C Mendoza
1.3K posts





BREAKING: Trump says he is not concerned about the decline in the US dollar.


Long term performance of stocks vs housing, per WSJ:







🚨 An All-Time Episode: The Great Tariff Debate 🤝 featuring: -- @Jason -- @chamath -- @DavidSacks -- @LHSummers -- @ezraklein (@friedberg is off this week!) (0:00) bestie intros! (0:58) reacting to trump targeting china and postponing all other reciprocal tariffs (21:21) measures for success of tariffs, debating the impact of letting china into the wto (46:14) is the us being exploited on trade? was free trade a mistake? (1:02:01) recession chances, how the trump administration gathers information (1:19:39) future of the democratic party, abundance agenda, doge (1:51:00) the besties recap the debate and chamath recaps the breakthrough prize ceremony



Free cash flow growth in the next 5 years: Tesla: +604% Amazon: +340% Nvidia: +226% Microsoft: +176% Alphabet: +101% Meta: +91% Apple: +53% Source: average analyst estimates











