Hemisphere Research Capital

So you're funding Hegseth the failed TV host at rates unheard of since 2007, so he can cosplay as Secretary of War in our backyard in Hormuz? You know what's crazier than $39 trillion in debt? Paying a pre-GFC premium to fund a LARP and all you'll get is a brand new GFC.

I'm getting a sneaking suspicion the China-USA summit is going to be a nothing burger 🫠

JUST IN: 🇨🇺 Cuba says it has completely run out of diesel and fuel oil.

Trump is leaning toward ordering a renewal of the fighting with Iran -N12

I swear this guy does NOT miss. Incredible. This is getting insane... $VELO up 40% in two days since this mf'er bought, $LUNR up 48%, $NBIS up 51%, etc. Just buy what he buys and you'll beat the markets lol.

China has begun to put large pressure on Iran to reach and agreement, which is significant as Irans largest economic partner-POLITICO

عاجل | بوليتيكو عن مسؤول كبير بالبيت الأبيض: الصين ضغطت بالفعل على #إيران للتوصل إلى اتفاق

Senior White House Official: China Has Already Pressured Iran To Reach An Agreement - POLITICO

TRUMP–XI SUMMIT DOWNSIZED AS EXPECTATIONS FALL The Trump–Xi meeting in Beijing is now expected to be a limited, low-impact summit focused on maintaining stability rather than major deals. Key topics include trade, Iran, and fentanyl, but analysts say the U.S. has little leverage and Beijing is offering no clear agenda or concessions. Instead of a “grand bargain,” the talks are likely to yield only modest steps like extending existing trade truces and maintaining limited sector cooperation. Experts say shifting geopolitical conditions have strengthened China’s position, making meaningful breakthroughs unlikely.

Don't forget whoever is selling you international investing, they may not be ur friends.

JP Morgan on oil prices/Strait of Hormuz: "A core assumption of our framework is that the accelerating pace of oil inventory depletion will ultimately force the reopening of the Strait of Hormuz, one way or another. Our base case envisions the Strait reopens in June—anchored on June 1 for simplicity—following a clear and credible announcement ratified and confirmed by both sides, such as a statement from the UN Security Council."