Private Investor - Deep Value Investing, Dividends and Option Trading. Conservative/Libertarian - champion of maximum freedom and a smaller government.

Wall St and Main St.......
Joined October 2012
Fears of war escalating this coming weekend
BREAKING: Brent crude oil surges to nearly $110, its highest level since September 15, as Iran places its armed forces on the highest alert for 72 hours and mobile bomb shelters being rapidly deployed in Tel Aviv. US oil is now at $100.
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Dave Meadows retweeted
Semiconductor stocks $SOXX have now matched their longest losing streak in nearly 20 years.
$CIFR waiting for one of these... 🔷
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Dave Meadows retweeted
Hmmm… Very interesting 🤔
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Peter Lynch: "I went down more than the market everytime! I just don't worry about it"
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Dave Meadows retweeted
Upcoming hyperscaler earnings should provide the next read on capex intentions, and we expect those numbers to reinforce the upward trajectory rather than challenge it. We believe CoreWeave driven fears are way overdone-remind us of the Saas apocalypse fears earlier this year 🎯
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Add MS to the list of recognized adverse events. But the CDC still recommends the mRNA jab for children. At some point, there needs to be a reckoning
“The World Health Organization” now states on its website: “COVID-19 vaccination can cause multiple sclerosis due to cross-reactive CD4+ T cells that recognize the spike protein of SARS-CoV-2 and myelin peptides.” In other words, your own immune system destroys the nerve pathways and then attacks your brain and spinal cord. This information was available during the lockdowns but was labeled a “conspiracy theory” and censored by social media.
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Dave Meadows retweeted
Inflation fears have peaked. Let the unwinding begin. 2 yr UST
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Dave Meadows retweeted
HOLY CR*P 🚨 Robert F Kennedy Jr reveals that CDC Chiefs have been ordering scientists to DESTROY DATA for decades showing vaccines cause autism, then publish false findings READ THAT AGAIN RFK Jr. “I'll just tell you one example, and I could sit here and give you THOUSANDS. But in 2002, CDC did an internal study of Atlanta Fulton County, Georgia children, and looked at children who got the MMR vaccine on time and compared those to kids who got them later. So in other words, kids who got them before 36 months and kids who got them afterward. The data from that study A study showed that black boys who got the vaccine on time had a 260% greater chance of getting an autism diagnosis than children who waited. The chief scientist on that, Dr. William Thompson, the senior vaccine safety scientist at CDC, was ordered to come into a room with four other co-authors by his boss, Frank DeStefano, who's the head of the Immunization Safety Branch, and ordered to destroy data. And then they published it without that fact.”
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Makes sense
Gasoline jumped 9.1% in September and accounted for roughly half of the 0.6% CPI increase while rent rose just 0.2% and prices for dairy, meat and medical goods fell. So to me this hot CPI looks more like an energy shock than broad inflation but if higher fuel costs spread into airfares and shipping then the Fed faces a tougher decision at its October meeting with hiring already slowing.
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US CPI shows the stupidity of rate hikes. The entire impact comes from refined products. Rate hikes will not create more barrels nor increase refining, but they damage families and businesses.
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Dave Meadows retweeted
Gasoline jumped 9.1% in September and accounted for roughly half of the 0.6% CPI increase while rent rose just 0.2% and prices for dairy, meat and medical goods fell. So to me this hot CPI looks more like an energy shock than broad inflation but if higher fuel costs spread into airfares and shipping then the Fed faces a tougher decision at its October meeting with hiring already slowing.
🤝 Paid partnership
JUST IN: Gasoline prices surged 9.1% in September, accounting for roughly half of the 0.6% monthly CPI increase. Meanwhile, several food categories saw prices decline, including dairy (-0.9%) and meat, poultry, fish and eggs (-0.5%).
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Dave Meadows retweeted
Watch Wall St want more rate hikes, when rate hikes are the main contributor to inflation. Excluding Shelter. Core CPI 0.1% How long until Wall St and MSM actually look at the data?
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Dave Meadows retweeted
Deflation. Food at Home CPI Food at Home -0.1 MoM 1.8% YoY below historical average. Shame Wall St and the Fed only look at headline numbers.
