Breakaway - Investing & Finance
Breakaway from the haters and mainstream thought. Learn about Investing, Finance and the Economy in a plain english and entertaining way. Understand the business environment and make money investing. Uncertainty in the markets driven by crisis, anarchy, politics and craziness is simply opportunity. Facts and truth here.
Breakaway - Investing & Finance
Thx Giving, DOGE, Markets, Tesla
Life:
- Enjoy time and family. Nobody says: should have worked more.
Blue Origin deleted a video of the mission after Emily Calandrelli, the 100th woman in space, shared how online trolls ruined her milestone with misogynistic comments that reduced her to tears.
- She is a star!
- Point here is embrace people making fun of you. You take away their power.
- But never be embarrassed. Own it! Make a joke and nobody can make fun of you!
First the Kamala message? Don’t let anyone take your power!
Golf:
- Bryson made the hole in 1. Day 16. #14 134th attempt.
- Break 50 with Tom Brady. 5 eagles and 13 birdies.
Markets:
Booming: S&P 500 up 27% YTD
Bitcoin: $96,000
DOGE
- How can this be “partisan”.
- It’s our money!
- JPMorgan raised estimate of Argentina Growth to 8.5% next year.
- WSJ DOGE from Elon and Vivek:
B2G:
- DOGE Cast
- Failed Audits.
SpaceX & NASA
SpaceX has made rapid progress with Starship in the last 1.5 years, which aims to ultimately cost under $10M per launch, or 99.5% less than NASA’s SLS
Per Bloomberg: $100b Artemis program.
SLS a National disgrace: Space Launch System
- Four years on, the program has consumed another $20b with nothing to show for it. $20b, bringing total development cost to over $100b. This program burns $12m per day!
- A single engine of the SLS rocket ($146M) is more expensive than a Starship Full stack ($100M, when expended). An engine that was already built and that flew several times with the Space Shuttle.
Tesla
Per Brad on B2G 2024 was Chat GPT moment. 2025 will be Autonomous driving.
- Moved investment from uber to
Optimus is catching tennis balls. This real!!
Marc Andreeson on Joe Rogan
- Perhaps most important podcast of the year.
- Most Federal Workers are at home. 1 day per month.
- Debanking. PEP: politically exposed persons. 450 agencies. Independent federal agencies.
- AI Meetings with previous administration.
- We will soon assume all info is AI generated, unless we have Blockchain Crypto key.