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Look Forward breaks down the $1.776 billion anti-weaponization slush fund collapsing in spectacular fashion. Ted Cruz said GOP senators literally "screamed" at Acting AG Todd Blanche in one of "the roughest meetings" of his Senate career. The fund is officially dead per Blanche, but Trump called it "a beautiful thing" and refused to commit to permanently scrapping it. Dead but not buried.The House passes a war powers resolution 215-208 in which four Republicans (Barrett, Davidson, Fitzpatrick, Massie) finally joining Democrats to push back on Trump's three-month unauthorized Iran war. Thirteen US service members dead, $25 billion spent, $5 gas and Congressional Republicans are just now getting on board to end this. A federal judge orders Trump's name removed from the Kennedy Center. Debbie Wasserman Schultz primary challenge debate: obligation to step aside or are critics targeting the wrong person?Exxon warned this would happen and now oil inventories are depleting as the Strait of Hormuz stays disrupted. DOGE axed screwworm prevention programs, and now screwworm is back in Texas cattle ready to drive up beef prices. Trump admin moves to give OMB total control over science grant distribution in yet another move to consolidate power. SCOTUS hands us another "we told you so" on Alabama gerrymandering. Trump's new director of national intelligence (DNI) pick Bill Pulte has literally never worked in intelligence. Lastly, Trump endorses "hardworking" NJ congressman Tom Kean Jr. who has not been seen for three months.Look Forward is a weekly progressive political podcast covering U.S. politics, government policy, Democratic strategy, elections, voting rights, Supreme Court rulings, and political news. Featuring progressive commentary, political analysis, and unapologetic opinions on the fight for democracy. Hosted by Jay and Brad. A TNP Studios production. New episodes weekly on Spotify, Apple Podcasts, YouTube, and all major platforms. For more TNP Studios content, check out The Nerdpocalypse (movie & TV news), Black on Black Cinema (Black film reviews), and Dense Pixels (video game news).
Join Jim and Greg for the Tuesday 3 Martini Lunch as they wade into the major Democratic Party infighting over Graham Platner, oil company executives warning gas prices could get much higher soon, President Trump scrapping his $1.8 billion "anti-weaponization fund," and Illinois Democrats on the brink of losng the Chicago Bears.First, Jim and Greg discuss the intense divide among Democrats over scabdal-ridden Maine U.S. Senate candidate Graham Platner and whether Platner will really be the nominee come November.Next, executive from Exxon and Chevron warn that gas prices could go much higher very soon as oil and gas reserves shrink. Jim and Greg consider the economic and political impacts.Then,they discuss President Trump agreeing to end his Justice Department fund reimbursing Americans that Trump sees as victims of Biden administration prosecutions.Finally, Jim and Greg explain why Illinois Democrats seem to be forcing the Chicago Bears to move to Indiana.Please visit our great sponsors:QuoMoney is on the line. Always say hello with QUO. Try QUO for FREE PLUS get 20% off your first 6 months when you go to https://Quo.com/3ML ZocDocStop putting off those doctors' appointments and visit https://Zocdoc.com/3ML to find and instantly book a top rated doctor today.Pocket HoseFor a limited time, get two free gifts—a 360° rotating pocket pivot and a thumb drive nozzle—when you buy the Pocket Hose Ballistic; just text MARTINI to 64000, message and data rates may apply.New episodes every weekday.
Join Jim and Greg for the Tuesday 3 Martini Lunch as they wade into the major Democratic Party infighting over Graham Platner, oil company executives warning gas prices could get much higher soon, President Trump scrapping his $1.8 billion “anti-weaponization fund,” and Illinois Democrats on the brink of losing the Chicago Bears. New episodes every […]
A core role of the US Department of Justice is to protect people from abusees by giant corporations.But DOJ's present inhabitants have twisted that mission bassackwards – using the agency to protect corporate abusers from people seeking justice. For example: Big Oil. This massive polluter is insisting that government authorities must save it from its own transgressions. For decades, multibillion-dollar behemoths like Exxon have known that their fossil fuel emissions are increasing climate change, causing catastrophic destruction and deaths from intensified fires, floods, etc. Numerous lawsuits have now been filed demanding that the profiteers behind these horrific losses pay a fair share of the damage they've done.“Noooo,” whined the petro-perpetrators, scampering to Washington and to Republican statehouses to lobby for retroactive blanket immunity from all responsibility. Sure enough, top GOP officials are racing to bail out this murderous industry, which – by the way – finances the political campaigns of those oily officials.But wait… there's much more:* Our so-called “Justice Department” has sued Hawaii and Michigan to deny a “state's right” to sue energy corporations that cause climate change.* A GOP group of state attorneys general are proposing a nationwide “liability shield” that would preemptively excuse oil, gas, and coal polluters from any responsibility for climate damages.* The same group wants the federal government to cut funding to any state or city that sues energy corporations.* And King Donald has decreed that the justice department stop all laws, policies, and suits that “threaten” fossil fuel production.This is blantantly corrupt plutocracy… not to mention stupid! To help stop it, go to Center for Climate Integrity. ClimateIntegrity.orgJim Hightower's Lowdown is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jimhightower.substack.com/subscribe
SHORT DESCRIPTION Major corporations are abandoning blue-state headquarters, and the reason may not be what most people think. Tara and Roger examine claims that companies are increasingly relocating because of legal environments and court systems rather than taxes. Plus, a closer look at high-profile lawsuits, corporate relocation trends, and concerns about judicial fairness. FEATURED STORIES 1. Corporate Headquarters Continue Moving South A growing number of major corporations have relocated headquarters from traditionally blue states to states such as Florida and Texas. While tax policy is often cited as the primary reason, Tara argues that legal and judicial environments are becoming a larger factor in relocation decisions. 2. Exxon Signals Court Concerns Exxon's relocation was highlighted as one of the first examples where company leadership openly referenced legal and regulatory concerns. Executives emphasized the importance of operating in jurisdictions where judges, juries, and lawmakers understand the energy industry. 3. Florida Emerging as Corporate Safe Haven The discussion focused on Florida's growing appeal to large corporations seeking what they view as a more predictable legal environment. Tara argues that businesses increasingly view certain states as offering greater legal certainty and protection from politically motivated litigation. 4. The Zuckerberg Example Meta founder Mark Zuckerberg was cited as an example of a corporate leader facing legal challenges in blue-state jurisdictions. Tara argues that lawsuits targeting major technology companies are influencing where executives choose to base operations and investments. 5. Trump Cases Continue To Influence Corporate Thinking The show examined several legal cases involving President Trump, arguing that corporate executives are closely watching how courts handle politically charged litigation and adjusting business strategies accordingly. KEY TAKEAWAYS Corporate relocations may increasingly be driven by legal concerns rather than tax policy alone. Florida and Texas continue attracting major corporate headquarters. Business leaders are paying close attention to litigation risks and court jurisdictions. Concerns over judicial predictability are becoming a larger factor in corporate decision-making. High-profile political and corporate lawsuits are shaping relocation strategies nationwide. QUOTE OF THE DAY "They're not moving because of taxes anymore. They're moving because of the courts." SOCIAL MEDIA TEASER
EPISODE DESCRIPTION Something bigger than taxes is driving America's corporate headquarters out of blue states—and executives are finally saying it out loud. In this episode, we break down the accelerating migration of major companies like Exxon and Silicon Valley giants into red states, not for payroll or tax relief, but for something far more fundamental: the legal system itself. From claims of “hostile courts” and unpredictable verdict environments to high-profile cases shaping corporate risk calculations, this conversation explores whether America is splitting into competing legal realities—and what that means for business, politics, and the future of investment in the United States. OPENING HOOK Finally, somebody said the quiet part out loud. For years, we were told corporations were fleeing blue states because of taxes, unions, or cheaper labor. But now executives are saying something different entirely: It's the courts. Not the tax code. Not the workforce. The legal system itself. SEGMENT 1: THE GREAT CORPORATE RELOCATION Big corporations are moving headquarters out of states they've been in for decades. California, New York, New Jersey—places that once anchored American business power—are losing companies at a steady pace. And according to executives, it's not about simple economics anymore. It's about legal predictability. Companies are increasingly choosing jurisdictions where courts are seen as more stable, more consistent, and less politically driven. Florida and Texas keep coming up—not just for taxes, but for legal structure and federal court alignment. SEGMENT 2: THE EXXON SIGNAL The clearest admission yet comes from ExxonMobil. When the company moved its legal headquarters from New Jersey to Texas, leadership didn't center taxes as the deciding factor. Instead, they pointed to something more sensitive: “Regulatory environment” and “hostile courts.” Executives emphasized the importance of operating in a state where legislators, judges, and juries “understand the business” and where legal exposure feels more predictable. Even more significant, the company aligned itself with a federal court jurisdiction outside Houston—highlighting how granular legal geography has become in corporate strategy. SEGMENT 3: THE ZUCKERBERG EFFECT Tech is following a similar pattern. High-profile legal battles involving major platforms have raised concerns about jury-driven damages, regulatory pressure, and politically charged litigation environments. Meta's legal challenges in certain jurisdictions, particularly in California, have intensified debates about whether social media companies are being shaped through courts rather than legislatures. The result: increasing interest in relocating operational or legal structures to states seen as more protective. SEGMENT 4: JUDGE SHOPPING AND LEGAL STRATEGY Behind the scenes, corporate legal teams are adapting. One growing practice is “judge shopping”—strategically filing cases in jurisdictions believed to offer more predictable outcomes. This isn't new, but it's becoming more central to corporate survival strategy as legal variability increases between states and federal districts. The concern from executives is not just losing cases—but facing inconsistent legal interpretations depending on geography. SEGMENT 5: THE BROADER DIVIDE What emerges is a fractured map of the United States: Some states are seen as business-friendly legal environments Others are viewed as high-risk litigation zones Federal court districts are now part of corporate relocation strategy In this framework, companies aren't just choosing where to operate. They're choosing which legal universe they want to live in. CLOSING TAKE Whether this trend represents a correction, a warning sign, or a permanent restructuring of American legal geography, one thing is clear: Corporate America is no longer just following the money. It's following the courts. And that changes everything. ...
