Jeffrey J Fritz

Husband/ Father/ Family Man/ Friend/ Realtor/ Real Estate & Equity Investor/ Developer/ Entrepreneur/ Artist/ Lover & Life Warrior

[Jeffrey J Fritz @JeffJFritz]

@theallinpod @Jason @DavidSacks @chamath After hearing the last pod I think it would great for to extend and invite to @DariusDale42 on. Seems like he could enlighten some of you with a refreshing look at a different capitalism. Sacks and the sweater could use the perspective.

[@jason @Jason]

Don’t worry fam, this level of satire will not stand! These videos must be banned!

@BrendanCarrFCC please suspend the license of whoever dared to release this, and @FTC we must ensure that this network is never allowed to prosper! 😂😂😂😂

[Jeffrey J Fritz @JeffJFritz]

@GuoShenCN7 “BTC”

[Jeffrey J Fritz @JeffJFritz]

@ESPNCleveland @egoldie80 @JRCherry3 @TheOGPAW

Hey guys is Danny Green still on the street I think he can help bring energy and shooting, open up the offense! Maybe you guys can break that down.😜#GoCavs

[Jeffrey J Fritz @JeffJFritz]

@Jason @chamath @DavidSacks Instead Mondani this week on the pod let’s talk Trump family grift if consider yourselves balanced critics of the government. I can’t wait for someone to clip all your previous pods on grift and see how much you are looking the other way on now crazy

[Rep. Mike Levin @RepMikeLevin]

This should be on the front page of every newspaper in America.

A Syrian billionaire needed U.S. sanctions lifted so he could cash in on $12 billion in reconstruction contracts.

In an attempt to influence American foreign policy, he proposed a Trump-branded golf course, cut Jared Kushner & Ivanka Trump into a multibillion-dollar real estate deal for a resort in Albania, and had someone physically deliver a stone engraved with the Trump family crest to a Republican Member of Congress with instructions to take it to the White House to get the President's attention.

Trump threw his weight behind repealing the sanctions. They were lifted. The contracts are moving, the Trump family’s deals are expanding, and not a single Washington Republican is willing to say a word about any of it.

This is a corruption of everything the office of the presidency is supposed to stand for, and the American people deserve to know about it.
https://t.co/A4lQE3ktoG

[Jeffrey J Fritz @JeffJFritz]

@jason Let’s start with the Trumps and Lutnicks grift “the government”

[@jason @Jason]

Our government is stealing from us and wasting at least 35% of our tax dollars

The founding principle of America was leaving Kings and their oppression — which came in form of civil liberties and unfair taxation

Here we are folks… fight for the Union or lose our liberty.

Audit everything, immediately.

[Jeffrey J Fritz @JeffJFritz]

@Jason Hmm🪤

[Uzi @UziCryptoo]

6 years of living in Texas and I've come to the conclusion that the no state income tax thing is basically a scam. The property taxes are so high that they negate any savings. We are still paying as many taxes in Texas as we would in California. You save on gas I guess.

[Jeffrey J Fritz @JeffJFritz]

@Jason Please tell me how Texas is going to keep growing infrastructure and not raise taxes or prices. Honestly curious why everyone thinks Florida and Texas are long term solutions! I see trouble in 10-15 years. Plus what if Texas is purple then blue in a few?

[Felix Prehn 🐶 @felixprehn]

Texas just admitted it needs $174 billion for water.

Not for roads. Not for schools. Not for energy. Water. The stuff that comes out of your faucet.

The Texas Water Development Board released the numbers last week. $174 billion over the next 50 years to prevent the state from running out of water. Double the last estimate from 2022.

Texas is adding 17 million people by 2080. A 53% increase. Water supply is dropping 10% over the same period from depleting aquifers. Without action, shortages could cause $177 billion in economic losses by 2030 alone. More than the cost of fixing it.

And it's not just population growth draining the system.

Tesla's Giga Texas factory uses 556 million gallons of water per year. A single factory. Data centers are consuming 0.4% of the state's entire water supply and growing fast. In Austin, data centers and industrial demand are straining a water system built for residential use.

This isn't a Texas problem. It's a global one.

The World Bank just launched a program called Water Forward targeting water security for 1 billion people by 2030. 14 countries signed on. They're calling it one of the defining infrastructure crises of the century.

Water is the only commodity on earth with no substitute. Oil has renewables. Gold has Bitcoin (if you believe that). Copper has aluminum for some applications. Water has nothing. You need it or you die. Every person, every farm, every factory, every data center.

And it's running out faster than any government projected.

Where this creates an investment thesis almost nobody is talking about:

Xylem (XYL). The largest pure-play water technology company in the world. Builds the infrastructure that treats, tests, transports, and analyzes water. Revenue above $8 billion. Every dollar of that $174 billion Texas plan flows through companies like Xylem.

