Imo, don’t think most people fully appreciate Google especially as AI becomes more prominent. Easy way to think about Google is to compare it with pre Pearl Harbor USA. Massive industrial capacity (world’s largest compute capacity). Tremendous natural resources (cash and cash

Spectacular movement in the bond markets past few days despite that tax bill progressing along. Mostly attributable to some vocal dissent from Bowman as well as Powells "dovish" testimony, though I think people are mistaking Powell for being more dovish now, personally don't

Significant rotation into cash & defensives from inst. Q is with underwhelming trade announcements likely coming in a few days is this a flight to safety before the storm hits or a TP after record rebound to ATH?

I try to avoid politics directly but not a fan of how we’ve treated Japan during trade negotiations so far, been disrespecting them at every turn, yesterdays rice debacle and statements over 5% defense when their in a debt crisis & autos which are a main source of livelihood for

Someone explain the appeal to owning hotels? Control over demand? None, design and management needs Marriot or Hilton approval and you sure don’t control the macro forces that dictate Revpar for that year all while personally guaranteeing a 2-3x leverage note. Buddy of mine

Most investors worry about fundamentals/numbers/terminal value. Good investors worry about how fundamentals create and support incremental narratives. Great investors worry about how fundamentals supporting narratives create a reflexive flywheel and know how to play in the

Pay close attention to what Elons been doing past few weeks and don’t mistake it for some random porn phase, he’s clearing the path for one of the largest/most controversial applications of AI TAM wise and attempting to seize share while other competitors like $GOOG, $META avoid

All that’s left for $GOOG is to demonstrate how it will leverage AI to enhance its core Advert revenues instead of compete with them and remove the Sundar risk premium one way or another. If it does these..well…let’s just say $MSFT will really be in the LT backfoot.

As Russia coffers deplete due to oil containment policy + spending on Ukraine + stimulating ever weakening domestic economy due to the war Chinas influence increases ever more pushing Russia to becoming an ever increasing puppet of Xi, this is evident when you observe Putin

With Ishiba out every leader who replaces him will be increasingly populist due to influence from US politics plus desire for more easy money and entitlements as demos continue to age (think the whole “you get voted out for being fiscally responsible” trend we observe here in the