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured After more than a century in New Jersey, Exxon shareholders overwhelmingly backed moving the company's corporate home to Texas. The decision highlights how taxes, regulation, and business costs can influence where major corporations choose to operate—and reignites the debate over competition between states and the concentration of power in Washington.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he covers today's top stories shaping America and the world. In this Monday Headline Brief of The Wright Report, Bryan reveals that Iranian President Masoud Pezeshkian has reportedly offered his resignation, admitting the IRGC, not the civilian government, is now firmly in control of Iran and its stalled peace talks with President Trump. Bryan tracks satellite images showing Iran using the ceasefire to dig out buried missiles and drones, a US Hellfire strike on a cargo ship running the naval blockade, and warnings from Chevron, Exxon, and Aramco that global oil supplies could hit a panic-buying breaking point in just two to three weeks, with prices potentially spiking past $150 a barrel. He also covers Israel's deepest push into Lebanon in 25 years and the capture of the Crusades-era Beaufort Castle, then makes the case that Trump's best play now is a bare-bones Iran deal so he can pivot to the bigger threat at home: an Islamo-Marxist Democrat movement organizing violent ICE protests with funding from Roy Singham and George Soros. Plus, Bryan unpacks the concept of Taqiyya and what it means for vetting figures like Zohran Mamdani, a screwworm case creeping toward Texas cattle country, a promising new blood test that distinguishes four forms of dementia with 92% accuracy, and surprising research on how multiple AI chatbots can fact-check each other to deliver better medical answers. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Bryan Dean Wright, The Wright Report, Monday Headline Brief, Masoud Pezeshkian resignation, IRGC control Iran, Iran peace talks, Trump Iran deal, Strait of Hormuz blockade, Hellfire missile cargo ship, oil supply crisis, $150 oil price, Chevron Exxon Aramco warning, Israel Lebanon invasion, Beaufort Castle, Hezbollah disarm, Benjamin Netanyahu, Gaza war, drug boat strikes, Caribbean cartel operations, screwworm outbreak Texas, Eileen Wang Arcadia California, Chinese Communist infiltration, Roy Singham, George Soros, Hassan Piker, Delaney Hall ICE protests, Brandon Greer, New Jersey ICE attacks, Mikie Sherrill, Markwayne Mullin self deportation, Zohran Mamdani, Fadhel Al-Sahlani, taqiyya, political Islam, dementia blood test Washington University, CBD nerve pain study, AI medical chatbots, ChatGPT Gemini Llama health accuracy
Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.
Today we´re talking about the kind of crime that makes you stop and ask a simple question: what were they thinking? In November 1992, Sidney Reso—a respected executive, a husband, and a father—stepped out of his home on what should have been an ordinary morning. Then within moments, he was gone. What followed is a […] The post From Routine to Ruin: The Kidnapping of Exxon Exec Sidney Reso appeared first on Tiegrabber.
Between May 26 and May 31, Strategy sold 32 coins for $2.5 million, and at an average of $77,135 per coin, according to a Monday filing. The sale comes after the company said it will pivot from Saylor's longstanding “never sell” strategy in favor of actively managing its balance sheet if it strengthens the company's financial position. ~This episode is sponsored by Uphold~ Uphold Staking ➜ https://bit.ly/UpholdXRPCard 00:00 Intro 00:10 Sponsor: Uphold 00:45 Strategy Sells Bitcoin 03:15 Phong Le: Did Strategy lose the plot? 05:00 Mike Novagratz CLARITY odds 06:30 Bitcoin $71K 07:00 Tom Lee: Investors rage quitting crypto 08:40 Stock market bubble 09:30 Anthropic 10:00 Andreas Steno: Road: Huge IPO sell signal 11:00 SpaceX 11:45 Iran talk suspended 12:40 Exxon warning 13:15 CLARITY odds 14:00 Raoul Pal: Retail will be back 15:45 SWIFT #Crypto #Bitcoin #bitcoinnews ~Michael Saylor Sells Bitcoin?
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured Energy insiders are warning that global oil inventories are approaching dangerously low levels, leaving markets vulnerable to a massive price spike. With ongoing conflict disrupting supply chains and emergency reserves being drained, executives from Chevron and Exxon say crude prices could surge to $150+ per barrel if inventories fall further. Chris explains why the world economy may be far closer to an energy-driven recession than most people realize.
Louisiana reached an agreement with Exxon over “coastal land disputes.” We'll break down what we know about the deal and the different coastal damages lawsuits that have been going on with Keith Hall, Director of LSU's John P. Laborde Energy Law Center.
* Saints OTAs are underway, and we'll check in with Mike Hoss, the Voice of the Saints, about what we're seeing and what he's watching * Louisiana reached an agreement with Exxon over “coastal land disputes.” We'll break down what we know about the deal and the different coastal damages lawsuits that have been going on
What if the biggest AI winners aren't AI companies at all? Hosted by Michelle Martin, we unpack how Jardine Matheson is preparing its next chapter after a US$10 billion transformation spree, while BYD unveils China's most advanced EV chip in a push to dominate smart driving. Ford is also surprising investors as its energy-storage business emerges as an unexpected AI play, helping power a sharp rally in its shares. Meanwhile, Wall Street continues its march to record highs on strong corporate earnings, even as investors keep one eye on a fragile US-Iran truce and the risk of an oil price shock. In UP or DOWN, we track Brent crude, Dell's blockbuster AI-fuelled growth, Costco's record fuel sales, The Gap's stumble, plus Singapore-listed Valuetronics and OKP Holdings. Companies in focus: Jardine Matheson, BYD, Ford Motor, Dell, Costco, The Gap, Exxon, Valuetronics and OKP Holdings.See omnystudio.com/listener for privacy information.
