Trump Tariffs made $30 Billion in January
A 304% increase over the prior year’s equivalent period.
Hello Capitalists,
Here is everything you should be watching today:
The amount of money the USA has made from Trump Tariffs is staggering
Trump and DOGE take the government back to 1966
Flight attendant strike cranks up the pressure on embattled AA CEO
Google’s 100 year AI funding bond is giving traders the jitters
Ackman sees Meta as undervalued as he takes up a new position
Mcdonalds prepares to go to war with Ozempic
Today’s markets + assets:
🔴 DOW: 49,479.90 (⬇️ 1.28%)
🔴 S&P: 6,849.46 (⬇️ 1.34%)
🔴 NASDAQ: 22,644.08 (⬇️ 1.79%)
⚠️✅CBOE VIX Volatility Index: 20.54 (⬆️ 16.15%)
🔴 Gold: $4,965.70 (⬇️ 2.62%)
🔴 Silver:$75.70 (⬇️ 9.73%)
🔴 Bitcoin: $65,540.50 (⬇️ 2.78%)
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Tariff cash explosion rocks deficit drama
U.S. tariff collections exploded to $30 billion in January, driving a 304% surge in fiscal year-to-date revenue to $124 billion compared to 2025, as the government awaits a pivotal Supreme Court ruling on President Trump’s emergency-imposed duties that could force massive reimbursements and reshape federal finances.
Revenue Surge Details: January’s $30 billion in customs duties pushed year-to-date collections to $124 billion, marking a dramatic 304% increase over the prior year’s equivalent period.
Deficit Impact Noted: The tariff windfall contributed to a narrower federal budget deficit, with January’s shortfall down 26% from last year and the year-to-date deficit reduced by 17% (or 21% adjusted).
Tariff Origins Explained: President Trump implemented across-the-board and reciprocal tariffs starting in April 2025, though negotiations have softened some rates while maintaining strong trade stances.
Court Ruling Stakes: A potential negative Supreme Court decision on the “Fentanyl Liberation Day Tariffs” legality could require reimbursing billions in collected duties, threatening fiscal stability amid ongoing trade talks.
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New RFK JR warning even more terrifying…
Cancer-causing TOXINS in your food? RFK Jr has warned against this for years. Liberals simply laugh and call him a conspiracy theorist. But guess what…
Florida just announced that 60% of the candy they tested had sky high levels of arsenic… A toxic poison known to cause cancer.
Just like his warnings about the covid vaccine, microplastics and FDA corruption… Once again Kennedy was RIGHT.
Now, RFK Jr has a new warning for seniors in 2026 that you NEED to hear and if you were born before January 1, 1966, THIS affects you most of all.
P.S. Liberals will call this crazy too, until they see the data. Learn why RFK Jr is warning Americans about this emerging health crisis before it's too late. Watch this video now.
Trump slashes feds to the lowest since 1966
Federal civilian employment plummeted to 2.686 million in January 2026 — the lowest level since May 1966 — as President Trump’s administration and the Department of Government Efficiency (DOGE) drove massive workforce reductions through attrition, buyouts, and program cuts during his first year back in office.
Massive exodus recorded: Over 322,000 federal employees exited in the first year of Trump’s second term, marking the largest workforce reduction in two decades via resignations, retirements, and limited layoffs.
Sharp agency declines hit: Health and Human Services lost 20,000 positions dropping to 62,000 employees while USAID shrank 92% from 4,800 to just 378 staff after being folded into the State Department.
Education department trimmed: The Department of Education cut more than 1,700 jobs, reducing its workforce to roughly 2,500 employees in early 2025 amid broader bureaucratic consolidation efforts.
DOGE targets wasteful spending: The initiative terminated dozens of high-value contracts worth billions in ceiling value, yielding hundreds of millions in savings by eliminating duplicative administrative and support services.
AA Flight attendants revolt, CEO faces ouster
American Airlines flight attendants plan to picket headquarters in Fort Worth, Texas, on Thursday after their union issued a historic vote of no confidence in CEO Robert Isom, escalating pressure over lagging profits, poor punctuality, and operational struggles that trail rivals Delta and United.
