"When the people fear the government, there is tyranny; when the government fears the people, there is liberty" Macroeconomics, stocks and anything else
Joined October 2020
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Who's buying $HIMS here?
Could be a flop or epic in a couple of years
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It's possible $NVDA is wildly over stating revenue given all their circular AI financing deals and apparently sales to non existent Chinese companies
High Impact Information retweeted
This point.
From this camera angle.
Is EVERYTHING.
😱 @carlosalcaraz #RolexParisMasters
Nvidia is out with a new software platform to manage AI agents
Validation $PATH is building something valuable but is this a potential disaster for their business?
cnbc.com/2026/09/28/nvidia-r…
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Worst campaign message of all time
Another chance to…
start another war?
add another $4 trillion to the debt?
spy on Americans w/o a warrant?
fund a genocide?
keep the Epstein files hidden?
send more weapons to Ukraine?
Usually when someone asks for another chance, they tell you what they’d do differently.
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Bingo
The last time US Treasury yields were this high, total US national debt stood at just $8.9 trillion.
Today, US debt stands at $40.1 trillion. That's +$31.2 trillion more, or over 4.5 TIMES higher.
This means every 1 percentage point in the average cost of servicing the debt now translates to ~$401 billion per year in interest expense.
In 2007, the same 1 percentage point translated to just ~$89 billion.
That’s an additional ~$312 BILLION in annual interest expense for every percentage point increase in borrowing cost.
This is a vastly different situation than it was 19 years ago.
The bond market matters more now than ever.
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Average price of gas in America is $4.4918 per gallon
A year ago? $3.1579 per gallon
Trump has no way to spin this, he owns it
Iran was not close to a nuclear weapon and they wouldn't use one if they had one because the country would be annihlated
He is so uninformed it's scary
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High Impact Information retweeted
Kind of hard to subpoena them to testify when Congress is on break until after Thanksgiving and the woefully ill informed President wants no brakes on AI development
$PATH on its way back to sub $10
Company just can't get any sustained momentum going
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So ridiculous, and these people get gold plated health insurance and pensions
youtube.com/shorts/rHRXBrOsJ…
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The number one metric I'm looking at when $PATH releases their Q3 earnings is 'Net New ARR'
This will capture new customer signups and expansion of existing accounts
The company doesn't have a churn problem but we need to see revenue acceleration, and Q3 and Q4 should be strong as it's the end of the fiscal year for most companies when they approve budget for 2027
$PATH's Q3 and Q4 net new ARR last year for reference:
Q4 FY2026
$70 million
Q3 FY2026
$59 million
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