P.M. Edition for May 28. Treasury Secretary Scott Bessent told reporters today that the U.S. and Iran are near an agreement, but that President Trump hasn't signed off on it yet. Iran signaled that a final deal isn't ready. Plus, 19 years after leaving Venezuela, Exxon Mobil is weighing whether to restart operations there. WSJ reporter Collin Eaton discusses the negotiations between Exxon and the Venezuelan government…and the company's dilemma. And in New York City, wealthy retirees are buying “med-à-terres” to have a place to stay when they come back to see their doctors. Journal residential real estate reporter Jessica Flint explains what's driving the trend. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcSnowflake just absolutely ripped the market apart after earnings, and honestly… this is the kind of move traders dream about catching early. We're talking about a monster gap up after announcing a massive AWS deal, raising guidance, and completely blowing past expectations. Meanwhile, OVTLYR had already flashed a buy signal weeks before the explosion happened.But here's where things get really interesting…While tech stocks are heating up hard, there are some weird signals showing up underneath the market right now. The S&P 500 and Nasdaq still look bullish on the surface, but fear and greed data is starting to tell a different story. That's the stuff most traders miss.In this breakdown, we're looking at the stocks and sectors getting real momentum right now:✅ Snowflake going full beast mode after earnings✅ Navitas Semiconductor flashing fresh bullish momentum✅ Groupon, Spotify, and Meta setting up strong✅ Carnival Cruise Lines quietly turning around✅ Energy stocks like Exxon and Chevron starting to crackThere's also a look at meme stock momentum coming back with AMC and BlackBerry making noise again.If you're trying to stay ahead of the next big move instead of reacting late, this is the kind of market breakdown you need in your routine.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.
In Ep. #128, Jerry talks with Tom Carter, president and co-founder of Ridgeline Research. Join us for a conversation on: Why companies like Exxon and Starbucks are moving to business-friendly red states Navigating corporate impact as part of a conservative coalition How Ridgeline’s American Conservative Values ETF handles corporate engagement See omnystudio.com/listener for privacy information.
──────────────────────────────────────── [00:02:10] Massey Lost — Turnout Rose 356% While Massey's Votes Rose Only 19%; Knight: I Don't Believe the Results Massey led until Hegseth visited and everything flipped. His votes rose 19% but overall turnout rose 356%. Knight: are we supposed to believe boomers who never voted before all showed up for Galerine? ──────────────────────────────────────── [00:08:22] The Most Expensive House Primary in US History Cost $32 Million — Reagan Won the Presidency for $58 Million The Massey/Galerine primary cost $32 million for one House seat. Knight: Ronald Reagan defeated an incumbent president in 1980 for $58 million. That's how far the corruption has risen. ──────────────────────────────────────── [00:17:34] Massey's Last Speech: 'Hegseth Was Here Yesterday — and You Stopped the War for a Day' Massey told his final rally crowd: Hegseth came here to campaign against me, and you stopped the war for a day. Knight: that's the clearest summary of what this race was actually about. ──────────────────────────────────────── [00:25:14] Marjorie Taylor Greene: Only Four Republicans Signed the Epstein Petition — Trump Came After Each of Them Greene: Trump told Johnson to block the Epstein vote. Johnson shut Congress early and refused to seat a new member whose vote would have mattered. Knight: if that isn't a confession, nothing is. ──────────────────────────────────────── [00:38:42] Jonathan Pollard Boasted on Camera That Israel Threatened Nuclear Weapons to Force the 1973 US Arms Airlift Pollard: Israel parked a plane with 'unconventional weapons' at Tel Nof and told the US to look — the airlift started the next day. The OPEC embargo followed as payback. ──────────────────────────────────────── [01:24:37] Trump Is the Swampiest Swamp Creature Ever — Mona Charen Documents the $1.776 Billion Slush Fund Charen: Trump set up a $1.776 billion slush fund, arranged that the Trump family will never be IRS-audited, and makes daily trades using insider knowledge through a family trust — not a blind one. ──────────────────────────────────────── [01:32:47] Transparency International Dropped the US From 16th to 64th in Corruption Rankings Since 2015 The US ranked 16th on Transparency International's index in 2015 — now 64th and falling. Celente: this is fascism — the merger of state and corporate power. ──────────────────────────────────────── [01:44:01] The Iran Crisis Traces Back to 1953 — Churchill Telegraphed Roosevelt to Overthrow Iran's Government for Oil Celente: our history with Iran goes back 73 years. Declassified Churchill-Roosevelt telegrams confirm the CIA overthrow of Mosaddegh was about BP and Exxon's oil — not democracy. ──────────────────────────────────────── [01:48:34] IEA: Iran War Turned an Oil Glut Into a Deficit — Gas From $2.91 to $4.55 Since the War Started The IEA reports reserves dwindling at a record pace. Gas was $2.91 the day before the Iran war; now $4.55 nationally, diesel up 60%. Turkey and Russia are selling gold to cover their losses. ──────────────────────────────────────── [01:55:39] Trump Said 'Peace Deal,' 'Hit Much Harder,' and 'Major Attack Tomorrow' — All on the Same Day Celente: Monday Trump told Axios Iran would be hit harder, told the Post they know what's coming, said at the White House they're preparing 'a very major attack tomorrow' — then announced a ceasefire. Minute by minute. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
Ok, there is one thing we can all agree on. Rashee Rice is not worthy of playing for the Kansas City Chiefs. The terrible teammate, terrible friend and terrible partner is a continuing crap show that isn't good enough to stay. Reports, as he's in jail for 30 days, indicate he broke his probation by getting high. Other reports try to tamp it down and say this should have been served a year ago. Then another report that he's hurt and out for two months. Stop. Just stop. On to less controversial things like NPR having two listeners, yes two, that gave them gifts totaling $113 million and they still want to lay off employees. The Trump ballroom is suddenly a military installation and security facility for the White House. Yes please. Bill Self opens up with the Athletic and his non retirement sounds even more confusing. The new, biggest star in the NBA should be the last straw that leads to raising the hoop a foot and making the court bigger. I got an email from a strange source encouraging me to get FIFA Fan Fest tickets. This doesn't pass the smell test. And in our Final Final an overnight clerk at and Exxon station tries to steal money without hurting his employer and gets arrested.
──────────────────────────────────────── [00:02:10] Massey Lost — Turnout Rose 356% While Massey's Votes Rose Only 19%; Knight: I Don't Believe the Results Massey led until Hegseth visited and everything flipped. His votes rose 19% but overall turnout rose 356%. Knight: are we supposed to believe boomers who never voted before all showed up for Galerine? ──────────────────────────────────────── [00:08:22] The Most Expensive House Primary in US History Cost $32 Million — Reagan Won the Presidency for $58 Million The Massey/Galerine primary cost $32 million for one House seat. Knight: Ronald Reagan defeated an incumbent president in 1980 for $58 million. That's how far the corruption has risen. ──────────────────────────────────────── [00:17:34] Massey's Last Speech: 'Hegseth Was Here Yesterday — and You Stopped the War for a Day' Massey told his final rally crowd: Hegseth came here to campaign against me, and you stopped the war for a day. Knight: that's the clearest summary of what this race was actually about. ──────────────────────────────────────── [00:25:14] Marjorie Taylor Greene: Only Four Republicans Signed the Epstein Petition — Trump Came After Each of Them Greene: Trump told Johnson to block the Epstein vote. Johnson shut Congress early and refused to seat a new member whose vote would have mattered. Knight: if that isn't a confession, nothing is. ──────────────────────────────────────── [00:38:42] Jonathan Pollard Boasted on Camera That Israel Threatened Nuclear Weapons to Force the 1973 US Arms Airlift Pollard: Israel parked a plane with 'unconventional weapons' at Tel Nof and told the US to look — the airlift started the next day. The OPEC embargo followed as payback. ──────────────────────────────────────── [01:24:37] Trump Is the Swampiest Swamp Creature Ever — Mona Charen Documents the $1.776 Billion Slush