golfsohard

Weekly Stock Bullfinder- Week of 3/23 newsletter now posted! Subscribe to weekly newsletter! weeklystockbullfinder.substack.com/p/weekly-stock…

This is not a short term trade... #GOLD vs. $QQQ This is a regime change and the check back looks complete.

@Microinteracti1 @CeoOndas

Drones Flew Over America’s Nuclear Bomber Base for a Week. Nobody Stopped Them. During the week of March 9, waves of 12-15 unidentified drones repeatedly overflew Barksdale Air Force Base in Louisiana. The base is the command headquarters for Air Force Global Strike Command, responsible for America’s entire strategic bomber force, including B-52s capable of carrying nuclear weapons. The United States was at war. The drones came anyway. According to a confidential briefing document leaked to ABC News, the drones displayed non-commercial signal characteristics, long-range control links, and resistance to jamming. They varied their routes. They left their lights on, not out of carelessness, but to monitor how the base responded. Analysts called it deliberate reconnaissance. The Air Force tried to jam them. It did not work. Barksdale issued a shelter-in-place order on March 9. Flight line operations were halted. B-52s carrying AGM-158 cruise missiles and 30,000-pound bunker buster bombs were grounded. It was the first time a U.S. air base had been temporarily put out of operation in wartime, something that never happened in World War II. The drones were assessed as far more sophisticated than anything seen in Ukraine, and well beyond Iranian capabilities. No operator has been identified. No one has been caught. The incident received limited media coverage. It happened three weeks ago.​​​​​​​​​​​​​​​​ Stay connected, Follow Gandalv @Microinteracti1

@JakeSherman Nobody should be happy because voters are pissed at both sides using people at pawns while we wait in hour long lines and miss flights at the airport

Dems are pretty happy. Republicans are not so happy.

SCOOP: The U.S. military has fired more than 850 Tomahawk cruise missiles in four weeks of war with Iran, burning through the precision weapons at a rate that has alarmed some Pentagon officials and prompted internal discussions about how to make more available.

@duckman1717 NACHO tweets? x.com/gazanriviera/s…

You are only ever 3-4 days away from a rip-roaring Bull market no matter how weak the tape or environment. For me, staying away from this mess and just sitting tight with the Longs I have and plenty of cash. But I do have one eye on the market for turns because at any moment a tweet can go out and it's on. Just like 2018 and 2025.

Tech stock valuations are back to the lows seen around the April 2025 tariff shock:

"Carnival, the world’s largest cruise line, spends more on fuel than on the food it serves. It estimated that each 10% increase in market prices would cost it $145 million in net income this year" @Spencerjakab trk.wsj.com/view/6516ea58f…

@HulkCapitalPro x.com/gazanriviera/s…

@dilanesper The new term for all of Trump's Iran bluster is NACHO Not Actually Changing Hormuz Opening (I didn't come up with this; I think I saw it first from @biancoresearch )

According to Korean media, purchasing departments at domestic semiconductor manufacturers such as Samsung and SK hynix are checking on a daily basis whether key materials such as helium can be procured and how prices are moving, as they make every effort to prevent production disruptions. Spot helium prices have already surged by more than 50%. Since these materials account for only a small portion of semiconductor production costs, they are not expected to have a direct impact on chip prices. However, the biggest concern is potential disruption to production. Accordingly, Samsung and SK hynix are said to be securing inventory by accepting market prices without resistance. (The Elec)

🌎 #Helium shortage has started impacting #tech supply chains, execs say - Reuters reuters.com/world/asia-pac…

@megynkelly @SpecialSitsNews @JDVance @SusieWiles

7% of Americans support a major ground invasion of Iran. SEVEN. (Reuters/Ipsos) And yet…

Flatbed trucking spot rates hit new all time high at $3.80/mile. Flatbed spot rates are +$.36/mile in the past week alone. Flatbeds = industrial strength

🇫🇷 France confirms oil crisis, says 30-40% Gulf energy infrastructure destroyed. France's Finance Minister Roland Lescure revealed on Wednesday that between 30 and 40 per cent of Gulf refining capacity has been damaged or destroyed by Iran's retaliatory strikes, leaving a shortage of 11 million barrels a day on global oil markets.

Netflix is raising prices in the U.S. for a second time in a year: • Under the higher pricing, Netflix’s Standard With Ads plan will now cost $8.99/month, up $1 from $7.99 previously • The Standard plan (no ads, viewing on up to two devices simultaneously) is rising by $2, from $17.99/month to $19.99/month. • The Premium plan (no ads, streaming on up to four devices at once, Ultra HD and HDR) is rising from $24.99/month to $26.99/month. variety.com/2026/tv/news/n…

@HulkCapitalPro Mag 7 big guys all in correction x.com/rampcapitalllc…

We can quibble on official vessel counts through the Strait of Hormuz, but 40-50 ships passed through pre-war each day. Whether throughput is -80%, -90%, or -99%, it's all different shades of very negative.

If you think last Friday was “oh crap” and Monday was “let’s make a deal” then the market is 75% of the way back to “oh crap”

Every Mag7 stock is in a correction

Nearly a month into the US-Israel-Iran war. Markets think this is ending soon. I think they are wrong. Iran has engineered this conflict into a positive-carry asset. Every week Hormuz stays closed: transit fees collected, oil revenue elevated, sovereignty claim normalized. Time generates return for Tehran. Time generates cost for Washington.