How long is forever - Good morning.  The ceasefire is on indefinitely. And it is back to watching earnings, global economies, rotation, and the world sits uneasy as some shooting in the Strait occurred overnight.  And whil...

Good
Morning

franceshorodelski.com/f/how-long-i...

Hegseth is once again putting national security at risk by removing the military’s requirement for influenza vaccines.

Representative Dingell (D, Michigan) just said in RFK Jr.‘s hearing that she asked the family of a child with measles why they didn’t vaccinate.

They answered “because we’re listening to the government”.

The first question JD Fucking Vance should face in front of a camera and microphone

No sorry. - I think Art said

“You never bet on the end of the world, that only happens once, and the odds of something that happens once in an eternity are pretty long.”

Although I also remember him saying something about there is no one on the other side of an end of the world trade.

The good thing about planning for the end of the world, you only have to do it once.

I miss Art.

Eg $INTC

As you were As you were.  U.S. futures are roaring 2-3%, oil is plopping (-$18) but still elevated at $94.50 reflecting still near term dislocation and shortages although December crude is $71), gold spikes (but ...

Good morning - for now

franceshorodelski.com/f/as-you-wer...

*PAKISTAN: REQUEST TRUMP TO EXTEND DEADLINE BY TWO WEEKS

can kick coming
so very Trump

Enjoy the long weekend. Plenty of chart time next week.

As JD Vance makes his way for a visit.

Ugh!

franceshorodelski.com/f/the-stone-...

April come she will Over the years, like most, I was in awe of Stephen Lewis and his use of the English language.  While I often had to go to the dictionary to look up many words, he so made me appreciate our language an...

April come she will

franceshorodelski.com/f/april-come...

It isn’t a game Australians are paying $3.24 a litre for diesel.  In Sutton, Ontario it was $2.13 yesterday but $2.33 in Toronto.  Good morning. The day starts with this

Berkshire, gold and Black Sabbath

franceshorodelski.com/f/it-isn%E2%...

So much - and so many things more important than the pen he uses.

Conflict (Stay to the end for some interesting charts - financials and materials).

Today’s commentary - plus Mumford and Sons

franceshorodelski.com/f/conflict

Good morning. #oversold sectors? TSX materials and SPX financials % of components above the 50-day 10% and 5%, respectively.

Putin calls his Ukrainian War a “special military operation”. Like minds?

a lesson learned (from many of us who have dealt with these things already) is to make sure you don't get fooled into thinking that however federal agents act or whatever they do on the first few days of a new thing is how it's going to be all along

again I point out how strange it is that high-level diplomatic negotiations of war and peace are being conducted by freelancers Steve Witkoff and Jared Kushner, both of whom have egregious conflicts of interest, and not the actual secretary of state

a few more weeks of this, trump’s going to release the rest of the epstein files to distract from the war in iran.

Good morning

franceshorodelski.com/f/spring---o...

Window has seized up rather quickly.

Praying.

Map of the ME showing the two straits

Yemen’s Houthis have announced they’ll be joining the war in support of Iran shortly. Analysts expect them to shut down another strait, Bab El-Mandeb, which will close the Suez Canal. The global economy hangs by a thread.

Love the bingo cards.