Patterns change.
What is common might become uncommon.
If it is difficult to account for, it'd be nice to have very specific details.

shipping rates plunge – WCI Composite "Container Freight”:
$2,308 (-2,595.97): 52.93%.
Good for: importers & retailers → lower costs; disinflationary (cheaper goods transport), consumers → ~ lower prices.
Bad for: shipping companies (profits collapse), global trade momentum (can signal weakness).

‘The rush of investors trying to pull their money from private-credit funds intensified this week, hitting unprecedented levels and raising the specter of prolonged pressure on the firms that had become the new kings of Wall Street.’ www.wsj.com/finance/inve...

Actual data centers under construction remain limited. 😒

BREAKING: US Army has changed the max enlistment age from 34 to 42.

Iran threatens ‘vital’ infrastructure and Hormuz strait closure in response to Trump ultimatum Oil price rises at Asia open after Washington and Tehran warn of tit-for-tat attacks

Iran threatens ‘vital’ infrastructure and Hormuz strait closure in response to Trump ultimatum ft.trib.al/Crl1aKl

It’s striking how quickly stock market investors have fallen out of love with alternative asset managers like Blackstone, KKR and Ares Management, chart @reuters.com
www.breakingviews.com/columns/cons...

They are interconnected. Part of supply chains. Big Bets always win.

Identify the Enemy
The Other
It's the script that embeds trauma into us. Conditions contempt rather than thriving.
Just one week of utter discontent...

Mystery Babylon:
Where did Maria disappear to?

Oh Dear !!

He already lifted sanctions on Russian Oil.
Fertilizer is not moving either. Postponing planting season too long could strain food supplies.

It wasn't a "Military Academy"—it was a reform school.

And that isn't an army uniform—it's a costume from a community theater production of "The Nutcracker."

The forward 12-month P/E ratio for the S&P 500 is 20.9.

This P/E ratio is above the 5-year average (20.0) and above the 10-year average (18.9) @factset

Exclusive: Iran nears deal to buy supersonic anti-ship missiles from China The deal for the Chinese‑made CM‑302 missiles is near completion.

If Iran has these weapons today, we might see 5,000 or more U.S. dead sailors in the Gulf and billions in aircraft sunk. One strike could hit a carrier and sink it possibly. Bloomberg is reporting China is arming Iran. The war is expanding.

www.reuters.com/world/china/...

‘Since gated funds are built to buckle but not break, even this creeping fear poses little threat of systemic mayhem. But it may lead investors to shun private credit more broadly and starve some borrowers of their financial lifeblood.‘ www.ft.com/content/080d...

What a Network!!

FBI got hacked.

AWS launches a new AI agent platform specifically for health care | TechCrunch AWS is launching Amazon Connect Health, an AI agent platform that will help with patient scheduling, documentation and patient verification.

AWS is launching Amazon Connect Health, an AI agent platform that will help with patient scheduling, documentation and patient verification.

For most people, stable employment is disappearing and being replaced by precarious, low-paid work. Stability is a thing of the past now. Over 2 billion workers worldwide have no job security or benefits.

Harakat al-Nujaba (HAN): Designated an FTO in 2025. Kata'ib Sayyid al-Shuhada (KSS) in Syria & Iraq. Harakat Ansar Allah al-Awfiya (HAAA). Kata'ib al-Imam Ali (KIA). Badr Organization. Zaynabiyoun Brigade: A group of Pakistani Shiites created by the IRGC to fight in Syria. Just a quick rundown.

Others: Iraqi Militia Groups (Often under the "Islamic Resistance in Iraq" banner) Iran-aligned militias in Iraq have been responsible for attacks on U.S. bases and the U.S. embassy in Baghdad. Kata’ib Hezbollah (KH) is a Shiite group trained by the IRGC.
Asa'ib Ahl al-Haq (AAH) is yet another.

This year alone Iran killed 30,000 plus. Iran manufactures Shaheed drones for Russia. Iran provides Hezbollah w/ hundreds of millions of dollars in annual funding and training. Others funded by Iran: Hamas & Palestinian Islamic Jihad (PIJ). The Houthis (Ansar Allah, Yemen) since at least 2011.

Possible Decapitation strikes

On Wednesday, the U.S. Treasury Department sanctioned more than 30 individuals, entities, and "shadow fleet" vessels it said enabled Iran's illicit petroleum sales, ballistic missiles, and weapons production.

Glad AOC and others walked out. FOTUS needs to be Removed!!

Okay
10 %
This is why Europe is pissed!!

US customs agency to stop collecting tariffs deemed illegal by Supreme Court on Tuesday The U.S. Customs and Border Protection will stop collecting tariffs imposed under the International Emergency Economic Powers Act from 12:01 a.m. EST Tuesday, following the Supreme Court ruling that d...

Looks like Trump caved. This is good news for the American consumer.

US customs agency to stop collecting tariffs deemed illegal by Supreme Court on Tuesday - The Economic Times share.google/YbQWHH31yLAz...

Lutnick's Sons will be massively profiting.
American Capitalism at work!!