American Water Works (AWK). Largest publicly traded water utility. Serves 14 million people across 24 states. Water utilities are natural monopolies. You can't build a second pipe to someone's house. The customer can't switch providers. Pricing power is absolute and demand is non-negotiable.

Veolia (VEOEY). Global leader in water treatment and waste management. Operates on every continent. When countries need to build water infrastructure from scratch, Veolia gets the call.

Essential Utilities (WTRG). Growing through acquisitions of small water systems. Rural water infrastructure across America is crumbling. Most small systems are municipally owned with no budget to upgrade. Essential buys them, upgrades them, and charges the regulated rate.

Mueller Water Products (MWA). Builds the valves, hydrants, and pipes that make up the physical water distribution network. Every infrastructure dollar spent on water flows through components these companies manufacture.

The Invesco Water Resources ETF (PHO) gives you diversified exposure to the entire water infrastructure chain. When governments start writing $174 billion checks for water, every company in this ETF benefits.

Water infrastructure is the most boring and most inevitable investment thesis on earth. Nobody talks about it because it's not AI and it doesn't have a ticker on CNBC's bottom scroll. That's why it's still cheap.

every week i cover where the money is actually going before it makes headlines. former banker.

https://t.co/1j7Dmb4qHR

(texas just said it needs $174 billion for water. double the last estimate. the state is adding 17 million people while aquifers are depleting. tesla's single factory uses 556 million gallons a year. data centers are draining supply in austin. the world bank just launched an emergency water security initiative for 1 billion people. water is the only commodity on earth with zero substitute. nobody on financial TV is covering this. $174 billion has to go somewhere.)

[Jeffrey J Fritz @JeffJFritz]

@chamath Top (Bus) mind - yes. But your new acceptance of GOV grift, debt, war, chaos is all opposite of your Biden takes. @Scaramucci says “Trumps moves the goal post until you don’t know who you are.” You would be intrinsically stronger now had you supported Trump but held your values.

[Jeffrey J Fritz @JeffJFritz]

@APompliano Big welcome to the investors who have not experienced a 20-30% drawn down bear market. Hopefully they are properly hedged. Or the people who are will capture most the upside. Please help the young bulls position, to be max bulls in the future!

[Jeffrey J Fritz @JeffJFritz]

@ESPNCleveland I stepped outside Rocky River porch, sound like semi truck was passing. Crazy.

[The Wolf Of All Streets @scottmelker]

This war is stupid.

We went to war with Iran under false pretenses. Last year the White House told us Iran had an active nuclear weapons program that we "completely obliterated." Then told us last week that Iran was "days away" from nuclear capabilities. They told us regime change was the goal. Now Trump admits the next government "could be worse." Which is it?

We're running out of precision weapons. The Strait of Hormuz is closed, oil is surging, and shipping lanes are paralyzed. There's no exit strategy, no endgame, and no plan for what comes next - just open-ended conflict in a region we spent 20 years trying to leave.

This was never our fight to start. Iran wasn't attacking the US mainland. There was no imminent threat to American citizens. Yet here we are, bogged down in another Middle East quagmire while the debt piles up and the military-industrial complex cashes checks.

They sold us nuclear weapons that didn't exist. They promised stability and delivered chaos. And now we're stuck holding the bag while gas prices spike and the world wonders if American foreign policy has any coherent strategy at all.

Regime change failed in Iraq. It failed in Afghanistan. And it's failing in Iran before it even starts. When do we learn?

[Jeffrey J Fritz @JeffJFritz]

@chamath @RoKhanna This is great @chamath now point out all the grift done by @realDonaldTrump and the family. Perfect example of how you completely shifted your ideology the last 3 years. You used to call balls and strikes now you’re just a homer for power no longer a trusted or balanced voice.

[Jeffrey J Fritz @JeffJFritz]

@overton_news I think because @SenFettermanPA because the strike was illegal per constitution read it.

[Jeffrey J Fritz @JeffJFritz]

@chamath @chamath Definitely canceling my ChatGPT. Not using a government AI company. I think your miss reading but that is because your to close to the yellow (orange) sun. Everyone point you had 3 years ago are now all opposite. More debt good, More war good, Non-responsible Ai good.

[NBA @NBA]

Tap to watch: https://t.co/MNjgbvKXuy

[Jeffrey J Fritz @JeffJFritz]

@chamath Hey @chamath why don’t you run for CA government, put your money where your mouth is and financial float a candidate or move to Texas. But the constant complaining without action from someone who has the resources is tiresome for us all. @CAgovernor @tedlieu @SpeakerMcCarthy

[Chamath Palihapitiya @chamath]

Taxes in California can make an Uber ride across LA more expensive than an airplane ticket from LA to Miami…

[Jeffrey J Fritz @JeffJFritz]

@TheRealTRizzo @ESPNCleveland @egoldie80 Any chance we get a great coach to save the Browns from themselves who might demands the Browns keep Shedder and build around him to ink him as a coach.

[Jeffrey J Fritz @JeffJFritz]

@Mrcryptoxwhale “done”