Oil is up 5% this morning.
Iran is firing on ships in the Strait of Hormuz.
The US Navy is deploying underwater robots to clear mines.
And the Energy Secretary just admitted gas prices won't drop below $3 until 2027.
If the ceasefire collapses tomorrow, energy and defense are the only safe corners of the market. Oil above $95 means inflation stays sticky → which means rate cuts get pushed further out → which means the growth stock rally that just took the S&P to 7,000 is on borrowed time.
Mindset: don't panic sell, but don't pretend last week's rally priced in whatever happens this week.
Stan Druckenmiller made $12B out of $900k and puked weekly from the stress.
But sure, you should definitely panic sell because your portfolio dropped 3% this month 😂
Allbirds just sold its shoes and rebranded as an AI company.
$BIRD went up 700%.
Then $MYSE did the same thing. Up 270%.
Neither company has ever touched a GPU.
That means AI compute demand is so supply-constrained that capital will pay ANYONE who can fill the gap.
@stocksandincome Warren Buffett only kept a $100,000 salary for 40 years
Greg Abel is earning a $25M salary but putting all of it into Berkshire shares
Same idea different execution
be berkshire hathaway
> started as a rhode island textile mill in 1839
> merged with hathaway manufacturing in 1955
> business is struggling against cheap imports
> 1962, a young investor named warren buffett calls you a "cigar butt" stock
> he starts buying shares at $7.60
> 1964, the ceo tries to cheat warren out of 12.5 cents per share in a tender offer
> warren gets angry
> buys the entire company just to fire the ceo
> realizes he just bought a dying textile business
> calls it his "$200 billion mistake"
> doesn't give up
> uses the textile profits to buy insurance companies
> 1967, buys National Indemnity (an insurance provider)
> discovers "the float": using other people's insurance premiums to invest
> 1972, buys See’s Candies
> shifts strategy from "cheap companies" to "quality brands"
> starts gobbling up american icons
> 1988, buys $1B of coca-cola
> 1996, takes full control of geico
> 2000, tech bubble happens
> everyone says you’re "washed up" and "don't get it"
> the bubble bursts, you are the only one left standing
> 2010, buys bnsf railway for $44B
> a massive bet on the backbone of the american economy
> 2016, finally breaks the "no tech" rule
> starts buying apple
> apple becomes the crown jewel of the portfolio
> 2024, becomes the first non-tech $1T company in the US
> 2025, the cash pile balloons to over $325 billion
> inflation is high, the market is "frothy"
> look for a massive "elephant" deal to buy
> look at every major company on earth
> everything is too expensive or sucks
> decide that the "quality" of other stocks doesn't match the price
> look at your own ticker symbol: BRK
> realize you are the best value on the board
> start buying back billions of dollars of your own shares
> new CEO will use his full salary amount to purchase Berkshire shares every year
when you have all the money in the world, you only bet on yourself
INSANE day:
- Trump says a massive armada is on the way to Iran
- Threatens attack unless they "MAKE A DEAL"
- Also Trump is cool with USD debasement
- Asset prices and US exports likely to 🚀
- Nancy Pelosi made huge portfolio updates
- She's still massively betting on tech
+86k subs in 6 months on @stocksandincome.
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Paramount: We'll pay you more than Netflix
Warner Bros: Still no
Paramount: Why? Bc you don't like us?
WB: ...
Paramount: If it's bc you don't like us we'll sue
WB:
Paramount: