Think what would happen if the USA intentionally devalued the dollar

$MSFT / SPY DeMark buy 13's to sell SPY and buy $MSFT. A lot of Fintwt Furus pointing out MSFT relative under performance also a good sign. $MSFT fair value 490. MSFT is the consumer staple of tech.

Chiefs Accused Of Rigging Games By Playing Better Than The Other Teams buff.ly/3WDKaOS

So far tariffs & other threats have failed to get Colombia to take back its citizens, failed to get Mexico to help secure the border, failed to get US detainees back from Venuzuela, & failed to get Panama Canal back under US control. What a disaster this is turning out to be...

$PCT 4Q report most important line. 2 years from start of production 70% follows average for a new process. I want to see 80% by this time next year. 90% and the plant prints money.

Estimated number of human workers expected to be replaced by humanoid robots 👇👀

Trump is doing something similar that Biden did: having a faith based belief in his own mandate, and then extending this to tons of policies on which they never had a mandate on, and on which the public vocally opposes their position. This didn't end well for Biden.

Even if you think Trump is right about this spectacular exercise in economic self harm, if you’re a Republican politician, odds are strong that you disagreed with what he’s claiming 10 years — and in some cases 10 hours — ago. Maybe you’ve been studying the flimsy protectionist

I've posted a lot about $PCT. The original bear case that the tech doesn’t work is dead. But if this economy pulls back the first thing to cut will be the spend on higher cost recycled materials. PCT is a 3% position. Make sure the rest of your portfolio holds cash flow + cos

Shadeur Sanders can still go in the first round if Mike Pence has the courage to do the right thing.

President Trump just said "When Tariffs cut in, many people’s Income Taxes will be substantially reduced, maybe even completely eliminated" I reviewed IRS data to see if it's possible. Here's all you need to know:

$GOOGL trading like a shit co. I own it

Bond returns have been lower during high tariffs. Low vol stocks have peformed well. blogs.cfainstitute.org/investor/2025/…

$NKTR: Rezpeg Likely has a Dermatitis drug. What’s extremely interesting is the unique mechanism: Stimulate T-reg cells. This is a big deal - and likely to work in many autoimmune indications. I think this may be a 10x (dare I say it). And it’s probably >80% de-risked.

$PCT

$GDX breaking out

$RH You could long here and not get hurt too bad if it didn’t work

Good morning #spnam