Investing Cat
@investingcat.bsky.social
Focused on investing, business and economics.
Reposted by Investing Cat
People must grasp the idea of “media capture.”
It’s when authoritarian regimes and/or their powerful allies take control of media to stifle independent voices holding the government to account.
It’s one way Hungary’s Viktor Orbán keeps power.
In the U.S., it’s what the Ellisons have done with CBS.
It’s when authoritarian regimes and/or their powerful allies take control of media to stifle independent voices holding the government to account.
It’s one way Hungary’s Viktor Orbán keeps power.
In the U.S., it’s what the Ellisons have done with CBS.
December 22, 2025 at 1:36 PM
People must grasp the idea of “media capture.”
It’s when authoritarian regimes and/or their powerful allies take control of media to stifle independent voices holding the government to account.
It’s one way Hungary’s Viktor Orbán keeps power.
In the U.S., it’s what the Ellisons have done with CBS.
It’s when authoritarian regimes and/or their powerful allies take control of media to stifle independent voices holding the government to account.
It’s one way Hungary’s Viktor Orbán keeps power.
In the U.S., it’s what the Ellisons have done with CBS.
Reposted by Investing Cat
CATO INSTITUTE:
Despite DOGE slashing jobs, government spending in every month of 2025 “was greater than in every other year .. An observer who did not know when DOGE started could not identify it” on a chart. 🤡
www.cato.org/blog/doge-pr...
Despite DOGE slashing jobs, government spending in every month of 2025 “was greater than in every other year .. An observer who did not know when DOGE started could not identify it” on a chart. 🤡
www.cato.org/blog/doge-pr...
December 20, 2025 at 1:28 PM
CATO INSTITUTE:
Despite DOGE slashing jobs, government spending in every month of 2025 “was greater than in every other year .. An observer who did not know when DOGE started could not identify it” on a chart. 🤡
www.cato.org/blog/doge-pr...
Despite DOGE slashing jobs, government spending in every month of 2025 “was greater than in every other year .. An observer who did not know when DOGE started could not identify it” on a chart. 🤡
www.cato.org/blog/doge-pr...
Reposted by Investing Cat
Notice the pattern: help a narrow group loudly, hurt everyone else quietly. Tariffs help a few steel workers but raise prices for every firm using steel. Tax cuts favor the rich while squeezing social programs. Politically noisy wins, economically costly losses.
December 12, 2025 at 12:52 PM
Notice the pattern: help a narrow group loudly, hurt everyone else quietly. Tariffs help a few steel workers but raise prices for every firm using steel. Tax cuts favor the rich while squeezing social programs. Politically noisy wins, economically costly losses.
Dashboard for $GRVY news + data from @appinvestor.bsky.social
appinvestor.co/stocks-picks...
Gravity is a very cheap mobile (+other) gaming company. The board sadly is bad. But the business itself is very good and is piling up huge cash balances (which should be used for buybacks and dividends).
appinvestor.co/stocks-picks...
Gravity is a very cheap mobile (+other) gaming company. The board sadly is bad. But the business itself is very good and is piling up huge cash balances (which should be used for buybacks and dividends).
Gravity Dashboard by AppInvestor - The App Investor
Gravity Co., Ltd.(Nasdaq: GRVY) is a South Korean video game company that was founded in 2000 known for developing and publishing the popular MMORPG Ragnarok Online in 2002. Rationale for Investing (s...
appinvestor.co
December 12, 2025 at 7:25 PM
Dashboard for $GRVY news + data from @appinvestor.bsky.social
appinvestor.co/stocks-picks...
Gravity is a very cheap mobile (+other) gaming company. The board sadly is bad. But the business itself is very good and is piling up huge cash balances (which should be used for buybacks and dividends).
appinvestor.co/stocks-picks...
Gravity is a very cheap mobile (+other) gaming company. The board sadly is bad. But the business itself is very good and is piling up huge cash balances (which should be used for buybacks and dividends).