Fund Charen: Trump set up a $1.776 billion slush fund, arranged that the Trump family will never be IRS-audited, and makes daily trades using insider knowledge through a family trust — not a blind one. ──────────────────────────────────────── [01:32:47] Transparency International Dropped the US From 16th to 64th in Corruption Rankings Since 2015 The US ranked 16th on Transparency International's index in 2015 — now 64th and falling. Celente: this is fascism — the merger of state and corporate power. ──────────────────────────────────────── [01:44:01] The Iran Crisis Traces Back to 1953 — Churchill Telegraphed Roosevelt to Overthrow Iran's Government for Oil Celente: our history with Iran goes back 73 years. Declassified Churchill-Roosevelt telegrams confirm the CIA overthrow of Mosaddegh was about BP and Exxon's oil — not democracy. ──────────────────────────────────────── [01:48:34] IEA: Iran War Turned an Oil Glut Into a Deficit — Gas From $2.91 to $4.55 Since the War Started The IEA reports reserves dwindling at a record pace. Gas was $2.91 the day before the Iran war; now $4.55 nationally, diesel up 60%. Turkey and Russia are selling gold to cover their losses. ──────────────────────────────────────── [01:55:39] Trump Said 'Peace Deal,' 'Hit Much Harder,' and 'Major Attack Tomorrow' — All on the Same Day Celente: Monday Trump told Axios Iran would be hit harder, told the Post they know what's coming, said at the White House they're preparing 'a very major attack tomorrow' — then announced a ceasefire. Minute by minute. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Dan Doyle, oil entrepreneur and author of Of Roughnecks and Riches, brings a ground-level view of what's actually happening in the American energy industry — a rig count in freefall as of February that flipped to a boom overnight when Iran closed the Strait, well costs up 65-70% driven by steel prices, and a shale sector that can't survive at $50 oil. Doyle and David Knight walk through the strategic logic of Venezuela — three million barrels a day under Nixon, now barely a million after socialist confiscation, with Exxon and the major service companies now quietly circling back in. The bigger picture is a potential Western Hemisphere energy bloc: U.S., Canadian, Alaskan, and South American production that could get America off Middle Eastern oil entirely — if the political class doesn't kill it first, the same way Biden cancelled mandatory BLM lease sales on day one and the same way New York bans Marcellus shale extraction while 26% of its children live in poverty. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
Dan Doyle, oil entrepreneur and author of Of Roughnecks and Riches, brings a ground-level view of what's actually happening in the American energy industry — a rig count in freefall as of February that flipped to a boom overnight when Iran closed the Strait, well costs up 65-70% driven by steel prices, and a shale sector that can't survive at $50 oil. Doyle and David Knight walk through the strategic logic of Venezuela — three million barrels a day under Nixon, now barely a million after socialist confiscation, with Exxon and the major service companies now quietly circling back in. The bigger picture is a potential Western Hemisphere energy bloc: U.S., Canadian, Alaskan, and South American production that could get America off Middle Eastern oil entirely — if the political class doesn't kill it first, the same way Biden cancelled mandatory BLM lease sales on day one and the same way New York bans Marcellus shale extraction while 26% of its children live in poverty. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Send us Fan MailSupply chain disruptions, like those we're seeing now around energy supplies from the Persian Gulf, can cause long-term business and profitability impacts. Leadership skills in those tense situations can make or break a company's response to these unforeseen events. Jeff Zudock, a 35-year veteran of ExxonMobil and an expert in commercial and supply chain management, joins us to share his insights around managing a major supply disruption. Jeff shares with us details of a major incident that he worked at Exxon and the cascading series of challenges that leadership faced navigating the unexpected outage. The stakes are high when raw materials go in short supply, and quick action is needed to avert losses that can quickly reach millions of dollars per day if manufacturing facilities are idled owing to a kink in the supply chain. You'll hear Jeff discuss leadership principles that help guide him when leading a crisis team, and he also offers insight into best practices to avoid supply chain disruptions.This episode originally aired in November 2023.#supplychain #supplychaincrisis #crisis #crisiscommunicationsWe'd love to hear from you. Email the show at Tom@leadinginacrisis.com.
The climate crisis is upon us. The upcoming summer is expected to be brutal with dangerous heatwaves, severe drought across the country, wildfires, and extreme storms. We know the solution to the climate crisis is to stop burning fossil fuels, yet, despite his commitment to divest from fossil fuels in 2020, Comptroller DiNapoli continues to invest heavily in Exxon, Shell, Chevron and other Big Oil companies that continue to destroy our climate. In addition, continued investments in risky fossil fuels have hurt the pension fund. Ruth Foster of Divest NY talks with Mark Dunlea of Hudson Mohawk Magazine as to why the group decided to endorse comptroller candidates Drew Warshaw and Raj Goyle in the democratic party primary. Ruth also discusses the effort to shut down the Sheridan Ave. Steam Plant and convert the Capital Complex to renewable energy, including geothermal.
We moeten het echt even hebben over chipmaker SK Hynix. Dat wordt volgens persbureau Reuters agressief benaderd door grote techbedrijven. Die bedrijven willen kosten wat kost geheugenchips in handen krijgen. Er is wereldwijd een tekort aan die chips, nu techondernemingen als een gek investeren in kunstmatige intelligentie. Daarom proberen die techreuzen iets anders te verzinnen, om bij SK Hynix aan geheugenchips te komen. Ze zijn bereid ver te gaan. Zo bieden ze geld (investeringen, geld naar speciale productielijnen) en ze zetten zelfs ASML in. De peperdure machines van ASML om precies te zijn. Ze zouden die machines willen kopen, in ruil voor de zekerheid op geheugenchips. Deze aflevering staan we stil bij die bijzondere manier om aan chips te komen. Staan we óók stil bij het bezoek van Donald Trump aan China. Hij gaat volgende week met Xi Jinping om de tafel. In zijn kielzog reizen er ondernemers bij. Nvidia-topman Jensen Huang voelt zich niet te groot om openlijk te solliciteren voor een plekje in die Amerikaanse delegatie. We hebben het nog een keer over Trump, maar dan over zijn heffingen. Die zijn opnieuw illegaal verklaard. In februari werden de heffingen van de president illegaal verklaar en nu is zijn back-up plan dat ook. Verliest hij hiermee zijn ultieme drukmiddel? Verder hebben we het over de ECB. Dat hint op een renteverhoging. Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.
Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza las Bolsas en Estados Unidos, pendientes del conflicto en Irán, el momento del petróleo y las caídas en after hours de Coinbase y Core Weave. “El mercado está anticipando ese fin del conflicto y por eso vemos los récords”, afirma el invitado. Eso sí, deja claro que “cree que todavía van a quedar muchas incertidumbres, sobre todo precio de petróleo, que va a tardar mucho en relajarse”. De hecho, al analista todo esto le ha recordado a la burbuja del año 2000 y como estalló. El experto también ha comentado lo que espera del dato de paro de hoy en Estados Unidos, del cual cree que “se batan las expectativas” y que “el dato hace caer un poco al mercado”. También son protagonistas Coinbase y Coreweave en el after hours, ya que se desploman después de presentar cuentas. Las acciones de Coinbase bajan en las operaciones fuera de hora un 4%. La plataforma de comercio de criptomonedas ha presentado unos ingresos que superan los 1.400 millones de dólares, pero que se quedan por debajo de lo estimado por el mercado. Los ingresos de Core Weave, sin embargo, suben en este periodo un 111%, hasta rebasar los 2.000 millones de dólares y son superiores a las previsiones. “Esto se ha debido a la bajada de volúmenes y de trading en este trimestre”, afirma el invitado. Además, el country manager en Iberia de Leverage Shares comenta las últimas noticias acerca de Donald Trump, que viajará a China acompañado por los CEO de Nvidia, Apple, Boeing o Exxon. El presidente estadounidense tiene previsto reunirse con su homólogo chino Xi Jinping los días 14 y 15 de mayo. Sobre esta reunión, Ignacio Vacchiano ha dejado claro que “se lleva todos esos CEOs para tratar de acercar o vender más esas compañías en China”.
