Wall Street’s favorite measure of equity valuation, the Buffett Indicator, sits above 200%, a level never seen before.

Yet Fed Chair Powell is signaling a rate cut in September.

That has never happened before.

So what does it mean for you, your job, your business? The Buffett Indicator compares the total U.S. stock market cap to GDP, a gauge Buffett once called “the best single measure” of valuations.

Historically, 70–80% meant undervalued, 100% fair, 150%+ bubble.

Today it sits near 200%, a level never seen before in history.

Meta can comfortably throw out $100M pay packages to AI engineers without hurting its margins, thanks to OBBB.

This reverse Robin Hood bill hands Big Tech near-unlimited resources.

OBBB is changing America’s corporate landscape in ways you’ve never imagined.

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Thanks to the OBBB tax windfall, Meta is benefiting from about $10.9B, close to 25% of its free cash flow.

These tax credits help Meta and big corporations invest in AI without hurting margins and keep Wall Street happy.

The cycle continues, all funded by tax dollars.

Heroin past. Steroid today. Anti-vax millionaire.

RFK Jr.’s Children’s Health Defense wasn’t a mission; it was a business model.

CHD raised $23.5M in 2022, selling fear of vaccine.
RFK Jr. cashed in on distrust and fear, then took the reins of American health.

THREAD🧵 Follow the money: Children’s Health Defense (CHD) transformed vaccine fear into a fundraising engine.

$470 K (2015) → $1.1 M (2018) → $6.8 M (2020) → $23.5 M (2022)

Here’s how the panic paid off: mass-audience pipeline and merch & media.