RT Dave Ripley (@DavidLRipley)This panel hosted by the American Bankers Association said allowing companies like @krakenfx or @coinbase to pay interest on stablecoins would be “a detriment.”A detriment to who?Healthy competition is the bedrock of a free market and free markets benefit actual consumers and businesses. Consumers should have the freedom to choose where they hold value and the most efficient way to send that value.The reality is that regulatory moats do exist and they do work to enrich the comp ...

Billionaire investor Chamath Palihapitiya defended President Donald Trump’s “One Big, Beautiful Bill” against claims that the rollback of certain subsidies has harmed the solar energy industry.Trump ‘Did Not Kill Solar’On Sunday, in a post on X, Palihapitiya said, “To be very clear, Trump did not kill solar,” adding that “the best run solar businesses” have continued to thrive even after the passing of the bill, which brought steep cuts to incentives for solar and wind power projects. According to the Socia ...

RT Michael A. Arouet (@MichaelAArouet)People supporting free market principles know that only capitalism generates growth and prosperity for all.As the lefts are not able to create anything they always want to steal other people’s money and redistribute it.Unfortunately one cannot multiply wealth by dividing it. https://t.co/dwUyv1C7zg ...

Market Analysis - The free market is the most effective mechanism for problem-solving [1] - Local housing regulations impede the free market, leading to decreased home affordability [2] Policy Recommendation - Deregulation and increased construction are recommended [3] - Market prices will adjust in response to deregulation and increased construction [4]

And turning now to a story down south in Argentina where the economy there once again in big trouble. Historically speaking, when Argentina stumbles, the rest of Latin America has a tendency to feel it. Which brings us to this moment a few months ago.You probably remember this. Elon Musk with this chainsaw. Well, this chainsaw was a gift from Argentina's president Javier Mle.It was a symbol of his plan to cut government spending and cut through bureaucracy. Right. Uh but this chainsaw was very on brand's li ...

US-China Trade and Technology - A group of Senate Democrats is questioning President Trump's decision regarding Nvidia and AMD selling AI chips to China in exchange for a 15% revenue cut [1] - Lawmakers are concerned that this deal could compromise America's competitive edge and strengthen China's military [2] - The discussion involves the potential for industrial policy and government stakes in companies like Intel to reshape national security [2] Industrial Policy Debate - The discussion highlights differing views on industrial policy, with some arguing it has historically failed and others seeing it as necessary for national security, particularly in the semiconductor industry [4][5][7][8] - Concerns exist about relying on China for critical technologies like semiconductors and rare earth processing, prompting calls for thoughtful policy to address these vulnerabilities [8][20][21] - The debate includes the potential trade-offs of industrial policy, such as its impact on economic growth, consumer costs, and national security [10][11] Economic Perspectives - One perspective emphasizes the success of the free enterprise system in the US, citing the performance of the stock market and the "magnificent seven" companies [17][19] - Immediate expensing for capital purchases is highlighted as a positive policy for encouraging domestic industrial production [22] - Recent economic data indicates positive earnings reports, suggesting a favorable environment for investors [26]

Economy & Tariffs - The Democratic Party initially predicted economic faltering and recession due to tariffs, but this hasn't occurred [2] - Concerns remain that tariffs will worsen inflation and affordability issues, especially for consumer goods [6] - There is disagreement on whether tariffs have significantly impacted prices [5] Economic Indicators & Performance - Job creation has decreased to near record lows [3] - Inflation reached a high of 9% but is now at 27% year-over-year [7] - Unemployment is at 42%, considered full employment, and GDP was 3% [7] Political Stance & Policy - Democrats advocate for a strong social safety net, including Social Security, Medicare, and the Affordable Care Act [9][10] - The administration is accused of attacking these programs and nutritional assistance [10][12] - There are concerns about a bill that could negatively impact healthcare access and affordability [11] New York City Mayoral Race & Affordability - Affordability is a key issue in New York City, influencing the mayoral race [14][21][22] - One mayoral candidate is focused on addressing affordability, but his solutions are under scrutiny [14][23] - A proposed solution involves increasing the supply of affordable housing through public-private partnerships [24] Government & Free Market - The Trump administration is accused of attacking the free enterprise system and engaging in "pay to play" schemes [28][29] - There are concerns about political interference in the Bureau of Labor Statistics (BLS) [27][28] - The President is criticized for bullying corporations and individuals [31][32]

Investment Strategy & Market Outlook - Initially holding 95% in cash, the portfolio is now 50% cash due to high market valuations [1][3] - Cash is considered "king" currently, with plans for aggressive buying during market corrections [2] - Holding cash provides a 4-5% interest rate from U S Treasuries, making it a safe and attractive option [3] - Emerging markets are showing promise, keeping pace with the US market in the last year [3][4] - Trade negotiations are expected to conclude in the next 4-5 months, potentially boosting emerging markets [4] Regional Investment Opportunities - Japan presents opportunities with good earnings, low price-earnings ratios, and growth, despite the Bank of Japan's policy rate of about 0 5% and inflation around 2 7% [5] - India and Taiwan are also promising markets, despite facing high tariffs from the US administration [6] - India's self-contained market and trade restrictions mitigate the impact of tariffs [7][8] - Consumer companies, airlines, and telecoms (e g Bharti Airtel) in India are attractive investment sectors [9] Risks & Uncertainties - Tariffs have negatively impacted market sentiment, raising concerns about higher inflation and poor earnings for import/export-dependent companies [14] - The ultimate impact of tariffs remains uncertain, with potential legal challenges in US federal courts [15] - Competition in the tech sector, particularly in AI, poses a significant risk to tech investments [25][26]

Economic System - The free market is an economic system based on competition [1] - The free market operates with little to no government interference [1]