High Side Capital

As an investor, I’m going to tell you why I disagree with the assessments in the attached article. Their assessment is that it will not take 10 years to bring to scale, but that it will instead take 25 years.
My consideration is that AI is what the Army likes to call a “force multiplier”. The early adopters will bring to outpace those who, only later, become consumers. The competition to reach AI full functionality is easily equivalent to the need for Internet, or cyber defense, or logistics. It is core. And without it, you are dirt.
If you don’t have it in 10 years, then it will take you 25 years to become relevant again.

The AI revolution is hotter than ever — but investors should be realistic about its timeline AI trades are hotter than ever ahead of Nvidia's stock split — but investors should keep in mind the time needed for the AI revolution.

The Cream Always Rises to the Top
This is the situation that Joe Biden created when he printed money like we are Argentina or Russia, and, just as I predicted, he is exploiting it to say that the rich are getting richer and the poor are getting poorer. He's not wrong, this is actually happening. But it is actually his own fault because he printed the money. That is why people earning six figures have one opinion about the economy and people earning less have a different opinion about the economy. And all of this has nothing to do with Jerome Powell.

US consumers show the Fed its backward problem with high rates: Morning Brief Consumer confidence rebounded in May, but there are signs this data is being driven by wealthier consumers enjoying the spoils of high rates, presenting a new challenge for the Fed.

MARKETS THIS WEEK
The momentum of both ESG and EVs has been halted, and the whims of an international arbitration court in France may shape the next several decades of US energy policy.

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If you want to know what is keeping high, it is government related services tied to current presidential policy priorities like & . And if you are not aware, DEI is the "S" in ESG.

, , , and
1. Specifically, the cost & frequency of prescription drug use has increased more than 8%. The raging social assaults on middle & high school children's psyche have resulted in significant increases of treatment for anxiety, ADHD symptom, depression, supplements, and COVID drugs during the past four year of the current presidency, and the result has been a 20% increase in the use of prescription drugs. The secondary result of this increasing trend of failing mental health has been a 50% increase in the cost of healthcare administration due to the shortage of workers.

2. And the cost of policies on college & high school campuses have significantly increased tuition expenses. ON average, schools are spending between $5,000,000 and $12,000,000 on DEI. Moreover, colleges now have to budget for paying athletes and additional $2,000,000 to $3,000,000 instead of using those resources for funding research. Another way that education costs have continued to skyrocket is due to the over-marketing of "college only" career readiness programs in middle schools and high schools. Resulting in a demand for college which increased by 30% from 2021 to 2023. Supply did not changed in a significant way, so that causes the cost of education to increase in order to capitalize demand. Finally, Student Loan redistribution of personal loan burden are costing taxpayers $167,000,000,000.00 and that money that colleges have to recoup in some way in order to pay for what the money would have guaranteed in revenue.

3. I should exclude in my opinion since it is dependent upon , which is specifically excluded from . However, American Energy policy is among the THREE highest causes of CORE SERVICES inflation in this economy, and it can be directly tied to federal policy also. In 2021, the current administration began to deplete our oil reserves in order to offset the cost of not producing from our own harvests. Not only were cost driven to exceedingly high prices, but inventories became danger-close to unsustainable levels. Consequently, we have since begun to produce more oil but we still lag far behind and the prohibition on natural resources wanes on our production capabilities.

4. Besides all of this, government spending increased more than 50% during the faux COVID years, and has continued to increase since then. In 2023, Biden spent 38% more than he spent in 2022. At its current rate, government spending has accounted for nearly 25% of the entire economic output of the country in 2023, which is a grossly unsustainable rate.

The point here is to demonstrate that all of this was manageable, it was controllable, it was avoidable. We could have had a much stronger economy.

My clients already know and have the situational awareness, but if you are not my client, I'd like to share with you information to keep your finances safe during this political season.
Here's some things you need to be aware of BEFORE you mail that check:
1. Always make sure your browser goes to the right URL. Imposters have tried to lure users to a site that looks very much like their bank or other financial institution, so make sure you inspect the extensions in the email or web hyperlink by hovering over the link.
2. Don't use third party financial websites or apps that promise early deposits and ask you to provide your login credentials. Giving that information away may result in having some of your settings and information changed without your awareness.
3. I will only communicate with my clients electronically using official emails (look for "ceterainvestors.com" at the end of the sender's address). Do not click on links in unexpected or suspicious emails or texts.
4. Beware of calls, emails or text messages allegedly from financial institutions asking for information, money or containing active links to other online destinations. Neither myself, nor anyone on my team will make unsolicited calls regarding debts, payroll mistakes or to ask for information.
5. Got a call, email or text you are unsure about? Check with me directly, you have my phone number. Additionally, our client service representatives can tell you if the call or information is legitimate. You can also use the online Advice Works secure tool to submit your questions or concerns.

