1. Contextualizing U.S. Defense Spending - Historical Trends: The U.S. defense budget has grown 40% since 2000 (adjusted for inflation), outpacing most NATO allies. China’s 566% surge ($235 billion in 2024) reflects its focus on A2/AD (anti-access/area denial) systems, while Russia’s 227% rise ($146 billion) prioritizes hypersonics and cyber capabilities (SIPRI 2024). - Global Comparisons: NATO’s 2.5% GDP spending t...
$SPDR S&P 500 ETF (SPY.US)$ JC’s DAILY MORNING BREW – FEBRUARY 15, 2025 “Inflation Is Transitory” – A Statement Aging Like Milk BREAKING: Markets are discovering—once again—that inflation doesn’t just disappear because the Fed says so. The latest PPI print was hotter than Powell’s discomfort level at a Senate hearing, and suddenly, all those confident rate cut predictions aged like a GameStop YOLO trade in...
Hey there, long time no see! With Trump back in office, let’s dive into some stocks that could ride the wave of his legislation. If you’re hungry for more updates, join our community of over 700 members! Everyone’s welcome—check it out here: Join the server Trader’s Tavern with us Alright, let’s get into it! Here are a few small-cap stocks I’ve got my eye on for the next few months. $The GEO Group Inc (GEO.US)$- A real estate investment trust specializing in the design and managem...
Scheduled to officially start on January 7, 2025, the Consumer Electronics Show (CES)—a premier tech event that showcases both current products and futuristic concepts from large and small tech firms—once again captured global attention. At CES 2025,$NVIDIA (NVDA.US)$is undoubtedly one of the brightest stars on stage. Jensen Huang will personally showcase the company's latest breakthroughs in AI, robotics...
How interesting is it that the Treasury Department released its November budget statement, and it was just awful. The budget deficit for the month of November was $-366.8B, which was worse than expected and combined with October's print of $-257.5B totals a deficit of $-624.3B. That by the way makes for the worst two month start to the government's fiscal year (that runs October through September) in the nation's history. This did not stop the House of Representatives on Wednesday...
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ColdJoke
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defense is limited to 10% profit, how can they cut? Plus trump is going to have trade war with China and NATO, without strong defense, USA is nothing. They can only postpone building new ships and planes, improve efficiency and reducing bureaucracy. It hurts but won’t be too bad. However I am not going to buy at this price
Portfolio diversification is the strategy of spreading investments across different assets, sectors, industries, and geographical regions to reduce the overall risk of the portfolio. The idea is that by holding a variety of investments, the overall performance of the portfolio will be less dependent on the performance of any single investment, reducing the risk of large losses. Why is Portfolio Diversification Important? 1. Risk Reduction: Diversification...
With Trump’s victory, his pro-business policies and potential tax cuts could positively affect the U.S. economy by encouraging corporate growth and investment. However, trade tensions and deregulation may add some economic uncertainty. The industries I will focus On: • Energy: Traditional energy may benefit from deregulation. Stocks to monitor:$Exxon Mobil (XOM.US)$$Chevron (CVX.US)$ • Defense: Increased def...
Cloud Seph : the number does not seem to stack to justify the current Palantir valuation tho.
Dr Fortune Visioner OP Cloud Seph : Somehow, i think Palantir will have a luck to go up on AI
Space Dust Cloud Seph : some funding is hidden for national security