President, NFLX, TSLA, Markets, oh my!

Biden is laughing his ass off right now!! 

• Here’s a funny thread of conspiracy: Peppy walk & talk. Jill wearing all RED!! 

Markets are booming ridiculously: 

• S&P 500 hits record high today at 6000. 
• FATMANN: 
• Bitcoin at $76,000. 
• This does feel “frothy”

Fed Cut rates again. 

• Federal-funds rate to a range between 4.5% and 4.75%. All 12 Fed voters backed the cut.
• Bad for money markets good for economic growth. 

Netflix

• $798. Call it $800. All time high on 
• Mkt cap about $340 billion. 
• Tyson vs Jake Paul. 3-part documentary. Fight on Nov 15. Next Friday at 5:00pm. 

Palantir and Nvidia

• Palantir: Up 40% in the week.
• Nvidia: All time high at $148. $3.6 trillion. Largest company in world. 

Tesla: 

• Stock at $326. $1 trillion market cap. Up 30% this week. 
  • $410 is high. So still 30% upside. 
• Musk bet the farm. Could have been deported. Govt is/was after him. 
• Lawsuits done. 
  • DOJ suing SpaceX for not hiring asylum seekers! 
• ‘Gene Munster on Tesla and Robotaxi
  • Autonomy IS HAPPENING! Now less govt regulation. 
• Robots: Xping in China showing of Robots. Why is this good?! Robot videos. 
  • Robots ARE HAPPENING! 

Politics

• Biden seems skippy! 
• Key difference now is long form podcasts! I (and others) really got to know Donald, JD, Tulsi, RFK.  I didn’t hear an interview with ANYONE on Kamala’s team. 
• Andrew Yang said HUGE mistake not going on Joe Rogan. 
• BTW, don’t forget Rogan endorsed Bernie! He got screwed. So did Tulsi and RFK, because they refused to be puppets. 

Dems: Time to return to “normal”

• Maybe have a primary next time! 
• Immigration: Bill Clinton in 1995 on immigration. 
• Forever foreign wars and industrial military complex. 
• Over regulation 450 govt agencies!   and over-spending! 
• Inflation is messy, but was clearly on people’s minds
• Defunding Police!?  People want clean safe neighborhoods.

Final Point: Good reset opportunity. We’ll be fine. 

Wait One more thing:

• Epstein list!!! These guys are fucked! More than 150 names may be made public as part of a settled civil lawsuit against British socialite Ghislaine Maxwell — who was found guilty of conspiring with Epstein to sexually abuse underage girls for at least a decade — Maxwell "the mastermind" behind Epstein's sex trafficking ring.
• Diddy videos! Probably funny.  

University of Oregon: Leonard Serrato. Here what he has to say! 

Recommendations?

• Get outside! 
• Save and invest your money.