Macro Daddy

🚦 What if Hormuz doesn’t close, but gets controlled? - China flows continue - Regional vessels allowed - India gets limited passage - US/NATO largely restricted Asia dominates demand. Gulf producers rely on the route. Not a supply shock: access is being decided in real time.

$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property

$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property

Don’t day trade Don’t use options Don’t use leverage Don’t use margin Buy undervalued companies & focus on the long term What’s so difficult about this?

Mike Rowe: “We’ve been telling kids for 15 years to learn to code.” “Well, AI is coming for the coders.” “It’s not coming for the welders, the plumbers, the steamfitters, the pipefitters, the HVAC, or the electricians.” “In Aspen, I sat and listened to Larry Fink say we need 500,000 electricians in the next couple of years—not hyperbole.” “The BlueForge Alliance, who oversees our maritime industrial base—that’s 15,000 individual companies who are collectively charged with building and delivering nuclear-powered subs to the Navy … calls and says, we’re having a hell of a time finding tradespeople. Can you help?” “I said, I don’t know, man … how many do you need? He says, 140,000.” “These are our submarines. Things go hypersonic, a little sideways with China, Taiwan, our aircraft carriers are no longer the point of the spear. They’re vulnerable.” “Our submarines matter, and these guys have a pinch point because they can’t find welders and electricians to get them built.” “The automotive industry needs 80,000 collision repair and technicians.” “Energy, I don’t even know what the number is, I hear 300,000, I hear 500,000.” “There is a clear and present freakout going on right now. I’ve heard from six governors in the last six months. I’ve heard from the heads of major companies.”

BREAKING: The SEC is preparing a proposal that would eliminate the requirement for public companies to report earnings quarterly, instead allowing firms the option to disclose results just twice a year