The Rizzuto Show kicks off with something simple — rain. But because it's this crew, that quickly spirals into a full conversation about muddy dogs, accidental tornado sirens, and the eternal question: is there actually a giant red button somewhere… or are we all just trusting computers a little too much?From there, things take a sharp left turn (as they do) into one of the most uncomfortable “what would you do” debates yet — if you see a pregnant stranger smoking and drinking, do you say something… or mind your business? The answers range from “absolutely intervene” to “I'm leaving immediately and judging silently for the rest of my life,” which honestly feels about right for this group.We kick things off with what might be the most aggressively awkward sales pitch in history: a pest control guy rolling up on a Segway, calling people “big man,” and somehow making things worse with every sentence. It quickly turns into a full-blown breakdown of door-to-door etiquette—like, is 7pm too late to knock? And how fast is too fast to slam the door in someone's face?From there, the show pivots (hard) into National Concert Day, which triggers a flood of stories ranging from “that was awesome” to “I think I lost blood and dignity.” The crew debates mosh pits, crowd surfing, and whether filming concerts has officially ruined the experience… or if we're just old now.Then comes the real chaos: a 17-year-old wants to drive to Chicago for a concert. On a school night. With a questionable plan. And suddenly the entire show becomes a live parenting intervention. Do you let them go for the “adventure,” or do you step in before it turns into a true crime podcast?We also hit celebrity chaos, music debates (including the greatest guitar solos ever), and somehow end up arguing about shock rock like it's a courtroom case. Waymo vehicles have officially rolled into St. Louis… kind of. They've got drivers behind the wheel for now, which raises the obvious question: are these cars actually autonomous, or just pretending until they figure things out?Naturally, the conversation spirals into whether we trust robots more than humans (honestly… debatable), and what happens when these cars encounter real-world chaos like emergency vehicles. Spoiler: freezing in front of a fire station is apparently not ideal.“Just The Two of Us” turns into the most unintentionally intense brand showdown imaginable. We're talking ketchup debates that get way too passionate, bottled water loyalty, cookie choices, and one absolutely wild gas station answer that derails everything. From there, it's a rollercoaster of Gatorade flavors, tire brands, movies, sunglasses, and laundry detergent — because apparently this is what peak competition looks like now.Things escalate when energy drinks divide the room (Red Bull vs. Monster turns into a full-on identity crisis), yogurt brands confuse everyone over the age of 12, and a toilet paper debate somehow becomes personal. By the time mayonnaise brands hit the table, it's less of a game and more of a psychological breakdown.This comedy podcast is everything you expect from The Rizzuto Show — loud opinions, questionable logic, accidental comedy gold, and just enough real-world relevance to make you wonder if we're all doomed… or just entertained on the way down.Follow The Rizzuto Show → linktr.ee/rizzshow for more from your favorite daily comedy show.Connect with The Rizzuto Show Comedy Podcast online → 1057thepoint.com/RizzShow11 felony counts: Florida woman accused of running over, killing baby ducklingsFlorida man confesses to killing, eating his pet peacocks after dispute with neighbor, court records showThermos Recalls 8.2 Million Jars And Bottles—Check If Yours Are AffectedAmazon driver caught in vile act outside of customer's SoCal homeBetween Life And Death—Waymo Robotaxis Are Blocking Emergency VehiclesDietitians Explain What ‘Fart Salad' Really Does to Your GutSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today's Post - https://bahnsen.co/42MhQwc David Bahnsen reviews a modest market pullback amid escalating Iran-related rhetoric and Strait of Hormuz risks: the Dow fell 557 points, the 10-year yield rose to 4.4%, and oil jumped above $105 while energy was the only S&P 500 sector up. He notes the unusually fast rebound from March volatility and points listeners to prior analysis on corrections vs bubbles and AI. In policy news, Spirit Airlines failed to secure a rescue and may face Chapter 7 liquidation. He discusses midterm dynamics favoring GOP Senate odds, very low initial jobless claims (190k), steady ISM manufacturing (52.7) with weaker employment, and travel-agency employment as a disruption case study for AI. CapEx is increasingly concentrated in large-cap tech/AI while small business investment plans hit a 2009-low. He covers administration frustration with Powell, futures implying little chance of cuts, and growing scrutiny of Fed independence. He cites Exxon on inventories masking supply stress and notes OPEC+ developments, midstream strength, and flat US rig counts. 00:00 Market Jitters and Iran 02:16 Correction Recovery Context 03:47 Sector Moves and Energy 04:04 Spirit Airlines Policy Fallout 04:56 Midterm Math and Senate Outlook 06:42 Jobs and Manufacturing Pulse 07:25 Travel Jobs and AI Disruption 08:55 CapEx Concentrated in AI 10:08 Fed Politics and Rate Path 11:46 Fed Independence and Swap Lines 13:02 Oil Inventories and Hormuz Impact 14:44 Energy Earnings and Rig Count 15:45 Wrap Up and Viewer Q&A Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Ep 341: Reconsidered: 58 - Jessica Heeringa Women & Crime: Reconsidered is where we revisit our episode catalog and bring new insights, behind the scenes or updates. Original Airdate: 09/21/21 Brand new episodes are STILL every Tuesday! On an April evening in 2013 a young woman working alone in an Exxon mart was just about to closing after her night shift when she suddenly vanished into thin air. Did she leave of her own will or did something much more sinister happen to her? Sources for Today's Episode: Mlive.com Woodtv.com Episode of Disappeared Muskegon Chronicle Testimony featured on Law and Crime Credits: Written and Hosted by Amy Shlosberg and Meghan Sacks Produced & Edited by James Varga Music by Dessert Media Help is Available: If you or someone you know is in a crisis situation, or a victim of domestic, or other violence, there are many organizations that can offer support or help you in your specific situation. For direct links to these organizations please visit https://womenandcrimepodcast.com/resources/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: Sam Margolin of Wells Fargo breaks down how energy stocks are reacting to Exxon and Chevron earnings. Katie Stockton of Fairlead Strategies analyzes the technical setup and whether recent momentum can continue. Mike Santoli is in Omaha, NE ahead of Berkshire's annual meeting, previewing what to expect from CEO Greg Abel as he takes charge for the first time. Longtime Berkshire watcher Chris Bloomstran of Semper Augustus on what he is watching most closely tomorrow. Barbara Doran of BD8 Capital highlights the biggest winners and what's working in this market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The NASA astronauts from the Artemis II mission join the show from the floor of the New York Stock Exchange, discussing data centers in space, Elon Musk's impact on the industry and much more. Then earnings from Chevron and Exxon help paint a picture of just how much the Iran war is impacting global oil markets. And Apple results showing strong demand, but how will memory prices impact outlook? All that on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Conditions in Europe thin amid Labour Day, FTSE 100 dragged by NatWest and AstraZeneca.US equity futures are modestly mixed. Apple (+2.8%) gains after strong results, driven by iPhone sales; SanDisk (-6.1%) dips despite a strong Q3 report.DXY is a touch lower; USD/JPY sank to a 155 handle, potentially on intervention.Fixed income futures are contained in limited conditions, with US data ahead.Crude futures remain elevated heading into another weekend of geopolitical risk.Looking ahead, highlights include US ISM Manufacturing (Apr), Speakers include BoE's Pill, Earnings from Chevron, Colgate, Exxon, Moderna, Estee Lauder.Holiday: Labour Day (Eurozone cash and derivatives closed).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said Iran is dying to make a deal and stated that Iran cannot be nuclear-armed. He added that he doesn't know if the ceasefire with Iran needs to be broken, but "we may do".The US may allow Israel to target Iran's energy facilities if negotiations fail, according to Channel 12 cited by Al Arabiya.Apple (AAPL) Q2 2026 (USD): EPS 2.01 (exp. 1.95), Revenue 111.2bln (exp. 109.45bln). Raised its dividend by 4% to USD 0.27/shr. Apple provided Q3 revenue growth guidance that beat estimates (+14-17% vs exp. +9%). Shares +2.4% after-market. Japan's Top FX Diplomat Mimura will not comment on intervention speculation and reiterated being in close contact and shares understanding with the US.Looking ahead, highlights include Global Manufacturing Final PMIs (Apr), US ISM Manufacturing (Apr), Speakers include BoE's Pill, Earnings from Chevron, Colgate, Exxon, Moderna, Estee Lauder & NatWest. Holiday: Labour Day (Eurozone cash and derivatives closed).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
