CJ

What film role was 100% perfectly cast?

Rep. Rich McCormick: "We were horrible in Vietnam until we did Rolling Thunder One and Rolling Thunder Two, and then we won. As soon as we do half-measures, we lose. The faster we get this over the better. If we seize Kharg Island, it's technically boots on the ground. It could be done almost flawlessly. If we have enough firepower, it would be very easy to defend."

NFL owners have approved a change to the scheduling policy clarifying that Friday games are no longer considered “short weeks.” Previously, teams were limited to two short-week games per season (typically Thursday games with less rest). That rule still applies—but now, Friday games (like Black Friday or Christmas this year) don’t count toward that limit. So a team can play two Thursday short-week games and still be scheduled for a standalone Friday game, giving TV partners like Amazon more flexibility.

Trump: We will be leaving very soon, and if France or some other country wants to get oil or gas, they will go up through the hormuz strait and will be able to fend for themselves. But we have nothing to do with that. What happens in the strait—we aren't going to have anything to do with it. There is no reason for us to do it.

Another absolute banger from the Braves. Powder blue can do no wrong. And a strong start to MLB City Connect 2026.

Gas prices in Florida jumped 17 cents overnight with Florida (in red) now averaging $4.12 a gallon and the national average (in blue) is now at $4.02.

I've stopped reading Gulf war headlines. Here's what I track instead. We run an India-focused equity fund. 85% of India's crude comes from imports. Half of that normally passes through Hormuz. So yes — this crisis is personal. But the information environment right now is garbage. Trump says the war ends tomorrow. Iran says Hormuz is shut forever. One analyst says $150 oil, another says $60. You can't build a portfolio view on this. So I've narrowed it down to 4 signals. These are priced by people with real money on the line. They don't lie. 1. Ship insurance premiums through Hormuz This is the single best signal. Lloyd's underwriters have billions at stake on every pricing call. Before the war, insuring a tanker through Hormuz cost 0.25% of the ship's value. Today it's 3.5–10% — and almost nobody is buying. A $100M tanker that cost $250K to insure now costs up to $10M. When this drops below 2%, the people with the most to lose are telling you it's getting safer. No press conference can replicate that. 2. How many ships are actually crossing Every ship carries a GPS tracker (AIS). You can count exactly how many cross Hormuz each day. Before: 100+. Now: 8. That's a 92% collapse. You can't spin a ship being somewhere it isn't. Iran is letting some Chinese and Indian ships through, but it's a trickle. When this number crosses 30–40, trade is resuming. You can track this free on the WTO Hormuz Trade Tracker. 3. Paper oil vs real oil This one most people miss entirely. Brent crude (the headline price) is at $112. But Dubai physical — what Asian buyers actually pay for delivered oil — is at $126. That's a $14 gap. It exists because Trump's comments keep pushing paper prices down. Traders call it jawboning. But the refiners buying cargo aren't getting any discount. If you're looking at Brent to assess India's oil bill, you're looking at the wrong number. 4. The mid-April cliff Multiple emergency measures expire around the same time. The 400 million barrel SPR release runs dry ~April 15. The US waiver letting India buy Russian crude expires. Formosa Plastics has declared force majeure from April 1. Right now these stopgaps are keeping the supply gap at ~5 mb/d. Without them, BCA Research estimates it doubles to 10 mb/d — the largest crude disruption ever. If Hormuz doesn't reopen by mid-April, we're in uncharted territory. Bottom line: track the insurance premium, the ship count, the paper-physical spread, and the April timeline. Everything else is noise.

BREAKING: Trump has told aides he is willing to end war with Iran without reopening Hormuz, per WSJ