Fascists stand up to communists. That’s it. That’s all they do. That’s why they are demonized by the left. The left are communists. Don’t know if anyone needed that code breaker. But there it is.
Just had some food. It was from a place called Chi-Mex. You should be able to infer what the name implies. With that and the robot sims on the way…#Bladerunner in full effect. IYKYK
@TheCalvinCooli1 “ The only thing I thought was weird was that Hanks talked out of his mouth oddly. Meaning I was concerned about his health. Did he have a stroke recently?”
As I understand. Covid/vaccine causes palsy in some. He was poster child. If I remember correctly.
@FWPlayboy Never pre-qualify the customer. Feel it out and be patient. Secondly, he was probably in better shape in the beginning. Last, green lines not good per our friend.
3-17-26 Oil Doesn’t Crash Markets… Earnings Do
The market is reacting to rising oil and gasoline prices. The key issue isn’t just oil itself—it’s how it hits the consumer directly.
Consumers are already stretched. Higher gas prices = real cash drain. That money doesn’t come from nowhere; it comes out of other spending. Less discretionary spending → weaker demand → pressure on companies.
This is a chain reaction:
1. Oil up → Gas prices up
2. Consumers spend more on fuel
3. Cut spending elsewhere
4. Company revenues weaken
5. Earnings (E) drop
6. Market valuations compress
7. Prices fall
Markets don’t fall just because of oil—they fall when earnings get hit.
So, what really matters now is the timeline of this event:
1. Scenario A – Short-lived spike (< 30 days) will have minimal impact, and markets will look through it quickly.
2. Scenario B – Medium duration (2–4 months) will increase market pressure as oil prices will feed into inflation data, and the Fed may need to pause or shift policy.
3. Scenario C – Long duration (4–6+ months) will increase recession risk dramatically and lead to 10–20% market drawdowns, with the full earnings compression cycle kicking in.
Until we get a clear picture, sell into rallies, raise cash, rebalance risk, and be cautious about exposure to consumer-sensitive areas.
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@FischerKing64 Ali, the guy that owns the liquor store near me fled during the fall of the shah. Said the ayatollah people were crazy. Couldn’t take the chance on staying. Attended university here. Smart guy. Physics. Lending some credibility to the story.
There is my anecdotal contribution.
@QuintusCurtius slacks, leather shoes, turtle neck, sport coat/blazer and British racing cap. Stuck out like a sore thumb. Asked him how was the flight, “everyone is dressed like it’s a bus stop now”. That was 20 years ago as I said.
@QuintusCurtius I remember picking my Grandfather up from the airport about 20 years ago. Flew in from Seattle. Had to pick up curb side, 9/11 hangover still in effect. He was a pretty good dresser in the other travelers defense. Came out of the doors dressed in…..