• Positive on the US economy
• Like i infrastructure building
• Productivity is increasing
• interest rates are being cut and it is more accommodative
• Trump is the most pro-business President
• Thinks geopolitical risk is coming down.
• You can't bet against the President in doing deals.
• The axis of evil has taken a great below under Pres. Trump
• Wishes we had a better relationship with China.
• AI boom is incredible.
• The power of super intelligence is worth the meaningful investment.