Zethus Capital

“MMIWG2SLGBTQQIA+” The Canadian government just dropped this absolute monstrosity (and no, it isn’t satire).

AI has killed software and tech stocks. Valuations are at multi-decade lows. Stock prices are in the trash. This is a once in a lifetime opportunity to buy fear. Follow as I uncover hated tech stocks trading at basement level valuations.

no dog in this fight, but I bet Bill McDermott at $NOW has printed the below quote out from the Citrini article, posted it on his wall to stare at every day and forwarded it to his whole team. mofo might even accelerate "SERVICENOW NET NEW ACV GROWTH DECELERATES TO 14% FROM 23%; ANNOUNCES 15% WORKFORCE REDUCTION AND ‘STRUCTURAL EFFICIENCY PROGRAM’; SHARES FALL 18% | Bloomberg, October 2026"

NDP MP Leah Gazan condemns Budget 2026 for cutting $7B from Indigenous Services Canada and Crown Indigenous relations. "They provided $0 to deal with the ongoing genocide of MMIWG2SLGBTQQIA+," she said. "Rates of violence are increasing, and the PM is turning a blind eye."

┻┳| ┳┻| ┻┳| ┳┻| ┻┳| ┳┻| ┻┳| ┳┻| _ ┻┳| •.•) Maybe we shouldn't use a ┳┻|⊂ﾉ multiple of peak cycle earnings ┻┳

Even when this war ends — oil will NOT go back to $60. The new floor: above $80/bbl Why? 🔴 Hormuz risk is now permanent 🔴 Insurance + logistics costs structurally higher 🔴 Inventories need years to rebuild 🔴 Refiners repricing for uncertainty This isn’t just a supply shock. It’s a structural reset of the entire oil market. The pre-war world is gone. 🛢️ Goldman. Citi. UBS. All agree. Higher for longer isn’t a forecast anymore. It’s the new reality. 💥

It doesn’t matter if the war ends. Temporary physical settle of oil at $175+ more or less does not warrant a permanent re-rate beyond what has been reflected. Oil stocks are NOT a buy here. Important for people to know he is incentivized for the show to go on. R/R not there.

Potentially massive development. “Brotherly Iraq is exempt from any restrictions we have imposed on the Strait of Hormuz,” Iran’s military spokesman said. Iraq is the Gulf country that has shut in the most crude production capacity at >3 MMbpd—swinging that back would be huge.

Strait still not reopen. Time to load up on energy hedges.