Overdue Daily

Markets just swung hard on Iran war news. Iran claims 2 missiles hit a US warship. CENTCOM says “no US Navy ships have been struck.” S&P and Nasdaq futures dropped as much as 0.5% on the report before erasing most losses after the US denial. Oil spiked 5% to $113 Brent before pulling back. Now sitting at $110. This is the market in 2026. All time highs one day. Missile reports the next. Oil is up 54% since the Iran war began February 28. Some economists are warning the market is sleepwalking toward a recession it hasn’t priced in yet. The fundamentals say buy. The geopolitics say be careful. Watch oil. Everything else follows it right now.

BREAKING: Brent crude oil prices surge above $119/barrel after the UAE announces that an Iranian drone attack has hit one of their petroleum facilities.

WHAT IS HAPPENING IN U.S. BOND MARKET. The US 2 Year Treasury yield just swung from 4.315% to 3.923% in a single candle twice. That is not normal market movement. That is either a massive algo error, a flash crash, or someone with an enormous position being forcibly liquidated. Nobody knows yet, But something just broke in the bond market.

WOW!!!! This is a gigantic deal. Imagine what happens when Amazon has humanoids and autonomous transport. Alright time to start loading up on $AMZN lol

$NVDA has been sleeping lately. But its growth rate deserves a higher forward PE than x25, despite small margin pressure. And its investment arm is going to make all the VC and PE firms look like kids in 5 years. At $250, NVDA will be 6.1T still at forward PE of x25 if eps can reach $10. It’s a question of growth, init? NFA. DYOR.

BREAKING: Bitcoin rises above $80,000 for the first time since January 31st.

JUST IN: Amazon launches 1-hour shipping in US