We cover 9 huge energy stories from around the world. We also go into the ExxonMobil and Chevron Earnings in the finance section. 1. Global Energy Crisis & Iran War ImpactThe Podcast opens with the Iran war creating a severe global energy crisis. Key impacts include:Europe lost 75% of fuel supplies, causing flight cancellations during peak tourismAsia down to 30 days of jet fuel; Pakistan implementing mandatory 4-day work weeksIndia restricting cremations due to gas shortages; Egypt imposing 9 PM curfewsBangladesh experiencing violent fuel shortages1 billion barrels of oil removed from the market, with strategic reserves only offsetting half the loss2. U.S. Energy Dominance & California's VulnerabilityAmerica positioned as the "world's emergency gas station" with ramped-up oil productionCalifornia facing a critical local energy crunch due to refinery closures (Phillips 66 LA, Valero Valencia reducing capacity by ~20%)Warning that tanker imports will dry up in weeks; urgent call for federal intervention to keep refineries operational3. Pipeline Infrastructure & Energy IndependenceKeystone XL Revival: Trump administration signing orders for the Bridger Pipeline Expansion (650 miles from Montana to Wyoming), leveraging existing infrastructureTrans-Caspian Pipeline: Turkey positioning itself as a geopolitical player in European energy independence from Russian gasEmphasis on energy security, starting at home, and energy dominance through exports4. Corporate Strategy: Oil Companies & VenezuelaChevron is maintaining its foothold in Venezuela while ExxonMobil and ConocoPhillips are re-entering after nearly two decadesVenezuela holds the world's largest proven oil reserves but with challenges in extraction5. Energy Transition Sustainability Crisis$10 trillion spent on wind, solar, and hydrogen, yielding only 3% additional energy globally225,000 turbines worldwide requiring decommissioning before 2050—creating a "replacement treadmill."Solar panels: 95% not recycled in the U.S., ending up in landfillsParis Climate Accord cost $26.8 trillion for $4.5 trillion in benefits—math doesn't add up6. U.S. Hydroelectricity CrisisWorst drought in 1,200 years threatens western power generationHoover Dam approaching "Deadpool" levels (below electricity generation capacity)Federal intervention with supplemental releases from Flaming Gorge Reservoir through 20277. Major Oil Company Earnings ReportsPhillips 66: Beat Q1 earnings by 88 cents per share; strong refining marginsChevron: Largest earnings beat since October 2020 ($1.41 vs. $0.92-0.97 expected); CEO emphasizes operational fundamentals over headline profitsExxonMobil: Resilient Q1 performance with $9.2 billion in shareholder distributionsCheniere Energy (LNG): Strong position to sell all production at premium prices8. Geopolitical & Financial ImplicationsUAE leaving OPEC (producing 3.5M barrels/day), signaling shift from cartel to open marketDiscussion of U.S. financial control over Iraq and Venezuela's oil suppliesConcerns about silver market manipulation amid AI data center demandPaper vs. physical oil pricing divergence (physical trading at $140-160+ vs. paper at ~$101-108)Overall Theme: Podcast presents a complex picture of global energy instability driven by geopolitical conflict, infrastructure challenges, and the limitations of renewable energy transitions—positioning U.S. energy dominance as critical to global stability.Energy Security Starts at Home, but your Energy Dominance is displayed through your Exports. The United States is Energy Independent, with the Exception of California. California is Energy Dependent. 1.Iran War Has Brought Energy Crisis to the Global Stage2.Suddenly Chevron is the smart one in the room with ExxonMobil and ConocoPhillips looking at Venezuela3.President Trump Signs New Order for Canadian Oil Pipeline to Revive Part of Canceled Keystone XL Pipeline4.Trans-Caspian Pipeline May Be a New Geopolitical Influencer5.The Energy Transition Replacement Treadmill is Unsustainable6.US Hydroelectricity in Crisis: The Worst Drought in 1,200 Years Threatens Western Power Generation7.Phillips 66 Beats Q1 Estimates by $.88 Per Share as Refining Margins Surge8.Chevron Reports Strong Q1 2026 Earnings Beat Amid Geopolitical Volatility and Temporary Hedging Charges9.ExxonMobil Delivers Resilient Q1 2026 Earnings Amid Geopolitical Headwinds, Signaling Strength for Investors and Energy Market StabilityCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den absurden SOX-Kursanstieg, die erste große Polymarket-Verhaftung und was sonst noch so wichtig wird in dieser Woche. Außerdem geht es um Nvidia, Alphabet, Amazon, Meta, Microsoft, Apple, Robinhood, Coca-Cola, eBay, Booking, Starbucks, T-Mobile US, Carvana, Chipotle, Visa, Mastercard, Merck, Altria, Roblox, Exxon, Chevron, Linde, Deutsche Börse, Airbus, adidas, Deutsche Bank, Mercedes-Benz, Scout24, BASF, BNP Paribas, Deutsche Post, ING, MTU Aero Engines, Volkswagen, TEQ General Artificial Intelligence ETF (WKN: A41AXG) und Inyova Impact Investing Active Equity Fund EUR (WKN: A4193H). Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
We are going to have a wild opening to the markets tomorrow. The Strait of Hormuz is effectively closed, and there is no reason that ExxonMobil, Chevron, and other companies should be trading the way they are. That being said, Secretary Chris Wright was on point again on CNN, and we covered his statements about how $10 trillion spent on Green Energy only increased energy use by 3%. 1. Renewable Energy Challenges & LimitationsThe podcast critically examines the effectiveness of renewable energy investments. Despite over $10 trillion invested globally in green energy over 20 years, renewables account for only 3% of global energy supply. Key issues include low capacity factors, transmission losses, storage requirements, and the need for grid overbuild—all of which increase true costs beyond what's typically reported.2. Geopolitical Tensions & Energy MarketsThe discussion covers disruptions in the Strait of Hormuz caused by Iran's actions, leading to volatility in global oil tanker traffic and prices. Additionally, there's analysis of China's strategic reduction of U.S. Treasury holdings, signaling a shift away from the U.S. dollar.3. Market Manipulation & Price MisrepresentationThe podcast includes detailed criticism from the Doomberg newsletter about divergence between paper/futures oil prices and actual physical oil costs. It characterizes current oil pricing as potentially manipulated and describes it as a "government-constructed lie" designed to maintain false market stability.4. Texas Energy Demand & Data Center GrowthERCOT's projections show peak electricity demand in Texas could reach 367 GW by 2032—more than 4 times current records—driven largely by data center expansion. The transcript highlights challenges including interconnection backlogs and transmission planning needs.5. Regulatory & Financial IssuesCoverage includes Duke Energy's bid to recover costs from winter weather events and analysis of major oil/gas companies' (Chevron, Exxon) earnings versus stock performance discrepancies.6. California Energy Policy CriticismStu critiques Governor Newsom's energy policies, particularly his response to rising oil prices, suggesting his policies have contributed to a looming energy crisis with refinery closures and limited fuel access.1.The World Has Spent $10 Trillion on Green Energy — and Only Reached 3% of Global Energy2.US Markets Look Like a Bull Run, but the Hormuz Dependent Countries are Looking Down3.China Sending a Clear Signal and Dumps U.S. Treasuries4.The US' Renewed Russian Oil Sanctions Waiver Will Help Their Shared Indian Partner5.Backwards Looking – Doomberg6.Buffett and China Are Making the Same Bet – The Merchant's News7.Over 367GW Grid Requirements in Texas ERCOT by 2032: Navigating the AI Data Center Boom for Investors and Consumers8.Duke Energy Cost Recovery Bid and 19,000 MW Plan Test Valuation9.Oil and Gaslighting Gavin Newsom Rides Again●You can also find all of the stories on https://energynewsbeat.com/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.. https://www.data2.ai/resources/the-decision-lag-reportAnd we have WellDatabase rolling in as a new sponsor.
Katie and Matt discuss the weather, NewBird AI, Long Blockchain, floating-strike convertible financing, meme AI diversification, dot AI, the meme ETF, public listing option value, shareholder voting, Exxon’s grudges, comptroller trolling, the horrifying sounds of coffee grading, spot vs. futures commodity quality and banks foreclosing on shrimp to eat it.See omnystudio.com/listener for privacy information.
