Hey there weekday warriors,

Appreciate everyone who’s applied to become a part-time writer and work alongside me in building The Water Coolest. I am accepting applications for a few more days. You can apply right now to help me build the best damn newsletter on the internet.

Also, if you sent an email with an application, please fill out the form above as some of the emails have been hitting my spam or have gotten lost in my inbox.

Enjoy the next 4 minutes and 41 seconds of blue-chip news and commentary.

Keep on snapping necks and cashing checks,

– tyler

+ US stocks “lost steam on Tuesday as investors assessed whether buying has been overdone and what President-elect Donald Trump's Cabinet picks mean for policy.” (Yahoo! Finance)

+ The 10-year yield “jumped on Tuesday as investors digested what President-elect Donald Trump’s victory could mean for rates. Traders also awaited key inflation readings due later this week.” (CNBC)

+ Oil “held near a two-week low on Tuesday after dropping about 5% over the past two sessions as investors absorbed OPEC's latest downward revision for demand growth, a stronger U.S. dollar and disappointment over China's latest stimulus plan.” (Reuters)

+ Bitcoin “briefly touched $90,036.17 just before the stock market close, after quickly blowing through the $80,000 in the two days prior.” (CNBC)

+ The three most talked about stocks on WallStreetBets in the past 24 hours were: 1) Tesla -6.1% 2) Nvidia +2.1% 3) Rocket Lab -0.8% // +25.3% after hours

The market moves you need to know about…

+ Rocket Lab continues to… well, soar. Shares mooned 25.4% after hours. The company reported a better-than-expected quarter and, more importantly, indicated that it had sold its first Neutron rocket launches.

+ Spotify just reminded everyone it’s the Netflix of music streaming. Despite missing on the top and bottom lines, shares popped 6% after the company guided to a big upcoming quarterly profit.

Flipping waste into profit

Since 1960, 700 million tons of asphalt shingles (the roofing on most houses) have been dumped in landfills. Sky Quarry (NASDAQ: SKYQ) is flipping that waste into profit.

Their revamped PR Spring facility, originally for oil extraction, now processes shingles into sustainable diesel and asphalt paving oil, tapping into a $12.9 billion market. Partnered with the Forland refinery, Sky Quarry is converting a landfill problem into revenue.

With over $50 million in refinery revenue in 2023, Sky Quarry is primed for nationwide expansion as landfill bans push shingle disposal costs higher. They’ve built six revenue streams, from tipping fees to selling recycled components like sand, fiberglass, and bitumen.

This year, they raised $18 million, added 7,500 investors, and listed on NASDAQ. Their tech, extracting 95% of oil from shingles, sets them up for a fast scale-up. Sky Quarry is poised to turn a waste crisis into a long-term cash machine.​

See full Advertiser’s Disclosures below.

Failure to Lunch

"My body, my choice." - all the 8-year-olds demanding Lunchables at school

I was today years old when I found out that someone thought it was a good idea to serve public school kids Lunchables. As if they don’t have enough working against them…

Last year, Kraft-Heinz (-1.6%) convinced the federal government to serve kids Lunchables instead of other equally disgusting food options. Kraft-Heinz's lobbyists deserve a raise.

In case you weren't totally convinced the charcuterie for children was the stuff of nutritionists’ nightmares, consider this: they had to change the Lunchables formulation to comply with (pretty damn low) government standards. Think: more protein, less cadmium (seriously).

The packaged food giant got schools and parents (who apparently hate their kids) to come around to the idea that the kid-friendly MREs would save on labor costs.

Bad taste...

But Kraft-Heinz said it's pulling the plug on destroying the insides of America's youth. No, not because of stiff competition from Lunchly.

This probably shouldn't come as a shock, but the decision is a purely economic one. The company said demand wasn't as high as it had expected.

That could have something to do with the legions of parents and school districts who would much rather feed their kids these lunches that make Fyre Fest fare look appetizing.

There were also ethical concerns about branded products in the lunch room (no one tell them about Flamin' Hot Cheetos getting kids hooked in the 3rd grade).

+ In case you needed proof that we’re living in a simulation…

Elon Musk will be part of the Trump administration. Along with Vivek Ramaswamy, Elon will lead the “Department of Government Efficiency” (DOGE). Together they’ll tag team burdensome regulations and wasteful expenditures. And what could possibly go wrong?

In his defense, Elon has ruthlessly slashed costs in capital-intensive industries like, you know, space travel.

+ Bitcoin played a little game called "just the tip." Just for a second, just to see how it feels.

Everybody’s favorite sh*tcoin broke through $90k for the first time on Tuesday… albeit briefly, before retreating.