Reposted by Investing Cat
Tariffs are like throwing rocks in the economic engine, then asking the Fed to fix the noise by adjusting the radio volume. Interest rates can tune demand, but they can’t magically make a trade war painless.
December 10, 2025 at 10:56 PM
Tariffs are like throwing rocks in the economic engine, then asking the Fed to fix the noise by adjusting the radio volume. Interest rates can tune demand, but they can’t magically make a trade war painless.
Initial look at $se earnings look very good again. I am a long term holder and am happy to keep holding. It is my 3rd largest holding 6% of portfolio. It tends to do very poorly the day earnings are announced (this has been true for years).
November 11, 2025 at 4:07 PM
Initial look at $se earnings look very good again. I am a long term holder and am happy to keep holding. It is my 3rd largest holding 6% of portfolio. It tends to do very poorly the day earnings are announced (this has been true for years).
I am very skeptical of the reports that $googl will provide gemini AI to $appl for $1 billion a year. Google pays Apple something like $20 billion a year for searches via iphones...
If that $1 billion figure is close I think there must be some sharing of additional AI services revenue from users.
If that $1 billion figure is close I think there must be some sharing of additional AI services revenue from users.
November 6, 2025 at 5:52 PM
I am very skeptical of the reports that $googl will provide gemini AI to $appl for $1 billion a year. Google pays Apple something like $20 billion a year for searches via iphones...
If that $1 billion figure is close I think there must be some sharing of additional AI services revenue from users.
If that $1 billion figure is close I think there must be some sharing of additional AI services revenue from users.
Reposted by Investing Cat
Whoever could have imagined there would be negative downstream consequences professionally for making a corrupt deal with the Trump admin….
Wow. "Months after law firms made deals with President Trump to ward off punitive executive orders, the ethics committee of the District of Columbia Bar is warning that such arrangements may require firms to drop or obtain waivers from all clients who have interests at odds with the government."
After Law Firm Deals With Trump, D.C. Bar Warns of Ethical Jeopardy
www.nytimes.com
October 28, 2025 at 11:37 PM
Whoever could have imagined there would be negative downstream consequences professionally for making a corrupt deal with the Trump admin….
The destruction of long term economic value in the USA through the foolish and corrupt actions taken by Republicans this year is enormous. They continue to seek to hide their corruption from public view. The damage to the USA is going to last for decades-more deaths, transfers of wealth to the 1%...
This is a story that got missed, about how the White House is using the shutdown as an excuse to eliminate accountability.
It has shut down Inspectors General websites, meaning that lots of reports about failures have disappeared from govt websites.
www.nextgov.com/digital-gove...
It has shut down Inspectors General websites, meaning that lots of reports about failures have disappeared from govt websites.
www.nextgov.com/digital-gove...
October 30, 2025 at 12:31 AM
The destruction of long term economic value in the USA through the foolish and corrupt actions taken by Republicans this year is enormous. They continue to seek to hide their corruption from public view. The damage to the USA is going to last for decades-more deaths, transfers of wealth to the 1%...
Reposted by Investing Cat
If the National Guard is really in D.C. to protect federal
property, they should probably have been at 1600 Pennsylvania Ave. two days ago
property, they should probably have been at 1600 Pennsylvania Ave. two days ago
October 22, 2025 at 7:15 PM
If the National Guard is really in D.C. to protect federal
property, they should probably have been at 1600 Pennsylvania Ave. two days ago
property, they should probably have been at 1600 Pennsylvania Ave. two days ago
Reposted by Investing Cat
The United States is no longer negotiating with Canada because the America's Republican President does not understand his predecessor's view of tariffs.
Forget the clip that worries the President. Reagan was consistent, and here's a different speech where he made his case.
Forget the clip that worries the President. Reagan was consistent, and here's a different speech where he made his case.
October 24, 2025 at 4:04 PM
The United States is no longer negotiating with Canada because the America's Republican President does not understand his predecessor's view of tariffs.
