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[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US and Iran are discussing moving up the signing of the Iran deal from Friday to potentially as soon as today, per Axios.

If that happens, the MOU would be signed electronically, the parts of the deal concerning the Strait of Hormuz would go into effect, and the full text may be released.

[WOLF @WOLF_Financial]

IF YOU STARTED WITH $1,000 TODAY AND INVESTED $1,000 EVERY MONTH FOR 30 YEARS, HERE IS WHAT YOU WOULD HAVE:

Total invested: $361,000

-5% return: $184K
0% return: $361K
1% return: $421K
2% return: $493K
3% return: $581K
4% return: $689K
5% return: $820K
6% return: $980K
7% return: $1.18M
8% return: $1.42M
9% return: $1.72M
10% return: $2.08M
11% return: $2.53M
12% return: $3.08M
13% return: $3.76M
14% return: $4.60M
15% return: $5.63M
20% return: $15.68M
25% return: $43.79M

The S&P 500 has averaged roughly 10% annually over the last 30 years ... $2.08M from $361K invested.

[Camus @newstart_2024]

Mike Tyson dropped pure wisdom on JRE:

“You don’t have discipline? You ain’t nobody. Nothing.”

Then he hit the killer line Cus D’Amato taught him:
“Discipline is doing what you hate to do, but do it like you love it.”

Joe Rogan nailed the follow-up: master that and you can succeed at anything.

I’ve got plenty of things I know I should do that I straight-up dread. The days I force myself to attack them with energy instead of dragging my feet? Those are the days momentum actually shows up.

Talent and motivation are everywhere. Discipline is what separates the ones who actually make it from the ones who stay “almost there.” In a world full of distractions and easy dopamine, this mindset feels like a cheat code most people never unlock.

What’s one thing you hate doing but know you need to do and how do you trick yourself into loving the process?

[Yogi @Houseofyogi]

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren

She must be so proud to add another casket to her achievements.

Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service.

JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes.

The combined company would have held 9% of the US market against a Big 4 that already owned 80%.

For anyone who understands numbers: 9% isn’t a monopoly against 80%.

Warren said no.

She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024.

Her argument: the merger would cost consumers $1 billion a year.

Now look at her collateral damage she dusts under the rug.

510 pilots gone in the months after. 1,800 flight attendants furloughed in December.

14,000 jobs in 2023. 7,500 last week. Zero tonight.

And that’s just the people in Spirit uniforms.

Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back.

40,000 people out of work because of one woman’s moronic crusade against the market.

And the math ain’t mathing.

Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%.

That’s reality. Not some BS number from a “study.”

So @SenWarren tell me how this saves the consumer money?

Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years.

Warren killed it. That’s what moronic politicians led by socialism do.

Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.”

A win.

14,000 people are reading termination letters tonight.

And she’s taking credit.

This is socialism in 2026.

A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company.

She saved you a billion on imaginary paper.

She cost you ten times that in real life.

She didn’t protect consumers from anything.

14,000+ will go from working to welfare.

She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed.

Higher taxes. Fewer jobs. More expensive everything.

She called it a win. I hope you enjoy winning.

[Bull Theory @BullTheoryio]

SAM BANKMAN FRIED PICKED EVERY WINNER OF THE 2020s AND HIS LAWYERS SOLD THEM ALL AT THE BOTTOM.

If the FTX estate hadn't panic-sold its assets during bankruptcy, SBF would be sitting on a $114 billion empire today. Instead, he is watching the greatest trades of the decade from a prison cell.

The data is almost impossible to believe:

- Anthropic: $82.3 billion (165x) SBF bought an 8% stake for $500M. The estate sold it for $1.3B in 2024. Today, that stake would be worth over $80B.

- SpaceX:$15 billion (75x) A massive stake liquidated early to pay creditors.

- Solana: $5.1 billion (27x) SBF was an early backer at $8. The estate offloaded a massive chunk at $64.

- Robinhood: $4.9 billion (8x)

- Genesis Digital: $3.5 billion (3x)

The Latest "Missed" Fortune: CURSOR

In 2022, Alameda Research wrote a tiny $200,000 check for a 5% stake in the AI startup Cursor. In April 2023, the bankruptcy estate sold that entire stake back for exactly what they paid: $200,000.

Yesterday, SpaceX announced a deal to buy Cursor for $60 billion.

That "worthless" 5% stake would be worth $3 billion today. That is a 15,000x return that vanished because the lawyers wanted a quick exit.

SBF was a genius at picking generational winners and a criminal at managing their money.

