Markets Ripping! DOGE, Autonomous Driving, Golf

Inspiration

• Snow.
• Mentors: Tom Caulfield. Tim Archer. Reed Hastings. Chuck Landers and Jack Wilborn. 
• Golf: Girl attached by Shark. No arm and leg, now golfing. Lulu Gibbins Joins Justin Thomas and Ricky Fowler. 
• Tom Brady on attitude. Focus on “you” not “others”. 
• Back to the office per Jamie Dimon. 

Markets

• S&P500: Reached all time high again today. Up 25% in 1 yr. 95% 3 yrs (so 2x your money).  
• Hims!!! $60. Up 150% YTD. What!!?? 
• Netflix. New high $1057. $450b mkt cap
• Meta: new high today at $740. $1.8t mkt cap
  • Up every day for 20 straight days!! MIght be a record. 
• Palantir: new high today. $120

Other

• Bridgeloan Financing. 
• 401k quick education. $23,500 pre-tax. Then After-tax. 
• Invest in 529’s. 

Doge

• Old video from Bill Clinton and Barack on government inefficiency. 
• Why important. Deficit spending causes inflation! Elon explaining. 
• Doge Website: 
• Will stop making pennies. Costs nearly $0.04 to make.  
• Antonio Gracias on how Treasury does not reconcile payments (3-way match).
  • Our government Needs to pass audits!! 
• David Sacks on “Getting Paid”.  Funding from USAID.
• Elon on Treasury payments. $50b estimated fraud. No SS#’s. 

Elon Musk says that there is a literal limestone mine where they store all the US Government's retirement paperwork built in 1950 that they need to go up and down every time they want to retire someone from Federal Government. 

Autonomous Driving 

BYD has unveiled an advanced driver-assist system called "God's Eye" that it plans to install on its entire model line-up including its $9,600 Seagull hatchback. "BYD wants to democratize self-driving tech. 

Tesla

• Trump and tariffs. Don’t F with Tesla in China. 
• EV Tax credits hurt other EV’s more than Tesla.  

Recommendations

• Must listen to last All In Podcast. 
• Phil on Golf Club Selection:Phil Mickelson talking about the process that goes into selecting a club never gets old to listen to.
• Sahil Bloom - 5 types of wealth