Joining me now is Lukan Ahmed Way, distinguished professor of democracy at the University of Toronto and the author of numerous books including Revolution and Dictatorship: The Violent Origins of Durable Authoritarianism and Joyce Vance, former United States Attorney, co-host of the Sisters-in-law podcast and an MSNBC contributor. Welcome to you both. Luka, I think I'm we're getting a commission from University of Toronto.Uh this this show we had uh we had Jason Stanley on at at 10:00. You have studied how ...

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We begin with new tariffs slapped on Europe and Mexico. President Trump today announcing new tariff letters dispatched to members of the European Union imposing a 30% tariff on imports that starts August 1st. European leaders reacted swiftly saying they will continue trade talks but consider counter measures.They plan to meet tomorrow in Brussels to respond. How is the president justifying this new 30% tariff on both the European Union and Mexico. Well, the president, as you said, is threatening to put thes ...

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RT Jean-Paul Faraj (@Web3zy)Excited to share that I’ve joined @BanklessHQ to lead Business Development.After 5 years working full-time in crypto, I was clear on what I needed from my next role. My three non-negotiables were:1. Work with a team I genuinely respect2. Take on challenges that push me3. Surround myself with people who inspire growthBankless checks all three, and then some.They sit at the forefront of crypto media, producing content that educates and elevates the entire community. It’s an absolut ...

Core Viewpoint - Annaly Capital Management offers a high dividend yield of over 14%, but its business model and volatility in dividends and stock price suggest it may not be suitable for traditional dividend investors [1][8][12]. Business Model - Annaly Capital operates as a real estate investment trust (REIT) that does not purchase physical properties but instead buys mortgages pooled into bond-like securities, which is a complex model not easily replicated by small investors [2][4]. - The company aims to profit from the difference between the interest earned on mortgage securities and its operational costs, including leverage costs, indicating a higher risk profile [4]. Market Dynamics - Mortgage securities traded by Annaly are subject to rapid value changes influenced by interest rates, housing market conditions, and mortgage repayment rates, making it challenging for most investors to monitor [5]. - The volatility in both the stock price and dividends has been significant, with the annual dividend showing a downward trend until its recent increase [8]. Investment Suitability - Mortgage REITs like Annaly are better suited for active and aggressive investors rather than traditional dividend investors, as the focus is on total return rather than consistent dividend income [6][12]. - While Annaly's total return has historically kept pace with the S&P 500, it does not provide a reliable income stream, which is a primary goal for many long-term dividend investors [11][12]. Portfolio Considerations - For investors focused on total return and diversification across asset classes, Annaly may be a suitable addition to their portfolio, provided they understand the importance of reinvesting dividends to achieve total return goals [11][13].

Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) has recently joined the trillion-dollar club, highlighting its significant growth and market leadership in the semiconductor industry Group 1: Market Position and Leadership - TSMC holds approximately 70% market share in the semiconductor foundry market, far surpassing its closest competitors, with no foreseeable path for rivals to catch up [3] - The company is a critical supplier for major tech firms, including Apple, Nvidia, Tesla, and AMD, indicating its integral role in the tech ecosystem [4] Group 2: Financial Performance - In Q1, TSMC reported revenue of $25.5 billion, reflecting a 35% year-over-year increase, with net income rising 60% year-over-year in local currency, showcasing strong financial health [5] - TSMC's customers typically engage in long-term contracts, contributing to predictable revenue streams [7] Group 3: Growth Drivers - Demand for AI chips is surging, with management estimating a compound annual growth rate (CAGR) in the mid-40% range for AI accelerator revenue until 2029 [8] - TSMC is expanding its operations internationally, establishing manufacturing plants in the U.S., Germany, and Japan to mitigate geopolitical risks associated with Taiwan [10] Group 4: Competitive Advantages - The semiconductor industry has high barriers to entry, requiring significant capital investment and advanced technology, which keeps competitors at bay [9] - TSMC has a monopoly on the production of the most advanced semiconductors, with smaller manufacturing nodes (e.g., 7nm, 5nm, 3nm, and upcoming 2nm) that enhance performance [14] Group 5: Investment and Future Outlook - TSMC is committed to growth, with capital expenditures expected to rise from over $30 billion in 2024 to between $38 billion and $42 billion in the current year, aligning with increasing demand for AI chips [15][17] - The company has demonstrated resilience since its inception in 1987, successfully navigating economic cycles and technological changes, positioning itself for long-term growth [18]

Nvidia CEO Jensen Wong met with President Donald Trump at the White House just days before a planned trip to China for the chip designer's chief executive for more on the latest from Nvidia. The only member of the $4 trillion market cap club. Let's welcome in now.Got Dan Ies, Wedbush Securities managing director, global head of technology research. Dan, it is good to see you my friend. I love the look today, Dan.It does look like you know what it looks like today. It looks like I'm interrupting your tea tim ...

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