Mkts & Investing, Palantir, Tariffs, DOGE

OpeningRainGuitar: W - W - H - W - W - W - H. C major all full notes, no minor or sharp. D has two sharps. So pachobel in D has C# and F#MarketsNetflix: $1008 ($1011). $500b. Up 80% over last yearAmazon: $237 today (was $242). $2.5t. Up ~40% in last year.Slides. Meta: $712 today!!   $1.8t. Up 54% over last yearPalantir: $107. $245b. Up 500% over last yearRevenue up 52% YoY. That’s huge! Alex Karp on Earnings at 31:25 500 people job can be done with 3.HIMS: Up 60% in last month. Up 393% over last year. Hair and ED! Spotify: Stock $620. $125b. Up 34% last month. 180% in 1 year. TeslaFord  on Autonomy Tesla Bot jobs listingFATMAANN: Up 215% in 3 years. S&P500 36%Here’s the thing about investing: you may think you’ve missed the 10000% growth. And you may have, but there is still opportunity to identify amazing opportunities. NVIDIA. Palantir. I bought late. But still works! I’ll take 20%+ gains a year. That’s double your money in 4 years! Tariffs:Inflationary by nature?If monetary supply is fixed how can it be inflationary. Money will shift to other purchases or sources. Milton Friedman on inflationOil Exports from Canada. - Agree or disagree will learn something. 97% of Canada oil export is to US. US purcaThey can’t refine it. Its “Raw”. Super sour. 49.43. Bill on Tariffs for negotiation. DOGEBudget deficit ~$2 trillion in 2024.Debt has increased. $10t in 2008, prior to GFC. Now 36t. 15% of budget is INTEREST. Sunshine is the best disinfectant! We need  absolute transparency. DOGE Website:https://dogegov.com/Milton Friedman on DOGE.. again! DOGE and USAID (US Agency for International Development). Website here: Spends $50b per year on foreign aid.All spending by Govt should be line item. Headline: Elon shutting down USAIDNo. He is a hired (non-paid) consultant. No different than Mckinsy, BCG, etc… and all politicians and organizations use them. Trump clearly said all decisions are his! Findings: I $8m (updated to $34m to Politico thru USAID)Numerous invoices posted. Receipts showing ~$35k per subscription. I pay $500 or so for WSJ. Access to Treasury PaymentsLimited read-only per WSJ. Let’s see the Epstien Island list!!  In short: Let’s give all this some time and wait and see.