Dan Baffoe

Defensive stocks have never been this disliked: The healthcare sector now accounts for just 8.3% of the S&P 500’s market cap, the lowest percentage since 1994. Their weight has fallen by -50% since the 2022 bear market. By comparison, healthcare represented ~9.0% of the index’s value at the 2000 Dot-Com Bubble peak. Furthermore, consumer staples, healthcare, and utilities collectively now account for just ~15% of the S&P 500’s market cap, the lowest since at least the 1970s. Their weighting has dropped -12 percentage points since 2022, marking an even bigger drop than during the Dot-Com run. Tech stocks have never been bigger.

@JohnCornyn Yes, they do matter. That’s why I’m supporting Ken Paxton. Early Voting: May 18 - May 22 Election Day: May 26

What could go wrong?

I’m in Oklahoma right now and just saw this: nearly 10% of the HIV patients at OSU’s clinic are illegal aliens getting free treatment on the federal dime. Who’s paying for this? The same people shielding them from ICE feel great about it, but don’t lose any sleep spending our money on a net loss for the country. Maybe I should spread my wings and help a few of them self-deport.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ @BorderHawkNews @KatieZacharia

Here’s a U.S. State Department official admitting that mass immigration is designed to change the demographics of the United States.

Unburdened by what has been 😉

After watching @ShenYun performance in MA, I was interviewed by @NTDNews. I got emotional when talking about the voiceless who are deprived of freedom & locked up in dark prisons in China. I hope @POTUS @SecRubio will bring this up on their trip to PRC & free Jimmy Lai!

If this is true, Sen. John Fetterman has confirmed what we all suspected, Obama is running a Shadow Government which Democrats are lock stepping with, undermining President Trump’s agenda for “we the people”. It also confirms Obama is GITMO qualified. “Sedition”.

Anthropic showed a 24-minute workshop on how to actually prompt Claude. Taught by the people who built it. Free. No signup. No paywall. I've watched $300 courses that don't cover what they teach in the first 8 minutes.

Michael Burry now holds a $1B short: $912M in PLTR and $187M in NVDA. What does he know?

why is this happening?

Berkshire Hathaway $BRK.A is now underperforming the S&P 500 $SPY by 43 percentage points since Warren Buffett announced his retirement in May 2025 🚨 It just keeps getting worse 📉📉

Semiconductor Stocks are now the most overbought since the peak of the Dot Com Bubble 🚨🚨🚨

S&P 500 has now traded green for 6 consecutive weeks, its longest winning streak since 2024 📈🥳🫂

WOW: Congress almost gave AI data centers total immunity from local and state environmental lawsuits last year. But Thomas Massie and MTG blocked it. Massie: “Twice, I have seen and stopped special provisions from being inserted into US law to help data centers over all other types of businesses.” “In the Big Beautiful Bill, Marjorie Taylor Greene and I noticed that there were a couple pages that would give immunity for these data centers from… all state law, but also went down to the local level, including planning and zoning.” This proposal would have given AI data centers “immunity from environmental lawsuits.” “We fought and got that taken out of the bill.” “This is un-American.” @RepThomasMassie @FmrRepMTG @TuckerCarlson

🇿🇦This Isn’t Nelson Mandela’s South Africa‼️ South African President Cyril Ramaphosa joked about last year's Oval Office showdown with President Donald Trump, saying he was “bemused”, reports Politico. However, President Donald Trump was not as amused as his South African counterpart. Truth be told, Trump is not dealing with the South Africa of 30 years ago, the Nelson Mandela-run “Rainbow” nation. Instead, he must go toe-to-toe with an entirely anti-western, anti-American, “racialist state” -- Victor Davis Hanson. See full video here ⬇️ youtu.be/ked3oZd42co

Obama still meeting with world leaders is either trying to run a coup, shadow government or seeking exile. Alex Soros was also there. 👀

Un homme de 68 ans qui faisait une promenade en soirée avec sa femme s'est fait attaquer par un jeune SDF, mais le vieil homme l'a mis K.O. d'un simple coup de poing bien chaud

🚨 OBAMA’S CANADIAN COUP: Private Talks With PM Carney While Trump Leads — Logan Act Felony or Globalist Shadow Presidency? 🔥 Barack Obama is in Toronto right now, holding closed-door “important conversations” with Prime Minister Mark Carney — the same week President Trump is reshaping America’s foreign policy. Let’s speak with scholarly precision. The Logan Act (18 U.S.C. § 953, enacted 1799 amid the Quasi-War with France) is crystal clear: “Any citizen of the United States… who, without authority of the United States, directly or indirectly commences or carries on any correspondence or intercourse with any foreign government… with intent to influence the measures or conduct of any foreign government… in relation to any disputes or controversies with the United States, or to defeat the measures of the United States, shall be fined… or imprisoned not more than three years, or both.” No successful prosecution in 227 years — yet the statute enshrines a foundational principle: one President at a time. Private citizens, even former ones, do not get to run parallel foreign policy. Obama’s post-presidency globe-trotting — Merkel in 2017, Macron in Paris, Sunak in London, now Carney in Canada — isn’t “elder statesman” nostalgia. It’s a pattern. When the Obama administration invoked the Logan Act against Gen. Flynn over a routine transition call with Russia, they treated it as sacred. Today? Crickets. This isn’t diplomacy. It’s defiance. Trump won the mandate. The American people rejected the globalist perpetual campaign. Obama doesn’t get a third term by proxy. The Rule of Law isn’t optional when your team loses. Enforce it. Or admit the elite play by different rules. Trump is the President. Full stop. #LoganActNow #ObamaShadowPresident #OnePresidentAtATime #AmericaFirst #EnforceTheLaw #DeepStateExposed (Share this before Big Tech buries it — the Republic demands sunlight.)

@TheStoryFNC @BillMelugin_ @Brooketaylortv How many dead bodies do you need @GovPritzker to amend the SafeT Act? How many college students need to die? How many police officers need to die?