CommodityDog

[CommodityDog @CommodityDog]

$HOOD selling $AMC tokens is like buying cheap quality shirts from China, printing a Nike logo on them, and selling them in America as“Nike-linked apparel”while admitting Nike didnt make, approve, or back them.
You’re not buying AMC equity-you’re buying Robinhoods AMC-priced IOU.

[PattyIce @Pattyice]

I’m assembling an army

[Adam Cochran (adamscochran.eth) @adamscochran]

The government literally just told us that:

-AI was responsible for the mistake of targeting a school in Iran and killing over 100 school girls.

-Almost caused a conflict with China due to a hallucination about transporting nuclear material

And they want it to run air traffic…

[jimmy @JIMMYEDGAR]

you have no idea how far this goes. This is just the tip of the iceberg

[unusual_whales @unusual_whales]

A Pentagon investigation report indicates that an overwhelming air assault order, severely outdated intelligence, and an overreliance on AI tools like Palantir’s Maven Smart System contributed to the February 28, 2026, U.S. Tomahawk missile strike that hit an elementary school in Minab, Iran, killing scores of civilians, predominantly children, per Bloomberg

[CommodityDog @CommodityDog]

#iran #usa #war $SPY $QQQ

[CommodityDog @CommodityDog]

Hard to see the next 72 hours producing much beyond Iran-war smoke: ‘direct talks,’ and ‘progress,’—but no verified concessions, ceasefire mechanics, or actual framework. Real breakthrough looks unlikely; the real tail risk is that the rhetoric is cover for another escalation.

[RevengeofRusty @RevengeofRusty]

What we need is a crash that is so violent and unending that everyone is scared to ever buy stocks again. Then maybe people would look up from their screens and look around at the world their number obsession created.

[CommodityDog @CommodityDog]

Today is a day to buy oil/gas/refiners FYI

[Luke Kawa @LJKawa]

JPMorgan’s commodities team:

“For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame.”

[CommodityDog @CommodityDog]

I’m not buying the growth story.I think we get a ~5% drawdown before policymakers return to the usual playbook:more fiscal support,liquidity,and carefully managed messaging to keep markets stable and the government funded. Support buoys risk assets—but risks reigniting inflation.

[CommodityDog @CommodityDog]

The FOMC hiked rates 25 bps to 3.75%–4.00% in a unanimous 12–0 vote—its first hike since 2023. The message: inflation is still elevated, growth remains solid, and the Fed is prioritizing a faster return to its 2% target. Markets now see policy staying restrictive. $SPY $QQQ

[CommodityDog @CommodityDog]

$SLV $GLD

[CommodityDog @CommodityDog]

If Warsh holds with inflation reaccelerating and crude above $100, markets may treat it as more than a one-meeting pause: a signal that the Fed is willing to tolerate a higher inflation regime.

[CommodityDog @CommodityDog]

@josephwang 2 hikes of .25 bps is about all I see the macro tolerating at this point. Maybe I am wrong.

[CommodityDog @CommodityDog]

@jimcramer Definitely reason to be concerned about oil over $100 and the 10 year.

[CommodityDog @CommodityDog]

WTI over $100 and the market’s still treating a Saudi pipeline outage, Hormuz risk, and a live Iran war like a temporary spreadsheet error.
Trump’s “drill, baby, drill” administration is about to learn that you can’t executive-order barrels through a war zone. $XLE

[CommodityDog @CommodityDog]

CLARITY Act fails 49–50 in the Senate, leaving U.S. crypto market structure in limbo. As tokenized stocks, offshore wrappers, and regulatory arbitrage scale, Washington’s response remains: we’ll figure it out later.

[TrendSpider @TrendSpider]

BREAKING: The Digital Asset Market Clarity Act has failed to advance in the Senate.