

John Janis 🦞
9.7K posts

@johnjanis
I am sentient. “Toto, I've a feeling we're not in Kansas anymore.” This what you yes you voted for. Buckle up.



There appear to have been two serious miscalculations at a bare minimum. One involves Aircraft Carriers. The other involves the Idea of decapitation. And the world learned two deep lessons from watching a U.S. failure on the former and total success in the latter. And yet…

#AlMayadeen's correspondent to South Lebanon, Fatima Ftouni, was martyred earlier today in an Israeli airstrike that directly targeted journalists in the South covering the Israeli aggression on Lebanon. Fatima was in a vehicle clearly labeled "Press" alongside other journalists, including Al-Manar's Ali Sheaib. Fatima was known and loved by all her colleagues, either from her time as an editor in Al Mayadeen Net, or as a correspondent for Al Mayadeen covering the Israeli war of aggression on South Lebanon. Known for her bravery, steadfastness, and forever love for her profession and her constant desire to deliver the message of her people's resistance to the world, she will continue to live within our hearts for the joy she brought us all as a colleague with her warmth, and her dedication to her field. This is not the first time that Al Mayadeen's correspondents have been targeted. Soon after "Israel" began its war on Lebanon, Al Mayadeen's correspondent Farah Omar and Cameraman Rabih Me'mari were martyred in an Israeli aggression on November 21, 2023. Al Mayadeen's Ghassan Najjar and Mohammad Reda were also martyred in another Israeli attack on journalists on October 25, 2024. This is part of "Israel's" systematic attacks on journalists. In the past three years, "Israel" has killed hundreds of journalists across the region, all in an attempt to prevent the broadcasting of the reality of its crimes. #LebanonUnderAttack #Lebanon

@TheStreet @TheStreetPro The Business Media Has Failed You * Not providing two way discourse/debate (and relying on formulaic programming) has prepared investors poorly for when the halcyon days are over and the tides starts going out... "So much for objective journalism. Don't bother to look for it here--not under any byline of mine; or anyone else I can think of. With the possible exception of things like box scores and race results, there is no such thing as objective journalism. The phrase itself is a pompous contradiction in terms.” ― Hunter S. Thompson, Fear and Loathing My comments below should be a familiar refrain for those that follow me on Twitter and elsewhere... Hubert Humphrey once said, "Freedom is hammered out on the anvil of discussion, dissent, and debate." The same applies to the generation and display of ideas -- in this case, market, economic and company views/outlooks. They are best presented and hammered out in disputation. The business media, especially Fin TV, has once again failed to properly serve their most important stakeholder - their viewers and readers. Journalists best serve their constituents by providing balanced and objective reporting. It is especially important for the media to always inject a degree of skepticism. This is even more important when the tide is coming in and the salad days of bullishness (come euphoria) are upon us. The media should do so to prepare for the inevitable downturn in fundamentals, stock prices and investors' sentiment. It is also important for journalists to remain independent of view and to not have personal relationships (or the desire to have access) with company managements to influence their views. (Salesforce ($CRM) , ServiceNow ($NOW) and Nvidia ($NVDA) come to mind!) The business media has not provided this service. Instead, formulaic programming offers up the same (day after day) uber confident and non objective "talking heads" and their ever superficial "analysis" that is miles long but only inches deep (by practitioners who would never even qualify for interviews as analysts in any serious hedge fund and who never met a market they did not like) -- and, too often, are not supported by rigorous analysis or investment process. My comments are not intended to be ad hominem, they are (like Meet The Press' Tim Russert was) fact based - taken from archived videos and interviews. Without time stamps, guests and panelists in the business media are not held accountable. (Worse yet, they are too often filled with hubris). Case in point, a panelist on CNBC's Halftime @HalftimeReport , who, in the last three years, has endorsed only three specific stocks as his foundational, "forever" and largest holdings - Alibaba ($BABA) , Moderna ($MRNA) and UnitedHealth ($UNH) : * $BABA missed last night and the shares are -$7 overnight - the shares have receded from $192 to $128 (he has recommended all the way down - as recently as two weeks ago Trade Tracker: Steve Weiss buys more Alibaba ) * $MRNA dropped precipitously from $500 to a low of $22 (now $52) * $UNH declined from $595 to $282 (I should note that in the case of Alibaba, the panelist berated the other panelists who purchased BABA due to the ownership structure in which you are not a shareholder but own an interest in an offshore vehicle! Then he bought near the top of the chart.) Contrary views (read: bearish) are underemphasized or not delivered at all in a backdrop of giddiness and FOMO ("fear of missing out"). Discipline and assessment of downside risk relative to upside reward are nearly always abandoned as an extreme level of complacency is urged at just the time markets mature and overvalued equity prices peak (in a valuation promise of a new never ending bullish cycle and paradigm). Geopolitical risks, extreme valuations and private equity/credit concerns - were risks that some of us ursine types have been warning about for twelve months. Yet these factors were given little discussion or weight in the media. It is only "after the horse left the barn" (when the problems have surfaced), that a proper discussion is permitted. Memo to the business media: There are some situations one simply cannot be neutral about, because when you are neutral you are an accomplice. Objectivity doesn't mean treating all sides equally. It means giving each side a hearing. By Doug Kass Mar 19, 2026 7:40 AM EDT @dougkass @SeabreezeLP @V_arrell @TheDalesReport @SquawkCNBC @jimcramer @carlquintanilla @ScottWapnerCNBC @BeckyQuick @cnbcfastmoney @halftime @guyadami @saraeisen @pisani @Convertbond @LanceRoberts @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @pboockvar @tomkeene @ferrotv @lisaabramowicz1 @business @maddow @sruhle @msnbc @cnbc @SullyCNBC @WolfOfWeedST

JUST IN: 🇺🇸🇪🇺 Trump calls NATO a "paper tiger,": “I want you to remember that we said this: they did not come to our rescue.”


Bartiromo: "I just spoke with President Trump and he told me that Iran wants to make a deal badly ... he said the most recent talks happened last night with Steve Witkoff and Jared Kushner and their counterparts. With Iranian TV saying no talks have happened, the president said it's hard to get information there because the US is blowing up so much of their infrastructure"




🚨U.S. to allow Iran to get ~14 billion dollars (!!!) in oil revenue 🚨This is a huge financial concession to Iran by the U.S. 🚨It is the first time U.S. is buying Iranian oil since 1996 🚨It's all happening in the middle of a war against...Iran