Izzy

#vikings is a better show than #got

@Wordofwise_ @grok this sounds nothing like Shakespeare. Please fact check the source of this quote.

Patience often feels uncomfortable because it asks us to wait without knowing the outcome. Rousseau reminds us that the struggle is temporary, but the reward is lasting. When we endure difficulty with steadiness, we grow into people capable of deeper understanding and stronger character.

Says it right in the title "EPIC Fury" ​a : relating to or having the characteristics of an epic <poem> ​b : extending beyond the usual especially in size or scope <epic journey> ​a : a long narrative poem in elevated style recounting the deeds of a legendary or historical hero

Update to my earlier post: The Marijuana Herald added a key detail I didn't have: CMS isn't just allowing 'some THC' in the Medicare pilot - they specified up to 3mg per serving of tetrahydrocannabinols, including delta-8, delta-10, and THCA. Someone at CMS set that number intentionally. You don't land on 3mg per serving by accident. That's a clinical parameter, and notably, CMS hasn't yet explained publicly how they determined it or whether they consider it non-intoxicating. Seems to me they're not applying an existing framework, rather building one in real time, through the pilot itself, which is exciting - if for you other reason that it signals things are in motion aka PROGRESS. The government appears to be constructing the regulatory architecture for cannabis-derived therapeutics from the inside out before rescheduling is even finalized. That's not how you treat a Schedule I substance with no medical use. All of this is just how I am connecting the dots inside my monkey brain. I don't have any insight beyond what I am reading publicly, and this not intended as financial advice in any way 🤷‍♂️

$msos W/out digging any further, these 2 things appear to have happened. I know the bill is not impactful - has many stages and months ahead if it ever does become so. Cbd entourage (yay THC) yet to be meaningful (in the eyes of wall st.) Except for $cwbhf that was the kind at 9¢

*PENTAGON REQUESTING $200 BILLION FROM WHITE HOUSE TO FUND WAR IN IRAN — PROPOSAL EXPECTED TO FACE FIERCE OPPOSITION IN CONGRESS, SAYS WASHINGTON POST *WHITE HOUSE CONSIDERING THOUSANDS OF TROOP DEPLOYMENTS TO SECURE IRAN COASTLINE TO REOPEN STRAIT OF HORMUZ, SAYS REUTERS

@TheSaurus831 @cNFTfART Let every feeble rumour shake your hearts! Your enemies, with nodding of their plumes, Fan you into despair; till at length Your ignorance, which finds not till it feels. Still your own foes, deliver you as most Abated captives to some nation That won you without blows!

Iran isn’t your enemy Neither are immigrants Or trans folks You’re just an easily propagandized snowflake with an imaginary fear of brown people and the word woke Hope this helps

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@DeItaone @grok disastrous for which side?

RAND PAUL ON FOX NEWS: HIGH OIL PRICES WILL BE A PROBLEM IN THE MIDTERMS, AND IF THE CONFLICT IN IRAN PERSISTS, I THINK YOU’RE GOING TO SEE A DISASTROUS ELECTION

