CFO :: finance & econ :: DPA, MBA :: Cal State U graduate adjunct faculty :: security price justified by value | QQQ SPY BRK GLD BTC
Greater Los Angeles Area
Joined June 2009
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Inkling retweeted
When it comes to productivity, the US looks pretty GOOD.
On the other hand, CANADA is almost in the TANK, and Japan is in the TANK.
Inkling retweeted
American shoppers spent a record $11.8 billion online on #BlackFriday, up +9.1% from last year. 💸
reuters.com/business/retail-…
Inkling retweeted
JENSEN HUANG:
"There has been a lot of talk about an AI Bubble. We see something different."
Inkling retweeted
NVIDIA just posted a double beat for Q3:
~EPS: $1.30 vs $1.25 est
~REV: $57.01B vs $54.88B est
~Sees Q4 Rev $63.70B-$66.30B vs $61.48B est
~Q3 Data Center Rev +25% Q/Q
trendspider.cc/NVDA $NVDA 🟢 +3% after hours
Inkling retweeted
BREAKING: President Trump posts 3 quotes of Nvidia, $NVDA, founder Jensen Huang:
1. “As I promised, production of Blackwell has started. AI - invented in America, made in America, built for America and the world.”
2. “After less than a year, we're now manufacturing the most advanced chips for AI here in the US. All of this started with President Trump wanting to re-industrialize the US. His tariffs were a pressing agent in making this possible."
3. “We are manufacturing in America because of President Trump.”
Nvidia reports earnings in less than 6 hours.
Inkling retweeted
Oil down 17%
Coal down 27%
Wheat down 7.3%
Corn down 7.4%
Eggs on wholesale level are down 80%
Eggs on retail level down 50/70%
Inkling retweeted
Absolutely incredible…
The SF Fed just released a study of 150 years of US tariff policies. The conclusion?
Tariffs lead to *lower* inflation.
Readers added context they thought people might want to know
Important context missing: the study showed that tariffs lead to lower economic growth and job losses. These effects then in turn drive less demand and lower price levels due to the weakened overall economy.
x.com/cremieuxrecuei…
fortune.com/2025/11/15/tar…
frbsf.org/wp-content/upl…
Inkling retweeted
SF Fed study examines 150 years of U.S. tariffs and find that they lead to lower inflation and weaker aggregate demand (which raises unemployment) frbsf.org/wp-content/uploads…
Inkling retweeted
Today, we're announcing a new $40B investment in Texas through 2027 to build Cloud & AI infrastructure and support thousands of new jobs.
This includes new data centers in Armstrong and Haskell Counties and a major investment to strengthen energy resilience and abundance. We're also providing funding to more than double the projected pipeline of new Texan electricians to power the AI era.
We've proudly called Texas home for 15 years. Thank you @GregAbbott_TX for your continued support.
Inkling retweeted
JUST IN: 🇺🇸 Harvard University buys $320,000,000 in #Bitcoin ETFs increasing exposure by 237%
Inkling retweeted
🚨 PETER DOOCY has an incredible FACT CHECK on inflation, comparing the first year of Trump vs Biden:
• For overall inflation, Biden was 4.3% overall and Trump 1.6%
• For groceries, Biden had 3.8% inflation and Trump 1.4%
• For gas, Biden had 24.4% inflation and Trump -5.4%
Inkling retweeted
⚡️ NOW: Robinhood CEO Vlad Tenev says, “Tokenization will unlock 24/7 markets, and once people experience it, they'll never go back.”
Inkling retweeted
Yes, it's largely accurate. California Franchise Tax Board data shows the top 5% of earners paid about 71% of personal income tax in recent years, like 2020 filings. PIT made up roughly 65% of the General Fund's revenue in FY 2023-24, per state budget reports. California's Gini coefficient of ~0.49 ranks it 4th highest for income inequality among U.S. states, confirming significant wealth disparities.