An Outlier From The Regression

Microsoft is the bargain of the decade: 23% cashflow growth, 60% earnings growth (29% removing OpenAI gains), 23x p.e., 30% ROCE and the largest moat in AI computing hardware and software infrastructure, where every company needs their products. Used on both Azure and AWS. $MSFT

US stock markets are set to open in a few hours, with the Dow Jones up 1,000+ points and the Nasdaq approaching 1,000 points. Every house ups guide. Entering a new phase of American Exceptionalism. Teflon Don can take it all and keeps winning. @realDonaldTrump

.@SecWar: "For decades, Iran killed Americans with roadside bombs in Iraq, using cowardly proxies to do their dirty work... They thought they could bleed America with impunity. Well, they just learned the hard way what happens when you try to fight us directly."

Britain must combat socialism by creating structures so everyday people can get used to investing their money and see it compound. They feel they do not participate in capitalism and that is a growing problem. Help them participate instead of giving hand-outs.

@reformparty_uk @ZiaYusufUK @Nigel_Farage @RobertJenrick need more pro-capitalist policies, including through social means. Bring the poor in. ISA allowance, similar "Trump accounts" for newborns, allocate a ring fenced amount for those on benefits into an ISA that must vest.

Trump: "We are talking Tariff and Sanctions relief with Iran. Many of the 15 points have already been been agreed to... There will be no enrichment of Uranium, and the United States will, working with Iran, dig up and remove all of the deeply buried Nuclear Dust"

Just looked at the @BBCNews coverage of the Iran war and ceasefire. My god they are so far gone. Claiming Trump "caved", it will "only get harder for him now", "Iran defiant" and trying to promote the idea of deposing. If you listened to them, you'd be ignorant of all facts.

@FCDOGovUK @YvetteCooperMP Pathetic and irrelevant. The British people are so embarrassed by you.

Foreign Secretary @YvetteCooperMP statement on the announcement of a two week ceasefire between the US, Israel and Iran.

#Iran The key factors that led to the ceasefire, including what some are not telling you: - The hardline faction of the regime accused the Foreign Minister and other officials of being traitors for calling for an end to the war. - Iran’s president accused the Revolutionary Guard of sabotaging the chances of a ceasefire. - The elimination of Majid Khademi, head of intelligence for the Revolutionary Guard, was confirmed. This brought the total to 250 regime officials and leaders eliminated, in addition to the disappearance without any news of the “new” Supreme Leader—who may be ill or dead. - Iran’s nuclear infrastructure has been largely demolished, and its military and naval capabilities have been mostly destroyed. - The United States was able to insert dozens of aircraft into #Iran and establish a temporary base to rescue a pilot. The operation involved nearly 100 special forces members plus several dozen fighter jets and helicopters. This was clear evidence of the regime’s military weakness. - President Trump issued an aggressive ultimatum with the aim of forcing a ceasefire and exposing the factions within the regime that no longer hold real power. In his Truth Social post, Trump speaks of a “wonderful” regime change: “However, now that we have complete and total regime change, where different, smarter, and less radicalized minds will prevail, maybe something revolutionarily wonderful can happen. WHO KNOWS? We will find out tonight, one of the most important moments in the long and complex history of the world.” - A source from the Iranian regime claimed on state TV that they had broken off all talks with the US. Obviously, this was false. - Trump announces a conditional ceasefire, and the Iranian regime accepts. Trump states that he “surpassed" all military objectives; he is opening a ceasefire. He does not say he accepts Iran’s ten points at face value. He explicitly says they are “a workable basis for negotiation” and are subject to the full and free reopening of the Strait of Hormuz. “We received a 10-point proposal from Iran and believe it is a workable basis on which to negotiate. Almost all of the various points of past contention have already been agreed between the United States and Iran (referring to the new regime), but a two-week period will allow the agreement to be finalized and consummated.” No. Iran is not charging fees for ships passing through the Strait of Hormuz, nor, of course, in yuan. Trump declared that the free flow through the Strait must be part of any peace deal with Iran. The United Arab Emirates stated that this waterway “cannot be held hostage by any country” and that free navigation must be part of any resolution to the conflict. Qatar’s Foreign Ministry pointed out that all countries in the region have the right to use the Strait freely. The United Nations Convention on the Law of the Sea (UNCLOS) clearly states that countries bordering straits cannot demand payment simply for allowing passage through them. No, the United States is not accepting Iran’s nuclear program remaining intact. In fact, it has demolished Iran’s nuclear infrastructure. . Natanz, the main uranium enrichment plant with underground facilities, is 95% destroyed. . Fordow (the underground enrichment plant) was demolished using bunker-buster bombs. . Isfahan: Destroyed. . Arak (heavy water complex): severely damaged. . Ardakan (uranium concentrate production plant): completely bombed. . Bushehr (Iran’s only operating nuclear power plant): bombed four times. And, of course, two weeks of continued military pressure and negotiations.