The lawyers recovered $18 billion for users. If they had just held, they would be sitting on $114 billion and the most valuable venture portfolio in history.

[Kristian Niemietz @K_Niemietz]

An extremely rare case of someone dropping a fashionable opinion, and adopting an unfashionable one instead, because there's better evidence in favour of the latter.
The world would be an infinitely better place if people did this more often.

[Capital Misallocation @BenBrey]

Mythos - hearing from some close to this beast that it’s a complete game changer. Not surprised the two heads of global finance are meeting bc this thing could be a real Fing problem for this bloated debt based system we are running on currently. Not to mention the security concerns.

[Collin Rugg @CollinRugg]

NEW: The CIA used a secret tool called "Ghost Murmur" that uses AI to find heartbeats to rescue the U.S. airman who was stranded in Iran, according to the New York Post.

The secret technology was allegedly used for the first time in the field, according to the Post.

"The secret technology uses long-range quantum magnetometry to find the electromagnetic fingerprint of a human heartbeat and pairs the data with artificial intelligence software to isolate the signature from background noise," the Post reported.

"It’s like hearing a voice in a stadium, except the stadium is a thousand square miles of desert," the source said.

"In the right conditions, if your heart is beating, we will find you."

"The name is deliberate. ‘Murmur’ is a clinical term for a heart rhythm. ‘Ghost’ refers to finding someone who, for all practical purposes, has disappeared..."

"Advances in a field known as quantum magnetometry, specifically sensors built around microscopic defects in synthetic diamonds, have apparently made it possible to detect these signals at dramatically greater distances."

CIA Director John Ratcliffe appeared to hint at this technology on Monday, saying the CIA possessed "unique capabilities" but said he couldn't "tell you everything that you want to know."

President Trump also revealed during the press conference that the CIA spotted the officer from about "40 miles away."

Insane.

[Shin @hey_itsmyturn]

Statement of the Islamic Regime's Supreme National Security Council

"The enemy, in its unfair, illegal, and criminal war against the Iranian nation, has suffered an undeniable, historic, and crushing defeat. By the blessing of the pure and holy blood of the martyred leader of the Islamic Revolution, His Eminence Ayatollah al-Uzma Imam Khamenei (Peace be upon him), the strategies of the Supreme Leader of the Islamic Revolution and Commander-in-Chief of the Armed Forces, His Eminence Ayatollah Sayyid Mojtaba Khamenei (May Allah protect him), the sacrifices and bravery of the warriors of Islam on the fronts, and especially the historic, lasting, and epic presence of you, the dear nation, on the scene since the very first days of the war, Iran has achieved a magnificent victory.

This victory forced criminal America to accept Iran's 10-point plan, in which America is fundamentally committed to non-aggression, the continuation of Iran's control over the Strait of Hormuz, the acceptance of enrichment, the removal of all primary and secondary sanctions, the termination of all resolutions of the Security Council and the Board of Governors, the payment of damages to Iran, the withdrawal of American combat forces from the region, and the cessation of war on all fronts, including against the heroic Islamic Resistance of Lebanon.

We congratulate all the people of Iran on this victory and emphasize that until the details of this victory are finalized, there remains a need for the perseverance and wisdom of officials and the preservation of the unity and solidarity of the Iranian people.

Over the past 40 days, Islamic Iran, alongside the brave mujahideen of the Resistance in Lebanon, Iraq, Yemen, and occupied Palestine, has dealt blows to the enemy that the global historical memory will never forget. Iran and the Axis of Resistance, as representatives of honor and humanity against the most brutal enemies of mankind, have—after a historic battle—taught them an unforgettable lesson. They have shattered the forces, facilities, infrastructure, and all the political, economic, technological, and military capital of the enemy to such an extent that the enemy has now fallen into decay and desperation, seeing no way forward but to surrender to the will of the great Iranian nation and the honorable Axis of Resistance.

On the first day, when the criminal enemies of Iran began this oppressive war, they imagined they would succeed in complete military dominance over Iran in a short time and, by creating political and social instability, force Iran to surrender.

They assumed that Iran’s missile and drone fire would be quickly extinguished, and they did not believe that Iran could provide such a powerful response beyond its borders and across the entire region. Evil global Zionism had convinced the ignorant President of America that this war would finish Iran, allowing them to commit any crime against anyone they wished from then on, having removed this final stronghold of humanity. They dreamed of partitioning dear Iran and looting its oil and wealth, eventually leaving Iranians submerged in chaos, instability, and insecurity for many long years.

