Every time the Strait of Hormuz appears in the news, the headline is always the same: OIL! OIL! OIL! 🛢️ Because clearly the only thing moving through that tiny waterway is oil. Not LNG from Qatar, not petrochemicals, not fertilizers, not aluminum, not the mountain of industrial materials modern economies depend on. Nope. Just oil. But I understand — we have to keep things simple for readers. Apparently if we mention more than one commodity, people might get confused. 🙃
Contradictory US Statements on Iran Conflict Fuel Market Turbulence
$S&P 500(.SPX)$ For those in Asia, futures casino and normal casino will open 1 hour earlier this week relative to our time. Happy Trading [...gambling] all [Grin] [Facepalm] [Miser]
Every day the news is the same blockbuster headline: “So-and-so buys 1 million shares!” 🚨 Five minutes later: “So-and-so sells 1 million shares!” 🚨 Wow. Groundbreaking journalism. Truly Nobel-Prize level analysis. Let me say this for the one-million-and-first time: the stock market is a zero-sum trade at the transaction level. If someone buys 1 million shares, guess what miracle must occur? A person and or a group of people just sold 1 million shares. 🤯 So the real question isn’t “Who bought or sold?” The real question is which side is the bigger goondu. But the financial news will write it like that: “Genius billionaire buys 1M shares!” “Unknown peasants dump 1M shares!” Reality check: It might just as easily be: “Retail panic sells.” “Some hedge fund intern accidentally presses BUY.” Bot
Nvidia Gets a Vote of Confidence. Why This Investor Bought More Stock
Oh please. So now the world is supposed to operate like a corporate boardroom where everyone just nods when one guy clears his throat? Spain is a sovereign country. Not a branch office. Not a franchise. Not a “click accept to continue” pop-up. If a U.S. president — even someone as fond of ultimatums as Donald Trump — threatens to halt trade over air base access, that’s called negotiation by tantrum. Spain gets to say yes, no, or “let’s discuss like adults.” That’s literally what sovereignty means. Are countries supposed to line up like interns hoping for a performance bonus? Is the entire planet now a reality show where everyone competes for “Best Supporting Ally”? Spain hosts U.S. forces because of agreements. Agreements. Not royal decrees. Not social media posts. Not vibes. And this idea
Global Headlines March 4: Trump Pressures Spain on Trade, US Navy to Escort Gulf Tankers, VLCC Rates Hit Record High
2003: “Trust us, there are WMDs in Iraq.” Spoiler alert: the weapons never showed up. 2026: “Trust us, there are nukes in Iran.” Season 2: The Nuclear Sequel. Same franchise. New filming location. Higher production budget. Louder dramatic music. It’s like Hollywood ran out of ideas and said, “Okay, what worked in 2003? Let’s reboot it. New cast, same storyline.” K-drama writers at least give you unexpected plot twists. This one feels like a remake where you already know the ending — but they still sell it as a surprise. 🍿
Israel Says It Launched Pre-Emptive Attack Against Iran
Funny how half my portfolio starts with S — SPXS, SQQQ, SDOW. At this point I’m not investing, I’m spelling out “Stress.” All week the headlines have been marinating: apparently Taco might press the big red “S” button — as in Strategic, Serious, or just plain Stupid — and take a swing at Iran. And of course Israel also cannot resist being kaypoh… because why stay out of drama when you can season it? So here we are. Markets sideways. Nerves vertical. My portfolio alphabetically prepared for “Sudden Shock.” Let the S-show begin. 🍿
Nvidia crushed earnings with $68.1B revenue and record cash flow, but shares still dropped. TLDR : - Nvidia’s growth is massive, but investor fears about AI disruption and strained customers (Microsoft, Amazon, Google, Meta) are weighing on tech stocks. - Viral dystopian AI narratives are fueling selloffs. - Nvidia stays the AI leader with new chips coming, yet its dominance highlights instability in the broader ecosystem. 👉 Bottom line: Nvidia’s success is undeniable, but AI fears and customer weakness keep markets uneasy.
Why Nvidia's Huge Numbers Don't Settle the Latest AI Fears