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Dave Meadows retweeted
Core CPI: Fed Incompetence, Wall Street Applause September’s core CPI rose 0.369%, with shelter alone contributing 0.23 percentage points. Yet the Fed and its Wall Street cheerleaders keep prescribing tighter money as though higher rates somehow build more housing. This is not monetary sophistication. It is incompetence dressed up as inflation-fighting resolve. Higher rates raise financing costs, choke construction and deepen the housing shortage. The Fed responds to a negative growth shock by squeezing supply further, then points to stubborn shelter inflation as evidence that its squeeze has not gone far enough. Its Wall Street defenders call that credibility. The rest of us can recognize a circular argument when we see one. “Higher rates cure inflation” is a slogan, not an analysis. When tightening aggravates the supply constraint behind rising prices, doubling down is not discipline. It is refusing to understand the problem.
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Dave Meadows retweeted
A retired NASA engineer who had worked on the Space Shuttle program for 25 years was hired by SpaceX at age 62. He described the first week as the most disorienting experience of his professional life. At NASA, a design change required 3 meetings, 2 committees, a review board, and 6 to 18 months of documentation. At SpaceX, his new supervisor said "if it works, build it. If it doesn't, change it by Friday." He sat at his desk after the first day and called his wife. He told her he felt like a man who had been swimming with ankle weights for 25 years and someone just cut them off. He could move. He could decide. He could build something in the morning and test it in the afternoon. The constraint that he had accepted as the nature of aerospace engineering turned out to be the nature of bureaucracy. Within 6 months he had contributed to more design iterations than he had completed in his last 5 years at NASA. Not because he was working harder. Because the time between having an idea and testing the idea collapsed from months to hours. The same brain. The same knowledge. A different operating system. He described a specific moment where he proposed a modification to a Raptor engine component. At NASA, the proposal would have entered a queue. At SpaceX, the modification was machined by the end of the day and tested by the following morning. He watched his idea become a physical object in 18 hours. At NASA, 18 hours would not have been enough to schedule the first meeting to discuss whether to schedule a meeting. He told an interviewer: "I didn't get smarter when I went to SpaceX. I got faster. The intelligence was always there. The system was in the way." The difference between SpaceX and NASA is not talent. NASA has extraordinary talent. The difference is the time between a thought and a test. SpaceX compresses it. NASA elongates it. The same engineer produces 10x more at SpaceX than at NASA because the bottleneck was never the engineer. It was the meetings about the meetings about the work.
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Dave Meadows retweeted
$pltr today is like $nvda in 2016. back then the market saw a gaming chip company. it was the engine of the AI era. today the market sees a software company. it’s the layer where every model turns into cash.
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Dave Meadows retweeted
🚨El cardiólogo más citado de la historia y el inventor de la tecnología de ARNm afirmando que Pfizer, CDA y la FDA cometieron fraudes contra las poblaciones. 🔥
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Dave Meadows retweeted
BREAKING $PLTR another Upgrade $250 PT✅🛫 Argus Adjusts Price Target on @PalantirTech to $250 from $190
BREAKING $PLTR Q3 ER will be on 11/02/2026 🚀🚀🚀 Palantir Technologies Inc. (NASDAQ: PLTR) announced today that results for its third quarter ended September 30, 2026 will be released on Monday, November 2, 2026, following the close of U.S. markets. Palantir will host a webcast to discuss its results at 5:00 PM ET. A live webcast and replay will be available at investors.palantir.com, and participants can pre-register here. In addition, shareholders can submit and vote on questions by visiting app.saytechnologies.com/pala…. About Palantir Technologies Inc. Foundational software of tomorrow. Delivered today. Additional information is available at palantir.com.
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It's now confirmed that the FDA covered up large numbers of COVID shot deaths and injuries while simultaneously telling the ENTIRE population to take them. Many of the individuals involved in the deadly cover-up STILL work at HHS, CDC, and FDA. They need to be FIRED.
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Dave Meadows retweeted
🚨 BOMBSHELL FROM JAPAN — THEY CAN’T HIDE THIS ANYMORE Professor Robert Clancy just dropped the receipts: A massive Japanese study tracking 20 MILLION people found that ALL excess deaths were in the vaccinated group. The unvaccinated group? ZERO excess deaths. And here’s the killer detail: mortality surges exactly 3 months after every booster — with peak deaths hitting around 100 days post-vaccination. The pattern is undeniable. In my opinion, they can no longer suppress the information on the COVID vaccine. The data is out. The cover-up is crumbling. The world needs to see this.
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