Streets of Yesteryear

@RiverCityFellow

C.O.G. Jn. 1:12, Discipler Of Men Mk. 3:14, 2 Tim 2:2, Blessed Husband & Father, Pastor, Landlord, Army Vet, Trader, Vintage Cards, Toys, & Coins, MDiv, MPA

Vandalia, OH

Joined May 2009

1.3K Following

214 Followers

4.7K Posts

RiverCityFellow retweeted

Sterling Snow

@sterlingmsnow

11 days ago

I reread this every year. I cry like a baby every year. Todd Beamer died a father, husband, and hero. Todd: Hello… Operator… listen to me. I can’t speak very loud. This is an emergency. I’m a passenger on a United flight to San Francisco. Our plane has been hijacked. Lisa: I understand. Can they see you? Todd: No. There are three that we know of. They have knives — razor knives, like box cutters. Someone announced from the cockpit there was a bomb. It sounded fake. Lisa: Your name?Todd: Todd Beamer. United Flight 93.Todd: They killed one passenger in first class. They forced most of us back. Fourteen of us here. Five flight attendants. The guy with the bomb ordered us to sit on the floor. Lisa: Are you okay? Todd: We’re going down… wait. No. We’re leveling off. We changed directions. We’re flying east again. Todd: A guy named Jeremy called his wife. She told him two planes hit the World Trade Center. Lisa, is that true? Lisa: I have to tell you the truth. It’s very bad. Both towers are gone. A third plane hit the Pentagon. Our country is under attack. I’m afraid your plane may be part of their plan. Todd: Oh God. Lisa, will you do something for me? Call my wife and my kids. Promise me you’ll call. Lisa: I promise. Todd: Our home number is… You have the same name as my wife. Lisa. We’ve been married ten years. She’s pregnant with our third child. Tell her I love her. I’ll always love her. We have two boys — David, he’s 3, and Andrew, he’s 1. Tell them their daddy loves them and he is so proud of them. The baby is due January 12th. I saw an ultrasound. We still don’t know if it’s a girl or a boy. Lisa: I’ll tell them. I promise, Todd.(Lisa patches in the FBI.) Agent: Todd, your plane is on a course for Washington. Best guess is the White House or the Capitol. Todd: I understand. I’ll be back. Todd: Everyone knows this isn’t a normal hijacking. We have decided we will not be pawns in their plot. Lisa: What are you going to do? Todd: Four of us are going to rush the one with the bomb. Then the cockpit. A stewardess is getting boiling water. We’ll take them out. Todd: Would you pray with me?They pray the Lord’s Prayer. Then: Yea, though I walk through the valley of the shadow of death, I will fear no evil, for thou art with me. Todd: God help me. Jesus help me.Are you guys ready? Let’s Roll.

sterlingmsnow's tweet photo. I reread this every year.

I cry like a baby every year.

Todd Beamer died a father, husband, and hero.

Todd: Hello… Operator… listen to me. I can’t speak very loud. This is an emergency. I’m a passenger on a United flight to San Francisco. Our plane has been hijacked.

Lisa: I understand. Can they see you?

Todd: No. There are three that we know of. They have knives — razor knives, like box cutters. Someone announced from the cockpit there was a bomb. It sounded fake.

Lisa: Your name?Todd: Todd Beamer. United Flight 93.Todd: They killed one passenger in first class. They forced most of us back. Fourteen of us here. Five flight attendants. The guy with the bomb ordered us to sit on the floor.

Lisa: Are you okay?

Todd: We’re going down… wait. No. We’re leveling off. We changed directions. We’re flying east again.

Todd: A guy named Jeremy called his wife. She told him two planes hit the World Trade Center. Lisa, is that true?

Lisa: I have to tell you the truth. It’s very bad. Both towers are gone. A third plane hit the Pentagon. Our country is under attack. I’m afraid your plane may be part of their plan.

Todd: Oh God. Lisa, will you do something for me? Call my wife and my kids. Promise me you’ll call.

Lisa: I promise.

Todd: Our home number is… You have the same name as my wife. Lisa. We’ve been married ten years. She’s pregnant with our third child. Tell her I love her. I’ll always love her. We have two boys — David, he’s 3, and Andrew, he’s 1. Tell them their daddy loves them and he is so proud of them. The baby is due January 12th. I saw an ultrasound. We still don’t know if it’s a girl or a boy.

Lisa: I’ll tell them. I promise, Todd.(Lisa patches in the FBI.)

Agent: Todd, your plane is on a course for Washington. Best guess is the White House or the Capitol.

