Slice of Insight

[Slice of Insight @sliceofinsight]

This is what I’ve experienced:
1. Corporations are adding AI but management and personnel do not know how to fully use it.
2. If Copilot is the adopted AI, it is limited compared to Claude, ChatGPT, and Gemini.
3. Most people aren’t using the paid versions which are superior.
4. Companies have strict policies regarding using company information on the better platforms (Claude, etc.) limiting capabilities.
5. The gap between power users within corporations and casual users will widen the skill gap. The power users are silent because they are getting ahead and don’t want to be the designated trainer without the extra pay.

[Slice of Insight @sliceofinsight]

Employees can use these guidelines as well.
(1) If the employer told the employee they were let go, would the employee be relieved? If yes, strike 1.
(2) If the employee looked back in time and said would I have taken this job knowing what I know now? If not, strike 2.
(3) Can the employee replace the job with something better? Not necessarily more money but another career move that brings more stability, less toxic environment etc.? If yes, strike 3.

[Slice of Insight @sliceofinsight]

The record high stocks are driven by select sectors not everyone is invested in. It does benefit the 401ks but there is worry of how far this market can go. The 401ks have never been tested against a sovereign debt crisis. The low unemployment isn’t reflective of most wages aren’t keeping up with inflation. Proof of that is the amount of money being borrowed from 401ks now to survive as reported by Fidelity. I do blame social media for many of the issues we have. It compounds everything.

[Slice of Insight @sliceofinsight]

I sense this possibility that Trump will just pack it up and leave the gulf. He could say “the regime is so fractured he doesn’t know who to deal with”. “To escalate further, innocent lives would be lost, etc.” “Since other countries need their oil they can clean up the mess, etc.” If he plays this card Iran gets “0” from the USA, they could claim victory and open the Strait while we claim victory for setting back their nuclear program (temporarily). Politically many people would say he caved but I think escalation would have been worse. Oil would continue to trade in the current range and there will still be long term effects but not as bad if it was prolonged into August.

[Slice of Insight @sliceofinsight]

There is way more to this conflict than what we are seeing. Despite the Strait being shut for 3 months, Trump still has the markets trading at record highs and oil recently dropped below $100 a barrel which few people would have believed 2 months ago. The people who control money are not trading this like it is the end of the world. He still has the cards of what the market does. Nobody wants to bid oil up higher in this environment. It’s a game of who blinks first. I am starting to believe it is not between us and Iran but rather us and the rest of the world. Trump may be seeing how far this can go before other countries have to get involved by default because they run out of oil before we do.

[Slice of Insight @sliceofinsight]

@unusual_whales We may all be surprised how long this can carry with weekly SPR releases and the constant news of a deal is coming. This cycle could take us into September.

[Slice of Insight @sliceofinsight]

@unusual_whales He didn’t need to. Stocks finished up and performed well closing out the month. Oil also closed down.

[Slice of Insight @sliceofinsight]

@GasBuddyGuy Or we could keep releasing barrels from the SPR while traders continue to avoid buying oil at high prices keeping us in the same range of $90-$100.

[Slice of Insight @sliceofinsight]

The best jobs are in the hidden job market. These are the jobs that aren’t posted because they don’t need to be. They provide an excellent work culture, above competitive pay with benefits with low turnover and high satisfaction with the company. To get into these roles you have to be recommended and sought out by an insider within the company. This means you have to position yourself as a high performer that is distinctive from everyone else in your field. Your career goal should be working towards this level of performance as a hedge against unemployment.

[Slice of Insight @sliceofinsight]

You’re being realistic. This was always the final scenario once Iran realized how we are unable to scale a large offensive against them. Insiders know Iran will be the one to force a deal and that is why oil is not skyrocketing. Iran will walk away with more leverage and long term financial gains once a deal is complete. The wait is how long are we willing to drain our SPR before giving them the deal.

[Slice of Insight @sliceofinsight]

Many people I’ve seen get let go as not being a culture fit were some of the better employees. They were mavericks at their job and did exceptionally well. They broke the first rule of the 48 Laws of Power which is “Never Outshine Your Master”. It wasn’t intentional, it just happened in their workflows. These people are fitted more as entrepreneurs rather than workers. Think of how brilliant Elon Musk is but he would not be a culture fit in most business meetings. He would make everyone look like idiots.

[Slice of Insight @sliceofinsight]

The irony is traders may still be afraid of trading oil at high prices when the inventory continues to shrink. If my math is correct, we could drain the SPR down to 150 million barrels which would give us a few more months. So technically we could still be in the same position we are now during mid July with oil trading around $100 a barrel and deal in “progress”.

[Slice of Insight @sliceofinsight]

@AmbJohnBolton They’re the gift that also keeps giving to the markets. The administration is paying more attention to stocks and the price of oil than Tehran. This back and forth will keep going on along as Wall Street and oil traders keep playing the game.

[Slice of Insight @sliceofinsight]

@FoxNews How do we open them? We continue attacks and they strike more neighboring oil infrastructure driving up global prices. Ground troops? We are entering one of their hottest periods of the year.

[Slice of Insight @sliceofinsight]

The frustration will pile on as they watch the “great” economic news and record stock market continue throughout 2026. They’ll also see an Iran deal that will possibly give us permanent higher gas prices at the pump and it being called a victory. We’ve constructed a K shaped economy that does not need the middle class like it used to.

[Slice of Insight @sliceofinsight]

@zerohedge If it is, it would be quite fitting. Fake news builds the markets. Fake headlines keep oil around $100 or lower. A fake economy is built on the top tier households. So yes, the AI boom could be built on something fake.

[Slice of Insight @sliceofinsight]

If Iran “agrees” not to pursue nuclear enrichment how do we monitor it? We already can’t send ground troops, don’t have control of the Strait, and ceased military action. They also know there is a high possibility Trump may be dealing with an impeachment trial in a year which complicates things politically here in the US.

[Slice of Insight @sliceofinsight]

If we were going to do something we would have already done it. Our intel is probably letting the president know the collateral damage that will take place if we go forward with military action. They will launch missiles and drones on neighboring oil infrastructure possibly cutting the underground cables used for global internet traffic. Ground troops are out of the question with temps over 110 degrees. Our country cannot escalate like we used to because we are more sensitive to the markets reaction and bond prices. I don’t see how Iran is not going to get a deal that favors them long term. Their influence in the gulf region is going to strengthen after this.

[Slice of Insight @sliceofinsight]

@Polymarket Does this mean the Strait of Hormuz stays shut for 60 more days? If so, we have have to be extremely creative on keeping oil hovering around $100. It will be strange if oil is still trading around $100 but gas and diesel are a dollar higher than they are now.

[Slice of Insight @sliceofinsight]

@FoxNews Even Michael Corleone was able to attend his godson’s baptism while his personal business was being conducted.

[Slice of Insight @sliceofinsight]

Agree. An attack would make it harder to manipulate oil prices and hurt the market. Especially if Iran retaliates and hits oil and global internet infrastructure. This is a waiting game of rhetoric until we can’t control the oil pricing anymore. Most likely, Iran will end up walking away with more leverage and influence.