G. Paco Gonzalez

NEW: Two Qatari LNG tankers attempted to exit Hormuz this morning, the first laden LNG cargoes to try since the war began. They reversed course hours later and returned to the Persian Gulf, per Bloomberg. The Al Daayen and Rasheeda loaded LNG in Qatar in late February. They idled in the Gulf for over a month as Hormuz stayed closed. The Al Daayen was signaling China as next destination. Both vessels turned around before reaching the Strait. Qatar normally supplies a fifth of global LNG. Ras Laffan, the country's main export plant, has been shut for over a month due to Iranian attacks. Qatar tried to move gas this morning and could not. That is the real status of the Strait.

NIO ET9 Review - Makes A Rolls-Royce Seem Irrelevant youtu.be/q3PNDauhx0c?si… via @YouTube

I know plenty of people with 30+ minute commutes one way to work. That's 20 hours/month that Tesla is about to give back to these people when Unsupervised is available on customer cars. Nearly 3 full days of work/month And yet Elon and Tesla are the bad guys Lol. Ok guy $TSLA

Just drove my Cybertruck manually for the first time in a while. WOW, I forgot what an incredible machine this thing is. The way you can take curves in the road at high speed and not flinch just feels like nothing else i’ve ever driven. Go take a test drive if you haven’t!

M2 Money Supply has tripled since 2008 and the dollar has lost 38% of its purchasing power. Anyone see a relationship here?

DIMON: $1T PUSH TO BOOST US ECONOMIC POWER JPMorgan Chase & Co. CEO Jamie Dimon plans to deploy $1 trillion+ to strengthen the U.S. economy, warning global risks are rising and competitiveness must improve. In his annual letter, Dimon highlighted geopolitical tensions, potential oil shocks, and concerns about Europe’s direction, while pushing for stronger trade ties. He downplayed systemic risks from private credit but warned of higher losses and low transparency. He also flagged slower IPO activity in private equity and risks in a future downturn. Dimon emphasized rapid AI adoption, ongoing investment in U.S. communities, and a shift of jobs away from New York toward lower-cost states like Texas.

Massive geopolitical shift. The Atlantic's Anne Applebaum confirms Donald Trump is so politically toxic that even his closest far-right European allies like Italy's Giorgia Meloni are completely abandoning him. European democracies absolutely refuse to support his disastrous war

Trump every Monday : "We have a deal" Trump every Friday : "I will destroy Iran" Same story since 5 weeks now.

🚨 NO CUTS IN 2026? Markets now price zero Fed rate cuts as the most likely outcome, with odds rising sharply. Wells Fargo has also shifted, now expecting no cuts in 2026, reversing its prior call for two. "WELLS FARGO INVESTMENT INSTITUTE EXPECTS US FED TO KEEP INTEREST RATES UNCHANGED IN 2026 VS PRIOR FORECAST OF TWO RATE CUTS THIS YEAR" kalshi.com/markets/kxrate…

Trump is not only a criminal psychopath, I'm convinced he's taking on mind altering drugs! Read "Panicked Trump, 79, Rages at Supreme Court in 1AM Meltdown" on SmartNews: l.smartnews.com/p-7tWIcFdS/ymf… #SmartNews

BREAKING 🚨: 🇮🇷Iran SCHOOLED Trump 🔥 Iran's FM Esmail: "If our infrastructure is attacked, We will target similar infrastructure linked to the America. It is self-defense and mindless trump rarely understand this. This is not the American people’s war."🔥🔥 BRUTAL REALITY 🔥

Absolute disaster for the global economy. Al Jazeera confirms the US just bombed South Pars, one of the world's largest gas facilities shared with Qatar. Trump is literally destroying the energy lifeline of the entire region. The fallout will be catastrophic.

Read "Donald Trump Receives Message From Iran After His Threats" on SmartNews: l.smartnews.com/p-7u0I6yEE/HuF… #SmartNews

BREAKING: Iran has rejected a temporary ceasefire proposal and said it has formulated a response to the US’ demands to end the war, per Reuters. Iran's Foreign Ministry says they will announce their response to the US’ 15-point plan "when necessary."

Think about it. 😳👇

Elon Musk just declared the human eye optional. Not improved. Not repaired. Not reconstructed. Optional. Musk: “Blindsight will enable those who have total loss of vision to be able to see again.” That alone would be historic. Musk: “Including if they have lost their eyes, or the optic nerve.” Eyes gone. Nerve gone. The entire optical pipeline physically missing from the skull. And the solution is not to rebuild what broke. It is to skip it entirely and wire synthetic signal straight into the visual cortex. Every surgery ever performed has tried to restore original hardware to factory condition. Neuralink does not restore. Neuralink treats the biological organ as optional infrastructure. Eye is gone. You do not rebuild the eye. You route around it. You stream raw visual data into the brain and let the cortex do what it was always doing anyway. Processing signal. Your eye never saw anything. Your brain saw. The eye was the middleman. It captured a narrow band of electromagnetic radiation and shipped it to the visual cortex. That is where the image was actually built. Neuralink is firing the middleman. Musk: “Maybe have never seen, were even blind from birth.” A person who has never perceived a single photon of light. Given vision for the first time. Not through healing. Through hardware. And then Musk said the part that should rewire how you think about being human. Musk: “You can see in radar, you can see in infrared, ultraviolet.” This is where it crosses from medical device to species upgrade. The human eye processes roughly 0.0035% of the electromagnetic spectrum. You are walking through a universe flooded with information and your biology lets you perceive an almost immeasurably thin sliver of it. Infrared is bouncing off every surface around you right now. You cannot see it. Radio waves are passing through your body this second. You have no idea. Your biology decided four hundred million years ago what you were allowed to perceive. That decision has never been appealed. Until now. A person with Blindsight would not see like a human. They would see like a machine. Thermal signatures in total darkness. Ultraviolet patterns invisible to every sighted person alive. Radar imaging through walls and weather and smoke. The person born blind would not just gain sight. They would gain sight the sighted have never had. Musk: “Superhuman capabilities.” If you can replace the eye you can replace the ear. If you can stream vision you can stream sound, pressure, spatial orientation, sensory inputs that do not even have names yet because biology never built receptors for them. Every human sense is just a biological sensor converting environmental data into electrical signal. Replace the sensor and the brain does not care where the signal came from. It just processes. That is not a medical company. That is the first serious engineering effort to open the human nervous system to direct hardware integration. Musk: “Cybernetic enhancement.” He said it like a line item on a roadmap. Those two words contain the entire future of the species. The senses are ports. The brain is an operating system waiting for better peripherals. We spent millions of years evolving eyes that could see just enough light to not get eaten. That was the design spec. Survival. Not comprehension. Neuralink is the first product built on a different spec. Every person on earth right now is experiencing a filtered, compressed, biologically throttled version of the universe. Most will live and die believing that narrow bandwidth is all there is. Musk is building the device that proves it never was. It was just all you were equipped for. The eye was not the end of sight. It was the prototype.

Iran drops a massive reality check on Washington. A former US Diplomat confirms Tehran completely rejected Trump's desperate peace package mediated by regional powers. Iran refuses to bow to American demands, exposing the absolute failure of Washington's strategy.

BREAKING: JPMorgan CEO Jamie Dimon warns private credit losses will be “larger than expected.”

BREAKING: The US, Iran, and a group of regional mediators are discussing a potential 45-day ceasefire that could lead to a permanent end to the Iran War, per Axios. Details include: 1. This is being described as a "last-ditch effort" to prevent "massive strikes on Iranian civilian infrastructure" 2. Mediators are discussing the terms for two-phased deal; the first phase would a potential 45-day ceasefire during which a permanent end to the war would be negotiated 3. A US official said Trump gave Iran several proposals in recent days, but so far Iranian officials have not accepted 4. The sources said the chances for reaching a partial deal over the next 48 hours are still "slim" US stock market futures have erased all losses.

$NIO just crossed 1,081,057 cumulative deliveries. Over one million vehicles. First-ever quarterly profit. Deliveries up 136% in March alone. The bears called this company dead for 3 years. The balance sheet disagrees! 📈