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Jan 24, 2025
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i am curious what the benchmark was for adam benjamin. the s&p 500? philadelphia semiconductor index? who does he compare himself to? matt: every index that includes the stock market is a benchmark but you start with semiconductors themselves. there are indexes that actually track the industry. that would probably be the closest, if you will, the s&p technology index would probably be the one that he would be using as a benchmark. having said all that, he actually crushed everyone -- one of these indexes. you mentioned the philadelphia index. it is a semiconductor index. the handle -- he handily beat it. there really is not, among the passive group of funds last year, that came close to matching his performance. scarlet: when i think of the chip sector i think of the mutual fund to be that as well. what specific trades did he make? what strategy allowed him to beat this fund and others? matt: there are a handful. but this is exactly what he does. he has of course been bullish on nvidia. before a lot of people were. and he still is. that is a big part
i am curious what the benchmark was for adam benjamin. the s&p 500? philadelphia semiconductor index? who does he compare himself to? matt: every index that includes the stock market is a benchmark but you start with semiconductors themselves. there are indexes that actually track the industry. that would probably be the closest, if you will, the s&p technology index would probably be the one that he would be using as a benchmark. having said all that, he actually crushed everyone --...
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Jan 1, 2025
01/25
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he's really he's not in congress, but his political allies of sorts of john adams and benjamin franklin, who are trying to push congress to get to independence. and there are a number of letters that survive or gates writes to adams and franklin saying, you need to do this and to do that. he's giving benjamin john benjamin franklin advice for how to get john dickenson on board, who is notoriously a holdout on independence. and he insists that britain can never be trusted. freedom isn't possible unless you have independence. and he he says, who cares? setting up the government, you got to get into it. get freedom first and then we'll worry about the government, which now is the best approach. but that was his approach in congress course in july 1776 will declare independence. but that point a month earlier in june 1776, he had been promoted major general in over the course of the revolutionary war. he's going to have a lot of highs and a lot of lows, have a high at saratoga, of course where he's going to oversee an absolutely crucial victory at saratoga, capturing army and others. debate
he's really he's not in congress, but his political allies of sorts of john adams and benjamin franklin, who are trying to push congress to get to independence. and there are a number of letters that survive or gates writes to adams and franklin saying, you need to do this and to do that. he's giving benjamin john benjamin franklin advice for how to get john dickenson on board, who is notoriously a holdout on independence. and he insists that britain can never be trusted. freedom isn't possible...
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Jan 1, 2025
01/25
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but it shows independence hall, which leave that to john adams and benjamin franklin and jefferson. you're sort of talking about all the great people that had something to do with the declaration of independence and the early government and the constitution. >> there was enormous symbolism in jefferson's use of the white house. first of all, he became the first president to shake hands. talk about something that we take for granted today. but that was a defining gesture. >> in addition to his symbolic impact, thomas jefferson is the first president to change the structure, adding colonnades of each side of the home for stables and servants quarters, with the columns to the west of the home still standing today. and he's also the first of several southern presidents to occupy the white house, bringing in slaves to a home partially built by enslaved labor, as was the capitol just blocks away. >> slave labor was involved in the construction of the white house. slave labor was involved in the maintenance of the white house for years and years. it was always there. there was that dichoto
but it shows independence hall, which leave that to john adams and benjamin franklin and jefferson. you're sort of talking about all the great people that had something to do with the declaration of independence and the early government and the constitution. >> there was enormous symbolism in jefferson's use of the white house. first of all, he became the first president to shake hands. talk about something that we take for granted today. but that was a defining gesture. >> in...
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Jan 6, 2025
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john adams even writes about this in a letter, 1790 letter to his friend benjamin rush, where he says, the history of our revolution will be continu b from one end to the other. the essence of the whole will be that dr. franklin's electrical rods smote the ethnd out sprung george washington. that franklin electrifi h and thence forward. thestwconducted all the policy negotiate ation legislations and war. in 1824, in addition to grappling with this founding mythology, america's mind was also heading towards the upcoming 50th anniversary of the declaration of the of independence and america's birthday celebrations. this landmark birthday was an opportunity to look back and celebrate. but after years of war and political division, patriotism and unity were waning. and it really didn't seem that many were in a celebratory mood. the country was under the presidency of james monroe, who first was elected in 1816. in the aftermath of the war of 1812, monroe wanted to continue the sense of national unity, and he viewed political parties as the source of division within the country. it's reall
john adams even writes about this in a letter, 1790 letter to his friend benjamin rush, where he says, the history of our revolution will be continu b from one end to the other. the essence of the whole will be that dr. franklin's electrical rods smote the ethnd out sprung george washington. that franklin electrifi h and thence forward. thestwconducted all the policy negotiate ation legislations and war. in 1824, in addition to grappling with this founding mythology, america's mind was also...
