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
Mkts & Investing, Palantir, Tariffs, DOGE
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
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:
DOGE and USAID (US Agency for International Development).
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
Let’s see the Epstien Island list!!
In short: Let’s give all this some time and wait and see.