Locator: 48576WILDFIRES.
Locator: 48576ARCHIVES.
Update
Later, 5:15 p.m. CT: the biggest winner in the Mideast, other than Trump? Saudi Arabia. I don't think folks realize how transformative The Strike will be. Israel has neutralized:
- Syria;
- Hamas;
- Hezbollah;
- Iran.
Later, 5:12 p.m. CT: is Oracle the new poor man's Palantir? I may have missed Palantir (my bad) but I did not miss Oracle:
Later, 5:06 p.m. CT: link here. Wow, wow, wow. What a debacle. It's lead article this issue and completely missed the target. Timing could not have been worse. If you can't read the small print:
Trump’s election as President has been considered a bigger threat to our security than Putin’s invasion of Ukraine,” a former secretary-general said. “That’s embarrassing.”
Donald Trump will shape:
- the new NATO;
- the new Mideast;
- probably not Ukraine, but hard to say.
Trump arrives at NATO stronger than ever.
Original Post
USDA "roadless rule" rescinded. Link here. Poppycock at The Verge.
The Strike, link here to The WSJ, a video explanation. Love seeing the B-2 in flight.
ISO-NE:
- steady at $300 / MWh;
- spikes to $430 / MWh.
EV cargo ship: burns and sinks in northern Pacific, north of Aleutian Islands.
NASDAQ 100: closes at an all-time.
- Mag-7: all end in three green, except TSLA and AAPL;
- AAPL: down $1.20 but manages to stay above $200.
Market surges today:
- if oil and shares in oil companies plummeted; and,
- if defense industries plunged today; and ...
- well, what's left?
- tech. See below.
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Commentary
WTI: down about 14% since the strike. Wow.
The strike: talking heads are completely missing the big story.
The big story is never "behind us." The big story is always in front of us. The big story is always "what comes next?" Right now: the US is back and we have a "young" Chairman, Joint Chiefs of Staff, whose background is the United States Air Force.
US:
- awash in oil;
- owns the AI sector:
- military might? Iran: "what just happened?"
The Mideast: the map is being re-shaped as we talk. Who are the cartographers? Trump and Netanyahu.
The Mideast: talking heads still don't get it.
Biggest laggards in a surging market today: US defense stocks, like Lockheed Grumman.
Shaming Biden: it appears the mainstream press can't get enough of bashing Biden. Those folks bashing Biden are bashing the wrong Biden. That Biden's pronouns are "she," "her," and "hers."
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Market