Forget the clip that worries the President. Reagan was consistent, and here's a different speech where he made his case.
Forget the clip that worries the President. Reagan was consistent, and here's a different speech where he made his case.
Reposted by Investing Cat
Even before Trumps newest threat of tariffs, heighted duties were already quietly eroding household's purchasing power. My blog app piece from this week, free for all readers:
bobeunlimited.substack.com/p/tariffs-qu...
bobeunlimited.substack.com/p/tariffs-qu...
Tariffs Quiet Tax On Households
Tariff collections are up 1% of GDP and US households are footing most of the bill. With labor markets softening, the stealth tax hike is squeezing household spending at an already challenging time.
bobeunlimited.substack.com
October 11, 2025 at 1:09 PM
Even before Trumps newest threat of tariffs, heighted duties were already quietly eroding household's purchasing power. My blog app piece from this week, free for all readers:
bobeunlimited.substack.com/p/tariffs-qu...
bobeunlimited.substack.com/p/tariffs-qu...
Reposted by Investing Cat
In this blackout period we have to look to other data sources to keep track of the economy.
Notable in that context that the Chase Consumer Card spending data for September was the weakest in years, sharply decelerating from the strength this summer.
Notable in that context that the Chase Consumer Card spending data for September was the weakest in years, sharply decelerating from the strength this summer.
October 6, 2025 at 5:13 PM
In this blackout period we have to look to other data sources to keep track of the economy.
Notable in that context that the Chase Consumer Card spending data for September was the weakest in years, sharply decelerating from the strength this summer.
Notable in that context that the Chase Consumer Card spending data for September was the weakest in years, sharply decelerating from the strength this summer.
Reposted by Investing Cat
The Damage Done: @marianneguenot.bsky.social tells the story of clinical trials derailed by the administration's reckless science policy, across kidney disease, HIV, Alzheimer's disease, and cancer. Years of work and money thrown away, at times just short of a cure.
www.nature.com/articles/s41...
www.nature.com/articles/s41...
The damage done - Nature Medicine
When clinical trials are suddenly halted by US funding cuts, there are repercussions for investigators and patients, and they do not stop at borders.
www.nature.com
September 30, 2025 at 10:27 PM
The Damage Done: @marianneguenot.bsky.social tells the story of clinical trials derailed by the administration's reckless science policy, across kidney disease, HIV, Alzheimer's disease, and cancer. Years of work and money thrown away, at times just short of a cure.
www.nature.com/articles/s41...
www.nature.com/articles/s41...
Reposted by Investing Cat
Kori Schake: “Yesterday morning, Trump and Hegseth behaved reprehensibly. Their speeches…were tantamount to incitement—a genuinely dangerous effort to suborn the military’s oath and condition them for using violence against their fellow Americans.” foreignpolicy.com/2025/10/01/t...
Trump’s Speech to Generals Was Incitement to Violence Against Americans
Military leaders’ quiet professionalism offers hope amid a maelstrom.
foreignpolicy.com
October 1, 2025 at 6:34 PM
Kori Schake: “Yesterday morning, Trump and Hegseth behaved reprehensibly. Their speeches…were tantamount to incitement—a genuinely dangerous effort to suborn the military’s oath and condition them for using violence against their fellow Americans.” foreignpolicy.com/2025/10/01/t...
Reposted by Investing Cat
Every few months now I re-read this "Who Goes Nazi?" piece from 1941 and am blown away by how it captures the people we are dealing with 80 years later.
harpers.org/archive/1941...
harpers.org/archive/1941...
Who Goes Nazi?, by Dorothy Thompson
harpers.org
October 1, 2025 at 11:59 PM
Every few months now I re-read this "Who Goes Nazi?" piece from 1941 and am blown away by how it captures the people we are dealing with 80 years later.
harpers.org/archive/1941...
harpers.org/archive/1941...
