Bryan - interested in your comments on "When people see a strong horse and a weak horse, by nature they will like the strong horse." (Osama bin Laden, 2001 interview). Journalist and analyst Lee Smith traced the conceptual root of this political worldview directly to the 14th-century Arab historian and philosopher Ibn Khaldun. In this context, Israel is the strong horse.
Your assignment, should you choose to accept it: Compare and contrast Middle Eastern vs Western views.
This is my first AI Bryan experience. Better than no Bryan! All I could think of was what a news night/day for you to be gone! Can’t wait to hear your analysis next week! Safe travels! Have a great weekend!
Byan, Like to buy you a drink at the Airport some time for all you do, for your work and service to the great country we have, for being a Zag, and all-around solid guy. One of your former colleagues recommended the POD cast and I have been enjoying ever since. It is Always nice to hear from and multigenerational Oregonian. God Bless, be safe, and God's speed
Mr. Market went to work with the President threatening to hit Iran hard tonight and seize its oil. By mid-afternoon Trump called the whole thing off. He said another deal was almost done. Oil went down from about $90; stocks heard “all-clear”. We closed very green. My B.S. meter is going wild.
Trump called off strikes on Iran and stocks heaved a sigh of relief. Around 1:40pm the President posted he canceled tonight's strikes. A deal was "approved by all parties." Stocks went straight to session highs.
The Dow closed up roughly 900 points. Oil did the opposite, dropping under $90 having climbed toward it all morning. It is noteworthy Iran's own state media says it hasn't agreed to any text yet. Nothing's signed. The market is trading this like the war is a done deal… it’s not.
Chips went green. SpaceX is the reason. The semis, hammered all week bounced. The chip ETF was up. Intel was leading the run after a Bank of America upgrade. Investors spent the last two days selling Nvidia, AMD and Apple to raise cash for tomorrow's SpaceX debut. It will be the biggest IPO ever at roughly $1.75 trillion. If SpaceX runs hot tomorrow, that cash may rotate back into the AI names.
The European Central Bank raised rates today making the Fed's box smaller. It was the first major central bank to start tightening because of this war's inflation, lifting its deposit rate to 2.25%. It’s the ECB’s first hike since 2023. That's sentiment. The tone suggests it won't be the last.
Energy prices from the Hormuz shutdown have run inflation high enough central banks are hiking into a slowdown, the exact opposite of the cuts everyone penciled in for this year. Our Fed reads the same data, and economists now see core PCE, the gauge the Fed targets, climbing toward 3.4% for last month.
The ten-year Treasury yield fell back below 4.5%. The dollar slipped. Money moved into bonds the moment the strikes got called off.
The Fed now has to deal with hot wholesale prices. The report this morning came in up 1.1% in May against the 0.7% expected. The core reading was tamer, but the number the Fed actually targets, core PCE, is now tracking toward 3.4% for last month. Jobless claims rose to 229,000, a touch above expectations. Add it up and the rate cut story is gone… for now.
The World Bank cut its 2026 global growth forecast to 2.5%, the slowest since the pandemic. It blamed the Middle East war and rises in resultant energy costs.
Trump said he'll nominate former SEC chair Jay Clayton as intelligence director, a move widely read as defusing the congressional fight over a foreign surveillance program.
SpaceX prices tonight. It opens for trading tomorrow. Oppenheimer already started it at outperform with a $190 target. Forget the launch. What is important will be the cash loop. A hot debut sends the money that left chips this week back in. One wildcard, Iran now says it treats Musk's regional assets, including a Starlink ground station, as military targets.
SpaceX is just first in line. OpenAI filed this week and Anthropic is moving to. Both valued near or above a trillion. Can investors can absorb this much new paper without selling something else to pay for it?
Yikes! Getting harder to distinguish AI Bryan from Human Bryan😱 Have a wonderful and productive visit to the ranch🙌 Sending you good vibes from ‘nearby’ Spokane.
The deep state by definition pursues goals antithetical to the presiding governing body. By definition, is’t that seditious activity. Example, in 2020 five swing states stopped counting at approximately the same time, asked poll watchers to leave then resumed counting. If that’s not prosecutorial seditious activity, then it must fall under the prosecutorial R.I.C.O. Act. Your thoughts?
Hey Bryan! Your job is safe, although Ai Bryan did an admirable job…much improved. First of all, we shouldn’t expect liberal socialist, communist to act like conservatives. So that’s a given. But we should expect our elected GOP representatives to act like conservatives and it is those Republicans, i.e. Thune that is scuttling the conservative agenda. We took care of ours in the Texas primary, but by the time Thune comes up for reelection it might be too late. I’m hearing on SM that having Vance replace Thune is an option. Is that truly an option? If so, your thoughts? Is there to to impact the Save America Act?
yikes! far better than last time, it's give-away was the lack of voice-inflections, I'm afraid it has them down to a T it sounds like 😬 - happy shooting though! 😁
Bryan, the AI voice has improved. The cadence was better as was the tone. It seemed quieter. Overall it was great to hear the improvement. Safe travels.
Bryan - interested in your comments on "When people see a strong horse and a weak horse, by nature they will like the strong horse." (Osama bin Laden, 2001 interview). Journalist and analyst Lee Smith traced the conceptual root of this political worldview directly to the 14th-century Arab historian and philosopher Ibn Khaldun. In this context, Israel is the strong horse.
