Locator: 51183MISC.
Mideast: fifth consecutive day of allied attacks on Iran.
US LNG exports:
- page 1: Putin cuts off natural gas to Europe (a long time ago)
- page 2: now, the Strait.
- Quick, who's leading Iran. now?
- The Supreme Leader of Iran is Mojtaba Khamenei or IGRC?
- Certainly not "the moderates," and the term is used loosely.
TSM: big news overnight but lost in all the other chatter ... from a reader ...
PGA (golf): Open this week/weekend.
Mostly just observations and stories that interested me.
The market: acting very strange today. Some great buying opportunities, but market seemed to pivot around 1:30 p.m. ET -- influencers, traders just came back from 3-martini lunch.
WTI: is down about 1%; now trading at $79. Why does this interest me?
- this comes on a day that Iran:
- says they aren't backing down; and,
- they have announced they're ready to get the Houthis involved to shut down other oil routes;
- as noted prior: the Mideast, currently, appears irrelevant to US investors
- what will move price of WTI?
- China; and,
- SPR.
Taxes: huge earners moving to no-income-tax states (TX, FL, TN)
- even if Governor Newsom gets his way for a national / federal "high-net-wealth-tax" (which won't happen for at least five years:
- states like California, New York, won't stop their programs;
- money going to the feds doesn't necessarily help individual states much;
- DOW/DOD; HHS; and debt will simply suck up all that extra income.
- being reported in some mainstream media, not others.
- my link is being blocked by the host. Nothing new; that source has always been blocked.
- top Google link: Kiplinger, April 6, 2026; link here.
- so I asked Gemini for NYT links -- result:
TSM: another $100 billion for its chip-making plant in Arizona. Link here.
TSM: profits soar. Link here. Shares dip.
Investing: for the family, not for general readership -- I pivoted from tech to health about a year ago.
- I still buy tech when opportunities are too good to ignore; but,
- I generally stick with ETFs with regard to health, and,
- I am tip-toeing into banks.
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Disclaimer
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Longer version here.
