Trump's "Genesis Mission" is tracked at a tab at the top of the page.
Today, a very comprehensive update from Shay Boloor, link here. My investment portfolio is
- 25%: consumer electronics (AAPL)
- 25%: legacy energy (oil)
- 25%: tech (not including AAPL) (includes infrastructure like GLW, SCCO)
- 25%: large-cap, (mostly) dividend paying US equities (none of the above)
This is the Genesis Mission: it could easily be a proxy for my tech holdings:
What might be the most important "reason" for Trump's "Genesis Mission." What was he thinking? The fact that Palantir was on the list speaks volumes.
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.
- Many posts are not proofread for several days after they've been posted.
- 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.
- And Oracle.
- Longer version here.
