Anticipation -- October 27, 2024

Locator: 48666ISRAEL.

Israel: having spent a lot of time over the weekend reading the various reports and the social media response, one really gets the feeling that armchair analysts -- professional and amateur -- have no idea how big a story that the Israeli response was.  

One hundred aircraft, most of them older model fighters (F-16s and F-15s) and only a few stealthy fighters, slow-moving tankers, and I assume AWACS, and telegraphing Iranians and Washington, DC, the attack was about to come, and not one a/c was lost. Surgical strikes and not hitting oil and nuclear sites per Biden's demand. And from what I can tell, Iran's entire air defense system was taken out. 

Unit 669: link here.

WTI: plunging today. Speaks volumes about the Israeli surgical strikes.

The market: maybe armchair analysts -- professional and amateur -- don't get it, but investors (and traders) certainly do. Look at futures.

McDonald's: I like the decisiveness of the CEO. Doesn't wait to make a decision once the "all-clear" is given. Good for them. Link here. Screenshot below from CNBC.

NVDA, link here:

Presidential election: everything suggests that a lot of folks on either side of the aisle are going to be very, very, very disappointed. The other story is how "scared" a lot of CEOs appear to be with the thought of a Harris presidency.