Western Official estimates Iran likely has just days of missile strikes left - WSJ.
04.03.2026 15:37 β π 0 π 0 π¬ 0 π 0Western Official estimates Iran likely has just days of missile strikes left - WSJ.
04.03.2026 15:37 β π 0 π 0 π¬ 0 π 0Oman: We're getting report of a cargo ship coming under fire.
04.03.2026 14:36 β π 0 π 0 π¬ 0 π 0
Iran denies intelligence ministry reached out to CIA for talks.
Iran's semi-official Tasnim cites ministry source in a NYT report.
Brent crude #oil +18.1% over the past 5 days ... biggest jump since March 2022
03.03.2026 11:54 β π 3 π 3 π¬ 0 π 0Trump orders ALL Federal agencies in the US Government to immediately stop using Anthropic's technology.
27.02.2026 20:57 β π 4 π 4 π¬ 1 π 0
US National Debt as % of GDP...
1975: 33%
1985: 40%
1995: 65%
2005: 61%
2015: 101%
2025: 122%
Fed's Waller: Citrini report on AI overstates the risk to jobs.
The Fwd P/E of the Tech sector is now at PAR with Consumer Staples.
In other words, the market is now valuing Tech at the same multiple as boring/slow growth Staples companies.
That has only happened 3 times in the last 7 years: COVID, the 2022 Bear Market, and Liberation Day.
With the imposition of tariffs, Pres. Trump promised a "manufacturing boom".
WRONG.
The Joint Economic Committee of the US Congress reports that 108,000 jobs have been lost in manufacturing in Trump's first year in 2025.
At its 2021 peak, Adobe was trading at over 22x sales, the highest valuation in its history.
After a 64% drawdown, it now trades at 4.4x sales, which is less than half of its historical average valuation (8.9x).
Adobe is down over 64% from its peak, the biggest drawdown in the stock since March 2009.
24.02.2026 06:23 β π 6 π 2 π¬ 0 π 0The S&P 500 fell 1% today, its 4th daily decline so far this year with a loss above 1%. Expect to see many more days like today throughout 2026 - the average year since 1928 has 29 large declines. This is the price of admission.
24.02.2026 06:21 β π 5 π 3 π¬ 0 π 0Trump: General Caine thinks war with Iran can be easily won - Truth Social.
23.02.2026 21:14 β π 2 π 0 π¬ 2 π 0
US House Speaker Johnson: Congress is unlikely to codify Trump's tariffs - Politico
IBM stock, $IBM, falls over -10% after Anthropic announces that Claude can streamline COBOL code.
23.02.2026 19:39 β π 289 π 79 π¬ 39 π 235Trump reiterates: I do not have to go back to Congress to get approval of tariffs - Truth Social.
23.02.2026 14:52 β π 5 π 0 π¬ 0 π 0Trump: Any nation that wants to play games with the Supreme Court decision will be met with a much higher tariff, and worse - Truth Social
23.02.2026 14:45 β π 5 π 1 π¬ 1 π 2
Trump on tariffs: US Supreme Court βaccidentally and unwittinglyβ gave the president 'far more powers and strengthβ than before
Trump on tariffs: Other tariffs can all be used in a much more powerful and obnoxious way.
The EU is set to freeze US trade deal approval over Trump tariff risk
Fascinating chart showing the S&Pβs average path throughout the year for all years versus midterm years.
22.02.2026 15:08 β π 1 π 0 π¬ 1 π 0Tariff decision reality check
21.02.2026 17:04 β π 3 π 1 π¬ 0 π 0
By striking down Trump's IEEPA tariffs, the Supreme Court nearly halved the effective tariff rate, down to 9.1% from 16.9%.
But rates are still far above pre-2025 levels.
TRUMP RAISES GLOBAL TARIFF TO 15%
21.02.2026 16:59 β π 1 π 1 π¬ 2 π 0Trump: Many of the trade deals stand, some won't. They will be replaced.
20.02.2026 18:59 β π 0 π 0 π¬ 1 π 0Trump: The 10% tariff is effective, I think, 3 days from now.
20.02.2026 18:52 β π 0 π 0 π¬ 0 π 0Trump: The process is more complicated, but we can take in more tariffs.
20.02.2026 18:51 β π 0 π 0 π¬ 0 π 0Trump: I don't have to work with Congress on tariffs.
20.02.2026 18:51 β π 1 π 1 π¬ 0 π 0
Trump: 10% global tariffs for a period of about 5 months.
Trump on tariff refunds: We'll be in court for the next five years.
Trump on trade deals: 10% tariff straight across the board.
Trump: There is no need to ask Congress for additional action.