“Hormuz TACO Index”

bsky.app/profile/anad... ht: @jr705.bsky.social

Thanks, everyone for your opinions on "The Odyssey." The comment period is now over.

rsarah eisen "thanks mamdani" in a reference to pulte homes in florida stats. ht: @jr705.bsky.social

Trump's America

@ivanthek.bsky.social relative?

And the Eva Braun journalism award goes to... cc: @jr705.bsky.social

Shorting stocks

ES & SPX daily

"With malice toward none with charity for all with firmness in the right as God gives us to see the right let us strive on to finish the work we are in to bind up the nation's wounds…

“.. American farms are on the verge of losing their dominant export status ... last year, the US exported $171 billion of agricultural goods (per @USDA), just $2 billion more than the export total claimed by Brazil ..” @financialtimes.com (via Schwab)

ht: @theonion.com US Dignity Reserves Nearly Depleted

“.. Ives didn’t return requests for comment for our cover story, his representatives declined our requests to interview him, and he blocked both of us on LinkedIn and X.” @barronsonline.com www.barrons.com/articles/dan...

Ships transiting the Strait of Hormuz today = One. Yeah.

Hey let's get some indexers and Nasdaq on the record about how and why they bent their rules for Elon Musk and how that is resulted in a debacle for passive investors as #$SPCX has lost > 22% in 9 sessions since being jammed into the NDX

“there’s so much peace breaking out“ - @fearlicious.bsky.social

@fearlicious.bsky.social NQ trades down to the dog’s 1st obj this am

#$SPCX IPO investors.

“.. The cost of refining a barrel of crude oil is at an all-time high due to the twin crisis of the Strait of Hormuz and Ukraine's bombing campaign against Russian refineries ..” @bloomberg.com @javierblas.bsky.social

> @cnn.com #$DJT www.cnn.com/2026/07/16/u...

There are ways to ask important, but sensitive, questions without being disrespectful. Too many reporters seem too fragile or fearful to do this. They should find another line of work.

OSSOFF: “.. Isn’t it humiliating to be unable to answer this question? To have to indulge the President’s delusions?”

👀 👀

beware of the ides of July

@fearlicious.bsky.social almost

Waller's speech is full of all kinds of forward guidance--reaction function, near term policy, views of data & the economy (cats do not like herding) and he sounds like he is leaning toward hikes sooner rather than later unless we see solid progress on inflation

Thanks for putting the partly baked idea in his head

'launch leadership'

In today's AYFKM: we are apparently now going to keep the Strait of Hormuz open by force. And we will charge 20% on the value of shipments. So the plan seems to be American sailors in harm's way and permanently higher prices for oil and other goods. 🤷🏻‍♂️

24-hour Hormuz traffic rolling over sharply ... now at just 3. - Schwab

ES & #$SPX daily

Iran is closing the Strait in honor of Lindsey’s death

This did not happen

someone alerted him what happened on his cease fire over comment. Still still early in the day so he was awake enough to listen

ht: @jr705.bsky.social www.cnbc.com/2026/07/09/a...

ES & #$SPX daily

Who’s remained dead longer: Mitch or Francisco Franco #GIK

The Iran war’s cost to Americans has already climbed well beyond early estimates, with an $87 billion funding request pending, 13 troops killed, and some 400 injured. #Iran #war #taxes

CNN: “The FAA is alerting air traffic controllers nationwide that Palm Beach International Airport’s three-letter identifier changes overnight from PBI to DJT as the airport is officially renamed Donald J. Trump International Airport.” @cnn.com

“.. On the same day you approved major disaster declarations for several Republican-led states, you chose to leave Rhode Islanders out in the cold,” the state’s congressional delegation .. told Trump in a letter Monday. @politico.com www.politico.com/news/2026/07...

Mitch McConnell to star in season 2 of Widow’s Bay #nailed #it

Trump has called FIFA to reinstate the cease fire

My thesis is wrong.. I thought kleptocracy was bearish on mkts… turns out it’s the opiate that foments wars and promulgates the klept