@davidsirota @paleofuture It's strictly a business and investing program, dumbass. If you want Iranian propaganda, maybe switch over to CNN.

CNBC: "President Trump has threatened to destroy a civilization. How does an investor process that? Is it a bigger upside risk or downside risk?" What stage of corporate media is this? (h/t @paleofuture)

So this is interesting for Labour MPs like @wesstreeting @RachelReevesMP @darrenpjones You made a bet that short-term anti-war impulse would win favour. Now that Trump succeeded and found a peace deal, any gain has evaporated. @ZiaYusufUK @RobertJenrick @Nigel_Farage lean in.

Keir Starmer reopening the Strait of Hormuz.

Yes, you won the FAFO prize.

I think it's a good time for me to share this prediction of oil, inflation and S&P 500 by June - from 16th March. 🎯 How many made that call? 🤔

The Guardian and Left-Wing outlets tried to run stories at the start of the Iran war, that China "had been preparing for an energy crisis and were safe" but the CCP had to intervene dramatically in April to cap all energy prices: reuters.com/business/energ…

China pushed Iran to do a deal because it gets 45% of the oil from the Strait of Hormuz. China has struggled to meet oil demand. It is no coincidence that their proxy leaders like @sanchezcastejon of Spain were so against disruption to China's sources. bloomberg.com/news/articles/…

British Army Major Chris walked 700 miles barefoot across the UK to fund research for his daughter’s rare disease. This is the moment they reunited at Edinburgh Castle

Stock markets all bottom within the first 10% of any war in history. Why? Because the event is obvious and immediate, but the reconciliation improves with time. "What happens next?" Isn't as important as the improvement of terms and reconciliation ongoing.