If you are wondering why this personal page does not post or comment on specific stocks and trades, it is because that would be illegal. As a financial advisor, we are not allowed to like, follow, share, post, or comment on trades or traded companies, or other securities related entities or agency. We also are not allowed to list specific products or services.
If you would like more specific information about stocks, equities, assets, or assets classes, please contact me directly so that we can have a proper conversation.

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This is actually a GREAT example of how Diversification works in a financial portfolio. We you risk overconcentration in a single asset or asset class, you unnecessarily increase your risks. That is why we diversify portfolios, it is so that we are capable of de-risking a portfolio in the event an asset or asset class stumbles or causes our portfolios to stumble.
https://www.msn.com/en-us/money/markets/the-business-ties-that-bind-the-u-s-and-china-are-strong-but-fraying/ar-BB1mZnLK?

The Business Ties That Bind the U.S. and China Are Strong but Fraying If you follow the news, you know that tensions between the United States and China are high and that the commercial relationship between the two biggest trading nations on the planet has been fraying. Yet, amid the ominous headlines about a possible “decoupling” of the United States and China, y...

There is actually a very predictable, slight-of-hand pattern to price growth, and it is always presented as a “discount” or “value”.
The process looks this way:
1. Price
2. Price of 2 for 1 at a rate that is slightly below regular prices, the purpose is to sensitize you to a higher overall price as a perceived value.
3. Sell the regular product at the discount near to the regular price but now say it is discounted or on sale, and condition consumers to understand that this price is for a limited time only so they understand the price will go up.
4. Raise the price

I am tracking this development on behalf of my investors. I will always keep you informed of developments impacting your investment strategies.
https://www.msn.com/en-us/money/markets/why-biden-s-almost-100-capital-gains-tax-increase-would-crush-the-stock-market/ar-BB1mRaWb?

Why Biden’s almost 100% capital gains tax increase would crush the stock market According to a report , Biden’s proposed 2025 budget would increase the top marginal rate on long-term capital gains and qualified dividends to an astonishing 44.6%.

NVDA for the win.
https://www.msn.com/en-us/money/news/nvidia-doubles-down-on-ai-future-with-blackwell-priming-for-trillion-parameter-era-let-us-expand-and-offer-a-richer-solution-says-jensen-huang/ar-BB1mT6Xg?

Nvidia Doubles Down On AI Future With Blackwell, Priming For Trillion-Parameter Era, 'Let Us Expand And Offer A Richer' Solution, Says Jensen Huang In its first-quarter earnings call, NVIDIA Corp (NASDAQ:NVDA) introduced its cutting-edge Blackwell AI computing platform, positioning itself at the forefront of the generative AI revolution. What Happened: The Blackwell AI computing platform, as per Nvidia, is the bedrock for the industry’s shift...

$AMZN Amazon rejects every single socialist liberal initiative in striking rebuke to activists.
is DOA

Amazon.com investors reject all 14 outside proposals at meeting (Reuters) -Amazon.com investors voted against all 14 resolutions that asked the retailer to disclose more about its carbon emissions and its directors' donations, and to form a committee to oversee artificial-intelligence development, among other issues. Amazon announced the preliminary vote at its....

Here is welcome news, an indicator that rates may finally peak.
As how to reallocate your assets during a period of falling or flat interest rates.

Target lowering prices on 5,000 items in bid to lure more shoppers The big-box retailer will cut prices on frequently shopped products ranging from milk to diapers as it looks to attract budget-stretched customers.

What impact do you think Artificial Intelligence will have on the 2024 election?

Join the US Patriot Chamber of Commerce for a Roll Call as we honor those who gave the ultimate sacrifice.
https://www.facebook.com/events/821195373188264/

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The key to a good financial asset lies in three components: a good company, good leadership, and a good product. As an advisor, I continuously seek out assets with clean balance sheet that demonstrates high operating efficiency (fundamentals), solid growth performance, and a consistent drive to improve for the sake of both the top and bottom lines. A strong indicator of this is risk management. A growing company has to take risks, else there is nothing to invest in But we don't want to be over-exposed to risk.
However, no matter how efficient or well-led a company may be, it all comes down to the product. A good product must be reliable, reproducible, recognizable, and most importantly, in demand. Remember, "the top line giveth, the bottom line taketh away."