Reposted by Investing Cat
The tariff story isn’t just soybeans. It’s also your grocery bill. Farmers get a bailout. Shoppers just get higher prices. Trade wars don't just create pain, they ensure the costs are born by those without political power.
September 28, 2025 at 10:53 PM
The tariff story isn’t just soybeans. It’s also your grocery bill. Farmers get a bailout. Shoppers just get higher prices. Trade wars don't just create pain, they ensure the costs are born by those without political power.
Reposted by Investing Cat
Lemme try to reconcile a strong stock market with a weak economy.
The market represents the big incumbents with a line to the White House. As policy tilts toward crony capitalism, they're offered a carveout-for-compliments deal. Main Street gets no such deal.
Result—Weak economy yet strong stonks
The market represents the big incumbents with a line to the White House. As policy tilts toward crony capitalism, they're offered a carveout-for-compliments deal. Main Street gets no such deal.
Result—Weak economy yet strong stonks
September 9, 2025 at 11:52 AM
Lemme try to reconcile a strong stock market with a weak economy.
The market represents the big incumbents with a line to the White House. As policy tilts toward crony capitalism, they're offered a carveout-for-compliments deal. Main Street gets no such deal.
Result—Weak economy yet strong stonks
The market represents the big incumbents with a line to the White House. As policy tilts toward crony capitalism, they're offered a carveout-for-compliments deal. Main Street gets no such deal.
Result—Weak economy yet strong stonks
Reposted by Investing Cat
Let’s be clear on this - he’s still going to be working for the White House while serving on the FOMC. And GOP senators are okay with it
Senate moves swiftly on Miran nomination to Fed board. Senate Banking Committee likely to OK the nomination on party line vote today. www.reuters.com/world/us/tru...
Trump's Fed nominee Miran heads toward swift Senate confirmation
Stephen Miran, a top White House economic advisor, is expected to clear a U.S. Senate hurdle on Wednesday, advancing his nomination as Federal Reserve governor and furthering President Donald Trump’s effort to exert more direct control over interest rate policy and the central bank’s broader role.
www.reuters.com
September 10, 2025 at 2:51 PM
Let’s be clear on this - he’s still going to be working for the White House while serving on the FOMC. And GOP senators are okay with it
At this point if USA TV news does not have a banner on the screen saying they are actually a news organization that corrects lies + falsehoods it seems reasonable to assume they just act as a propaganda machine for the current administration's attacks on the constitution, rule of law, free press...
Let’s remember: What CBS cut were vicious unproven slander and uncharged allegations by a Cabinet secretary targeting a private person. If we can’t draw the line against such hideous lies, is there no line left?
CBS News is giving up the power it has to hold “Face the Nation” interviewees to account. Following pressure from Trump, it has agreed not to edit interviews, even to remove false statements or propaganda uttered by political operatives and officials, or add explanatory context.
September 6, 2025 at 10:40 PM
At this point if USA TV news does not have a banner on the screen saying they are actually a news organization that corrects lies + falsehoods it seems reasonable to assume they just act as a propaganda machine for the current administration's attacks on the constitution, rule of law, free press...
DuckDuckGo AI "answer"
As of August 7, 2025, the S&P 500 has shown a year-to-date return of approximately 91.38%. This includes both price changes and dividend distributions.
I normally ignore the AI answers but looked;I guess I am safe continuing to ignoring them.
Actual return 10.5% - 4 Sep 2025
As of August 7, 2025, the S&P 500 has shown a year-to-date return of approximately 91.38%. This includes both price changes and dividend distributions.
I normally ignore the AI answers but looked;I guess I am safe continuing to ignoring them.
Actual return 10.5% - 4 Sep 2025
September 5, 2025 at 1:30 AM
DuckDuckGo AI "answer"
As of August 7, 2025, the S&P 500 has shown a year-to-date return of approximately 91.38%. This includes both price changes and dividend distributions.
I normally ignore the AI answers but looked;I guess I am safe continuing to ignoring them.