𝐀 𝐁𝐑𝐈𝐓𝐈𝐒𝐇 𝐍𝐄𝐖𝐒 𝐇𝐎𝐒𝐓 𝐉𝐔𝐒𝐓 𝐄𝐗𝐏𝐋𝐀𝐈𝐍𝐄𝐃 𝐓𝐑𝐔𝐌𝐏’𝐒 𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐘 𝐁𝐄𝐓𝐓𝐄𝐑 𝐓𝐇𝐀𝐍 𝐀𝐍𝐘𝐎𝐍𝐄 𝐈𝐍 𝐀𝐌𝐄𝐑𝐈𝐂𝐀𝐍 𝐌𝐄𝐃𝐈𝐀 — 𝐀𝐍𝐃 𝐇𝐄’𝐒 𝐓𝐄𝐑𝐑𝐈𝐅𝐈𝐄𝐃 𝐎𝐅 𝐖𝐇𝐀𝐓 𝐈𝐓 𝐌𝐄𝐀𝐍𝐒 𝐅𝐎𝐑 𝐄𝐔𝐑𝐎𝐏𝐄 GB News’ Alex Armstrong laid out the geopolitical map that American media refuses to draw: this war isn’t about toppling Iran. It’s about 𝐫𝐞𝐬𝐡𝐚𝐩𝐢𝐧𝐠 𝐭𝐡𝐞 𝐠𝐥𝐨𝐛𝐚𝐥 𝐨𝐫𝐝𝐞𝐫 — and America is winning on every front. Start with oil. The Strait of Hormuz carries 𝟒𝟓% 𝐨𝐟 𝐂𝐡𝐢𝐧𝐚’𝐬 𝐨𝐢𝐥 𝐬𝐮𝐩𝐩𝐥𝐲. Trump effectively captured Venezuela’s oil supply in January. As Armstrong put it: “𝘓𝘰𝘰𝘬 𝘸𝘩𝘰’𝘴 𝘨𝘰𝘵 𝘵𝘩𝘦 𝘶𝘱𝘱𝘦𝘳 𝘩𝘢𝘯𝘥 𝘢𝘭𝘭 𝘰𝘧 𝘢 𝘴𝘶𝘥𝘥𝘦𝘯. 𝘈𝘮𝘦𝘳𝘪𝘤𝘢 𝘪𝘴 𝘯𝘰𝘸 𝘤𝘰𝘯𝘵𝘳𝘰𝘭𝘭𝘪𝘯𝘨 𝘵𝘩𝘦 𝘷𝘢𝘴𝘵 𝘴𝘸𝘢𝘵𝘩𝘦𝘴 𝘰𝘧 𝘰𝘪𝘭 𝘵𝘩𝘢𝘵 𝘊𝘩𝘪𝘯𝘢 𝘯𝘦𝘦𝘥𝘴.” China is in the middle of a tariff negotiation with Trump — and suddenly its entire energy supply depends on American goodwill. Then Europe. With Russian energy off the table and domestic energy hollowed out by the “𝘭𝘦𝘧𝘵𝘪𝘴𝘵 𝘰𝘣𝘴𝘦𝘴𝘴𝘪𝘰𝘯 𝘸𝘪𝘵𝘩 𝘯𝘦𝘵 𝘻𝘦𝘳𝘰,” Europe is becoming 𝐰𝐡𝐨𝐥𝐥𝐲 𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐭 𝐨𝐧 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐨𝐢𝐥 𝐚𝐧𝐝 𝐠𝐚𝐬. Armstrong: “𝘛𝘩𝘦𝘺 𝘸𝘪𝘭𝘭 𝘥𝘪𝘤𝘵𝘢𝘵𝘦 𝘵𝘦𝘳𝘮𝘴 𝘢𝘯𝘥 𝘶𝘴𝘦 𝘦𝘯𝘦𝘳𝘨𝘺 𝘢𝘴 𝘭𝘦𝘷𝘦𝘳𝘢𝘨𝘦, 𝘯𝘰𝘵 𝘫𝘶𝘴𝘵 𝘦𝘤𝘰𝘯𝘰𝘮𝘪𝘤𝘢𝘭𝘭𝘺, 𝘣𝘶𝘵 𝘨𝘦𝘰𝘱𝘰𝘭𝘪𝘵𝘪𝘤𝘢𝘭𝘭𝘺 𝘵𝘰𝘰.” Armstrong connected the dots to what the Pentagon calls 𝐆𝐫𝐞𝐚𝐭𝐞𝐫 𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 — Greenland through the Panama Canal, the entire Western Hemisphere secured as a self-sufficient American economic and security zone. “𝘕𝘰 𝘮𝘰𝘳𝘦 𝘨𝘭𝘰𝘣𝘢𝘭 𝘱𝘰𝘭𝘪𝘤𝘪𝘯𝘨, 𝘯𝘰 𝘮𝘰𝘳𝘦 𝘦𝘯𝘥𝘭𝘦𝘴𝘴 𝘧𝘰𝘳𝘦𝘪𝘨𝘯 𝘤𝘰𝘮𝘮𝘪𝘵𝘮𝘦𝘯𝘵𝘴, 𝘫𝘶𝘴𝘵 𝘢 𝘧𝘰𝘳𝘵𝘪𝘧𝘪𝘦𝘥, 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦-𝘳𝘪𝘤𝘩 𝘱𝘰𝘸𝘦𝘳 𝘣𝘢𝘴𝘦 𝘵𝘩𝘢𝘵 𝘰𝘵𝘩𝘦𝘳𝘴 𝘩𝘢𝘷𝘦 𝘯𝘰 𝘤𝘩𝘰𝘪𝘤𝘦 𝘣𝘶𝘵 𝘵𝘰 𝘳𝘦𝘭𝘺 𝘰𝘯. 𝘛𝘩𝘢𝘵 𝘪𝘴 𝘵𝘩𝘦 𝘯𝘦𝘸 𝘈𝘮𝘦𝘳𝘪𝘤𝘢.” The most striking part was his warning for Britain: “𝘞𝘦 𝘩𝘢𝘷𝘦 𝘯𝘰 𝘦𝘯𝘦𝘳𝘨𝘺 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘺. 𝘞𝘦 𝘪𝘮𝘱𝘰𝘳𝘵 𝘢𝘳𝘰𝘶𝘯𝘥 60% 𝘰𝘧 𝘰𝘶𝘳 𝘧𝘰𝘰𝘥. 𝘞𝘦 𝘩𝘢𝘷𝘦 𝘯𝘰 𝘮𝘢𝘫𝘰𝘳 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺. 𝘖𝘶𝘳 𝘮𝘪𝘭𝘪𝘵𝘢𝘳𝘺 𝘪𝘴 𝘥𝘦𝘤𝘪𝘮𝘢𝘵𝘦𝘥.” He described Britain heading toward 𝐚 𝐝𝐚𝐫𝐤 𝐚𝐠𝐞 𝐧𝐨𝐭 𝐬𝐞𝐞𝐧 𝐢𝐧 𝐨𝐯𝐞𝐫 𝟏,𝟎𝟎𝟎 𝐲𝐞𝐚𝐫𝐬 as America withdraws from its traditional role. When a foreign ally’s own news anchors are publicly acknowledging that Trump’s strategy is working — even as it leaves them behind — that tells you everything about who has the leverage. 𝐓𝐡𝐞 𝐫𝐞𝐬𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐰𝐨𝐫𝐥𝐝 𝐬𝐞𝐞𝐬 𝐰𝐡𝐚𝐭 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧 𝐦𝐞𝐝𝐢𝐚 𝐰𝐨𝐧’𝐭 𝐚𝐝𝐦𝐢𝐭: 𝐓𝐫𝐮𝐦𝐩 𝐢𝐬𝐧’𝐭 𝐬𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐜𝐡𝐚𝐨𝐬. 𝐇𝐞’𝐬 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐚 𝐟𝐨𝐫𝐭𝐫𝐞𝐬𝐬.