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BREAKING NEWS: The Federal Trade Commission (FTC) has issued a final rule banning non-compete clauses nationwide, protecting workers' freedom to change jobs. This new rule eliminates existing non-competes for the majority of workers, except senior executives who represent less than 0.75% of the workforce.

Reflecting on my old Cavalry days, one of the Rules of Reconnaissance is to "always retain freedom of maneuver", so I view this as a major win for employees and will allow them to seek new opportunities without fear of legal repercussions. Reach out to me if you are making a career change. As a financial advisor, I can guide you through the process and analyze your benefits to make sure you are making the best financial decision for your family.

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As a financial advisor, I always prioritize my clients' interests and financial security. That's why I don't position their assets into foreign stocks. Why take on unnecessary risks when there are plenty of opportunities in domestic assets? Rest assured, I always keep my clients' best interests in mind.

China seizing TSMC would be 'devastating' for U.S. economy, Commerce Secretary says If China captures Taiwan and TSMC, this will be a major blow for U.S.-based companies and economy, which is why U.S. invests in its own semiconductor production, says Gina Raimondo.

If you are transitioning from military service to retirement, there are many benefits to look forward to, but it's important to manage the process carefully to avoid severe tax penalties. As an experienced financial advisor, I work closely with my clients to successfully plan their retirement. We can work together to make your transition a success.

Planning for Military Retirement | Military OneSource Transitioning from the military to civilian life takes preparation. Give yourself time to complete all the required tasks before you officially retire.

Military OneSource provides Servicemembers and their families with FREE access to a suite of tax services, including easy-to-use tax preparation and e-filing software designed to address military-specific situations, and information and resources on a variety of tax-related topics.

Have you read "Rich Dad, Poor Dad"? It's a must-read book for anyone looking to grow and sustain their wealth. As a financial advisor, I recommend this book to all of my clients. If you're looking to improve your financial literacy, this book is a great place to start.

Blackrock's investment of more than half a billion US dollars into Chinese companies to create weapons that will be used against the USA is concerning. This investment undermines the safety and security of America and has negative implications for American warfighters and our ability to project strength worldwide.
BlackRock

Billions in US investment goes to Chinese firms linked to CCP military, human rights abuses Billions of dollars in Americans' savings and investments are flowing to Chinese companies linked to China's military and human rights abuses, a congressional report found.

TikTok's recent behavior towards the US Government has raised concerns about their willingness to comply with our nation's governing authority. Their statement "we aren't going anywhere" signals a troubling stance that threatens our right to act as a nation. This version of lawfare has troubling economic impacts since TikTok also recently bragged about the $11 billion dollars they sucked out of the US economy.

On the one hand, higher for longer interest rates are helping home builders keep pace with demand, which is great news for those looking to buy a home. However, it's important to note that when rates drop 75+ bps, the demand will again outpace the capacity to build, and prices will skyrocket again. It's a delicate balance, and one that home buyers and builders alike should keep a close eye on.

US has 'structural shortage' of millions of homes, PulteGroup CEO says PulteGroup says the housing shortage presents an opportunity as the company reports first quarter earnings that beat Wall Street estimates.

The Global War on Terror ( ) marked the beginning of a new era, not only for the US but also for China. As we focused on combating terrorism, we made economic decisions which enabled China to ascend as a global superpower. Our trade regulations played a vital role in this transformation. It's time to reflect on the decisions we made in the past and learn from them. Let's work towards creating a better future for ourselves and the world.

In 2013, less than 20% of small business owners had a documented business transition plan. We have since grown as a small business industry and learned that protection is as much as vital to small business equity as growth.

If you own a business that does not have a transition plan, call me ASAP an we will work together to identify achievable goals and set a benchmark to help grow your business.

88% of High Net Worth Investors want more than investment management, they want financial planning.

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ONLY 17% OF OWNERS IN 2013 HAD A DOCUMENTED BUSINESS
TRANSITION PLAN.

The Hidden Costs of Homeownership Are Skyrocketing Rising insurance premiums, property taxes and maintenance costs show little sign of abating. “I was so sticker-shocked."