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Jan 6, 2025
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adams. samuel tid don. -- tildon. that led to the legislation you referred. to grover cleveland to benjamin harrison in 188. but as we know, he came back again to the white house on a second try. and then al gore in 2000 to george w. bush and hillary clinton in 2016 to donald j. trump. so when people watching that from outside the united states see this disparity between the two, how do they react? guest: with questions. mostly. if they just don't outright shake their head and say, you guys do it wrong. so it's really tough to explain to folks that, yes, you can have, i mean, theoretically dozens more millions of votes than the other person and ultimately not have the power come january 20. so it is a system that takes some explanation and even when you get down to explaining exactly how it plays out, let alone the steps you just brought up on the screen of how many steps it takes to be sworn in, it really is a difficult system to explain to folks who just say, this is the one national representative we have, shouldn't it just be the one who gets the most votes? host: i looked to see whether or not there we
adams. samuel tid don. -- tildon. that led to the legislation you referred. to grover cleveland to benjamin harrison in 188. but as we know, he came back again to the white house on a second try. and then al gore in 2000 to george w. bush and hillary clinton in 2016 to donald j. trump. so when people watching that from outside the united states see this disparity between the two, how do they react? guest: with questions. mostly. if they just don't outright shake their head and say, you guys do...
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Jan 7, 2025
01/25
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adams. samuel tid don. -- tildon. that led to the legislation you referred. to grover cleveland to benjamin harrison in 188. but as we know, he came back again to the white house on a second try. and then al gore in 2000 to george w. bush and hillary clinton in 2016 to donald j. trump. so when people watching that from outside the united states see this disparity between the two, how do they react? guest: with questions. mostly. if they just don't outright shake their head and say, you guys do it wrong. so it's really tough to explain to folks that, yes, you can have, i mean, theoretically dozens more millions of votes than the other person and ultimately not have the power come january 20. so it is a system that takes some explanation and even when you get down to explaining exactly how it plays out, let alone the steps you just brought up on the screen of how many steps it takes to be sworn in, it really is a difficult system to explain to folks who just say, this is the one national representative we have, shouldn't it just be the one who gets the most votes? host: i looked to see whether or not there we
adams. samuel tid don. -- tildon. that led to the legislation you referred. to grover cleveland to benjamin harrison in 188. but as we know, he came back again to the white house on a second try. and then al gore in 2000 to george w. bush and hillary clinton in 2016 to donald j. trump. so when people watching that from outside the united states see this disparity between the two, how do they react? guest: with questions. mostly. if they just don't outright shake their head and say, you guys do...
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Jan 3, 2025
01/25
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the left of him is john adams, whom trumbull in london, where he was ambassador between the two of themor roger sherman, robert livingston. and then to right of jefferson is benjamin. and then of the 42 men seated and standing are the other members of the second continental congress. all the signers plus john dickinson, the man in e hat at the back of the room, will not sign. now we can. anything on e piece paper that jefferson is handing to john hancock, theeated president of congress, can't see what the declaration says, but trumbull shows us things about the kind of society and government that these men want to have. one thing is that they're all civilians and there's a war on. we can see the battle trophies on the back wall. those are captured british flags and drums. and george washington had worn his uniform to the second continental congress. he's already he's already been sent to be commander in chief a year earlier. so all of these men are civilians. there are no men on horseback in this room. they're also all peer. there are a couple of wealthy men here. robert morris is one of the men seated in the row of sitting figures, kind of in the middle left in t
the left of him is john adams, whom trumbull in london, where he was ambassador between the two of themor roger sherman, robert livingston. and then to right of jefferson is benjamin. and then of the 42 men seated and standing are the other members of the second continental congress. all the signers plus john dickinson, the man in e hat at the back of the room, will not sign. now we can. anything on e piece paper that jefferson is handing to john hancock, theeated president of congress, can't...
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Jan 2, 2025
01/25
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adams whom trumbull painted in london where he was ambassador. between the two of them are roger sherman and robert livingston and then to the rit of jefferson is benjaminnklin, and then the 42 men seated and standing are the other member of the second continentacongress, all the signers plus john dickinn, the man in the hat at the back of the room who will not sign. now we can't see anything on e piece of paper that jefferson is handing to john hancock who is the seated president of congress. we can't see what the declaration says, but trumbel shows us things about the kind of society in government that these men want to have. one thing is that they're all civilians. when there is a war on we can see the battle trophies hanging on the back wall and those are captured flags and drones and george washington had worn his uniform to the second continental congress, but he had been commander in chief. all these men are civilians and no men on horseback in this room. they are also all peers and there are a couple of ealthy men. he is seated in the middle left in e light colored suit. he's the merchant prince from philadphia. behind him engaged in a little co
adams whom trumbull painted in london where he was ambassador. between the two of them are roger sherman and robert livingston and then to the rit of jefferson is benjaminnklin, and then the 42 men seated and standing are the other member of the second continentacongress, all the signers plus john dickinn, the man in the hat at the back of the room who will not sign. now we can't see anything on e piece of paper that jefferson is handing to john hancock who is the seated president of congress....