Dan Morris

Investment advisor with High Point Financial Group, Lakewood, CO. Changing lives as a dad and working with non profits to serve our community.

[Adams County, CO GOP @Adams_GOP]

🚨 THE DEATH OF COLORADO PUBLIC EDUCATION: Schools Bleed Out While Out-of-Touch Politicians Collect Rewards 🚨
Don't let the mainstream spin fool you. The mainstream media wants you to celebrate a measly per-student funding bump ($377 to $528) from the 2026 School Finance Act. But here is the terrifying reality: Our schools are still facing mass closures, massive budget deficits, and skyrocketing class sizes. The math doesn't lie, even if the politicians do. In Adams 12 alone, we are losing 1,400 students next year, erasing $16 million from the budget. This new state money isn’t a raise—it’s a pathetic refill that barely catches the district before it plummets further.

The Real Destruction Across Our Districts:
Adams 12: Planning to permanently close 5 to 7 schools by August 2027. Class sizes have already exploded from 28 to 35 students.

Jeffco: Eliminating 139 positions while suffocating under a $60 million budget shortfall.

Westminster: Voted unanimously to close two campuses and completely eliminate middle school grades at five schools.

The Teacher Exodus: Veteran teachers with over two decades of experience are literally mowing lawns on the side to make ends meet, while others flee to better-paying districts.

The Height of Incompetence and Political Favors
While our kids suffer in overcrowded classrooms, the "leadership" responsible for this disaster is getting promoted. Look no further than Lori Goldstein, President of the Adams 12 School Board. Under her completely incompetent watch, the district has cratered, losing over 6,000 students since 2018.

But instead of being held accountable for failing our community, Goldstein was handed a special favor—appointed as a State Representative. Why? Because she has proven she is perfectly willing to ignore sound judgment, silence parental concerns, and blindly carry the party line at the absolute expense of our children. It's the ultimate insider back-scratching while local families pay the price.

The Single-Item Yard Sale & Academic Collapse
The Democrats running this state are utterly incapable of managing anything more complex than a single-item yard sale. Their entire playbook consists of one line: "More money per student!" Yet, despite throwing money into a broken system, academic performance is tanking. Under this failed leadership, Adams 12 schools received a miserable 55.6% performance score—essentially at par with a failing Chicago public school. Inflation, rising health insurance costs, and crumbling infrastructure are outstripping their band-aid bills. They have left our schools academically bankrupt and completely dependent on the whims of the state legislature rather than stable local funding.

Families have had enough. People are aggressively choosing home school options or packing up and moving out of state entirely just to rescue their children from this systemic collapse.

Our school boards will finalize these devastating budgets in June, and they’ll be begging you to give up your TABOR refunds in November to fix the cliff they drove us over. Stop rewarding incompetence. Our kids deserve leaders, not party-line puppets.

#SaveOurSchools #Adams12 #ColoradoPolitics #EducationCrisis #AccountabilityNow #FixCoSchools #AcademicFailure

https://t.co/3XzA6Y1vXC

https://t.co/Rg2k0rD9DF

[NocheSinRostroX @NocheSinRostroX]

Mi hermano me quitó la herencia… pero no esperaba lo que hice después.

El día que leyeron el testamento de mi padre
mi hermano sonrió.

Todo estaba a su nombre.

La casa.
El negocio.
El dinero.

Yo no recibí nada.

Ni un peso.

Mi familia esperaba que gritara.

Pero solo dije:

—Está bien.

Durante meses trabajé desde cero.

Dos años después abrí mi propio negocio.

El mismo día de la inauguración apareció mi hermano.

La empresa que heredó… había quebrado.

Me miró y dijo:

—Necesito trabajo.

Pude decirle que no.

Pero le respondí algo que lo dejó en silencio:

—Empiezas mañana.

Porque él heredó el dinero.

Pero yo heredé los valores de mi padre.

[The Factor Report @PeterLBrandt]

This is one of the most powerful speeches I have heard in my life. Rubio summarizes the death fate Europe faces with its current policies and presents the hope western culture can embrace if can turn it around.

[FRANCESCO @francescoxio]

Most beautiful message you will listen today. From a true legend.