Remember when you’d get stuffed in a locker for so much as thinking about Bitcoin hitting $100k? Now the question is, will it be able to hit 6-figures before Thanksgiving...

+ The only thing less surprising than Haitian gangs shooting at a Spirit (-5.2%) flight trying to land in the country is the airline spiraling towards bankruptcy. It’s expected to file within weeks.

The air service provider left for dead by the DOJ (see: blocking the JetBlue deal) sees no other choice after a Hail Mary deal with Frontier fell apart.

+ Hedge fund legend John Paulson just pulled a Jamie Dimon and withdrew his name for consideration as Trump’s Treasury Secretary. JP cited his sh*t loads of f*ck you money. He told WSJ, “my complex financial obligations would prevent me from holding an official position in President Trump’s administration at this time.”

Scott Bessent, the founder of Key Square Group appears to be the leader in the clubhouse. Is Cathie Woods too busy?

+ Nothing to see here…

Acitivist investor ValueAct has built a $1B stake in Meta (+0.2%)… and do they not remember what happened to the Winklevii? That makes Zuck’s social media empire the largest company ever targeted by an activist.

ValueAct isn’t like most activist investors, though… it’s a cool activist investor. It’s been much more chill than some of its comrades (sup, Elliott and Trian). Exhibit A: Elliott has taken a $5B stake in Honeywell and is pushing the company to split in two…

+ CEO who manages $2 billion in assets: The No. 1 most important thing you can do to increase your earning power over your career. I cannot believe it wasn’t “take credit for colleagues good ideas.”

+ Fat cat Wall Street bankers set for bonus bonanza for first time in three years: study. All the blue-haired baristas reading are punching air rn…

🔥 To influence people, make 3 simple changes to how you talk, says executive coach: Success ‘depends on your ability to persuade’. #2: Make sure to threaten the well-being of them or their immediate family.

FYI, TWC might be compensated if you click on the links above. So, what are you waiting for? Start clicking.

⏪ Yesterday, Shopify, Home Depot, On Holdings, Sea Limited, and Plug Power reported before the bell, and Spotify, Rocket Lab, Occidental Petroleum, Cava, and Rumble dropped earnings after the close.

⏩ Today we’re keeping an eye on…

+ Cisco drops earnings after the close

+ October CPI drops

Yesterday, I asked, “Would you rather eat ONLY Arby's for a year or spend a long weekend in Haiti?”

68.9% of you are eating Arby's for 12 months. Weird, I hear Haiti is lovely this time of year.

Here’s what some of you had to say (and my thoughts in italics)…

• Haiti: "I’ve never eaten at an Arby’s, what if I don’t like it?” This is a really good point. At least Haiti has beaches and boat drinks.

• Arby's: “I'd rather eat at a place that has ‘the meats’ vs. stay at a place for a weekend and ‘eat the dog and cats.’”

• Arby's: “On one hand you might die, and on the other hand is Haiti… (I still chose Arby’s anyway.)”

• Arby's: "I have an airline pilot friend who regularly flies out of Haiti. When his airline opened the route, they bought 3 heavily armored SUV's to move employees around the areas near the airport. Arby's it is and with a BIG smile!”

• Haiti: “If you want to print something in your little newsletter you may print the following line: "'Patrick N. was interested in Haitian Organized crime at a very young age.'” Connor Roy '28!

And here’s today’s question…

🔥 Believe me when I tell you we DO NOT have to worry about the robots taking over…

Oh, and one more thing…

Does this look like the face of a guy you should take financial advice from?

No, it’s the face of an individual who is financially irresponsible/dumb enough to be talked into spending money on a family photo shoot that he could have just done with his iPhone. So, act accordingly...

This is not financial advice. Nothing in this newsletter is an investment recommendation. All content is created for entertainment, educational, or informational purposes only. Do your own research, or do yourself a favor and hire a professional.

Advertiser’s Disclosures

The information provided in this email about Sky Quarry Inc is for informational and educational purposes only. It does not constitute financial advice, investment advice, or a recommendation to buy or sell any securities. Viewers are encouraged to conduct their own independent research or seek advice from a licensed financial professional before making any investment decisions. If you want to learn more about Sky Quarry, visit their investor page for more information: https://investor.skyquarry.com/

This advertisement is sponsored content created on behalf of Sky Quarry Inc, for which we have been compensated $1,500. Currently, I do not hold any securities in the company but may buy or sell in the future. The information provided includes forward-looking statements based on Sky Quarry Inc management’s current expectations and beliefs. These statements are subject to risks, uncertainties, and other factors that could cause actual outcomes to differ significantly. This is not financial advice; please perform your own due diligence. For more details, visit SEDAR+ or view the full disclaimer: www.cashuapp.com/disclaimers/out-of-the-box