MRKT Matrix - Tuesday, April 14th S&P 500 marches higher one day after benchmark wipes out Iran war losses (CNBC) Wall Street banks break records as Iran war drives trading boom (FT) $133 vs. $99. What Is the Real Price for a Barrel of Oil? (WSJ) US Gasoline, Diesel Pump Prices Reach All-Time Seasonal Highs (Bloomberg) Dow, Exxon and Rivals Are Raising Plastic Prices as Iran War Convulses Oil Market (Bloomberg) Bessent: US should ‘wait and see' before lowering interest rates (Semafor) What a United-American merger would mean, from antitrust hurdles to airfare (CNBC) Nvidia stock is on a 10-day winning streak and up 18% over that stretch (CNBC) Apple could win the AI race without running (Axios) US Treasury Seeking Access to Anthropic's Mythos to Find Flaws (Bloomberg) Why Amazon Is Buying Starlink Rival Globalstar in $11 Billion Deal (WSJ) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
The Structural Shift is how the capital is going to be allocated, either in new pipelines, or getting coal plants out of mothball storage, or even developing your country's energy sources. Net Zero has hit a wall, and energy security is taking center stage. We have David Blackmon, Mike Ariza, and Professor Mische on the podcast tomorrow covering the 7 huge Executive Orders President Trump is rolling out. 1. Structural Shift in Capital Allocation (Energy Sector)The conversation explores how investment patterns in the energy industry are changing, with capital moving toward pipeline infrastructure and away from traditional routes like the Strait of Hormuz. This reflects broader concerns about energy security and the need for self-sufficient energy systems.2. Coal ResurgenceA significant theme is the unexpected comeback of coal as an energy source. Despite previous commitments to phase out coal, demand is increasing in Europe and Asia, with coal plants being restarted or kept operational. This challenges the "net zero" movement and highlights the continued reliance on fossil fuels.3. Iran Conflict and Energy Market DisruptionsThe transcript discusses how geopolitical tensions, particularly involving Iran, create vulnerabilities in global oil supply chains. The Strait of Hormuz is a critical chokepoint, and disruptions there could cause significant price spikes and market volatility.4. U.S. Energy Dominance and ExportsThere's emphasis on the U.S. position as a major energy exporter—including coal, oil, and gas. The discussion highlights how U.S. energy production could help offset global supply disruptions and strengthen America's geopolitical position.5. Financial and Investment AnalysisThe transcript includes stock market analysis and investment opportunities, focusing on energy companies like Peabody Energy, Exxon, and Chevron, suggesting potential gains in the sector.6. Podcast Content and Expert DiscussionsReferences to upcoming episodes and expert guests indicate this is part of a broader series examining the energy crisis and its implications.1.A Structural Shift in Capital Allocation in the Energy Sector is Underway Due to the Iran Conflict2.U.S. Oil Blockade Is Set to Boost American Exports, and Impact Consumers3.Coal Is Back in Play Around the World4.President Trump Said Gas Prices May Stay Elevated Till the Midterms: A Deep Dive into the Iran War Unwind and Global Oil Market Realities5.Dallas Fed Impact Study of the 2026 Iran War on U.S. Inflation: A Scenario Analysis6.Executive Orders for President Trump: Ensuring that US has Necessary Fuels from California to Provide US National Security7.US is quickly lining up Tankers in the Gulf of America8.Peabody Energy May Be the Only Winner of the Strait of Hormuz Blockade9.The Oilfield Service Crunch Is HereYou can also find all of the stories on https://energynewsbeat.com/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.A shout-out to our New Sponsor, Data2 - We will be running an AI Centered Series and have lots of data rolling out!. https://www.data2.ai/resources/the-decision-lag-reportAnd we have WellDatabase rolling in as a new sponsor.●
Derek Moore is joined by Mike Snyder and Shane Skinner this week to discuss the all-time low in consumer sentiment and what if anything it means for markets. By the way, who exactly are they getting to stay on the phone for 50 questions? Then they discuss Exxon vs Salesforce performance since the CRM replaced XOM in the Down Jones Index. Plus, secular bull markets have pullbacks so are we still in one now? Consumer confidence all-time low Does Consumer Sentiment indicator from UMich forecast stock movements? Semiconductor forward earnings growth is predicted to be strong S&P 500 Index earnings seasons is upon us Exxon got replaced by Salesforce in the Down but since then CRM is trailing XOM Geopolitical volatility Why the Fed probably still cuts and the stock market is seeing through the clutter US Dollar Index peeled back from recent highs so is that good for earnings? Sarcastic discussion on who the heck is answering survey calls Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Trump's MAGA base appears to be disillusioned. Recently, former Trump campaign spokesperson Caroline Sunshine told CNN's Elex Michaelson…“Who's MAGA? Because what I'm hearing from everyone is, I'm a ‘three-time Trump voter, and I'm not MAGA anymore. I'm not. I'm now non-MAGA,'” “MAGA, the base is leaving because they don't agree with this conflict, and they don't believe that this is what they voted for and they're correct.”She's joined by a chorus of former MAGA voices now turning away from Trump and a war that broke the MAGA promise. We will talk about it with John Rothmann. He is a presidential historian and political analyst well versed in Middle East history. Our eco-journalist Belinda Waymouth returns with a great edition of “It's the Planet, Stupid!” We'll look at Exxon's drilling habits and a pair of moon bears rescued from a Facebook sale!The Mark Thompson Show 4/8/26Patreon subscribers are the backbone of the show! If you'd like to help, here's our Patreon Link:https://www.patreon.com/themarkthompsonshowMaybe you're more into PayPal. https://www.paypal.com/donate/?hosted_button_id=PVBS3R7KJXV24And you'll find everything on our website: https://www.themarkthompsonshow.comThe Mark Thompson Show has an official new Facebook page. Please join! Here's the link: https://m.facebook.com/TheMarkThompsonShow/Show sponsors:coachellavalleycoffee.com - use code MarkT at check out to save 10%Suite 106 Bakery use code MarkT to save 15%Here's a special link:https://suite106bakery.com/discount/MARKT
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Ärger für Apples Falt-iPhone, neue Wachstumszahlen bei Anthropic und Optimismus bei Levi's. Außerdem geht es um Nvidia, Norwegian Cruises, RocketLab, American Airlines, Rigetti, Exxon, Devon Energy, Humana, UnitedHealth, CVS, Broadcom, Anthropic, Alphabet, Apple, Nike, Tesla, Delta Air Lines, iShares Core MSCI World ETF (WKN: A0RPWH), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), ExxonMobil, Verizon, Pfizer, Vanguard FTSE All-World (WKN: A2PKXG), Amundi Core Stoxx Europe 600 (WKN: LYX0Q0), ASML, AstraZeneca, Novartis, HSBC, Maximus, AeroVironment, Kratos, Parsons Corp, Matson, Mercury Systems, CACI Internations, Scorpio Tankers, DHT Holdings, L3Harris, Teledyne, Leonardo DRS, Devon Energy. Das Jubiläumsangebot zu 80 Jahre WELT gibt es hier: http://www.welt.de/geburtstag Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
The conflict in Iran is a reminder of how quickly global energy markets can be disrupted. It also underscores why advances in things like battery technology — from electric transportation to grid-scale storage — are becoming central to energy resilience and security. It has been about 50 years since British chemist Stanley Whittingham laid the foundation for the first lithium-ion battery at an Exxon research lab in New Jersey. In 2019, he and two other scientists, John Goodenough and Akira Yoshino, earned a Nobel Prize for the breakthrough. By then, lithium-ion batteries had transformed consumer electronics and a growing segment of the transportation sector. And today, battery storage is playing an increasing role in supplying new capacity to the eclectic power sector. So what is the state of battery innovation today? Are there battery chemistries that could dethrone lithium-ion technology? How do mineral availability and environmental health play into the battery market? And what does the federal government's waning support for renewable energy mean for the battery industry? Today on the show, Bill Loveless speaks with Dan Steingart about the arc of innovation in the battery space, and how different energy storage applications are evolving. Dan is the Stanley-Thompson Professor of Chemical Metallurgy and a professor of chemical engineering at Columbia University. He also chairs the Department of Earth and Environmental Engineering and co-directs the Columbia Electrochemical Energy Center. Prior to joining Columbia in 2019, Dan was an associate professor at Princeton University. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.