[Dan Morris @golfdm]

@TommiPedruzzi Freedom

[Dan Morris @golfdm]

@MrNQDC Playbook

[Dan Morris @golfdm]

@MrNQDC Great idea and organization!!

[Mr NQDC @MrNQDC]

You might be the family CFO…but if something happened to you today, could they find anything?

Every family has one person who knows every account, bill & log-in

While the others are flying blind

A 1-page “Family Playbook” ends the chaos

RT + reply “playbook” & I’ll DM it to you (must be following)

[Dan Morris @golfdm]

@TheRich_Gospel Amen

[Dan Morris @golfdm]

@DFitpreneur Happy

[0️⃣BlackBetty ⚓️ @BabyD1111229]

A teacher gave each student a balloon, who had to inflate it, write their name on it, and throw it down the hall. The teacher then mixed up all the balloons. The students were given 5 minutes to find their own balloons.

Despite the frantic search, no one found their balloon.
At that point, the teacher told the students to take the first balloon they found and give it to the person whose name was written on it.

Within 5 minutes, everyone had their own balloon.
The teacher said to the students: "These balloons are like happiness.
We will never find it if everyone looks for their own. But if we care about the happiness of others, we will find our happiness too."

May your day be filled with happiness. ❤️

[Dan Morris @golfdm]

The List - 2025 Easterseals Disability Film Challenge Entry https://t.co/pjqsMA90mK via @YouTube

[Darius Dale @DariusDale42]

Good morning, and God bless, #Team42!

Today’s Key Macro Question(s): Tradeable low or bottom… round II?

Stocks are rallying across the globe this morning, as macro-unaware investors demonstrate their Pavlovian response to a 20% decline in the S&P 500. Indeed, down 20% is usually when the Fed bails them out. As we coached investors throughout the 2022 cross-asset crash, however, “you don’t buy when there is blood in the streets; you buy when there is a catalyst to clean it up.”

Fed liquidity—everyone’s favorite and most obvious bear market bottom catalyst—is likely months away. There simply has not been enough damage to the labor market to justify easing policy with inflation still comfortably above their preposterous 2% target and heading higher over the medium term.

The Fed will offer the QE we’ve been presaging since last fall if it becomes concerned enough about financial stability (e.g., no new credit issuance in Dec-18; repo market carnage in Sep-19). We are not there yet. The Fed firefighters are not yet in the fire truck, which means their fire hose of liquidity is “a long ways” away, to quote Fed Chair Jay Powell. They are still watching TV upstairs in the fire station.

On the trade war front, Trump sowed confusion Monday by refusing to clarify what concessions would lead to lower tariffs or whether he’d drop them below 10%. Trump rejected the EU’s offer to eliminate industrial goods tariffs and threatened China with a 50% import tax. Trump also doubled down on his tariff threat against China, while potential exemptions remained vague and undefined.

China vowed retaliation Tuesday, with the Ministry of Commerce boldly stating “The US threat to escalate tariffs on China is a mistake on top of a mistake. If the US insists on its own way, China will fight to the end.” Trump’s 50% tariff threat would have lifted the 2025 cumulative China import tariff rate to 104%, effectively doubling prices on Chinese goods. China’s state-backed funds stepped in to stabilize markets, the PBOC pledged support to sovereign funds, and the yuan was guided lower.

Trump hasn’t spoken with President Xi since taking office — the longest any US president has waited to call a Chinese counterpart in two decades. The Communist Party’s official paper declared Beijing no longer harbors illusions of a deal and is now focused on economic insulation.

Xi recently pledged a policy shift toward supporting domestic consumption as tariffs hammer exports, which accounted for one-third of China’s GDP last year. Despite decoupling rhetoric, supply chain complexity makes immediate US corporate independence from China unrealistic. For example, Apple $AAPL still ships ~80% of iPhones from China.

Ahead of the start of Q1 earnings season this Friday with big banks set to report, Wall Street strategists are responding to the crash we surgically called—and spared 42 Macro clients from—and are now waving red flags. BlackRock cut US equities from overweight to neutral. Goldman Sachs sees a possible cyclical bear market.

