Let Warren Buffett know…

#Apple will increase US spending to $600B over 4 years CEO Cook already told me that Apple will not be subject to recently levied India #tariffs $aapl bloomberg.com/news/articles/…

I think we all knew this was going to happen…we just didn’t want to discuss it.

Apple is expanding our US commitment to $600 billion over the next four years. And our new American Manufacturing Program will bring even more jobs and advanced manufacturing to the US.

That time my @cnbc career literally went down the toilet. When the S&P was 1400 (now 6300) and Broadcom was below 40 (now over 300 AFTER a 10:1 stock split).

Denver will study the feasibility of deploying SMRs at Denver International Airport. Colorado passed legislation that includes nuclear as a clean power source. The SMR feasibility study was announced on the day the new law took effect. Article link in reply.

The Denver Airport announced the start of a study on the use of small nuclear reactors – SMRs – to help supply the 40-45 MW of electricity it and its tenants now consume. The announcement came on the day that Colorado law changed to classify nuclear as a clean energy resource.

John B. Case Amazing!

For thosepf US that follow Colorado, it was quite evident that Shedeur is a great quarterback! wsj.com/sports/footbal…

Here is another fine article from ⁦Gunjan Banerji⁩. In April 2025, I bought the dip with my favorite stock $AAPL. wsj.com/finance/stocks…

John B. Case Thanks John

Academics receive far too much credit. I will take real-world experience any day over academic bs.

For those of you unfamiliar with the PPI, it is a "wholesale" measure of inflation. Think of the cost changes of the inputs that go into goods and services, making it a leading indicator of what consumers may pay down the road. It's just one data point, but a hot one...

Illinois governor J.B. Pritzker has had a change of heart and now supports lifting the state's moratorium on building large nuclear plants. Article link in reply. He vetoed a bill to lift the state's nuclear construction moratorium in 2023. After negotiations, he signed a bill

Everything that ends up working in finance stems from patience and self-control. Everything that doesn’t work stems from instant gratification and FOMO.

My take of the #TrumpPutinSummit — no progress. Could have been done over email sans the red carpet welcome for a dictator on US soil — and yes — just an #EpsteinDistraction

Who’s the best dramatic actor of all time?

That’s exactly the issue. You are not the customer and will likely never be the customer, so the business should not care what you think of it. Their actual customers are the ones whose opinions matter.

I remain very bullish on $EVR and $OXY today and in the future.

We need a push to make more housing mortgages assumable (to qualified home buyers).