.” - Rebecca Patterson Oct 21, 2026 (via John Ellis News Items)
John Rotonti Jr retweeted
💀 Will YOU be the richest person in the graveyard?
You’ve saved. You’ve invested. You’ve built wealth.
But… have you remembered to LIVE?
One of seven financial frights @RobertBrokamp & I confront on this week’s @RBIPodcast:
podcasts.apple.com/us/podcas…
John Rotonti Jr retweeted
Charles Barkley on When He Found Out How ‘Crazy’ Michael Jordan Was
“I'm looking at Karl Malone like, ‘Yo man, there's something wrong with this dude.’”
"The buildout remains narrow, however, with much of the increase concentrated in computer and electronics manufacturing, particularly semiconductor facilities and infrastructure connected to the compute buildout. Investment across the broader manufacturing base has been more modest." - Robert Bittencourt (Head of Apollo Thematic Investing) on Sept 15, 2026
"Apollo estimates that restoring the combined US manufacturing and defense capital stock to its share of GDP in the 2000s would require approximately $2 trillion of incremental investment. Returning to the levels seen in the 1980s would require roughly $6.5 trillion...Across economies, technological innovation, shifting supply chains, rising power demand, and national-security priorities are driving a new wave of investment in the physical assets and productive capacity that make the modern economy work. Reindustrialization is one of the clearest manifestations of that shift—and one that could reshape where capital is allocated for years to come." - Robert Bittencourt (Head of Apollo Thematic Investing) on Sept 15, 2026