You don't think one of the greatest trader of all time wouldn't have detected that this guy wasn't elite?

Renewed conflict between Iran and the US and imo the tape that speaks the loudest today is $ down

I started a small position goog/igv

Should have went with so much more

Do I think TSLA is remotely worth the price I bought it at? No

I really can't bring myself to think Warsh is going to hike

This turns out to be a fairly complex project. I have been spending over 8h a day on average on it since and while I'm making progress it's far from what I was expecting when starting out

I have restarted from scratch once with the learnings from V1 but there are still so many issues, details that matter immensely to have a valuable tool that I haven't yet cracked

Trump doesn't care one bit about Iran he wants this to stop, or have the power to stop it at will

So until he gets it (or lose) the war will go on

Between Trump - Xi meeting and the midterms coming up he is in a bit of bind in Iran but will feel a lot more free after the mid terms (again regardless of the results)

Firms getting squeezed from every angle to cut costs thanks to AI

We don't see AI in productivity numbers yet but we do see record profit margins

Feels like the uncertainty is too high until FOMC that the market is going to be stuck here, fade everything

Unless NFP or CPI is really completely out of the ballpark I feel like you can almost take 2 weeks holidays

I'm gonna sell upside and downside

waring is hard

RUSSIA CUTS OIL OUTPUT TO 17-YEAR LOW

Russia has slashed its 2026 oil production forecast to 494.2 million tons, the lowest since 2009, Reuters reports.

The downgrade reflects Ukrainian drone attacks, refinery disruptions and export constraints linked to the war.

Crude exports are forecast to rise to 244.7 million tons, while fuel exports are expected to plunge to 98.5 million tons.

Oil production through 2029 is now forecast below previous estimates.
(@WalterBloomberg)

They both are defenceless and going all in on offense, both countries are going to be ruined if this goes on for a lot longer

NQ should bottom around here if i'm correct