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Macro & Rates · Yass: Corporate taxes paid by Amazon equal Bezos' tax liability, debunking 'zero tax' myth

now playing · Macro & Rates

Public Markets & Valuationtailwindscore 9/10jeff yass

Yass: Consumer surplus dwarfs market cap, entrepreneurs capture only 2-10% of value created

Companies like Amazon and Uber create consumer surplus 5x their market cap, meaning founders capture only ~2-10% of total value; vilifying billionaires ignores this massive value transfer t…

Public Markets & Valuationtailwindscore 8/10jeff yass

Yass: US debt sustainable at 13% of $230T wealth, not 100% of GDP

US national debt at $31T is only ~13% of $230T household wealth (7x GDP), a historic low, making the debt/GDP ratio misleading; the real risk is policy destroying the wealth creation engine…

Macro & Ratesmixedscore 7/10jeff yass

Yass: Corporate taxes paid by Amazon equal Bezos' tax liability, debunking 'zero tax' myth

Elizabeth Warren's claim that Bezos pays zero taxes ignores that Amazon pays corporate taxes on his behalf; if Amazon were private, Bezos would pay those taxes directly, making the distinct…

Education Technologytailwindscore 7/10jeff yass

Yass: School choice vouchers could halve education costs and give graduates $300k savings

Government education monopoly wastes $43k/kid in NYC vs <$21.5k for Catholic schools; vouchers would create competition, improve outcomes, and return savings to families, making it the high…

Government Technologytailwindscore 6/10jeff yass

Yass: Voucherize all welfare programs (food, education, healthcare) for efficiency

Government should not run services but provide vouchers (like food stamps), creating a more efficient welfare state; this market-based reform is the best politically achievable solution for…