Yesterday, the National Significant Wildland Fire Potential Outlook showed us the first glimpse of August & it is not pretty. Neither is July. As for June, it looks rough in the SW. This, with diminished federal response capacity & who knows what with FEMA. Buckle up--you're probably on your own.

In each of the last 3 recessions (2001-03, 2008, covid), markets bottomed after there was both a fiscal and a monetary response. Right now the Fed's on hold and the White House is actively hurting the economy...

Thanks

Why was a catcher leading off? Why not the Mullins, Henderson 1-2 punch from the last game?

Good article about tariffs on a local outdoor company. 2 million in tariffs to import 1 million in product. www.google.com/amp/s/www.ko...

Right now, domestic and foreign investors are essentially selling America. They are selling its bonds, stocks and currency, and the outlook for all 3. They are perhaps also selling the leadership. Tariffs and Trump create new equilibria for US assets and markets now saythey're at a lower level.

Someone needs to give the market a big dose of Versed.

Yeah, I may buy a couple of shares of KMX and see how right Gemini Deep Research is. It is down 6.77 on the year and green last week.

This wouldn't be happening if investors were expecting some major industrial buildout...

*COPPER FUTURES ON COMEX SINK BY MORE THAN 8% ON TARIFF RISKS

I asked the Gemini Deep Research for the top ten worst and best.
Worst: F,GM,AAPL,INTC,QCOM,WMT,TGT,ADM,NKE,ADDY
Best: CAT, KMX,GOLD,VMC,NEE,UNH,PG,D,MRK, WMT

WMT on both lists, interesting

I remember transporting a guy's father home from the hospital on hospice. Me and the guy ended up talking about our dad's taking us to ⚾ games as a kid. He went to Yankee games and I went Oriole games. Both of our dads were engineers. Dads, ⚾, and their sons are always important moments.

Wedbush’s Dan Ives, one of Tesla’s staunchest defenders, slashes his price target from $550 to $315.

“.. the brand crisis tornado that has now turned into an F5 tornado. We now estimate Tesla has lost/destroyed at least 10% of its future customer base .. and this could be a conservative estimate.”

Exclusive: Aircraft supplier Howmet may halt orders if hit by Trump tariffs, letter says Howmet Aerospace , which supplies parts for planes built by Airbus and Boeing , may halt some shipments if they are impacted by tariffs announced by U.S. President Donald Trump, according to a letter seen by Reuters.

www.reuters.com/business/aer...

Endemic black faced sheathbill looking down on penguin masses on Heard Island

Sen. Peter Squelch (Black Faced Shealthbill party) addressing congress today. He is attempting to champion a resolution to sell penguin eggs in return for tariff renegotiation. So far, he’s received cold shoulders and some Senators who’ve even flipped the bird, in a typically polite Ice House.

Tom Lee's GRNY is down 18% on Google Finance YTD. I actually like some of her stocks, but her fund sucks and the stocks only work in a hyper speculative market regime.

This news story from The Guardian is indicative of what is developing into a wide range of corporate responses to Wednesday’s US tariff announcement. This includes companies …
Continuing normal operations for now and taking the hit on profits:
Adjusting prices on new inventory and …
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Karp's average sell price was in the 50's and the average price of PLTR execs were in the 80s. It is possible that Thiel viewed the stock as overvalued already. He was dumping PLTR in the 20's and 30's. It will probably retest 62. 78% fib retrace is 27 or so. Nothing 🍔.

Second half of last year they were a 500 ball club. No change this year so far.

It’s been a pretty solid honeymoon — other than adding journalists to military plans on Signal, mistakenly deporting legal immigrants and tariffing penguins on uninhabited islands. 🤡

Costa Rican former President Oscar Arias says US revoked his visa Former Costa Rican President and Nobel Prize winner Oscar Arias said on Tuesday that the U.S. had revoked his visa to enter the country, weeks after he criticized U.S. President Donald Trump on social media saying he was behaving like "a Roman emperor."

Former Costa Rican President and Nobel Prize winner Oscar Arias said that the US had revoked his visa to enter the country, weeks after he criticized US President Donald Trump on social media saying he was behaving like ‘a Roman emperor’ reut.rs/4iRDMfK

I actually, have starlink for my car. I leased the car in 2023. I need to find a replacement for Starlink for my Subaru when I purch it in a couple of years otherwise I will reup the subscripion. It is the only way that I can locate my car if it is ever stolen.

Val Kilmer, Film Star Who Played Batman and Jim Morrison, Dies at 65 A wide-ranging leading man who earned critical praise, he was known to be charismatic but unpredictable. At one point he dropped out of Hollywood for a decade.

Val Kilmer has died at 65

New European Union Plan To Boost Local Arms Production Would Freeze U.S. Out Of Billions Canada, angered by Trump's tariffs and rhetoric, may also join this new initiative as concerns over reliance on U.S. weapons grow.

New European Union Plan To Boost Local Arms Production Would Freeze U.S. Out Of Billions

Canada, angered by Trump's tariffs and rhetoric, may also join this new initiative as concerns over reliance on U.S. weapons grow.

Story: www.twz.com/news-feature...

That was one costly salute. 🇩🇪

@electrek.co $TSLA
electrek.co/2025/03/14/t...