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The Watchman's avatar

Some good links here David. If anyone wants to see daily links, they can always go to my website as well - https://nothingnewunderthesun2016.com/

The link on Palantir was a good one, according to the article "Maven is a command-and-control software platform that analyzes battlefield data and identifies targets. It is already the primary AI operating system for the U.S. military, which has carried out thousands of targeted strikes against Iran over the last three weeks."

Guess we can officially blame Palantir for targeting that Iranian girl's school now since it's Maven software identifies targets for the military!!!

David Haggith's avatar

I say let's blame them. Credit couldn't go to amore deserving place.

The Watchman's avatar

👍

Sad part is that Palantir seems to have their fingers in all aspects of our government now, I think Trump and Thiel have more connections then most people are aware of.

David Haggith's avatar

For sure! All quite troubling.

Randy's avatar

I see the gold:oil ratio dropping. Soon it will report how many ounces of gold you can buy with a barrel of oil. ;-)

David Haggith's avatar

Exactly where my thoughts are running, covered in my Deeper Dive this weekend.

MoodyP's avatar

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.

David Haggith's avatar

It's worth considering.

We did get it all worked out! Thanks for the thoughts along the way!

MoodyP's avatar

Thx. You are welcome. I am very happy to hear that. I can now cross ‘loan David some bridge money’ off my list of possibilities!