And you're not worried about a recession in 2026 for the US. You made that clear. >> I think it could happen in 2026.I just I'm not worried about it as a different statement. We'll deal with it. We'll serve our clients. We'll navigate through it.A lot of us have been through them before. You don't wish it because you know certain people get hurt. But uh but it could happen in 202.>> We're still of course in the US government shutdown. >> But but I do think there are positives like deregulation is a real pos ...

Why has Canada, the United States, failed to reach an agreement up until now. Well, it's a complicated agreement, more complicated maybe than any other agreement we have on trade, because, you know, we have natural conflict. We also have mutual love. You know, we have great love for each other.I love this. I love Canada and the people of Canada. And Mark feels the same way about here.The problem we have is that they want a car company. And I want a car company, meaning the U.S. wants a car company and they ...

Citadel plans a $1 billion tower in Brickell. I wish I was $1,000,000,000, not $1,000,000,000. I don't know that that's going to put it at auction.Well, due to inflation in the cost of construction, that's going to be about a two and a half billion dollar tower. When does construction start. Probably mid-to-late next year.From from one. It was meant to be 1 billion. I didn't ever think we could build that 4 billion.But I will tell you that the numbers I have seen. Those are big numbers. Have any bigger numb ...

MEXICO RECEIVING MEXICAN PESO'S ANY DAY OF THE WEEK, 24/7, AT A MUCH LOWER COST THAN ALL THE ALTERNATIVES. THAT IS WHAT WE ARE DOING. DANI: YOU HAVE ALSO SAID PART OF THE REASON THAT YOU LEFT META, REGULATORS PUT UP A LOT OF ROADBLOCKS.YOU SAID IT WAS 100% APOLITICAL KIL. DO YOU THINK IF YOU ARE WORKING ON IT TODAY UNDER THE TRUMP IN THE LUSTRATION, THINGS WOULD BE DIFFERENT. DAVID: MAY BE.WHEN WE ANNOUNCED LIBRA, TWO WEEKS LATER, I WAS TESTIFYING IN FRONT OF CONFERENCE. THE POINT IS, IF YOU ARE ACTUALLY PU ...

Dell, What do we know. Sure. Yeah.Very simply, that basically roughly doubling that their outlook for sales and earnings through fiscal 2030. So top line growth is going to be between seven and 9%, EPS growth, 15%. But the story's kind of changing, Fidel.So in the build out of datacenters and infrastructure, somebody has got to put the server design together. And that's basically what Dell does. And right now, that's kind of a mid-single digits business, in part because of how aggressive the rollout is.Some ...

This was teased over the weekend. We were wondering what was coming. Why is Tesla making this cheaper model.Yeah. Morning. So it's a combination of factors, really.One is simply that they haven't had a lot of new product recently to introduce since the cybertruck a couple of years ago. That model hasn't sold particularly well compared with some of the other Tesla models. And so there's a bit of a dearth of excitement there about the about the current lineup.And then you combine that with the loss of the $7, ...

Currency Depreciation & Inflation - The dollar has depreciated by approximately 10% in the first half of the year, marking its single biggest decline in six months [1] - Inflation is substantially above target in all forecasts for next year [1] - There's substantial asset inflation away from the dollar, with people seeking ways to de-dollarize or de-risk their portfolios against US sovereign risk [2] Gold & Alternative Assets - Gold is at record highs, and other dollar substitutes like crypto are experiencing significant appreciation [2] - Sovereigns and central banks worldwide increasingly view gold as a safe harbor asset, replacing the dollar's traditional role [3][4] Investment & Hedging Strategies - Foreign investors are hedging their returns back to their local currency when buying US equities, indicating a desire to immunize sovereign exposure to the United States [4]

When you're thinking you're doing your asset allocation, what is going to protect your real after tax returns. So you do you create that optimal mix. Gold is a very excellent diversifier of the portfolio.So if you were to look at just from the strategic asset allocation mix perspective, you would probably have something like as the optimal mix, something like 15% of your portfolio in gold because of the fact that if you didn't even have a tactical, because it is the one asset that does very well when the ty ...

Going to the five tenets that you were talking about, given the imbalances in the deficit and the debt load and the amount that people are going to have to sell, governments are going to have to sell. Do you think it's appropriate for the Fed to be cutting rates right now. I think I think the picture on cutting rates.It's slightly mixed. So and it has to do with the split in the economy and it has to do with split in capital markets, which means you're trying to look at the economy as a whole. But what you ...

The White House taking a 10% stake in Trilogy Metals, securing energy and mining projects in Alaska. With the latest is Bloomberg's Tyler Kendall. Hi, Tyler.Yeah. Hey, Jon. So this company has these mining claims in a remote area of Alaska.And importantly, the deal comes in tangent with President Trump reversing a Biden era decision which blocked something known as the Ambler Road Project. This is a controversial project that would build an access road to this mineral rich mining district in Alaska. And as ...