Bejoy 🇺🇸 🇮🇳

America's allies in the Gulf are in a race against time. They need interceptors to handle Iran's counterattack—and they're running out fast. 🔗 on.wsj.com/4r6zswA

Prediction: soon $100 oil will look cheap. The amount of oil and fertilizer and components going thru the straight of Hormuz cannot be offset.

Planting season is fast approaching.

Yikes… I just read somewhere ammo is running low… poker rule: don’t be dumb and raise when hold seven, deuce offsuit

This is unacceptable. Maybe it is time all the Senior Care Workers, Nurses, Engineers, Doctors, IT professionals, Construction Workers should go back to their originating country and rebuild there if they are treated like this.

It is almost getting to that time and it is going to be tragic to see.

JPM Desk still clueless on the ramifications of this. “Magnitude” is clearly not understood

Checking in on Tulsi Gabbard

The Iranian Revolutionary Guard Corps says the Strait of Hormuz is now closed and any vessel attempting to pass through it will be attacked.

That’s one of the world’s major transit routes for oil and gas.

CPI and PPI translations into PCE suggest core prices in January rose around 0.43%, give or take.

That would be the highest month-over-month reading since February (which was +0.448%) and annualizes to 5.3%.

It corresponds to a 3.1% y/y rate, the highest since March 2024, up from 2.6% in April.

Qatar's state-owned energy company halts LNG production after Iran drone attacks

I know the market has a bullish bias ~80% of the time, but the sheer volume of bad takes ignoring the Middle East right now is shocking. The situation in the Strait of Hormuz is a massive macro threat.

I do enjoy reading his writings but I am going to cancel my subscription

Too bad he didn’t take them on talks before he started the war

Proclamation: The day approaches when Bitcoin will vanish like a thief in the night. That which was forged in fraud and sustained by the trade of the wicked cannot stand. In the blink of an eye, the multitudes of riches will be cast down to nothing, leaving only worthless code.

No.. if Canada tried to attack us and had bases across the Caribbean - would we not try and neutralize those bases? Same thing, different location but I am starting to if our leadership did not take that into consideration

Only redact victims names and photos or blur out their faces in videos.

This is not about party … release all files, documents, videos, notes, etc

There are so many bad takes on this war…. It has been <48hrs…

An important through-line is that AI “intelligence” in military applications is used to justify horrors that humans already decided to do (bombing schools), after the fact or as a parallel construction; and the same thing is going to apply to how AI is used for juicing mass surveillance of Americans

Jaw dropping… entire 1.5trillion market cap just a pump? 0 miles recorded in California? Wtf .. not exactly autopilot imho

Jeffrey Epstein appears in a black-and-white portrait overlaying a red-tinted image of a Deutsche Bank sign.

FT exclusive: Tens of thousands of internal emails and documents released by the US Department of Justice as part of the Epstein files paint for the first time a vivid picture of how Deutsche Bank rolled out the red carpet for the serial sexual abuser ft.trib.al/4obT91p

“Beyond flexing” … another ME war incoming with $37 trillion in debt (~120% of debt).

Why?

Why?

👏 this is absolutely necessary! The algorithms should never be the influence of our children.

lol … I have a feeling Mark will bend over and comply

The 'Moon economy' is about to boom. Deutsche Bank thinks this one space stock will benefit This stock is a play on lunar infrastructure and connectivity, the firm said.

😂 .... I don't know where to start

www.cnbc.com/2026/02/12/t...

The best AI insights come from creatives. AI offers no 'net new' spark; it is a synthesizer, not a source. As an AI CEO, I see it as a powerful instrument—but its value depends entirely on the hand that wields it.

lol anything to deflect. No one needs your money for this hommie - we see your name all in the files … the eagerness to party with Epstein.

Pathetic .. thinking paper gonna buy you out of this.

Pope, an avid athlete, extols physical and spiritual benefits of sport in Olympic message Pope Leo XIV, an avid tennis player, marks the start of the Winter Games by praising sports for promoting positive values and fair play.

Pope Leo XIV, an avid tennis player, marks the start of the Winter Games by praising sports for promoting positive values and fair play.

Another excellent take. The creatives see this for what it is and where value stops.