60 mins extended interview with Pres. DJT was a fun watch on YT
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More like āThis is the song that never endsāā¦
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āBecause of Tariffs, Weāve had the highest stock market weāve ever hadā
āBecause of Tariffs, 401Kās are at the highest levelā¦and this is millions and millions of people weāve ever had; 401Kāsā¦ā
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Polling sites were soooo busy, even with mail-in voting.
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Cough cough cough Nvidia/AI.
Nvidia accounts for 8% of the S&P500, not counting all the reach arounds to Microsoft, Oracle, etcā¦
I was glad to see Shopify had increased earnings, as it perhaps signals a market shift away from Amazon and Wal-Mart, to more nuanced and specific shopping experiences by both small dealers and larger brands.
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D. John Sauer is doing quite the dance around the concept of tariffs being a tax. Quite the long āUh, erm, emā when asked who pays the tariffs.
I love the part where he tried to dance around the income from tariffs saying, the president needs to take action to stop the destruction of our domestic manufacturingā¦ then one of the justices asked why the president does not just ban the the items and then you donāt have the question about revenue raising and taxation and it solves the claimed issue.. ROFLOL.
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Have to watch still 
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And that chart precedes OpenAIās latest commitment to services from AWS. The reporter at the news side of WSJ wondered about why Amazon got such a small commitment compared to Oracle and Microsoft.
I wonder if Andy decided that OpenAI could not afford to pay for all of the services they committed to buy and limited what it would allow them to buy.
There are various people asking where the money is going to come from to pay for these commitments.
Nvidia has lots of experience is boom and bust on its chip sales for bitcoin mining, but I have yet to see any news source which has connected that to its role in AI.
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I enjoy listening as a non lawyer, my only beef is that his voice sounds like he was a 13 year old girl at a Taylor Swift concert last night. So raspy and grating that after an hour, I feel like I need to be use an Enya CD to recover.
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John Sauer and RFK sitting in a tree,R-A-S-P-Y-I-N-Gā¦I shouldnāt of read your comment before starting.
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I am currently enjoying the part where Gorsuch is hammering him on getting the powers back to Congress from the Executive branch when it would require a veto proof majority should the executive decide to simply veto the return of this power back to Congress as part of legislation.
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I like how John Sauer is framing this as part of foreign affairs powers which he knows the courts defer to. Itās clever. But the amount of blatant lying is top tier the Devil wears Prada.
āā¦we donāt contend that the power being exercised here is the power to tax; itās the power to regulate foreign commerce - these are regulatory tarriffs, not revenue raising tariffs; the fact that they raise revenues is only incidental - the tariffs would be most effective, so to speak, if no person ever paid thatā¦they achieve their goalsā¦ā
Scotus: Et voila: pour citer Le Presidenteā¦āā¦ā
This is some top tier lawyering for sure.
To be clear - Scotus canāt quote DJT - this is strictly on text, meaning, power and precedent. And because this isnāt a debate on how DJT is literally saying precisely the opposite of what John Sauer is saying - that it doesnāt matter - the hearing only determines whether Presidential authority allows El Presidente to bypass Congress when he exclaims Imperio Emergencium every single time.
Super dangerous.
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I think Neil Katyal is doing a great job pointing out the powers that the Executive Branch does have but chooses not to use compared to tariffs. Tariffs are a tax, where a license limits the physical product via quantity that can enter the country. He at least is honest enough to admit that the Executive Branch can put licenses and other rules on products, but tariffs are not explicitly authorized in TWEA and IEEPA meaning congress chose specific words for a reason.
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Regardless of where SCOTUS might take the U.S.'s economic journey, these recent consumer poll results are relevant for retailers/ecommerce for Q4 sales:
A few excerpts in graph form. Please read the accompanying article text for more info:
If you donāt read/understand the polling methodology and metrics, then please avoid commenting on them.
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And this dive into Home Depot specifically, might also offer some insight:
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Itās like when people donāt understand science, they want to discredit all of it, because otherwise, they would have to admit they are not smart enough to understand it. You see them all the time quoting outliers and saying the study says there are limitations and weaknesses, so they must be wrong. You know what? Good journals require that discussion on limitations be included or the studies canāt get published. There are no perfect studies. They all have limitations, but that does not mean the information gleaned is pointless. (Some) Laypeople donāt understand that.
My dad could never read a map. He believed it was the mapmakersā fault for not knowing how to draw maps.
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10 posts were merged into an existing topic: 
The Junk Drawer
āā¦Riboflavinā¦and plenty others I canāt pronounce.ā
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Many of @Dogtamer words back on the OSFE.
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Itās always interesting when actual lawyers (at risk of disbarment) have to go before the courts and back up all those āTruthā posts. Someone is surely keeping track of how many newly FORMER lawyers came from that camp.
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