Todd: I understand. I’ll be back.

Todd: Everyone knows this isn’t a normal hijacking. We have decided we will not be pawns in their plot.

Lisa: What are you going to do?

Todd: Four of us are going to rush the one with the bomb. Then the cockpit. A stewardess is getting boiling water. We’ll take them out.

Todd: Would you pray with me?They pray the Lord’s Prayer. Then: Yea, though I walk through the valley of the shadow of death, I will fear no evil, for thou art with me.

Todd: God help me. Jesus help me.Are you guys ready? Let’s Roll.

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RiverCityFellow retweeted

Elon Musk

@elonmusk

2 months ago

Wow

86K

RiverCityFellow retweeted

Closing Bell Orca

@closingbellorca

2 months ago

US Market Commentary | 7.17.2026 1. This weekend the market traded one worry that eased for one that is growing. What drove semiconductors into a bear market on Friday was a demand doubt inside AI, and over two days that doubt largely resolved. But what filled its place is neither quieter nor smaller. The US-Iran war is climbing the escalation ladder rung by rung, and Brent crude crossed 90 dollars in Monday's Asian session. It was a weekend that swapped a resolved micro risk for an escalating macro one. 2. Take the resolved side first: Friday's fear stood on a weak base. The Philadelphia Semiconductor Index fell 20% from its peak into bear territory on a single blow from China's @moonshot and its Kimi K3. Told that frontier-grade performance is possible with far less compute, the market recalled last year's DeepSeek and sold on the fear that chip demand may be smaller than assumed. The Nasdaq 100 fell 1.49% and the S&P 500 dropped 1.01% to 7,457.69. 3. The weekend answered that fear with an old counterexample. It is Jevons's 1865 observation that as efficiency improves, consumption rises rather than falls. SemiAnalysis made exactly that case. Kimi K3, holding 2.8 trillion parameters, needs more than 1.5 terabytes of HBM just to store the weights, and to spread that across many chips it requires Nvidia's rack-scale systems and vast networking. The more efficient the model, the more widely AI is used, so demand for GPUs and HBM rises rather than falls. SK Chairman Chey Tae-won, too, warned of a shortage, seeing AI demand surge 60 to 100% next year. On the very weekend demand was doubted, the industry's front line feared the opposite. 4. The trouble is that the fire filling that space is far harder to handle. In the US-Iran war two US soldiers were killed in Jordan, and the strikes spread beyond military sites to civilian infrastructure like Kuwaiti power plants and US assets in Qatar. That US blood was shed and civilian infrastructure became a target means this conflict has already climbed high on the escalation ladder. Each rung raises the odds of the next, so the current position is itself the measure of the risk. 5. The true detonator of this war is Hormuz. If that narrow passage, through which a fifth of the world's seaborne oil moves, is closed, oil could leap not to 90 dollars but into triple digits. Today's 90 dollars is not yet a blockade but the price fear of one has set. What the market has priced is not the event but only a risk premium, and one more rung up the ladder turns that premium into a real supply shock. If the demand doubt on semiconductors was a matter of days, an oil supply shock is of a different force. 6. Worse, this shock collides head-on with a Fed already leaning hawkish. Higher oil lifts prices, prices lend weight to hawks like Hammack and Logan, and that drives next week's July 29 meeting, the first FOMC of the Warsh era, toward a fight. A supply-driven price shock meeting a central bank that wants to tighten is the combination history fears most. When the 1973-74 embargo quadrupled oil, the Fed was trapped between inflation and recession and could save neither. Unlike then, today's US, with shale and lower oil intensity, takes far less of the same barrel shock. The real-economy hit would be shallower, but the Fed's dilemma, unable to cut rates in the face of oil-driven inflation, is unchanged. 7. And yet the market's surface is strangely calm. The VIX, at 17.87, looks placid, but expected volatility in individual names has widened to a record gap. It means that while the index is quiet, inside it a historic rotation is under way, selling the leaders and buying the neglected. Michael Burry adding Nvidia puts, too, is a bet aimed not at demand but at five years of margin and valuation. The calm on the surface and the churn beneath, and the gap between them, reads closer to a signal that the market has not yet priced the geopolitical tail. 8. This is not to say the war means an imminent all-out conflict. Room remains for Iran to return to the table, and oil could settle within a day. With 90% of reporting companies beating and consumer sentiment at a five-month high, the body of the economy is still sturdy. But that very sturdiness breeds complacency. Before a risk that is low in probability but large in loss, asymmetry always favors the cautious side. 9. So the center of gravity this week is not the direction of the index but the management of this tail risk. The resolution of the semiconductor demand doubt is a welcome micro relief, but that relief does not offset the macro risk of oil and war. The pressure point has moved from inside AI to outside it, and the outside is larger and harder to price than the inside. 10. In the end this weekend took an easier question off the table and handed the market a harder one. Whether the chips are needed has an answer; how far the war will climb has taken its place. ■ How I read the market It is true that the worst case for semiconductors, a demand collapse, passed over the weekend, as SemiAnalysis's rebuttal and Chey's demand outlook broke the base of the Kimi K3 fear. But the risk that dominates the market this week is no longer AI; it is a US-Iran war climbing the ladder. US casualties and strikes on civilian infrastructure are already high rungs, and if Hormuz closes the 90-dollar oil premium turns into a real triple-digit supply shock. That supply-driven price shock collides with a July 29 FOMC already leaning hawkish, creating the stagflationary dilemma of a Fed unable to cut into oil inflation. That is the worst combination. The calm of a 17.87 VIX reads as relief that has not yet priced this tail. So I shift weight from last week's healthy rotation to the asymmetric downside of an underpriced geopolitical tail, and turn defensive. The decisive variable is whether the war climbs another rung. A Hormuz closure and regional escalation is the line between a contained premium and a real shock. ■ Positioning Raise cash and defensives more decisively than last week. On top of energy exposure, add gold as both a safe haven and an inflation hedge, to cover war and oil at once. Cut high-beta, expensive exposure. Even with the demand fear off semiconductors, this week the macro tail outweighs the micro relief, so do not rush to add them. Keep quality and asset-light beneficiaries that prove themselves in earnings, but take gross exposure itself down a notch to shrink the blast radius. As for scenarios, if the war climbs another rung and Hormuz closes or US involvement deepens, oil jumps into triple digits and a broad flight from risk follows, so go defensive hard and hold cash high; if Iran turns to talks and oil calms, re-add in stages into the rack-scale winners SemiAnalysis named and into the market's broadening. ■ What to watch - The Strait of Hormuz: whether it closes is the single biggest oil trigger. It is the line between 90 dollars and triple digits, and the headwater of prices and rates. - The escalation ladder: the scale of further US casualties and retaliation, and whether strikes on civilian infrastructure spread across the Gulf. - Oil: whether Brent's 90 dollars stays a fear premium or heads toward triple digits on real supply disruption. - The July 29 FOMC: whether the oil shock forces the hawks' hand, or paralyzes the Fed between inflation and recession. - The VIX and market breadth: whether the surface calm finally wakes and prices the tail, and whether the rotation underneath turns defensive.

