Israeli strikes continue on Southern Lebanon tonight despite Iranian negotiators making a regional ceasefire a redline in negotiations from their side.

Wow

I’m old enough to remember when the Trump administration eased US sanctions on Iranian oil. “In essence, we will be using the Iranian barrels against Tehran to keep the price down,” US Treasury Secretary Scott Bessent said at the time. That was 3 weeks ago. Now a blockade.

Iran Update/My Opinion On Where It Is All Going: After 6 weeks of non stop bombing of Iran by combined Israeli and American strikes conducing tens of thousands of Sorties, significant damage has been done to the Iranian military in particular its air defence capabilities,

Oh yes, we’re going to blow up a VLCC lol. There is not even a remote chance that happens

Live Insider Flow is one of the many things I provide on my trading platform discord Rhodie House Options Intelligence rhodiehouse.substack.com Today's flow was all sales. Anything and everything that I use myself has been packaged up for all of my Discord members to use. The

The 2-year doesn't lie. It tracks Fed expectations closer than anything else in the market. And right now it's sitting above the Fed funds rate for the first time in a while. That's not pricing in rate cuts. That's pricing in rate hikes. Every bull case for stocks at these

Woe to those who manipulate religion and the very name of God for their own military, economic, and political gain, dragging that which is sacred into darkness and filth. #ApostolicJourney #Cameroon vatican.va/content/leo-xi…

24 years old. Fully paid off Costco hotdog. It's not "parents money". It's not luck. It's consistency. It's discipline. I grind EVERYDAY to live this lifestyle.

I just ran my models, and the level of FCI easing from each of the past 3 weeks is shocking. Truly, utterly, shocking. Like 100 bps of rate cuts in a month shocking.

I’m going back to this point about the pilot rescue in Iranian territory, as some people commented on my previous post. President Trump revealed that the United States deployed a total of 155 aircraft. The composition included: • 4 bombers • 64 fighters • 48 refueling

Wait, what?

Kudos to Axios for supposedly wiretapping the Iranian Supreme Leader to confirm a green light, and to CNN for tracking Air Force Two to Islamabad as if it’s a done deal. This is what true journalism looks like these days: churning out endless streams of unverified fake news and

Oh look, consumers expect 7.7% inflation in a year. "Inflation expectations are well anchored" Fire them all!

Sri Lanka's got talent

$MSFT - herein lies the bubble...overpaying due to supply constraints. For calendar year 2026, we expect to invest roughly $190 billion in capital expenditures, which includes approximately $25 billion from the impact of higher component pricing.

Jerome Powell held 63 press conference as Fed chairman and over that time there wasn't a single question about the 40% money supply spike in 2020-21 or $18 trillion increase in the national debt during his tenure as the root causes of inflation. That's either unbelievable

Congrats to Jerome Powell for missing the 2% YoY inflation target for the last 60 months of his tenure as Chair, including his entire second term. 🐐

Lol, free markets bro