Last wk, WTI +36%, S&P/Nas/R2K -2.0%/-1.2%/-4.1 last wk. But $IGV +7.8% w/ diversified AI displacement basket +2.6% & Mag7 only -0.4%. Right now oil prices hold the key to the overall market w/ production in the Middle East already being curtailed as oil storage facilities fill up. That was the largest weekly surge in oil since 1983. But the key is not how high oil goes but how long it stays there and does it help lead to a recession. I would note during the invasion of the Ukraine by Russia, WTI reached $124 (+34% from 2/23-3/8/22) but the S&P decline was only 1.3% during that period. Oil returned to just 3% above its peak levels in about one week and US economic growth remained solid. It is important to note that the Strait of Hormuz never closed during this time. It carries roughly 20% of the oil needed to satisfy global demand of roughly 105 million barrels per day. Russia is still the third largest oil producer in the world at roughly 9 mbpd versus Iran at roughly 3.5 mbpd ranked at ninth. Obviously that war in Ukraine still continues today and the US has not suffered a recession. However, during Iraq’s invasion of Kuwait, WTI surged +116% from 7/16-10/11/90 with the S&P declining by 19.9%. US economic growth was already weak due to a combination of rate hikes from the Fed to fight inflation, the Savings & Loans crisis affecting credit, and weakening consumer spending. High oil prices finished the job and pushed the US into a recession. This time it was 3 months before oil was back at pre-invasion levels. My belief is that the Iran situation gets resolved within 1-2 months due to either 1) political pressure within the US that ramps up the longer the war continues or 2) oil surging to the doomsday levels forecasted by some of $125-150. With mid-term elections coming up, the current administration will not want to be blamed with causing a recession. With regards to credit, it was another difficult week as Blackrock (-10.1% last week) capped investor withdrawals from its $26 billion HPS Corporate Lending Fund. I am in the Jamie Dimon camp of there are more cockroaches to come but with $BIZD +1.2% last week, a bear market rally might be in the making following the business development ETF declining 16% from 12/10/2025-2/27/2026. Having said that, the private equity ETF $PSP did decline 3.0% last week. In technology, $IGV gained 7.8% last week despite late breaking news on Friday of OpenAI and $ORCL deciding to not expand a datacenter in Texas. $ORCL still finished the week up 5.2% while its decline on Friday was well contained at -1.2%. $SMH, the semiconductor ETF, meanwhile declined 6.4% last week despite one of our favorite mega-cap AI plays, $NVDA, gaining 0.4% last week as the Korean Kospi got blasted for 10.6% last week on memory stock declines which ratcheted over to the related US companies. Given the developments over the weekend in Iran with both oil storage and desalinization plants being attacked , it looks like another tough week to start. But as we have seen in 2025 over tariffs, political actions can change quickly if the stock market declines enough. My thoughts on positioning remain roughly the same. I would remain diversified, highly selective and with relatively high levels of cash. I would continue to have positions in some unloved names that are ultimately likely to survive AI obsolescence in sectors like software. I believe exposure to asset heavy names in sectors that are likely to be helped by AI are also important. U (Utilities) need to get MESI (Materials, Energy, Staples, Industrials). These five S&P subsectors still are up between 9-26% for the year. Best of luck in what looks to be another challenging start to the week.

$AAPL Been weaker. If we lose 255 then 244 and the 200D in play schrts.co/yWpRDBvS

$AMZN some r/s vs markets last week. Filled the earnings gap, now needs to clear the 200D. 200 area held schrts.co/EdSEUuwu

$APPL Below $254 I am eyeing these areas

$AMZN

@TampaFX @Shrek_420_

@Shrek_420_ Not me I'm trimming into the rally but still holding most of my position.

So who’s gonna report Doug to the SEC? $MSOS

FEB. U.S. JOBS REPORT 👇 NONFARM PAYROLLS -92K, (Est. +55K) UNEMPLOYMENT RATE 4.4%, (Est. 4.3%) PARTICIPATION RATE 62.0%, (Est. 62.5%) UNDEREMPLOYMENT 7.9%, (Prior 8.0%) AVG. HOURLY EARNINGS MoM 0.4%, (Est. 0.3%) AVG. HOURLY EARNINGS YoY 3.8%, (Est. 3.7%)

Retail Sales -0.2%, Est. -0.3% Retail Sales ex auto 0.0%, Est. 0.0% Retail Sales Control Group 0.3%, Est. 0.3%

@CannaSzn Tracks. As in that relay tracks with the way in which things happen in cannabis at the federal level. So many ways to delay the inevitable.

@izzyonit Whats it track?

Tracks. $mSOS

@JT_in_LA @AMartinelliWA 🤣🤣 true

@AMartinelliWA Hopefully, DOJ Barbie feels some pressure.

A senior advisor to President Trump tells us the president is “very disappointed with Bondi’s inaction on cannabis rescheduling.” According to the advisor, Bondi says the delay is due to the DEA’s need to ensure everything is done in a legally valid manner, while continuing to imply a final order could be published within days, something she first said more than a month ago. The advisor says Trump wants the order posted before the forthcoming CBD Medicare program launches and is telling Bondi to do what it takes to get it done. The advisor also says it’s possible Bondi could be removed following Noem, citing rescheduling and other issues.

@realpristinecap @AMartinelliWA That would be a best case scenario!

@AMartinelliWA How cannabis would it be for a few more weeks to roll by and then an announcement that Bondi is being removed 😂