What a November.. and that's never been said before!

Were still seeing and searching for more profit after a big year ourselves and we take a look at the year in review. Our owner continues to be one hell of a stallion that mounts the world and has done an excellent job growing with us and building us out with profit and precision that has genuine strategic motion.

Happy Holidays From Us To You!!

🐄 Ranchers are Furious Over Trump’s Beef Proposal

Ranchers are furious over former President Trump’s alleged proposal to outsource beef production, a move they say would undercut local ranchers and hurt the industry. On top of that, slashed gold and mineral prices have decimated their value, leading to significant stock sell-offs. While gold may bounce back in the long term, these moves have spooked investors, making them wary of an already shaky market.

⚠️ More concerning, tariffs on items like coffee and bananas are being quietly rolled back—products we can’t even grow domestically. This further demonstrates how poorly tariffs were managed by a president who lacked the constitutional authority to impose them in the first place. These goods, mostly sourced from South and Central America, are grown in climates that the U.S. simply doesn’t have.

📅 Court Ruling on Tariffs – November 4th, 2024The decision on these tariffs is set to be determined after a court hearing on November 4th by July of next year at the latest, which could have serious implications for the economy moving forward.

🚧 Shutdown Exacerbates Economic Woes

The shutdown has exacerbated the U.S.'s economic woes, leaving us vulnerable. Without any refining or processing facilities in the U.S., and no major international deals being signed for minerals—even with our allies, let alone China—we are seriously behind.

🌍 Global AI Push for AI and tech integration is moving forward, but the lack of infrastructure and adequate investment in essential industries like energy means the future is uncertain. AI’s expansion is also expected to drive up energy costs, as the subsidies for the electrical grid will likely push rates higher. This has forced data centers to states with less energy regulation and the US is extracting 4 billion more gallons of oil YOY. These facilities run themselves to major extents leaving job creation minimal and cost incursions to citizens higher. AI lacks regulation revolving around it and it's unlikely to change. Lawmakers are either too slow or people just don't know enough about their mechanisms to get angry about it. In every antitrust violation and case today no company has ever broken up, and these companies are naturally uncooperative. Despite a lot of substantial cases this continues and smaller job creating businesses face large hurdles and insurmountable competition because of it. As this happens jobs are being eliminated by AI itself and in general due to higher overhead cost incursions by the failing economy and tariffs. All this while they project a bail out situation that will be needed to make up for the credit costs and potential bubble pop or a revenue stream that like Tesla will never see a profit at all. Without something like start ups and new businesses to create jobs and larger businesses cutting them we face a great freeze on new jobs.

📉 Market Outlook

Many markets are still struggling, but Q3 earnings have given a slight lift to some sectors, though the bigger picture remains bleak.

💰 The Fed's Concerns has been sounding alarms about the state of the economy, and the shutdown’s economic impact is beginning to seep into the numbers. The shutdown is costing roughly $15 billion a week, pushing an already weakened GDP into a sharper decline.

👥 Talent Drain The war on science and facts has left the U.S. talent pool thinner than ever, further eroding the country’s capabilities on multiple fronts. In short, the problems we face today could have been avoided, but addressing them will require cooperation—something Trump seems unwilling to entertain.

📉 Investment Perspective: "Buy the Dip?"

From an investment standpoint, there are some “buy the dip” opportunities, but much of this hinges on pending court rulings. If the Supreme Court upholds the tariffs, we could be in for a long, slow economic decline with no real recovery until a change in leadership—whether that’s next year with impeachment (though Republicans have shown no interest in taking that route) or in 4 years, once the damage has been done.

At that point, recovery may take years beyond even a single term in office. Truthfully growth prospects are smaller because of tariffs and economic outlooks due to tightening personal and corporate budgets. So stock growth is slower than what it should and can be. With alleviation and structure and direction these companies can grow to the margins they need to to gain investment growth and therefore pan out for stock investors.

🔍 Q3 Tech Outlook

Looking at Q3, earnings are providing some market support, but the outlook for the tech sector is cautiously pessimistic. Plus...

🧊 Code Freezes Come in Q4 Tech companies are unlikely to release anything groundbreaking until next year short of strategic partnerships.

🤖 AI's Coming Expansion AI is reaching a scaling point, and it’s poised to begin hitting a point where it needs to actually deliver actual utility and profits to avoid the bubble concerns and credit evaluations

💻 OpenAI + Microsoft OpenAI, in collaboration with Microsoft, is positioning itself to dominate the next wave of tech growth, akin to how Google and Apple reshaped the tech world. Nvidia is also expected to play a significant role with its mobile tech push. Given that former Apple employees are now working at OpenAI, the possibility of integrating AI into consumer devices seems increasingly likely.

⚖️ November 4th: A Pivotal Moment

November 4th could be a pivotal moment for the U.S. economy, depending on the Supreme Court’s ruling on tariffs.

📉 If Tariffs Stay:– Further drag on consumer spending– Strain on international relations, especially with key trading partners, and a forever uncertainty with any new president.

📈 If Tariffs Are Removed:– Reduced consumer costs– Potential for economic growth– Political "out" for Republicans– Better inflation management by the Fed

Tariffs were a mistake from the start, and keeping them now would be economic suicide for Republicans.

📅 November 13th–17th: Bureau of Labor Statistics Data

The upcoming November data release from the Bureau of Labor Statistics will give us a clearer picture of the fallout from the shutdown.

