Seeking Big Returns

@GuntherEagleman @jonnajarian I pray this is true!

GOOD! Supreme Court Signals It Will STRIKE DOWN All State Laws Allowing Ballots to Be Counted AFTER Election Day! No more shady midnight drops. No more “find more ballots” nonsense. No more weeks of extended counting that destroys trust. Elections must end on Election Day, ballots in by close of polls, counted that night. Period.

@philrosenn @Ash_TV @NYSE Great analogy!

Every company will become an AI company the same way every business that survived 1999 became an "internet company." Calling a company AI native will sound as redundant as saying it uses electricity or the internet. I explained to @Ash_TV at @NYSE.

@JoshACarpenter @TheDomino Only a band-aid for a league that is on life support. Rahm, Bryson, and Cam Smith will leave when their contracts are up. Save your time and money and close up shop. The PGA has all the momentum.

. @TheDomino says LIV is beginning its investor pitches as soon as today and is seeking to raise up to $350M cnbc.com/2026/05/21/liv…

@NickTimiraos Are we supposed to be surprised that a democrat disagrees with a republican’s point of view?

Fed governor Michael Barr cuts right to the point of his speech on balance sheet size: “I think shrinking the balance sheet is the wrong objective, and many of the proposals to meet this objective would undermine bank resilience, impede money market functioning, and, ultimately, threaten financial stability. Some would actually increase the Fed's footprint in financial markets.”

@jonnajarian First

@BankingGOP @SenatorTimScott It takes discipline, and most people lack it.

📺 Chairman @SenatorTimScott: “It should not take wealth to build wealth.” At the Institute for Portfolio Alternatives’ 2026 Summit, Chairman Scott highlighted his efforts to expand access to capital, support innovation, and tackle affordability so hardworking families can build wealth and achieve their version of the American Dream.

@ShowMe Reading and financial literacy are two of the most important skills. Why do kids spend so much time on music and art if they are lacking in critical areas? Time to rethink our priorities.

42% of Missouri fourth-graders can barely read. This is a crisis, and state leaders and policymakers should act now. Learn how Missouri can reverse its reading decline with these evidence-based reforms.

@SecScottBessent Agree. Make financial literacy mandatory in K-12. Hard to make strides when kids spend hours every week on recess, art, and music that have far less impact on their lives.

Financial Literacy fuels the American Dream. It is a foundational skill, similar to reading and writing, which is why we must get our youth engaged and excited to learn from an early age. I was pleased to join students, educators, and local partners including nearly a dozen financial institutions for a financial literacy fair at @USTreasury to close out Financial Literacy Month. In addition to visiting booths and exhibitions with learning modules, the students in attendance were invited to participate in @Visa’s Financial Soccer game with special guest “coaches,” @TreasurerBeach and Assistant Secretary Luke Pettit. Under President Trump’s leadership, our Administration is championing financial literacy for all age groups across the country. We are working to ensure that young Americans have the tools to save, invest, and plan for the years ahead—through @TrumpAccounts and many other resources available at MyMoney.gov. As we approach our nation’s 250th anniversary, strengthening financial literacy will help expand opportunity and prepare the next generation to build a more prosperous future.

@munster_gene Hard to believe he is going to pull a rabbit out of a hat if they are contracting with other Mag 7 companies for the underlying AI. Maybe he has a hardware vision that no one is aware of.

The key is less about the March results and June guide, and more about Ternus’ ability to pull AI rabbits out of his hat.

@altcap Innovation and technology creates efficiency, productivity, and prosperity. Those that refuse to acknowledge it and change, run a huge risk of getting passed by.

There is zero historical evidence or evidence in the prediction markets of this fear mongering forecast. We are at 4.2% today - a historical low! Of course jobs will be lost & jobs created bc of AI - progress can be hard - but productive debate starts with honest forecasts. 📈

This is just garbage analysis & extremism. Not helpful. You can do better & the world would benefit if u found an honest way to contribute to the AI conversation. 🤖📈🇺🇸

@MitchSchwartz71 @Jason_OTC @cheetah @PatrickMahomes and @StoneColdJones are you with me on this prediction?

@MitchSchwartz71 @Jason_OTC IMO if they don’t draft a WR with one of the first three picks, @cheetah is coming back.

Here’s my perfect scenario for KC tonight: Reese or Bailey drops to 6 and you go up a few spots for him and only need to send back a 6th rounder (on @Jason_OTC chart) but maybe 5th and 6th. At 29 take a WR, I like Concepcion in that range. Need juice and separation ability. What’s yours?

@pboockvar @LawrenceLepard Whether it is a print plan or inflate it away plan, I’m not sure it matters. Either way it seems bullish long-term for gold, bitcoin, and equities(they need equities to go up for tax receipts). How off am I? @LukeGromen @dmoses34 @Seawolfcap

@LawrenceLepard A print plan but only if what Paulson says happens. Such as a 6% 10 yr. Not before then.

Paulson doing this at this moment is a huge clue. Think about it. He has been silent for years. Now he comes out and foams the runway for some grand plan to do YCC. Coincidence? I don't think so, this cements my belief that they are cooking up a Big Print plan. Bessent and Warsh probably put him up to this. Fascinating stuff. A major trial balloon. @SimonDixonTwitt @LukeGromen

@GovKehoeComms @GovMikeKehoe Appreciate what you do. Vote yes on getting rid of income tax!

🎥This week with @GovMikeKehoe.

@CliffordAsness @JoeSquawk Pete is trying to set up a run for President. He lacks any credibility when it comes to fiscal responsibility. Stay after ‘em Joe.

People who use multiplication when they should use addition are the worst people. People who use addition when they should use multiplication are also not ok.

@Brianontheair @939TheEagle What kind of ball are you playing?

Perfect ⛳️ weather in mid-Missouri on this Saturday. Partly cloudy and 64 degrees. Greens are fast. Enjoy the dry time because rain is in the forecast for Sunday through Wednesday and heavy rain and severe weather is possible. @939TheEagle

@RickRieder @POTUS @JDVance would love to see Mr. Rieder on the Board of Governors.

The Headline CPI today was about oil - Core Inflation remained well behaved. Shelter and Core Services CPI are at or below pre-COVID levels, reinforcing that underlying inflation pressure has eased. Only Core Goods remains elevated, which should retrace as we lap the one-year mark on tariffs.

@brian_armstrong @SecScottBessent Please @BankingGOP release the text so everyone can read.

We agree. Thank you @SecScottBessent for saying it. It's time to pass the Clarity Act. Grateful for all the bipartisan work among Senators and staff over the past several months to make this a strong bill.

@Convertbond With a 20 year time horizon; what are your thoughts on 70% equities, 10% gold, 10% bitcoin, and 10% short-term bonds?

“Going forward, in an era that will be characterized by fiscal dominance, the odds are pretty significant that the correlation between equity and bond returns will be positive most of the time. Another compelling reason to step away from the traditional 60/40 portfolio and think of a better alternative. “

Same Story - One month Bonds $TLT -5% vs Stocks $QQQ -7% Last 20 years, equities risk-off + geopolitical events = bonds rallied / with higher prices. Game changer, since 2022 this has not been the case, a significant - bullish, hard asset, commodity driver.

@jonnajarian @YouTube Thank you for sharing. There is comfort in those words.