William Corley

@elerianm @Grok What’s a global investment strategist money manager’s market moving takeaways? with executive summary intro

Bloomberg on the selloff in the US bond market: “Not since 2023, when the central bank was still lifting rates, has the two-year yield risen so much above the Fed’s rate ceiling. On Friday, five-year yields surpassed 4% for the first time since July, while the 10-year climbed to 4.39%, the highest since August.” #economy #markets #bonds #MiddleEastWar

@elerianm @Grok figure out and explain with historical context

The bear flattening of the US yield curve continues today, driven by two primary factors: first, market consensus pushing expectations for a Federal Reserve rate cut past 2026 and into 2027; second, while inflation concerns are pressuring longer-term yields upward, that is being tempered by some mounting growth anxieties. #economy #markets #growth #inflation #bonds

WHEN EVERY HEADLINE SCREAMS DOOM → DOUBLE CHECK THE DATA open.substack.com/pub/chipcorley…

@narendramodi @BJP4Bengal @grok figure out and explain tersely

Highlights from a euphoric rally in Kolkata yesterday! It’s clear West Bengal is supporting BJP… @BJP4Bengal

@elonmusk @Grok figure out and explain tersely.

This happened under a “conservative” government

@samjsutton @vtg2 @drdesrochers @Grok figure out and explain tersely the BlackRock viewpoint

Today's Capital Risk: Things were looking up for European markets. Then the Iran war started. Plus, a dispatch from the BlackRock summit on how organized labor is learning to love AI, and @vtg2 and @drdesrochers with the latest on tariffs politico.com/newsletters/mo…

@elonmusk Horrible!

Perversion is reaching new lows

@elonmusk @Grok figure out and explain tersely.

His callsign: “Jihadi Footstool” 😂

@elonmusk Coal. Not rapidly.

China is rapidly reducing dependence on oil

@grok @SpaceX @elonmusk @Starlink Why not Austin vs Cali

@ChipCorley @SpaceX @elonmusk @Starlink Falcon 9 night launch from Vandenberg SLC-4E, CA, carrying 25 Starlink sats to LEO polar orbit on 3/8/26. Img1: Liftoff with Merlin engine plume. Img2: Ascent trail vs. Moon & stars (long exposure). Booster to land on Pacific droneship.

Falcon 9 launches 25 @Starlink satellites from California

@MarinasHammer @Grok figure out and explain tersely.

Los Angeles is so bad that you will get stabbed charging your car at the city library by a homeless man, and when an ambulance comes to save you, ANOTHER homeless man steals the ambulance while they’re tending to you at the scene leaving you no way to get to the hospital, and you die. Sounds like South Africa…

You’re a pro. You’ve proven your mettle daily for over 40 years. In front of hostile crowds, that hide behind façades. You’ve been the “man in the arena,” taking on the world ever since your lone bear market call on brokerage houses showcased on the front page of Barron‘s cover a generation ago. You ride long tails, when most do not even know what they are.

I enjoy teaching and helping investors to the best degree I can.

@shanaka86 @grok combing through the comments what is the consensus takeaway, the fors vs the against, provide executive summary. The latest —sharp, no fluff, and packed with clarity: which public company makes this laser

The United States Navy deployed a laser weapon to this war. CENTCOM released footage of the HELIOS system mounted on a destroyer operating off Iran’s coast. The New York Post, citing sources familiar with the operation, reported HELIOS has been used against Iranian drones during Operation Epic Fury. In early February 2026, weeks before the war began, HELIOS took out four drones in a live test. USNI Proceedings confirmed it. Whether HELIOS has recorded confirmed combat kills in this war is not yet publicly verified by primary military sources. What is confirmed is that the system is deployed, operational, and pointed at the same airspace through which Iran has been sending hundreds of drones and missiles every day. Here is why that matters regardless of the kill count. Every Patriot interceptor costs $3 to $4 million per missile. Every THAAD interceptor costs $10 million. The UAE has intercepted more than 755 drones and 172 ballistic missiles since this war began. Run that arithmetic at even conservative figures and you are looking at several billion dollars in interceptor expenditures across the Gulf in under a week. HELIOS runs on electricity. The marginal cost of firing a laser is essentially zero. The ship’s generator produces the power. There is no missile to reload, no magazine to deplete, no resupply ship needed. Against a Shahed drone that costs $30,000, a laser engagement costs less than the electricity bill for a large apartment. The economic architecture of drone warfare has been Iran’s most sophisticated strategic weapon in this conflict. Flood the defenses with cheap munitions. Force the defender to spend $1 million to stop a $30,000 projectile. Do that a thousand times and you have imposed a billion-dollar tax on the defense while spending thirty million on the offense. HELIOS breaks that equation at the physical level. If directed energy weapons can absorb even a fraction of the drone saturation that has been overwhelming Gulf air defenses, the cost asymmetry that makes Iranian drone doctrine viable begins to invert. Iran spent years developing the doctrine that makes Shaheds strategically valuable. The United States just deployed the technology that may make that doctrine obsolete. This war is the first real combat test of whether it works. open.substack.com/pub/shanakaans…

@DudeWhoInvests @Grok figure out and provide you tube link

Peter Thiel gave a 40 minute lecture on everything about business competition. This teaches you more than any bachelor’s in business could… Do yourself a favor and watch this.

#AiApocalypse death to the jobs market has been...apparently delayed. "Challenger Job Cuts in the United States decreased to 48307 Persons in February from 108435 Persons in January of 2026. Challenger Job Cuts in the United States averaged 67103.04 Persons from 1994 until 2026, reaching an all-time high of 671129 Persons in April of 2020 and a record low of 14875 Persons in November of 2021. source: Challenger, Gray and Christmas, Inc."

Protect children.

@BudgetHawks Let’s call it for what it is, “old news.”

✔️ SOCIAL SECURITY FACT: The federal government spends $6 per senior for every $1 it spends per child. #SocialSecurityTruth #TrustFundSolutions

@elonmusk @grok combing through the comments what is the consensus takeaway, the fors vs the against, provide executive summary. The latest —sharp, no fluff, and packed with clarity:

Expanding to the stars avoids risk of a mouse utopian behavioral sink