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Warm-Up
- WAR! (or is it?)
- Tesla Robotaxi Update
- Japan's rice problem
- Drink up! New guidelines coming...
Markets
- Not phased by Iranian attack - (well planned attack for markets - timing, newsflow and narrative of "successful mission")
- A ceasefire now - quick wars!
- P/E forward nearing 22
- Leading indicators - dropping
- VERY Resilient overall - dips are for buying
- NASDAQ 100 closing in on all-time highs - triple top
Dropping the F Bomb - 7am CNBC
- " Two counties that have been that have been fighting so long and so hard that they do not know what the "F***ck" they are doing"
Oil
- Drops from high of $78 to $66
- Iran bombing news spikes the price on Sunday night - and then....free fall....
Tesla
- Everyone is a flutter about the RoboTaxi test in Austin
- Stock moved up 10% on the news Monday
-- Everyone knows it is a long haul - but the hope and the promise is something that investors live on
- Tesla Robotaxis spotted speeding, making improper turns on first day of service, according to Bloomberg
HAMMER
- Defense Secretary Pete Hegseth, alongside Chairman of the Joint Chiefs General Dan Caine, in a news conference Sunday, reviewed operational details of Saturday’s “Operation Midnight Hammer,” the well-concealed strikes against nuclear development facilities in Iran that both men called an “incredible and overwhelming success.”
- “We have completed our very successful attack on the three Nuclear sites in Iran, including Fordow, Natanz, and Esfahan,” President Donald Trump said Saturday.
- Bunker Buster Bombs - lots of them
- Was it a success?
-- Monday: Iran coordinated the attacks on U.S. base in Qatar and gave officials advance warning to minimize casualties
Interesting
- Online job listing company CareerBuilder + Monster filed for Chapter 11 bankruptcy pr
Published on 2 months ago
