Inflation is rising, and investors aren’t as safe as they think.
My latest Substack, “Feels like ‘22,” is out now — link in bio.

*drum roll* 🥁
TOUR GUEST REVEAL:
LA: CEO of @netflix @tedsarandos
Chicago: Gov. of Illinois @jbpritzker
New York City: Founder of SkyBridge @scaramucci
Prof G Markets Tour kicks off in under two weeks. Get your tickets via our bio now.

*drum roll* 🥁
TOUR GUEST REVEAL:
LA: CEO of @netflix @tedsarandos
Chicago: Gov. of Illinois @jbpritzker
New York City: Founder of SkyBridge @scaramucci
Prof G Markets Tour kicks off in under two weeks. Get your tickets via our bio now.

*drum roll* 🥁
TOUR GUEST REVEAL:
LA: CEO of @netflix @tedsarandos
Chicago: Gov. of Illinois @jbpritzker
New York City: Founder of SkyBridge @scaramucci
Prof G Markets Tour kicks off in under two weeks. Get your tickets via our bio now.
@jason says the wealth tax is a “seizure” and “incredibly poorly constructed”. Do you agree?
Billionaires wealth has doubled since 2019 and now voters want to tax it. Should we?
I’d be a hypocrite if I only went after Trump on his corruption. The Democrats are doing it too.
Peter Schweitzer exposed all of it back in the 2010s.
Congress called it despicable, denounced it publicly, and passed legislation to prohibit it.
Nine months later they did a voice vote and quietly voted to reinstate it.
That’s who these people are.
The bottom line is life is unfair and these people are ladling money into their own accounts while the rest of us pay their salaries.
And nothing changes until the system makes it impossible — not just illegal.
#anthonyscaramucci #politics #donaldtrump #corruption

Cerebras Keeps the Chip Rally Going With the Biggest IPO of the Year
AI chipmaker Cerebras pulled off the biggest IPO of the year so far. Shares were priced at $185, but opened at $350 – an 89% pop.
That’s the biggest since 2000 for a listing raising more than $2 billion. On Friday, the day after the IPO, Cerebras shares declined 10%.
Cerebras’ market cap is now more than $60 billion. On just $510 million in revenues, it’s trading at a price-to-sales multiple far above its competition

Cerebras Keeps the Chip Rally Going With the Biggest IPO of the Year
AI chipmaker Cerebras pulled off the biggest IPO of the year so far. Shares were priced at $185, but opened at $350 – an 89% pop.
That’s the biggest since 2000 for a listing raising more than $2 billion. On Friday, the day after the IPO, Cerebras shares declined 10%.
Cerebras’ market cap is now more than $60 billion. On just $510 million in revenues, it’s trading at a price-to-sales multiple far above its competition

Cerebras Keeps the Chip Rally Going With the Biggest IPO of the Year
AI chipmaker Cerebras pulled off the biggest IPO of the year so far. Shares were priced at $185, but opened at $350 – an 89% pop.
That’s the biggest since 2000 for a listing raising more than $2 billion. On Friday, the day after the IPO, Cerebras shares declined 10%.
Cerebras’ market cap is now more than $60 billion. On just $510 million in revenues, it’s trading at a price-to-sales multiple far above its competition

Cerebras Keeps the Chip Rally Going With the Biggest IPO of the Year
AI chipmaker Cerebras pulled off the biggest IPO of the year so far. Shares were priced at $185, but opened at $350 – an 89% pop.
That’s the biggest since 2000 for a listing raising more than $2 billion. On Friday, the day after the IPO, Cerebras shares declined 10%.
Cerebras’ market cap is now more than $60 billion. On just $510 million in revenues, it’s trading at a price-to-sales multiple far above its competition

Cerebras Keeps the Chip Rally Going With the Biggest IPO of the Year
AI chipmaker Cerebras pulled off the biggest IPO of the year so far. Shares were priced at $185, but opened at $350 – an 89% pop.
That’s the biggest since 2000 for a listing raising more than $2 billion. On Friday, the day after the IPO, Cerebras shares declined 10%.
Cerebras’ market cap is now more than $60 billion. On just $510 million in revenues, it’s trading at a price-to-sales multiple far above its competition

Cerebras Keeps the Chip Rally Going With the Biggest IPO of the Year
AI chipmaker Cerebras pulled off the biggest IPO of the year so far. Shares were priced at $185, but opened at $350 – an 89% pop.
That’s the biggest since 2000 for a listing raising more than $2 billion. On Friday, the day after the IPO, Cerebras shares declined 10%.
Cerebras’ market cap is now more than $60 billion. On just $510 million in revenues, it’s trading at a price-to-sales multiple far above its competition

Cerebras Keeps the Chip Rally Going With the Biggest IPO of the Year
AI chipmaker Cerebras pulled off the biggest IPO of the year so far. Shares were priced at $185, but opened at $350 – an 89% pop.
That’s the biggest since 2000 for a listing raising more than $2 billion. On Friday, the day after the IPO, Cerebras shares declined 10%.
Cerebras’ market cap is now more than $60 billion. On just $510 million in revenues, it’s trading at a price-to-sales multiple far above its competition

Cerebras Keeps the Chip Rally Going With the Biggest IPO of the Year
AI chipmaker Cerebras pulled off the biggest IPO of the year so far. Shares were priced at $185, but opened at $350 – an 89% pop.
That’s the biggest since 2000 for a listing raising more than $2 billion. On Friday, the day after the IPO, Cerebras shares declined 10%.
Cerebras’ market cap is now more than $60 billion. On just $510 million in revenues, it’s trading at a price-to-sales multiple far above its competition

On Wednesday I go live on Substack to present my new deck, “The New Normal.” For Prof G+ subscribers only. Subscribe at the link in my bio!
Ex-Google CEO’s AI warning didn’t land with University of Arizona graduates…
Trump should’ve already been impeached.
Threatening to wipe out a civilization on Easter Sunday is a war crime.
I just want to make sure everybody knows that.
You don’t have to actually do it — the threat alone qualifies.
Nobody is going to prosecute him.
No senator is picking up the phone and saying hey, you’re making the country look bad, could you please stop.
While all of this is going on — he won in Indiana two weeks ago by ousting 5 mainstream Republicans.
He has been remarkably effective at taking out anyone who doesn’t fall in line.
That’s not strength. That’s a stain on the American system.
#anthonyscaramucci #politics #donaldtrump
Trump’s approach to corruption is to do everything in the open.
Make it so ridiculous and so inundating that people’s heads spin and then once they’re numb, keep going.
The Epstein files are an atrocity.
The allegations and the behavior documented in those files are disgusting.
Yet, Trump masterfully buried the lead on all of it — through a war, through noise, through sheer volume of chaos.
When you ask voters what they care about, the Epstein files are at the bottom of the list.
They want jobs and gas prices they can afford.
Trump’s corruption isn’t even on their radar screen.
Do not underestimate him. He’s sitting at 34% approval and he still has 9/10 self-identified Republicans doing whatever he says.
He says bark. They say woof. He says jump. How high, sir?
That’s the architecture of power he’s built and it’s more durable than his critics want to admit.
#anthonyscaramucci #donaldtrump #politics
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