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: