π¨ βThese companies will make almost $17 million during this segment.β
@mattcerminaro puts Big Tech earnings into perspective: the Mag 7 ex-Tesla are producing roughly $2 billion of net income every 24 hours.
The S&P 500 is up 10% in 2026, already above its average full-year return dating back to 1950.
Hard to see stocks finishing the rest of the year completely flat from here.
@JC_ParetsX You're right, but you could attempt to understand the concerns, or you could continue to be intellectually lazy and characterize them as communists
Prior to this year, I would have put prob there was a material disruption to traffic through Hormuz at ~1%
Now, itβs prob 10-20% going forward (higher end over the next 1-2 yrs, lower thereafter)βmassive shift in risk outlook for the worldβs most important source of oil supply