💸 Weekly Losses: The U.S. is lost about $15 billion a week, with 670,000 federal workers furloughed. Over 30,000 jobs are expected to be lost across smaller businesses, while larger corporations are seeing job growth, further deepening the divide between the elite and the rest of the country.

💼 Shutdown Impact on Healthcare The healthcare industry has been severely impacted by the shutdown. GDP growth from healthcare earlier this year has been wiped out, and without the Affordable Care Act (ACA), we're looking at an additional $57 billion loss to the industry, along with job losses in the healthcare sector.

📈 Inflation Rising Inflation has risen by 3.1% year over year, and consumer costs are climbing—housing, goods, and services are all more expensive, leaving consumers spending less and saving more. The inflation rate is expected to hit 4.2% by next year.

🚨 Political Inaction: Trump’s Refusal to Cooperate

On the policy front, if the government shutdown ended, we might see some short-term relief for the market. However, Trump’s refusal to cooperate with Congress has left us in this mess, and Republicans’ inability to act against him has left the nation vulnerable.

Ironically, if Trump had done nothing this year, the economy would likely have grown rather than shrunk. His continued inaction, combined with the Republicans’ failure to hold him accountable, has led to a weak economy, a diminished global standing, and an uncertain future.

⚖️ Trade Wars & Tariffs

Economically, the U.S. has been hurt by Trump’s trade wars and tariffs. Tariffs that were meant to protect U.S. industry have instead led to increased costs for consumers and producers alike. This mismanagement has left the U.S. in a worse position than before, even before Biden took office.

🌐 International Relations: U.S. Weakness

Regarding international relations, the U.S. is being viewed as weak.– National security has been undermined– Military and policing institutions are facing cuts– Politicization of agencies like ICE, FBI, and DOJ weakens effectiveness– Trump’s talk of nuclear testing raises global alarm

💥 Epstein Case and Trump’s Distracting TacticsEpstein’s case continues to loom large over the political landscape, and people are clamoring for answers. But the Trump administration's attempts to distract from it have only fueled more suspicion.

🐘 Republican Inaction: 2024 and Beyond

The Republican Party has largely failed to make meaningful progress this year. Their inaction—coupled with the president's failures—has left the country vulnerable, and their inability to shift course is frustrating voters.

As we approach next year’s elections, it’s clear that the GOP’s lack of action on key issues will be a major point of contention, especially as the shutdown continued to take its toll on the economy.

💥 Epstein Petitions and Political Fallout

With the Epstein petition now signed, visible voter frustration, economic turmoil, and use of treasury funds for Trump’s self-gain, the legislative branch is in a position to reclaim itself. 💯 Trump knew about the rape victims and trafficked women and had come into contact with some of them for years. This is confirmed now.

⚖️ Republican Response: Action or Capitulation?

Epstein’s case continues to loom large over the political landscape, and people are clamoring for answers, but the Trump administration's attempts to distract from it have only fueled more suspicion.

The Republican Party, meanwhile, has largely failed to make meaningful progress this year. Their inaction—coupled with the president's failures—has left the country vulnerable, and their inability to shift course is frustrating voters. As we approach next year’s elections, it’s clear that the GOP’s lack of action on key issues will be a major point of contention, especially as the shutdown continues to take its toll on the economy.

Looking ahead, a court decision on tariffs could be a turning point, but if the GOP continues to hold onto Trump's failed policies, the future looks bleak. The economic damage is already done, and any hope for recovery rests on a change in leadership and policy direction.

With the Epstein petition now signed, visible voter frustration, economic turmoil and use of treasury funds for trump’s self gain. The legislative branch is in a position to reclaim itself essentially. Trump knew about the rape victims and trafficked women and had come into contact with some of them for years. This is confirmed now 💯. The question now is will Republican ran individuals continue to capitulate or embrace the moment.

The voters have been heard and the house will have to meet for a new funding talk in January. Coupled with potential and likely tariff removal by the courts they can save ACA either petition that will force a vote or directly.

The Epstein petition and new information from the estate proves the cover up cold and clear by Trump and that he’s been lying the whole time. There’s also a pending oversight to take place on Maxwells deal that is allowing unneeded favorable treatment for her sentence. Likely a repeal will take place to send her back to proper prison. Then there’s the violation of the subpoena which has still yet to be fulfilled and use of the DOJ by the Trump administration which has actively pursued ways to prevent the release of information to the public.

If that were the only thing it would be huge. There’s also the Jan 6 Trump retributions which have no legal substance and what Trumps DOJ has done is likely to get thrown out and Trumps attempt to pay himself in a settlement which is also a huge red flag. Then the oversight on what has been done to the whitehouse east wing and on and on….

What voters want is so bare and explicit revolving around affordability and accountability on a multitude of levels from Epstein, to consumer spending power, to corrupt crypto laundering and insider trading, to rediculous tariffs and destruction of our international presence and image, to the obscene promised money to Argentina, to undoing the damage to our national security and enforcement agencies.

What democrats got most from the shutdown was exposure in two aspects which is that Democrats are fighting now for what republican voters and democratic voters want and the second big one is they have shown undeniably what Trump and his administration is and what they stand for and it’s not the American people. With midterms on the horizon republicans will have to detach from the finger pointing at democrats and turn that finger likely towards Trump if they wish to separate if not just an outright hands off approach to his failing policies or they will face massive losses. Regardless what is likely to come is a big scandal in the Epstein retribution which congress is now laser focused on. Republicans can choose to be a part of an inevitable retribution or to get rolled over by it.