closingbellorca's tweet photo. US Market Commentary | 7.17.2026

1. This weekend the market traded one worry that eased for one that is growing.

What drove semiconductors into a bear market on Friday was a demand doubt inside AI, and over two days that doubt largely resolved. But what filled its place is neither quieter nor smaller. The US-Iran war is climbing the escalation ladder rung by rung, and Brent crude crossed 90 dollars in Monday's Asian session. It was a weekend that swapped a resolved micro risk for an escalating macro one.

2. Take the resolved side first: Friday's fear stood on a weak base.

The Philadelphia Semiconductor Index fell 20% from its peak into bear territory on a single blow from China's @moonshot and its Kimi K3. Told that frontier-grade performance is possible with far less compute, the market recalled last year's DeepSeek and sold on the fear that chip demand may be smaller than assumed. The Nasdaq 100 fell 1.49% and the S&P 500 dropped 1.01% to 7,457.69.

3. The weekend answered that fear with an old counterexample.

It is Jevons's 1865 observation that as efficiency improves, consumption rises rather than falls. SemiAnalysis made exactly that case. Kimi K3, holding 2.8 trillion parameters, needs more than 1.5 terabytes of HBM just to store the weights, and to spread that across many chips it requires Nvidia's rack-scale systems and vast networking. The more efficient the model, the more widely AI is used, so demand for GPUs and HBM rises rather than falls. SK Chairman Chey Tae-won, too, warned of a shortage, seeing AI demand surge 60 to 100% next year. On the very weekend demand was doubted, the industry's front line feared the opposite.

4. The trouble is that the fire filling that space is far harder to handle.

In the US-Iran war two US soldiers were killed in Jordan, and the strikes spread beyond military sites to civilian infrastructure like Kuwaiti power plants and US assets in Qatar. That US blood was shed and civilian infrastructure became a target means this conflict has already climbed high on the escalation ladder. Each rung raises the odds of the next, so the current position is itself the measure of the risk.