The brave warriors of Islam and their courageous allies in the Axis of Resistance—despite their hearts being wounded and torn by the martyrdom of their Imam—decided, by relying on Almighty God and following the example of the Lord of Martyrs, to give these enemies a historic lesson once and for all. They resolved to take revenge for all previous crimes and create conditions where the enemy would forever abandon the idea of aggression against dear Iran and fully taste the bitterness of humiliation and abasement before the great Iranian nation.

With this strategy and by relying on the unprecedented political and social unity created in the country, Iran and the Resistance began one of the heaviest hybrid battles in history against America and the Zionist regime, achieving all the goals designed for this battle during this period. Iran and the Resistance have almost completely destroyed the American military machine in the region, dealt crushing and deep blows to the vast infrastructure and facilities the enemy had built and stationed around Iran over the years, imposed extensive casualties on the criminal American army at a regional level, and delivered heavy and shattering blows to the enemy's forces, infrastructure, facilities, and assets within the occupied territories.

The field was narrowed for the enemy on all fronts to such an extent that not only were none of the enemy's primary objectives realized, but the enemy realized—approximately 10 days after the start of the war—that it had no capacity for victory. Consequently, it began attempting to contact Iran through various channels and methods to request a ceasefire."

[Translation: Gemini]

[Wuhan Fourth Turning Swan @TheWuhanClan]

@WhiteHouse So Trump accepted their 10 point plan that includes reparations, Iran controlling the Strait, no more sanctions and guarantees of no further attacks? Lol

[The White House @WhiteHouse]

OFFICIAL STATEMENT OF IRAN:

[Anish Moonka @anishmoonka]

Victor Glover failed an engineering class his sophomore year of college. His dad talked him out of joining the Navy SEALs and told him an engineering degree and pilot wings might make him an astronaut someday. Right now Glover is somewhere between the Earth and the Moon.

He grew up in Pomona, California. Played quarterback in high school, wrestled well enough to place sixth at the state championship, won Athlete of the Year. Went to Cal Poly for engineering and played both sports at the college level.

He got his Navy wings in 2001 and started flying F/A-18 fighter jets off aircraft carriers. His squadron deployed on the USS John F. Kennedy to fight in Iraq, the carrier’s final deployment ever. Twenty-four combat missions. His commanding officer gave him the callsign “Ike,” short for “I Know Everything.”

He became a test pilot at Edwards Air Force Base and over his career flew more than 40 types of aircraft, 3,000 hours in the air, everything from a Korean War-era Soviet MiG-15 to the Goodyear blimp. More than 400 landings on a moving carrier deck. He earned three master’s degrees in three years. He once told Cal Poly’s president that the hardest thing he ever chose to do was walk in space. The second hardest was wrestling practice.

He applied to NASA in 2009 and got rejected. Applied again in 2013 while working in the U.S. Senate for John McCain. NASA’s head of flight crew operations called him. He missed the call. Frantically dialed back. Eight people got in that year out of more than 6,000 applicants.

NASA put him in the pilot seat for the first operational SpaceX Crew Dragon flight in 2020. He spent 168 days on the International Space Station and walked in space four times.

Last June he went back to Cal Poly to accept an honorary doctorate. His wife Dionna and their oldest daughter Genesis both walked across the stage at the same ceremony to pick up their own degrees.

Three days ago Glover launched from Kennedy Space Center. The crew will fly past the far side of the Moon on Monday and travel about 252,000 miles from home, breaking a distance record that Apollo 13 set fifty-six years ago. They come back at roughly 25,000 mph.

He has four daughters. His callsign is still Ike.

[zerohedge @zerohedge]

*PENTAGON PREPARING FOR WEEKS OF GROUND OPS IN IRAN: WAPO

[VKMacro @VKMacro]

Seems like the US is paying theta (12mn b/d loss while Iran charges tankers to pass), on a trade that has negative gamma as the risk of a big spike rises…

Not a trade I’d enter into personally

[Dr. Eli David @DrEliDavid]

Fun fact #1: Trump's new ultimatum expires in 5 days, just when the markets close

Fun fact #2: In 5 days USS Tripoli with 2,200 marines will be in position

[gCaptain @gCaptain]

The Hormuz Hypothesis – What If the U.S. Navy Isn’t in a Hurry To Reopen The Strait?

https://t.co/kkuJ4Ui5zl

[Anas Alhajji @anasalhajji]

(Public, No Paywall)
♦️The Hormuz Crisis: An Alternative View♦️ https://t.co/vGQQQcWYk4

[@amuse @amuse]

https://t.co/1s4aRppuZD