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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

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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

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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,

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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

Investor Intentions of Locating the Next “OpenAI” Completely Overlook the Obvious Choice.

With the goal of securing a foothold in the artificial intelligence equity gold-rush, investors are scouring the globe to suit their investment bias. Individual equity holders, below the capitalization of significant institutional investors, cannot directly invest in OpenAI until the

Posted in Open Blog
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