S&P 500 Q1 earnings growth is now seen at 6.7%, down from 11.1% when Trump won the election in November. Full-year 2025 projections have dropped to 9.4% from 12.5%. Why earnings would grow at all in 2025 is a question that investor consensus has yet to seriously entertain.

Why? Because most bottom-up investors wait around for the companies to tell them. As always heading into economic downturns, the companies don’t know. They’ll blame “uncertainty” instead of acknowledging cyclicality in their business, their industry, or the broader global economy—prolonging the bear market in the process.

If earnings were the only thing that mattered stocks—and, to be clear, they are not—stocks are unlikely to bottom until the global buy side gains confidence that their haircut to earnings is roughly in the area code of accurate.

Lastly, the Senate’s budget resolution faces stiff resistance in the House, where conservatives reject a plan that maintains $2tn in cuts but grants Senate committees broad latitude to cut just $4bn. Speaker Mike Johnson is under pressure from House Republicans as he pitches the Senate’s budget framework to back President Trump’s economic agenda.

House deficit hawks blasted the Senate’s far-more-stimulative budget resolution as it was ideologically inconsistent with their desire to rein in spending:

“The Senate is profoundly unserious about spending restraint,” said Representative Chip Roy (R-TX).

“I think it’s a joke,” said Representative Michael Cloud (R-TX).

“What we need is real reconciliation instructions that’s going to constrain spending,” said Representative Scott Perry (R-PA).

“It’s gotta be the $2 trillion in cuts” that the House outlined,” said Representative Ralph Norman (R-SC).

Trump backed the Senate budget resolution last week and may now need to do the political whipping himself to sway House holdouts. “THE HOUSE MUST PASS THIS BUDGET RESOLUTION, AND QUICKLY — MAKE AMERICA GREAT AGAIN!” Trump posted on Truth Social yesterday.

Johnson wants the Senate’s budget passed with zero tweaks, as any change would require restarting the Senate’s drawn-out vote-a-rama process. If tax cuts were the only thing that matters to broader risk assets—and, to be clear, they are not—investors likely need to see the Senate win this debate, as their tax plan calls for a substantially larger package of debt-financed tax cuts. That represents a larger positive fiscal impulse that could be used to chop off the left tail of consensus sales, earnings, and GDP estimates that are still too high.

All told, until the Fed signals QE, companies broadly “kitchen sink” their 2025 sales and earnings guidance, and/or Congress legislates a larger tax relief and spending (for the border and national defense) package that represents a much more positive fiscal impulse than what deficit Hawks in the House prefer, investors should treat every rally in risk assets as a mere bounce from a tradeable low, as opposed to the actual bottom. Print this paragraph out and leave it on your desk for the next 2-3 quarters.

If you found this note helpful, please like and share. Thank you!

Consistently making money and protecting gains in financial markets require a lot of time, expertise, and computational power. Investors partner with 42 Macro because we do the heavy lifting and answer the hard questions for them. See for yourself: https://t.co/LQvjX7i7qY.

Have a great day!
-Skipper

[MindSpark @mymindspark]

One great teacher can transform a student’s entire future. This season, let’s thank the educators who change lives and shape brighter tomorrows.

Thank you, teachers—you are the heart of education! ❤️

#ColoradoGives #Education #Thankful #ThankYouTeachers

[The General @1776General_]

Now I understand why the NC Sheriffs were forming militias.

[Dan Bongino @dbongino]

In ANY sane world, this report would be the end of Border Czar Kamala Harris’ campaign. 👇🏻

[Suz C @inspireSRC]

This is perfection, Dave!! @RubinReport
Please re-post!!!

[MAGA Voice @MAGAVoice]

HOLY SH*T 🚨 California Sheriff Exposes Gavin Newsom and his WOKE POLICIES by saying:

“Our Public Safety Policy is one of the worst if not the worst in the nation” OMG 👏

Gavin Newsom doesn’t want you seeing him get DESTROYED by this California Sheriff

[Paul A. Szypula 🇺🇸 @Bubblebathgirl]

Reagan: “We dont have inflation because the people are living too well. We have inflation because the government is living too well”