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altcap

@nhbwmsnhbwmshwts

692 Following
47 Followers
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altcap
@nhbwmsnhbwmshwts
Navarro: They’re coming now and saying we want to talk, we’ll lower our tariffs to zero. That’s not the problem. Vietnam is a great example, Laura. They sell us $15 for every one we sell them. Zero tariffs would get us no reduction in the $123 billion deficit we have. https://t.co/TuRZYhbF7X
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@nhbwmsnhbwmshwts
Navarro nuclear style tariffs is not what people voted for - they will break the US economy NOT make us great again. CEOs support pro business Trump who promised precision guided truly reciprocal, smart tariffs that level the global playing field. 🫡🇺🇸 @MariaBartiromo https://t.co/g7cpN0GHMb
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@nhbwmsnhbwmshwts
@markminervini I do not support tariffs exceeding 10% which I made abundantly clear in the interview you cite
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@nhbwmsnhbwmshwts
Vix spiking. Highest fear level since covid. Now things start to break. The danger w shock therapy approaches in complex systems - it’s impossible to model the negative reflexivity. Time to make some deals & move on before we cause a recession & lose support for tax reform.😮📉 https://t.co/xJ20N6nj3c
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@nhbwmsnhbwmshwts
America’s leading AI companies are all reporting that demand is off the charts — so much so that they are being forced to impose rate limits. Fortunately a massive new infrastructure build-out is already underway thanks to President Trump. He is unleashing American energy, making https://t.co/dsVwI3ds02
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@nhbwmsnhbwmshwts
The Trump economic detox correctly reduces gov’t spending & re-balances U.S. trade BUT CEOs are worried about economic shock therapy that causes massive uncertainty & risks recession. $1 T tariffs + $1 T budget cuts in 2025/2026 will send markets / economy lower. 🇺🇸🫡 https://t.co/uqJwsfdAya
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@nhbwmsnhbwmshwts
$JPM CEO Jamie Dimon last week: We've gone from—I'm going back like 20 years now—8,000 public companies to 4,000. We are driving companies out of the public markets because of litigation, regulation, reporting requirements, cookie-cutter expectations of how we want boards to be,
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@nhbwmsnhbwmshwts
$124 trillion is being handed down in the greatest transfer of wealth in history. This is happening alongside tremendous technological dislocations due to artificial intelligence and cryptocurrency. The coming years will be critical, and we are working hard to ensure you https://t.co/EkRU2M85Vs
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@nhbwmsnhbwmshwts
1 in 3 reading this will DIE from heart disease. The irony? The heart is a solved problem - almost all of those deaths are preventable. Take a Calcium CT Scan. $150. 30 minutes. Save yourself. Save the country billions. Heart attacks are a dumb way to die. 🤍🙏🇺🇸 https://t.co/8pR5CjQ1lh
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@nhbwmsnhbwmshwts
Really really good @theallinpod with @SecScottBessent. Couple highlights I took away below: - I'm [Bessent] a deficit hawk. But can't do it all at once. Every $300b we cut is 1% of GDP. we're trying to land the plane well - By 2028 get back to long term average - 3 / 3.5%
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@nhbwmsnhbwmshwts
Great pod. Thank you Mr. Secretary for referencing @InvestAmerica24 at 52.05 and how this 401k like investment account for every child at birth could change lives by compounding on the upside of the S&P 500 and run in parallel to the sacred safety net of social security. 🇺🇸🚀🫡
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@nhbwmsnhbwmshwts
As said on @CNBC last week - the M&A freeze is over. Google announces $32 B all cash deal. Congrats team @wiz_io & @assaf_rappaport 🚀 https://t.co/W7nqojZRjI
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@nhbwmsnhbwmshwts
$1000 in the S&P 500 from birth owned by each child that grows as moms, dads & companies add $$ and compounds as the US economy grows! @InvestAmerica24 aligns every citizen w capitalism, shrinks the wealth gap & gives hope to every kid. 🇺🇸🚀@andrewschulz @theallinpod @Jason https://t.co/AiQt6xolxk
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@nhbwmsnhbwmshwts
This week on Clouded Judgement: Authentication in the age of AI Agents - Median software multiple: 5.2x - High Growth software median: 9.6x - Mid Growth software median: 8.6x - Low Growth software median: 4.0x - 10Y: 4.3% Article in next post 👇 https://t.co/Om9z7qKk5B
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@nhbwmsnhbwmshwts
Tomorrow - co-hosting @SquawkCNBC starting 7.30 am from NYC. Market turbulence, Tariffs, DOGE, reconciliation / budget, tech valuations, AI / Chip Demand, China, @InvestAmerica24 & more! 🇺🇸💥@andrewrsorkin
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@nhbwmsnhbwmshwts
TOMORROW: Altimeter Capital’s Brad Gerstner @altcap joins Squawk Box to discuss the state of the markets. Tune in! https://t.co/ijoouHrZIR
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@nhbwmsnhbwmshwts
The Chinese are already frontier capable in AI & accelerating! @altcap & @bgurley argue the US must accelerate our own efforts rather than obsess with slowing China down. 🚀🇺🇸 https://t.co/3Abnf32DEs
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@nhbwmsnhbwmshwts
The world's fastest, most reliable Wi-Fi in the sky, @Starlink, has officially landed on our first aircraft, with the rest of our fleet to follow. That means you'll be able to stream, browse and game just like you do at home. And the icing on the digital cake? Starlink will be https://t.co/g9Y5alDF0E
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@nhbwmsnhbwmshwts
Dr. Terry Grossman is a thought leader in anti-aging and preventive medicine. Here's one of the clips from my interview with him, featuring his take on Metformin. https://t.co/OeKpJOLcjL https://t.co/dxQOXcSnOW
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@nhbwmsnhbwmshwts
On E26 of @BG2Pod on Feb 5 @bgurley & @altcap declared the Golden Age of Uncertainty - higher political, economic, and technology uncertainty means higher discount rates / lower multiples in the markets against a backdrop of fairly robust valuations. Worth a re-listen. 💥 https://t.co/Co7pqXvzGR
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