We have two uh issues to deal with. One is the immediate expiration of these enhanced premium tax credits that were put in place by Democrats during co uh as a temporary measure to address healthc care affordability uh during a pandemic. Secondarily is the fact that under Obamacare, healthcare premiums have risen by 96% while insurance company profits have grown by over 2,000% during the last 15 years.Uh and so we need to tackle both of these issues concurrently. It's why I've been working in a bipartisan w ...

You know what they say, it's the most wonderful time of the year and love is officially in the air, even in Washington DC. Because as the Washington Post puts it, Marjorie Taylor Green and Donald Trump Jr. . got engaged.Don't worry, not to each other. That would be something. But they did each announce their respective engagements just last night.Now, Marjory's new betrothed may not be Donald Trump's son, but he is one of Trump's favorite MAGA reporters, Brian Glenn. you know, the one known for asking hard- ...

Market Volatility & Outlook - The VIX, a 30-day outlook on S&P 500 implied volatility, may be understated due to upcoming holidays, suggesting a truer measure of 18.12 to 19 [1][2] - Options expiring at the end of January indicate anticipation of increased choppiness, with out-of-the-money puts and calls experiencing greater price increases than at-the-money options [3] - The market may experience a similar pattern to the previous year, with a strong rally up to Thanksgiving followed by a choppy December [4] - Calmness on the surface belies increased alertness in the wings, suggesting potential for significant market movement [6] Macroeconomic Uncertainties - An upcoming presidential announcement, potentially related to Venezuela, introduces macroeconomic uncertainty that could impact options prices and trigger a knee-jerk reaction in risk assets [7][8] - Options market activity suggests concern about potential knee-jerk reactions to risk assets stemming from macroeconomic uncertainties [7][8] Sector Performance - Some of the hottest performing sectors year-to-date are experiencing a roll-off [3]

Welcome back. As trade tensions between the US and Canada remain high, one of the key trade negotiators from Canada is stepping down. Kristen Hillman, Canada's longtime ambassador to the US, announced last week that she is leaving her post at the end of the year.Her decision coming as President Trump considers potentially withdrawing from the USMCA trade agreement reached by the US, Canada, and Mexico under President Trump's first administration. And less than two months after the president terminated trade ...

AI Infrastructure Demand & Financing Concerns - Demand for AI infrastructure continues to grow [1] - Commercial real estate investors are increasingly concerned about hyperscalers turning to private equity for funding instead of directly funding buildings [2] - Lease agreements with hyperscalers could be risky if technology changes and reduces the need for large data centers [2][3] Financial Risks & Market Dynamics - No data center exits have exceeded $45 billion, raising concerns about valuations [3] - Large technology companies with $4 trillion market capitalization are hesitant to own data center assets, questioning the financial prudence [3] - Private equity firms may be left "holding the bag" with investor money (including pension funds) bearing the risk [4] Regulatory & Public Pushback - Towns are pushing back against data centers due to concerns about electricity rates and water usage [5] - Local politics are a growing concern for the commercial real estate market regarding data centers in 2026 [6] - Chandler, Arizona voted down a new data center due to water issues, highlighting public resistance [6]

Defense Industry Challenges & Profitability - Defense contracting is inherently difficult, with programs yielding only 10% operating margins on an accounting basis and 5% on a cash basis, making profitability challenging [1][2] - Imposing further penalties on defense primes could exacerbate these difficulties, potentially leading contractors to withdraw from programs or decline to bid [2] - Lack of clarity in 5-year budgets hinders defense primes' ability to generate proper returns on programs, creating investment uncertainty [8] Capital Allocation & Investment - In 2023 and 2024, defense primes' company-funded R&D plus capex totaled approximately $40 billion, compared to $50 billion returned to shareholders through dividends and buybacks, representing a 13% investment to return ratio [4] - The analysis suggests that defense primes generally maintain a balanced capital allocation strategy, avoiding inefficient capital use such as excessive buybacks funded by leverage [5][6] Market Dynamics & Growth Opportunities - Commercial aerospace offers growth opportunities, with aircraft needs growing at 3% and aftermarket services growing at 8-10% [7] - International growth, particularly increased NATO spending, presents an upside for defense contractors, with potential increase from 2% to 35% of GDP on actual equipment, translating to $280 billion in investment [10] - Some defense contractors are experiencing double-digit growth in international defense sales, with RTX having 44% of its defense backlog exposed to European spending [11] Geopolitical Influence & Government Support - The US administration is recognizing the importance of investing in smaller contractors to foster innovation, alongside supporting larger contracts [14][15] - The global threat environment, encompassing regions beyond the Middle East, China, and Russia, is driving investment in the defense sector [15]

You're, of course, one of a handful of Republican members who crossed the aisle to sign a discharge petition that Democrats had put forward to extend Obamacare subsidies. How did we get here, Congressman. And what are you seeing that your party's leaders are not.Well, look, we have two issues to deal with. One is the immediate expiration of these enhanced premium tax credits that were put in place by Democrats during COVID as a temporary measure to address health care affordability during a pandemic. Second ...

Hello and welcome to Market Domination Overtime. Stocks closing the day lower. Our very own Enz Fay standing by with the latest market action.Enz. >> Yeah, Josh. And right across the board, if you take a look at the NASDAQ composite down 1.7% that's the lows of the session. The S&P 500 also down more than 1% also ending at the lows of today's session and the Dow Jones down almost half of a percent.Taking a look at the 10-year Treasury yield that has been inching higher to 4.15% and then just looking at the ...

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What what what is all this telling us. He's talking to Gaia. >> I understand about Thanks for watching everybody.Matt Lenny starts right now. What is all this telling us about the AI trade. One of the terms we've used is the sanctity of capex.And I think for a long time people felt like the capex spend was somehow etched in stone as it came down from the mountaintop on one of the you know slabs of Fred Flintstone like granite. it's not etched in stone and I think we're learning that now and I think the whol ...