5. The true detonator of this war is Hormuz.

If that narrow passage, through which a fifth of the world's seaborne oil moves, is closed, oil could leap not to 90 dollars but into triple digits. Today's 90 dollars is not yet a blockade but the price fear of one has set. What the market has priced is not the event but only a risk premium, and one more rung up the ladder turns that premium into a real supply shock. If the demand doubt on semiconductors was a matter of days, an oil supply shock is of a different force.

6. Worse, this shock collides head-on with a Fed already leaning hawkish.

Higher oil lifts prices, prices lend weight to hawks like Hammack and Logan, and that drives next week's July 29 meeting, the first FOMC of the Warsh era, toward a fight. A supply-driven price shock meeting a central bank that wants to tighten is the combination history fears most. When the 1973-74 embargo quadrupled oil, the Fed was trapped between inflation and recession and could save neither. Unlike then, today's US, with shale and lower oil intensity, takes far less of the same barrel shock. The real-economy hit would be shallower, but the Fed's dilemma, unable to cut rates in the face of oil-driven inflation, is unchanged.

7. And yet the market's surface is strangely calm.

The VIX, at 17.87, looks placid, but expected volatility in individual names has widened to a record gap. It means that while the index is quiet, inside it a historic rotation is under way, selling the leaders and buying the neglected. Michael Burry adding Nvidia puts, too, is a bet aimed not at demand but at five years of margin and valuation. The calm on the surface and the churn beneath, and the gap between them, reads closer to a signal that the market has not yet priced the geopolitical tail.

8. This is not to say the war means an imminent all-out conflict.

Room remains for Iran to return to the table, and oil could settle within a day. With 90% of reporting companies beating and consumer sentiment at a five-month high, the body of the economy is still sturdy. But that very sturdiness breeds complacency. Before a risk that is low in probability but large in loss, asymmetry always favors the cautious side.

9. So the center of gravity this week is not the direction of the index but the management of this tail risk.

The resolution of the semiconductor demand doubt is a welcome micro relief, but that relief does not offset the macro risk of oil and war. The pressure point has moved from inside AI to outside it, and the outside is larger and harder to price than the inside.

10. In the end this weekend took an easier question off the table and handed the market a harder one.

Whether the chips are needed has an answer; how far the war will climb has taken its place.

■ How I read the market

It is true that the worst case for semiconductors, a demand collapse, passed over the weekend, as SemiAnalysis's rebuttal and Chey's demand outlook broke the base of the Kimi K3 fear. But the risk that dominates the market this week is no longer AI; it is a US-Iran war climbing the ladder. US casualties and strikes on civilian infrastructure are already high rungs, and if Hormuz closes the 90-dollar oil premium turns into a real triple-digit supply shock. That supply-driven price shock collides with a July 29 FOMC already leaning hawkish, creating the stagflationary dilemma of a Fed unable to cut into oil inflation. That is the worst combination. The calm of a 17.87 VIX reads as relief that has not yet priced this tail. So I shift weight from last week's healthy rotation to the asymmetric downside of an underpriced geopolitical tail, and turn defensive. The decisive variable is whether the war climbs another rung. A Hormuz closure and regional escalation is the line between a contained premium and a real shock.

■ Positioning

Raise cash and defensives more decisively than last week. On top of energy exposure, add gold as both a safe haven and an inflation hedge, to cover war and oil at once. Cut high-beta, expensive exposure. Even with the demand fear off semiconductors, this week the macro tail outweighs the micro relief, so do not rush to add them. Keep quality and asset-light beneficiaries that prove themselves in earnings, but take gross exposure itself down a notch to shrink the blast radius. As for scenarios, if the war climbs another rung and Hormuz closes or US involvement deepens, oil jumps into triple digits and a broad flight from risk follows, so go defensive hard and hold cash high; if Iran turns to talks and oil calms, re-add in stages into the rack-scale winners SemiAnalysis named and into the market's broadening.

■ What to watch

- The Strait of Hormuz: whether it closes is the single biggest oil trigger. It is the line between 90 dollars and triple digits, and the headwater of prices and rates.
- The escalation ladder: the scale of further US casualties and retaliation, and whether strikes on civilian infrastructure spread across the Gulf.
- Oil: whether Brent's 90 dollars stays a fear premium or heads toward triple digits on real supply disruption.
- The July 29 FOMC: whether the oil shock forces the hawks' hand, or paralyzes the Fed between inflation and recession.
- The VIX and market breadth: whether the surface calm finally wakes and prices the tail, and whether the rotation underneath turns defensive.

