Description

Opening

Rain

Guitar: 

• W - W - H - W - W - W - H. 
• C major all full notes, no minor or sharp. D has two sharps. 
• So pachobel in D has C# and F#

Markets

• Netflix: $1008 ($1011). $500b. Up 80% over last year
• Amazon: $237 today (was $242). $2.5t. Up ~40% in last year.Slides. 
• Meta: $712 today!!   $1.8t. Up 54% over last year
• Palantir: $107. $245b. Up 500% over last year
• Revenue up 52% YoY. That’s huge! 
• Alex Karp on Earnings at 31:25 500 people job can be done with 3.
• HIMS: Up 60% in last month. Up 393% over last year. Hair and ED! 
• Spotify: Stock $620. $125b. Up 34% last month. 180% in 1 year. 

Tesla

Ford  on Autonomy 

Tesla Bot jobs listing

FATMAANN: Up 215% in 3 years. S&P500 36%

Here’s the thing about investing: you may think you’ve missed the 10000% growth. And you may have, but there is still opportunity to identify amazing opportunities. NVIDIA. Palantir. I bought late. But still works! I’ll take 20%+ gains a year. That’s double your money in 4 years! 

Tariffs:

• Inflationary by nature?
• If monetary supply is fixed how can it be inflationary. 
  • Money will shift to other purchases or sources. 
• Milton Friedman on inflation
• Oil Exports from Canada. - Agree or disagree will learn something. 
  • 97% of Canada oil export is to US. US purca
  • They can’t refine it. Its “Raw”. Super sour. 
• 49.43. Bill on Tariffs for negotiation. 

DOGE

• Budget deficit ~$2 trillion in 2024.
• Debt has increased. $10t in 2008, prior to GFC. Now 36t. 
• 15% of budget is INTEREST. 

Sunshine is the best disinfectant! We need  absolute transparency. 

DOGE Website:

• https://dogegov.com/
• Milton Friedman on DOGE.. again! 

DOGE and USAID (US Agency for International Development). 

Website here: 

Spends $50b per year on foreign aid.

• All spending by Govt should be line item. 

Headline: Elon shutting down USAID

• No. He is a hired (non-paid) consultant. No different than Mckinsy, BCG, etc… and all politicians and organizations use them. 
• Trump clearly said all decisions are his! 

Findings: 

• I $8m (updated to $34m to Politico thru USAID)
  • Numerous invoices posted. 
  • Receipts showing ~$35k per subscription. I pay $500 or so for WSJ. 

Access to Treasury Payments

• Limited read-only per WSJ. 

Let’s see the Epstien Island list!!  

In short: Let’s give all this some time and wait and see.