Bonus Headlines
Here is a bonus list of headlines for everyone as you wait for this weekend’s Deeper Dive for paying subscribers. A lot of big news has been happening, so I’m putting this out as a Friday special for everyone:
Economania (national & global economic collapse plus market news)
(It busted through $118 for a moment on Thursday:)
Why the Iran War May Have Just Killed the AI Boom
Treasury yields climb as bonds sell off and fear grows that Fed rate cuts are off the table
We are back to … People urged to work from home in global oil crisis
Money Matters (monetary policy, metals, cryptos, currency wars & going cashless)
Gold drops nearly 10% in worst weekly rout since 2011
Gold and silver prices are tumbling again today: What’s happening with safe-haven assets?
Trump Gets Coined: The message on Trump’s coin is clear. And it’s chilling.
Pentagon to adopt Palantir AI as core US military system
Inflation Factors (too much money chasing too few goods due to weather, sanctions, tariffs, quarantines, etc.)
Saudi Arabia Warns of a Spike to $180 Oil if Energy Shock Persists Past April
This is an energy emergency: Entire countries may run out of oil and gas. TACO is the optimistic view. (Headline only, but you can find a summary here.)
United Airlines to cut 5% of scheduled flights as fuel prices soar
Wars & Rumors of War (including cyberwar, civil unrest and revolts)
Iran threatens tourism sites and US sends more Marines to Middle East as Trump hints at wind-down. (Two-face also said exactly the opposite:)
Trump administration making heavy preparations for potential use of ground troops in Iran
Iran bombed Qatar’s helium plant: 33% of global supply is gone.
Saudi Arabia Signals Possible Military Response After Iranian Strike on Oil Facility
Missile fragments fall near Temple Mount in Israel
Video: Iranian Missile Submunition Strikes Jerusalem Old City
Hegseth Invokes Divine Purpose to Justify Military Might
Pete Hegseth’s Christian rhetoric draws renewed scrutiny after the US goes to war with Iran
Political Pandemonium & Social Senescence (socio-political issues & events)
White House gearing up to drop next Epstein distraction—space aliens (Will they be deported or sent Alligator Alcatraz?)
Senate fails to advance DHS funding bill for 5th time, with no deal in sight
Red States Move To Cut Income Taxes As Trump Eyes Federal Shift
Good Night and Good Luck: CBS New Radio Shutting Down After 100 years
Deep Domination (globalism, unelected government, unconstitutional government & censorship)
Thousands have swooned over this MAGA dream girl. She’s made with AI.
Calamity, Catastrophe & Climate Craziness
Western heat wave shatters March records, to expand with more extremes
Doomer Humor
TLDR: cash is not trash.
I’m thinking if the 2 year gets to 4.5 it’s a buy. Get paid 4.5 to wait. Collect the coupon. Wait for STHTF and a year from now you should be able to sell that 2 yr for a nice capital gain. And if not, you’ll get paid more than you could on a 2 yr CD or MM.
Thats my theory at the moment. If the conflict continues I think it could get there.
I like the way Wolf Blitzer put it (paraphrasing): The bond market might just be the key to ending the hostilities.
BTW. I forgot to ask. Did you guys get you SS etc all worked out.