The Dollar Is Stronger Than Ever


💵 💵 The US dollar is trading ~23% above its fair value, marking the largest divergence on record, according to BofA

Read More: bit.ly/Strong-Dollar-2025

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MSFT To Spend $80B On Data Centers


🧠 🧠 Microsoft plans to spend $80 billion in fiscal 2025 on the construction of data centers that can handle artificial intelligence workloads

Read More: bit.ly/MSFT-Data-Centers

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Adobe Is Losing Out To OpenAI


🚨 🧠 Coca-Cola’s holiday commercial and a recent commercial from Toys “R” Us were both produced with AI, though neither company used Adobe’s AI tools

Read More: bit.ly/Adobe-OpenAI

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It’s Not About The iPhone Silly


🚨 🚨 Apple’s App Store saw nearly 13% revenue growth in the month of December and 15% growth in the tech giant’s fiscal first-quarter

Read More: bit.ly/Apple-App-Store-2025

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An Undervalued Opportunity


🏦 🏦 We are buying the stock of a bank for our Partners that is highly undervalued – trading at just 0.7 times book value, way below its competitors

Read More: bit.ly/Undervalued-Opportunity

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Apple Fitness+ Unveils New Lineup


🚨 🚨 Apple Friday unveiled new features for its Fitness+ streaming workout service, offering new programs for strength, pickleball, yoga, and breath meditation, and a new collaboration with Strava

Read More: bit.ly/Apple-Fitness-Plus

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Trump Warns Britain On Windfall Tax


🇬🇧 🇬🇧 U.S. President-elect Donald Trump on Friday called on Britain to “open up” the North Sea, accusing the country’s Labour government of “making a very big mistake” with its energy tax policy

Read More: bit.ly/UK-Windfall-Tax

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2025: America First [Again]


🇺🇸 🇺🇸 2025: Lower rates and pro-growth policies should support a modest global expansion with the US largely leading the way

Read More: bit.ly/2025-America-First

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