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サマリー
あらすじ・解説
Opening
- Happy b-day to wife and her mom!
- Tiger Dating Vanessa.
- Cialis. 2.5mg per day for longevity from Bryon
- Trump, Kid Rock, Dana White and Bill Maher have dinner.
Full Correction Territory (down 10%); quickly moving to “Bear” down 15%.
- S&P 17%, Tech 25%+
- Apple in huge correction. PE still at 30
- Netflix at 43.
- No income tax in the US income tax until 1913.
- Tariff rates: The U.S. charged less than most big players—think 2-5% versus 5-15% from others.
- Trade Deficit 2024 was $918.4 billion.
- Total US spending deficit: $1.8 trillion in 2024 per FRED. Spend $6t and take in $4t.
- Total US Debt. $36 trillion.
- Interest expense is $1t growing
Ray Dalio on the significance and problem of debt.
Antonio Gracias on SS and Medicaid Fraud.
Netflix- Adolescence
- turns out it was harrowing story simply docking the Starliner.
Elon announcement here
CNBC interview with Rich Greenfield. .
WSJ Article here.
Robotics- New Figure Video released.
- Tesla now taking deliveries for Optimus.
- Official post from Tesla that autonomous robotaxi starting in Austin in June
- Tesla worst delivery numbers in years.
- Norway registered more cars in March that ever.
- Made in the USA
Key Elements of RICO Charges
Government inefficiency- Fix Regulation and be more efficientHere is video of Ezra Klein discussing with Jon Stewart why $44b of broadband connected zero homes in 4 years.
Social Security:
- Antonio Gracias:! SS fake #’s and spendings
- Who is screaming the loudest. The Fraudsters.
- Video from Jason C. https://x.com/Jason/status/1906730493216780699
Goal is to reduce spending by $1b or 15%.
Entire Doge Interview with Brett Baier. Survey at 1:10. $1b. $830m online survey.
- 1700 different IT systems. 17 CIO’s.
- Social Security Fraud.