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Fixation on the Transaction, Rather Than a Focus on Direction, Produces Sub-Optimal Long Term Results.

Yesterday, Oracle Corporation (ORCL-$310.98) increased in price by about 1/3. Oracle, in their quarterly earnings release, indicated that their AI data-center business has such a massive runway that they anticipate the AI data division alone may produce about $140 billion

Posted in Open Blog

US Government Import Tariff Receipts now Exceed 5.3% of Net Revenues.

Based upon June tariff remittance, the US government revenues were bolstered by $27.2 billion in tariffs. https://fiscaldata.treasury.gov/datasets/monthly-treasury-statement/summary-of-receipts-outlays-and-the-deficit-surplus-of-the-u-s-government The revenue run rate is now on pace to exceed $300 billion annually, tracking well above an earlier forecast of US Treasury secretary

Posted in Open Blog

The Importance of Political and Economic Climate on Investment Selection.

Based upon anecdotes from farmers with neighboring properties to mine, one would conclude me to be the worst farmer ever. “McDuff? He runs a terrible operation. Look at those fields; subpar yields, crops coming up that we have never grown

Posted in Open Blog

Oracle Corporation (ORCL-NYSE, $230.65) Wins the AI Enterprise Data Center Race, Largely Unopposed.

European politicians are feeling mightily pleased with themselves in 2025. An EU singular focus upon ESG initiatives, according to environmentalists, produced another incremental victory for pro ESG media outlets when reporting that gross electrical power generation by renewables in 2024,

Posted in Open Blog

Gnostic Portfolio Return for the 2nd Quarter ended 06/30/25

Q2 represented a major advance by the NASDAQ Index. Supported by a continuation of the massive capital investments to accelerate AI rollout and implementation, by a handful of megacaps, the index improved by 17.8% as compared to the prior quarter.

Posted in Open Blog
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