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1. Don’t tell anyone
2. Get a good tax attorney
3. Pay off high-interest debt
4. Keep 6-12 months of living expenses in HYSA or T-bills
5. Max out Roth IRA
6. Invest in index funds like $VOO $VGT $VXUS
7. Umbrella insurance policy
What else?
1. Don’t tell anyone
2. Get a good tax attorney
3. Pay off high-interest debt
4. Keep 6-12 months of living expenses in HYSA or T-bills
5. Max out Roth IRA
6. Invest in index funds like $VOO $VGT $VXUS
7. Umbrella insurance policy
What else?
$GOOGL believes TPU adoption will allow it to take 10% of Nvidia's revenue.
Google now controls the chip, the cloud, the model, and the app. Gemini 3 is beating everyone. Buffett invested $5 billion. $GOOGL hitting all time highs.
$GOOGL believes TPU adoption will allow it to take 10% of Nvidia's revenue.
Google now controls the chip, the cloud, the model, and the app. Gemini 3 is beating everyone. Buffett invested $5 billion. $GOOGL hitting all time highs.
If you make under $140,000 a year, you're living in poverty if we measure it the same way we did in the 1960s.
If you make under $140,000 a year, you're living in poverty if we measure it the same way we did in the 1960s.
Are you ready for what's next?
Rate cuts are coming into rising inflation with a weakening labor market.
If you don’t own assets, you'll be left behind.
Are you ready for what's next?
Rate cuts are coming into rising inflation with a weakening labor market.
If you don’t own assets, you'll be left behind.
- Jobs Report
- Inflation Report
- GDP Report
I’m sure everything is fine.
- Jobs Report
- Inflation Report
- GDP Report
I’m sure everything is fine.
That's more than they borrowed in the last 3 years.
Meta: $30 Billion
Google: $25 Billion
Oracle: $18 Billion
Amazon: $15 Billion
That's a 400% acceleration in debt.
That's more than they borrowed in the last 3 years.
Meta: $30 Billion
Google: $25 Billion
Oracle: $18 Billion
Amazon: $15 Billion
That's a 400% acceleration in debt.
Even worse? Student loan defaults hit a record 14.3%
Should student loan debt be forgiven?
Even worse? Student loan defaults hit a record 14.3%
Should student loan debt be forgiven?
What happened to DOGE?
What happened to DOGE?
1. Nvidia invests in Company A
2. Company A uses money to buy chips from Nvidia
3. Nvidia records it as 'Revenue' and stock price goes up
4. Repeat
No actual profit is made, just money moving in circles to inflate stocks based on vibes.
1. Nvidia invests in Company A
2. Company A uses money to buy chips from Nvidia
3. Nvidia records it as 'Revenue' and stock price goes up
4. Repeat
No actual profit is made, just money moving in circles to inflate stocks based on vibes.
This was considered normal in 1987.
This was considered normal in 1987.
You spend your healthiest years making someone else rich. Sitting in traffic. Stuck in meetings.
You'll never get those years back. Time is the one asset you can't buy more of.
You spend your healthiest years making someone else rich. Sitting in traffic. Stuck in meetings.
You'll never get those years back. Time is the one asset you can't buy more of.
Hopefully December treats us better.
Hopefully December treats us better.
OpenAI is projected to lose $7B by 2028. They're burning $8.5B a year trying to compete.
Google has YouTube, Search, Gmail, Maps, and Android. Billions of users. No other company has that combo.
OpenAI is projected to lose $7B by 2028. They're burning $8.5B a year trying to compete.
Google has YouTube, Search, Gmail, Maps, and Android. Billions of users. No other company has that combo.
But they don't want Microsoft at $460, Amazon at $210, and Nvidia at $170.
The psychology of investing is wild.
But they don't want Microsoft at $460, Amazon at $210, and Nvidia at $170.
The psychology of investing is wild.
If they can make more money by laying you off, they will.
If you ever have an opportunity to better yourself, never feel guilty about doing what is best for you.
If they can make more money by laying you off, they will.
If you ever have an opportunity to better yourself, never feel guilty about doing what is best for you.
Something doesn't add up.
50 years of work to enjoy 9 years of freedom?
We need to shift this mindset.
Retirement is a financial goal, not an age.
Something doesn't add up.
50 years of work to enjoy 9 years of freedom?
We need to shift this mindset.
Retirement is a financial goal, not an age.
How bad are the numbers?
How bad are the numbers?
Palantir is now down -25% since Michael Burry disclosed his short position.
Palantir is now down -25% since Michael Burry disclosed his short position.
Do you realize what's happening?
The "picks and shovel" phase of this gold rush over. Nvidia sold the tools but miners are struggling to find gold.
Do you realize what's happening?
The "picks and shovel" phase of this gold rush over. Nvidia sold the tools but miners are struggling to find gold.
SoftBank has over $30 Billion invested in OpenAI.
SoftBank has over $30 Billion invested in OpenAI.
1. Jobs data (higher unemployment rate)
2. AI bubble (Nvidia down 3%)
3. Consumers cutting back on discretionary spending (Target reported disappointing sales)
1. Jobs data (higher unemployment rate)
2. AI bubble (Nvidia down 3%)
3. Consumers cutting back on discretionary spending (Target reported disappointing sales)
And the U.S. now has a record $1.7 trillion in auto loans.
Meanwhile... U.S. subprime auto loan delinquencies are its worst in 30 years.
And the U.S. now has a record $1.7 trillion in auto loans.
Meanwhile... U.S. subprime auto loan delinquencies are its worst in 30 years.