Locator: 48729ARCHIVES.
As time goes on I find myself becoming more and more supportive of President Trump; that could change. I flip flop a lot. This is not ready for prime time. I may change my thoughts by the time I get to the end.
Trump is working -- if one calls it working -- it's a calling -- it's not work for himself -- but he's "working" 24/7 which gives him an advantage over the judicial and legislative branches of the government. He doesn't take vacations; he works weekends; he expects his people to be working for him to be working 24/7. Golfing? Working.
First up: tariffs. For me, they don't matter. I'm on Trump's side with regard to tariffs. Tariffs are such a small part of the overall economy -- give me a break -- the tariffs don't matter. Trump knows that. But that's all CNBC will talk about tomorrow. If the market drops due to "tariff talk," buy on the dip. I can't buy on the dip. I'm always fully invested. I won't buy on margin. Tariffs is a personal issue with Trump, not a money issue.
Second: Epstein. Talk about ridiculous. Real investors don't care. Epstein. I don't care. At one time, I may have cared. I no longer recall. I don't recall. Regardless, I no longer care about Epstein.
Third-A: I think folks forget (or didn't hear) that over the weekend President Trump said on x he expects a major announcement regarding Ukraine that will change everything. The success over Iran emboldened Trump, but even without that success, Trump is done being played by Putin. Same with tariffs: Trump is done with being played by Canada, Mexico, and the EU. He also hates tacos. He's a steak and potatoes man.
Third-B: for all the grief x gets, it's the best social media site, bar none. I'm not "verified" on x yet, and doubt I ever will be -- I'm too cheap, but x is awesome if one knows how to use it.
Fourth: Apple may be in for a shock. My hunch: Trump is getting tired of playing games. He realizes that his first year is starting to wind down. His term is flying by. Hopefully Rubio is taking lessons.
Fifth: I don't know what Jensen Huang (Nvidia) has in store regarding his visit to Beijing. Watch out for that, how Trump could respond.
Sixth: as an investor and as an American, I am really, really excited about Trump's decision regarding Ukraine, NATO, EU, etc. My hunch: even Zelenskyy will be amazed.
Seventh: Hunter S Thompson would "hate" Trump but he would love Trump's style.
That's all I'm interested in right now.
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A Musical Interlude
If I had all the money in the world, and could go back in time, I would own a house in Laurel Canyon, CA, back in the 60s.
Considering all their interpersonal relationships and their personal problems, it's amazing they did as well as they did.
There are times I can argue that for me it's:
- #1: Mamas and the Papas
- #2: Blondie
- #2: The Beach Boys
- #2: The Beatles
- #5: CCR
- #6: Cher: especially her later stuff.
The real difference: the depth of their catalogues. But considering with what they had to work, it's the Mamas and the Papas, #1.
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Disclaimer
Brief
Reminder
Briefly:
- I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here. All my posts are done quickly:
there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- I've now added Oracle to the disclaimer. I am also inappropriately exuberant about all things Oracle.
- Longer version here.
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Movie
I may watch Hitchcock's North By Northwest for the second time this weekend.
I am clearly ready for a road trip.
Best music video ever: link here. I was in a fugue state when I filmed this; I easily could have driven off the road at any turn. Posted eleven years ago; 541 views. Yuval Noah Hariri should drive this road some day; play this song.