Your assignment, should you choose to accept it: Compare and contrast Middle Eastern vs Western views.
This is my first AI Bryan experience. Better than no Bryan! All I could think of was what a news night/day for you to be gone! Can’t wait to hear your analysis next week! Safe travels! Have a great weekend!
Byan, Like to buy you a drink at the Airport some time for all you do, for your work and service to the great country we have, for being a Zag, and all-around solid guy. One of your former colleagues recommended the POD cast and I have been enjoying ever since. It is Always nice to hear from and multigenerational Oregonian. God Bless, be safe, and God's speed
Did you run AI Bryan through at least 5 separate AI's to train him up?
Market Rant:
Mr. Market went to work with the President threatening to hit Iran hard tonight and seize its oil. By mid-afternoon Trump called the whole thing off. He said another deal was almost done. Oil went down from about $90; stocks heard “all-clear”. We closed very green. My B.S. meter is going wild.
Trump called off strikes on Iran and stocks heaved a sigh of relief. Around 1:40pm the President posted he canceled tonight's strikes. A deal was "approved by all parties." Stocks went straight to session highs.
The Dow closed up roughly 900 points. Oil did the opposite, dropping under $90 having climbed toward it all morning. It is noteworthy Iran's own state media says it hasn't agreed to any text yet. Nothing's signed. The market is trading this like the war is a done deal… it’s not.
Chips went green. SpaceX is the reason. The semis, hammered all week bounced. The chip ETF was up. Intel was leading the run after a Bank of America upgrade. Investors spent the last two days selling Nvidia, AMD and Apple to raise cash for tomorrow's SpaceX debut. It will be the biggest IPO ever at roughly $1.75 trillion. If SpaceX runs hot tomorrow, that cash may rotate back into the AI names.
The European Central Bank raised rates today making the Fed's box smaller. It was the first major central bank to start tightening because of this war's inflation, lifting its deposit rate to 2.25%. It’s the ECB’s first hike since 2023. That's sentiment. The tone suggests it won't be the last.
Energy prices from the Hormuz shutdown have run inflation high enough central banks are hiking into a slowdown, the exact opposite of the cuts everyone penciled in for this year. Our Fed reads the same data, and economists now see core PCE, the gauge the Fed targets, climbing toward 3.4% for last month.
The ten-year Treasury yield fell back below 4.5%. The dollar slipped. Money moved into bonds the moment the strikes got called off.
The Fed now has to deal with hot wholesale prices. The report this morning came in up 1.1% in May against the 0.7% expected. The core reading was tamer, but the number the Fed actually targets, core PCE, is now tracking toward 3.4% for last month. Jobless claims rose to 229,000, a touch above expectations. Add it up and the rate cut story is gone… for now.
The World Bank cut its 2026 global growth forecast to 2.5%, the slowest since the pandemic. It blamed the Middle East war and rises in resultant energy costs.
Trump said he'll nominate former SEC chair Jay Clayton as intelligence director, a move widely read as defusing the congressional fight over a foreign surveillance program.
SpaceX prices tonight. It opens for trading tomorrow. Oppenheimer already started it at outperform with a $190 target. Forget the launch. What is important will be the cash loop. A hot debut sends the money that left chips this week back in. One wildcard, Iran now says it treats Musk's regional assets, including a Starlink ground station, as military targets.
SpaceX is just first in line. OpenAI filed this week and Anthropic is moving to. Both valued near or above a trillion. Can investors can absorb this much new paper without selling something else to pay for it?
I wonder what the over/under is on how soon shooting starts after the Peace Deal is signed
AI Bryan is better!!
Good training
Yikes! Getting harder to distinguish AI Bryan from Human Bryan😱 Have a wonderful and productive visit to the ranch🙌 Sending you good vibes from ‘nearby’ Spokane.
The deep state by definition pursues goals antithetical to the presiding governing body. By definition, is’t that seditious activity. Example, in 2020 five swing states stopped counting at approximately the same time, asked poll watchers to leave then resumed counting. If that’s not prosecutorial seditious activity, then it must fall under the prosecutorial R.I.C.O. Act. Your thoughts?
Hey Bryan! Your job is safe, although Ai Bryan did an admirable job…much improved. First of all, we shouldn’t expect liberal socialist, communist to act like conservatives. So that’s a given. But we should expect our elected GOP representatives to act like conservatives and it is those Republicans, i.e. Thune that is scuttling the conservative agenda. We took care of ours in the Texas primary, but by the time Thune comes up for reelection it might be too late. I’m hearing on SM that having Vance replace Thune is an option. Is that truly an option? If so, your thoughts? Is there to to impact the Save America Act?
ai Bryan freaked me out at first I was like oh no they got him 😭
I'm glad you are brining AI Bryan back. I know you can use the help and I don't mind as long as he introduces himself each time.
As we use to say is it real or is it Memorex?
yikes! far better than last time, it's give-away was the lack of voice-inflections, I'm afraid it has them down to a T it sounds like 😬 - happy shooting though! 😁
AI Bryan has definitely improved. Have safe travels and enjoy the time with your family.
Bryan, the AI voice has improved. The cadence was better as was the tone. It seemed quieter. Overall it was great to hear the improvement. Safe travels.
Safe travels human Bryan!