TUESDAY TITLE TALK

 Good Tuesday morning. If you're a big UM fan and not one of those bandwagon posers who bought up the tickets for the naty championship game (we overheard this from some middle age UM chippy 10k ticket buyer  at the Hardrock/Dove Soap Stadium  I like it when they try the three-point throws), then you are recovering from a tough loss. But have heart- UM is back and they will be back in a championship game. They have built a great program and were driving late in the 4th quarter for a championship against one of the great college football teams of all time. 

Despite a lo$ing weekend  of NFL bets, we rallied and recovered most of our losses with an over 46.5 bet that Indiana's last field goal secured for us. Whew. Like UM, we are back. 

What a job Curt Cignetti did for Indiana. He took one of the all-time losingest programs in college football, a program that hasn't been ranked in the top ten since Lyndon Johnson was president (and now a bunch of 30 something DeSantis drones are asking ChatGPT when ?)  and built them in two years into an undefeated championship team.  Their Heisman winning Miami-native QB was never recruited by UM, and Jamari Sharpe, who is another Miami native and made the game winning interception for Indiana is the nephew of UM defensive back Glenn Sharpe who was called for pass interference that lost UM's last championship in the Fiesta Bowl in 2003 against Ohio State.  All in all a classic game last night. 

MARKET WATCH

The Market is on shaky ground this morning (with a sharp down opening because of the news that is affecting a market that has been overbought the last ten days) as traders digest the president's threats (again) to raise tariffs against Europe unless they agree to ship the Eiffel Tower to Central Park, surrender all North Sea oil leases, and give up Greenland.  The Tariffs include 200% on French Wines (ouch). Make of this what you will, but we note that the last time the president's tariffs drove down the market in April 2025 we scooped up NVDA shares in the mid 90's (it's now 185 ish). The Vix (fear index) opened over 20 which is a good indication there will be more sellers than buyers, which brings to mind the best saying of the greatest investor of all time- Warren Buffet- When people are greedy be fearful, when people are fearful be greedy.  With those wise words in mind, there will be values in the market today and we are buyers. AMAT, ANET, AVGO, GOOG. and the banks including JPM, BAC, and MS are on our shopping list.  Keep your eye on CoreWeave (CRWV)- Potus just bought a bunch for whatever that is worth.