Investors are extremely bullish—heavily invested in stocks while betting against everything else.
Cash levels have dropped to just 3.5%, the lowest since 2010, according to the BofA Fund Manager Survey. Source: BofA
Trump’s Tariff "cheat sheet"
Source: Bloomberg
GROK 3 IS AMERICA’S ANSWER TO DEEPSEEK—AND IT’S DOMINATING
xAI deserves credit for building world-class reasoning models at record speed—proving that America still leads in AI. With Grok 3 outperforming competitors, it’s clear xAI is setting the new standard for intelligence and innovation. Perplexity AI CEO: “Once the API is live, integration is coming.” America builds fast. Elon is proving it.
U.S. has the largest Gold Reserves in the World by far,
in fact it has more than Russia, China, Switzerland, India, and Japan combined. Source: Bloomberg
Thank you Jim Simons
Source: Investment Books (Dhaval) @InvestmentBook1
Xi wants some of that AI bubble cash.
Here he is shaking hands with Jack Ma after sending him in exile 4 years ago. Source: zerohedge
The composition of revenue for the U.S. government has evolved significantly over the decades.
Individual income % taxes represent the largest share (49% in 2024). Payroll taxes, which support programs like Social Security, contributes to 35% of federal revenue. Corporate income taxes have decreased as a percentage of total revenue, falling from 21% in 1964 to a mere 11% in 2024. This decline reflects shifts in tax policies and economic conditions. Other revenue sources, including excise taxes, tariffs, and miscellaneous receipts, remain relatively minor. Source: vizualitiks, CBO
Update: The US Government claims it has almost 5000 tons of Gold
but Fort Knox US Gold Reserve has not been audited since 1974, almost 50 years ago... No one has seen any of it. Source: US Homeland Security News @defense_civil25