Actual return 10.5% - 4 Sep 2025
As of August 7, 2025, the S&P 500 has shown a year-to-date return of approximately 91.38%. This includes both price changes and dividend distributions.
I normally ignore the AI answers but looked;I guess I am safe continuing to ignoring them.
Actual return 10.5% - 4 Sep 2025
In addition to the clear unconstitutional and illegal actions on a daily basis there have been thousands of actions (like this one, destroying the USA's advantage of good economic data to allow businesses and sensible political leaders make decisions) that are incredibly damaging added together.
USDA quietly said Friday it will, after a century, end the Farm Labor Survey (FLS), the only wage survey of ag employers.
FLS is a critical input to setting local minimum wages for H-2A visa workers to try to avoid harm to U.S. workers' wages.
#LaborDay #EconSky
www.nass.usda.gov/Newsroom/Not...
FLS is a critical input to setting local minimum wages for H-2A visa workers to try to avoid harm to U.S. workers' wages.
#LaborDay #EconSky
www.nass.usda.gov/Newsroom/Not...
September 4, 2025 at 9:13 PM
In addition to the clear unconstitutional and illegal actions on a daily basis there have been thousands of actions (like this one, destroying the USA's advantage of good economic data to allow businesses and sensible political leaders make decisions) that are incredibly damaging added together.
Reposted by Investing Cat
Question: Why did US put big tariffs on India despite major national interest in cultivating a strategic counterweight to China and trying to isolate Russia?
Answer: Because the US president lied that he fixed India-Pakistan and India wouldn’t go along with the lie.
(Seriously, that’s the answer)
Answer: Because the US president lied that he fixed India-Pakistan and India wouldn’t go along with the lie.
(Seriously, that’s the answer)
August 30, 2025 at 1:23 PM
Question: Why did US put big tariffs on India despite major national interest in cultivating a strategic counterweight to China and trying to isolate Russia?
Answer: Because the US president lied that he fixed India-Pakistan and India wouldn’t go along with the lie.
(Seriously, that’s the answer)
Answer: Because the US president lied that he fixed India-Pakistan and India wouldn’t go along with the lie.
(Seriously, that’s the answer)
#China "is delivering what Western democracies struggle to... Their infrastructure works. Extreme poverty collapsed. Life expectancy increased by 10 years. They can plan 20 years ahead while Western politicians can't plan past the next election..."
#economy
apropos.substack.com/p/china-is-e...
#economy
apropos.substack.com/p/china-is-e...
China is eating the world
and the West lost its appetite
apropos.substack.com
August 28, 2025 at 5:05 PM
#China "is delivering what Western democracies struggle to... Their infrastructure works. Extreme poverty collapsed. Life expectancy increased by 10 years. They can plan 20 years ahead while Western politicians can't plan past the next election..."
#economy
apropos.substack.com/p/china-is-e...
#economy
apropos.substack.com/p/china-is-e...
Reposted by Investing Cat
Questions for those knowledgable about robotics
- are $asml machines going to make most advanced chips?
- to what extent are $nvda chips going to be used 20% of chip value, 50%, 80%?
- will $tsm dominate chip production? who else?
- who else will be big chip players? $mrvl $amzn $googl $qcom?
- are $asml machines going to make most advanced chips?
- to what extent are $nvda chips going to be used 20% of chip value, 50%, 80%?
- will $tsm dominate chip production? who else?
- who else will be big chip players? $mrvl $amzn $googl $qcom?
June 25, 2025 at 6:10 PM
Questions for those knowledgable about robotics
- are $asml machines going to make most advanced chips?
- to what extent are $nvda chips going to be used 20% of chip value, 50%, 80%?
- will $tsm dominate chip production? who else?
- who else will be big chip players? $mrvl $amzn $googl $qcom?
- are $asml machines going to make most advanced chips?
- to what extent are $nvda chips going to be used 20% of chip value, 50%, 80%?
- will $tsm dominate chip production? who else?
- who else will be big chip players? $mrvl $amzn $googl $qcom?