Union Issues No Confidence : The Association of Professional Flight Attendants unanimously voted no confidence in CEO Robert Isom, a first in its history, citing a “relentless downward spiral” and demands for leadership change.
Protest Targets Accountability : Flight attendants will demonstrate outside Skyview 8 headquarters to demand improved operational support, real accountability, and decisive action amid frustration with recovery from winter storms.
Company Lags Competitors : American posted just $111 million net income in 2025 versus Delta’s $5 billion and United’s $3.3 billion, resulting in smaller profit-sharing pools despite recent high-wage contracts.
CEO Pushes Optimism : Robert Isom released messages highlighting expected 2026 profit jumps up to $2.70 EPS, schedule fixes, cabin upgrades, and free Wi-Fi to reassure employees ahead of the picket.
Alphabet’s century long bond sparks AI debt alarm
Alphabet issued a rare 100-year Pounds-Sterlingterling bond as part of a massive borrowing spree to fund soaring AI infrastructure costs, drawing warnings from strategists about late-cycle credit market exuberance and risks in the hyperscaler debt surge.
Ultra-long debt debut: Alphabet sold a £1 billion 100-year Pounds-Sterling bond — its first in the currency — with strong demand from pension funds and insurers, priced at 120 basis points over UK gilts for over 6% yield.
Massive funding drive: The century bond forms part of a broader $30+ billion global issuance across currencies, including debut Swiss franc bonds, to diversify sources beyond saturated USD markets.
AI capex explosion: Proceeds support Alphabet’s projected $185 billion capital expenditure this year, doubled for data centers and AI buildo uts amid the industry-wide hyperscaler borrowing boom.
Analyst caution flags: Experts highlight “untested waters” for corporate century bonds, likening the “AI debt-fest” to past bubbles with tight spreads, uncertain long-term demand, and elevated credit risks versus sovereign debt.
Ackman Bets Big on Undervalued Meta AI Boom
Billionaire investor Bill Ackman disclosed a major new stake in Meta Platforms through Pershing Square, calling the stock a “deeply discounted valuation” despite market fears over its massive $115-135 billion AI spending plans for 2026. The position, about 10% of the fund’s capital or roughly $2 billion, highlights confidence in Meta’s long-term AI upside.
Major Portfolio Shift :Pershing Square added Meta as its third new position in 2025, allocating 10% of capital in Q4 after stakes in Amazon and Hertz.
Valuation Comparison: Meta trades at 22 times forward earnings, seen as cheap versus higher multiples for peers like Apple, Alphabet, and Nvidia amid expected AI-driven growth.
AI Spending Concerns: Market punished Meta shares with a 16% drop over the past year due to worries over heavy AI capex, but Ackman argues fears underestimate future potential.
Fund Performance Boost: Pershing Square outperformed the S&P 500 in 2025 with 20.9% net returns, and Meta’s stake has gained since initiation in late November.
McDonald’s braces for the Ozempic revolution
McDonald’s CEO Chris Kempczinski said the fast-food giant sees no major business hit yet from surging GLP-1 weight-loss drugs like Ozempic and Wegovy, but is gearing up for behavioral shifts as pill forms drive wider adoption, emphasizing protein-heavy menu strengths amid lower calorie intake.
Protein Powers Strategy : McDonald’s views its chicken sandwiches and potential tenders as key strengths since GLP-1 users remain keen on high-protein options despite eating fewer calories overall.
Menu Experiments Underway : Executives are testing changes around reduced snacking habits and preferences for less sugary beverages to adapt to evolving consumer choices driven by the drugs.
No Material Impact Yet : The company reported strong Q4 results with 5.7% same-store sales growth beating expectations, showing resilience even as GLP-1 pill availability expands rapidly.
Industry Echoes Concerns : Similar to PepsiCo’s focus on portion control, McDonald’s monitors broader trends where GLP-1 adoption could reshape fast-food demand and eating patterns long-term.
Tariffs have been used since the beginning of the USA. Supreme Court must support these tariffs.
Still well below what will be needed to cover the cost of the BIG BOGUS BILL.