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Streets of Yesteryear @RiverCityFellow

3 months ago

@TommiPedruzzi Doc

Who to follow

Businessman, Day trader

Streets of Yesteryear @RiverCityFellow

3 months ago

@TommiPedruzzi Skill

Streets of Yesteryear @RiverCityFellow

3 months ago

@silvermanmarkj @MonicaCrowley @TrumpsterSteve It should go in the National Museum of the US Air Force with the other retired Presidential planes. @AFmuseum

Streets of Yesteryear @RiverCityFellow

5 months ago

@Tech_Marsha @Lupin_Ai_Coder SEND

Streets of Yesteryear @RiverCityFellow

6 months ago

@AZhalala @IndianaGPA That’s awesome! Did they deliver the car to you, or do you go to a dealership to pick it out? Was Aaron a down to Earth nice person? He seems like he would be to me. Were you able to keep in contact with him after he was discovered? Very cool story!!!

Streets of Yesteryear @RiverCityFellow

7 months ago

@peacock @Xfinity Your feed has been an absolute joke this Olympics!!! Glitching like crazy! Can someone else buy the right to televise the Olympics? @elonmusk perhaps????

Streets of Yesteryear @RiverCityFellow

8 months ago

@nicksortor @Speedway @Speedway who’s headquarters is in Enon, Ohio, what do you say? Do you support this???

Streets of Yesteryear @RiverCityFellow

9 months ago

@Megatron_ron I think this was part of the plot for Red Dawn, maybe he was an extra?

Streets of Yesteryear @RiverCityFellow

10 months ago

@OleTimeHardball Yes

Streets of Yesteryear @RiverCityFellow

11 months ago

@felixprehn AI

Streets of Yesteryear @RiverCityFellow

12 months ago

@OleTimeHardball Yes!

Streets of Yesteryear @RiverCityFellow

about 1 year ago

@MLB @Topps He was absolutely can’t miss TV!

RiverCityFellow retweeted

MLB

@MLB

about 1 year ago

On this date in 1982, Rickey Henderson broke the single-season stolen base record! Repost and reply for a chance to win this autographed @Topps card of the Stolen Base King.

MLB's tweet photo. On this date in 1982, Rickey Henderson broke the single-season stolen base record!

Repost and reply for a chance to win this autographed @Topps card of the Stolen Base King. https://t.co/8TitjtCN5h

283K

RiverCityFellow retweeted

Sue Knows Best

@sues86453

over 1 year ago

I love this so much! Great job dad keeping it all in the family.❤️❤️

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RiverCityFellow retweeted

Volonaut @Volonaut

over 1 year ago

Meet the Airbike - Your personal hoverbike straight from the Future! The Volonaut Airbike flying motorbike is a breakthrough in personal air mobility.

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Streets of Yesteryear @RiverCityFellow

over 1 year ago

Happy Easter!!! He is Risen!

Tony Dungy

@TonyDungy

over 1 year ago

Friday night had been terrible for Jesus’ followers. Their leader had been arrested and killed. They hastily buried him, leaving everyone frightened and confused. No one had expected this. After observing the Passover Mary Magdalene went with some women Sunday morning to finish the burial procedures. What they saw would shock them and it would change the world. Jesus’ body was not in the tomb. They were told by an angel that Jesus had risen and He was alive! Now it was really finished-the scriptures had been fulfilled. Jesus had told them many times that He would be killed but He would rise from the dead but they had not been able to grasp it. Now their eyes were opened and they started to understand. Jesus really is the savior of the world! HAPPY EASTER

TonyDungy's tweet photo. Friday night had been terrible for Jesus’ followers. Their leader had been arrested and killed. They hastily buried him, leaving everyone frightened and confused. No one had expected this.
After observing the Passover Mary Magdalene went with some women Sunday morning to finish the burial procedures. What they saw would shock them and it would change the world. Jesus’ body was not in the tomb. They were told by an angel that Jesus had risen and He was alive!

Now it was really finished-the scriptures had been fulfilled. Jesus had told them many times that He would be killed but He would rise from the dead but they had not been able to grasp it. Now their eyes were opened and they started to understand. Jesus really is the savior of the world!
HAPPY EASTER

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RiverCityFellow retweeted

EARTHQUAKE & TSUNAMI @EQTW

over 1 year ago

TSUNAMI 1-3 METERS REGION: NORTH OF HONDURAS TIME: 2025.02.09 01:26:16 UTC MAGNITUDE: 7.6(MWP) LAT/LONG: 17.778 / -82.452 https://t.co/Vt565ENDn9

Streets of Yesteryear

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