Eric Coleman,CFA.

Chief Analyst demystifying finance and economics $Gold & ₿TC.
Guiding investors toward smarter strategies for generating income in the cryptocurrency space.

[Eric Coleman,CFA. @Profericcoleman]

“We're on a path this year, 2026, to well surpass the deportations we did in 2025. In fact, within the next 6 weeks, we'll probably pass what we deported in all of 2025.” ~ Sec Markwayne Mullin

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[Eric Coleman,CFA. @Profericcoleman]

“I think that once traffic is really moving, we go back to more than 100 ships a day, then you're going to see prices even come down from pre conflict levels because there's going to be so much oil pouring out.” ~ Kevin Hassett ( NEC Director)

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[Rep. Riley M. Moore @RepRileyMoore]

America is once again being held hostage by the Senate, this time on the SAVE America Act.

Whatever they have to do to get it done - just get it done.

[Eric Coleman,CFA. @Profericcoleman]

The AI investment cycle has advanced at a pace that exceeds previous episodes of technological exuberance, including the Dot Com Bubble, the Roaring Twenties, and the 19th century Railway Mania.

The scale and speed of capital formation, market valuation expansion, and infrastructure investment suggest that the current AI cycle is unfolding more rapidly than many of history's most significant innovation driven booms.

Source: BIS

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[Fox News @FoxNews]

The Middle East is quiet for now.

After days of Iranian missile attacks and U.S. strikes on regime targets, negotiations over Iran's nuclear program are set to continue.

The Trump administration says its focus now is keeping the Strait of Hormuz open and safe, while officials argue Iran's leverage shrinks the longer talks drag on without a deal. | @TreyYingst

[The White House @WhiteHouse]

Iran requests meeting in Doha:

[Eric Coleman,CFA. @Profericcoleman]

It was a remarkable exchange as CNBC's Joe Kernen challenged Jeremy Grantham by arguing that his persistently bearish market outlook has been broadly inconsistent with the realized performance of financial markets since 2010.

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[Lark Davis @LarkDavis]

Per Axios, the U.S. and Iran have agreed to halt military strikes. "We decided to stop all the kinetic activity," a senior U.S. official said. The two sides are holding a meeting tomorrow in Doha to try and save the peace deal.

The talks follow a chaotic weekend where an Iranian drone hit a tanker, sparking U.S. retaliatory strikes and Iranian missile launches toward Kuwait and Bahrain.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US stock market futures open higher on news that the US and Iran have agreed to halt strikes and meet this week.

[Eric Coleman,CFA. @Profericcoleman]

“If the Iranian regime thinks for a second that President Trump going to sit by, stand by, while Iran continues to attack international shipping without a response... they're sadly mistaken, and they saw that loud and clear over the last few nights.” ~ Ambassador Mike Waltz

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[David Sacks @DavidSacks]

A year ago, President Trump declared that America was in a global AI race and that the way to win it was to be pro-innovation, pro-infrastructure, pro-energy, and pro-export. President Trump was exactly right; we deviate from that strategy at our peril.

[The White House @WhiteHouse]

A nation built on courage and freedom. Always worth protecting. 🇺🇸

[Eric Coleman,CFA. @Profericcoleman]

The recent advance in U.S. equities is becoming increasingly broad based. The equal weighted S&P 500 has significantly outperformed its market cap weighted counterpart, marking one of the strongest periods of relative performance in more than two decades.

This divergence suggests that market leadership is expanding beyond the largest mega cap technology companies, with gains becoming more widely distributed across sectors and individual constituents.

The corresponding decline in correlation between the capitalization weighted and equal weighted indices further reinforces the view that equity market participation is broadening as leadership becomes less concentrated.

Source: Bespoke Investment Group

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[U.S. Central Command @CENTCOM]

U.S. Navy and Air Force fighter jets conducted strikes tonight on 10 Iranian military targets at multiple locations in and near the Strait of Hormuz for Iran's drone attack on M/T Kiku.

[Eric Daugherty @EricLDaugh]

🚨 NOW: Tom Homan just went MAXIMUM SELFLESS PATRIOT MODE

“I'll NEVER give up until the day I DIE to make sure we find every one of these missing kids!” 🙏🏻

“60% of 800,000 is A LOT of criminal threats we've removed. We're making this country safe again one criminal alien at a time.” 🇺🇸

[Trey Yingst @TreyYingst]

OVERNIGHT: U.S. military aircraft targeted Iranian military surveillance infrastructure, communication systems, air defense sites, drone storage facilities, and minelayer capabilities, according to CENTCOM.

[Ambassador Mike Waltz @michaelgwaltz]

Great Americans saving lives.🇺🇸 🇻🇪

[Eric Coleman,CFA. @Profericcoleman]

The Information Technology sector has reached an unprecedented level of market concentration, now accounting for a record 39% of the S&P 500's total market capitalization.

This share has more than doubled since 2020 and now exceeds both the peak technology weighting during the Dot Com era and the Energy sector's historic peak in the 1980s.

When broader technology oriented companies including Amazon and Netflix are included, the sector now represents approximately 50% of the S&P 500's total market value, compared with 29% at the height of the Dot Com Bubble.

These figures underscore the extraordinary concentration of equity market value in technology related businesses and highlight the sector's increasingly dominant role in driving index performance, capital allocation, and investor returns.

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[Secretary Markwayne Mullin @SecMullinDHS]

President Trump has nominated Lance Schroyer to serve as the ICE Director.

With over 29 years of law enforcement experience, Lance will play a vital role in helping deliver on the President’s mandate from the American people to target, arrest, and deport illegal aliens.

Lance is coming straight from the operational field where he ran large scale operations and worked alongside state and federal partners to remove illegal aliens from Oklahoma under the 287g program.

President Trump made a great pick, and I’m confident Lance’s strong leadership and firsthand experience will empower the men and women of ICE to deport criminal illegal aliens, secure the homeland, and protect the American people.

It has been 11 years since @DHSgov has had a Senate confirmed @ICEgov Director. The Senate must quickly confirm Lance Schroyer. 🇺🇸