Derek Moore is joined by Mike Snyder and Shane Skinner to look at the bull case vs. the bear case in markets. Plus, which company the gang is most looking forward to seeing what their earnings release shows and how the big tech names are all cheaper on a forward valuation basis. Why doesn't the market always go up when earnings grow? Now people are tracking sailings in the Strait of Hormuz. Later, examining whether Friday's recovering from a rough open is a good sign for markets or just an anomaly. Strait of Hormuz ship tracking Earnings growth vs the market return in a given year Odd to see the market down while earnings revisions have grown positively +8% Nvidia vs Microsoft for who everyone is most looking forward to earnings wise SpaceX files for an IPO but we'll have to wait on the S-1 release Market bull and bear case Mentioned in this Episode Article with Peter Lynch video link plus forward valuation charts on the market, Nvidia, and Exxon. https://zegainvestments.com/blog/is-the-market-getting-cheaper-or-just-early-ahead-of-analyst-revisions Podcast Explaining The Big Short Movie & Credit Default Swaps https://podcasts.apple.com/us/podcast/the-big-short-movie-credit-default-swaps-explained/id1432836154?i=1000465683509 Margin Call Movie and VaR Value at Risk Explained https://open.spotify.com/episode/2XJ58KAoQKw2sdC48KHyPp Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
VLOG April 6 Live Nation case end game https://matthewrussellleeicp.substack.com/p/ticketmonster-endgame-in-live-nation Exxon hacker Amit Forlit in https://www.patreon.com/posts/quiet-scoop-amit-154717983, & Jay-Z v Buzbee, Judge Carter. @FinanceWatchOrg v Green Dot Bank / ConnectOne https://innercitypress.com/mergers14greendotalaffw040326.html UN OIOS covers up for @AntonioGuterres
Story of the Week (DR):Elon Musk's SpaceX set to go public in $1 trillion share listingElon Musk's rocket and satellite company SpaceX has confidentially filed for an initial public offering with the Securities and Exchange CommissionThe firm could seek a valuation of $1.75 trillion with a public listing around June.A confidential filing means that SpaceX will submit its financials to the SEC before revealing them to the public, which must occur at least 15 days before the IPO roadshow.Musk owns 42% of the SpaceX now, according to Pitchbook, though that figure will change with the IPO when new owners are issued shares.Among current SpaceX owners is Donald Trump Jr, the president's oldest son. He owns a shares through 1789 Capital. That venture capital firm made him a partner shortly after his father won the presidency for a second time and has been buying up federal contractors seeking to win taxpayer money ever since.The White House and Trump himself have repeatedly denied there are any conflicts of interest between his role as president and his family's businesses.Public investors may get low-vote shares, while insiders could hold super-voting stock with roughly 10 to 20 votes per share, if the reported structure is adopted.Reports suggest SpaceX has been adding board members as it prepares for the IPO process.The company's board has historically included Elon Musk, Gwynne Shotwell, Antonio Gracias, Luke Nosek, Steve Jurvetson, and Donald Harrison in reporting about its governance.Gwynne Shotwell is widely reported as president and COO, and Bret Johnsen as CFOBig Banks Seeking a Piece of SpaceX's I.P.O. Must Subscribe to Elon Musk'sMusk is requiring Wall Street firms to purchase subscriptions to his A.I. chatbot if they want to advise on one of the largest initial public offerings in history.Air Canada CEO will retire this year after his English-only crash message was criticizedMichael Rousseau is stepping down following a massive public outcry after he delivered a condolence video almost entirely in English regarding a fatal plane crash that killed a French-speaking pilot.Critics and politicians, including Quebec's Premier, were outraged that Rousseau failed to fulfill a high-profile 2021 promise to learn French, viewing his English-only response to a tragedy as a sign of deep cultural disrespect.Air Canada's board has launched a global search for a successor and explicitly stated that fluency in both English and French is now a non-negotiable requirement for the next CEO.The company clarified that while a "comprehensive internal development program" has been in place for two years, the recent controversy accelerated the timeline for his departure.Rousseau will officially retire at the end of the third quarter (September 30, 2026), staying on until then to ensure a "seamless transition" and assist the board during the handover.Air Canada CEO Michael Rousseau initially stated he did not intend to step down following backlash over an English-only video regarding a runway incidentElon Musk called the decision “crazy” and suggested “it is not reciprocal.”“There are many one-sided laws in Canada that mandate French at the expense of English,” he posted to X, along with a Grok answering his request to provide a list of Canada's French language laws and explain “how this is hypocritical compared to no English mandate laws.”“Extremely hypocritical and unfair!”Oracle fired up to 30,000 workers via email after a 95% profit surge. Tech companies are cutting almost 1,000 jobs/day DROracle Corp.'s mass layoffs on Tuesday were part of the company's cost-cutting measures as it continues to build out expensive data centers for powering artificial intelligence.But one aspect of the mass layoffs — which were estimated to be as many as 30,000 people — was alerting workers over email at 6 a.m. Eastern that Tuesday would be their last day.The terse message, sent to workers in multiple regions and time zones, carried no executive name and was instead signed off simply as 'Oracle Leadership.'“We are sharing some difficult news regarding your position.After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is your last working day.We are grateful for your dedication, hard work, and the impact you have made during your time with us.After signing your termination paperwork, you will be eligible to receive a severance package subject to the terms and conditions of the severance plan. You will receive an email from DocuSign to your Oracle email address with details on your severance and termination date.Immediate Action RequiredTo receive important follow-up information, including FAQs and separation documents to help you through this transition, you must provide a personal email address.Please click here to submit a personal email address immediately. If you make a submission error, please re-submit a new form. Please Note: The personal email address will only be used for correspondence regarding separation-related information and severance agreements.Access to your computer, email, voicemail, and files will be deactivated soon, and you will be unable to log into your computer. As a reminder, you are prohibited from downloading, copying or retaining (including emailing yourself) any Oracle confidential information.Thank you for your contributions to our organization. If you have additional questions, please reach out to the HR team via the Ask HR page or at (888) 404-2494.Oracle Leadership”“After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role,” an email to one affected employee, obtained by MarketWatch, read.Survivors of the cuts were allegedly told by senior management that they would need to 'ramp up efficiency' and 'stretch' to cover the workload left by departed colleagues, a suggestion that many are resisting.Allegations that automated tools influenced redundancy decisions have become a central issue in the fallout.Iran Claims Oracle Strike in UAE as Dubai Attack Fears EscalateAnti-DEI crusade:Trump ousts Pam Bondi as attorney generalTrump Tells Karoline Leavitt She's 'Doing a Terrible Job,' Asks 'Should We Keep Her?'Is Kash Patel Getting Fired? FBI Director Might Be Next After Pam Bondi OustingHegseth ousts top Army generalArmy Chief of State Gen. Randy George.Defense Secretary Pete Hegseth and the Army's chief of staff had recently clashed over promotions, leading to his eventual ouster.Hegseth reportedly told Gen. Randy George to pull the names of four Army officers from a list of promotions to the rank of one-star general. The list consisted of about three dozen officers, most of whom were white men. However, two of them were Black and two were women, and those were the names Hegseth wanted removed.According to The New York Times, George refused, citing the officers' history of exemplary service. George reportedly asked Hegseth to meet two weeks ago to discuss the matter, but Hegseth declined. The defense secretary then struck the officers' names from the promotion list, even though it's not clear he has the authority to do so, per The Times.Hegseth has repeatedly taken steps to block or delay the promotions of Black and female senior officers in all four branches of the military.Secretary of the ArmyLabor Secretary Lori Chavez-DeRemerArmy Secretary Daniel Driscoll (26th Secretary of the Army)2004–2007 Student (B.S. Business Administration)2007–2011 Military service: Officer2011 Investment Banking Associate2011–2014 JDCandidateYale Law School2014–2015 Judicial Clerk2016–2019 Venture Capital Executive Winston-Salem, NC2020Congressional Candidate (NC-11)US House of Representatives (Campaign)2021–2023 Chief Operating Officer (COO) Flex Capital Management LLC2023–2024 Chief Strategy Officer On Call Physician StaffingJ.D. Vance / Senior Advisor 2024 Senior Advisor Donald Trump Presidential Campaign2025–26th Secretary of the ArmyChristine Wormuth (25th Secretary of the Army)1995–1996 Presidential Management Intern Department of Defense1996–2002 Policy Officer / French Desk Officer Office of the Secretary of Defense2002–2006 Principal (Consulting) DFI Government Services2007–2008 Staff Director (Jones Commission) Independent Commission on Iraq Security Forces2008–2009 Senior Fellow Center for Strategic & International Studies (CSIS)2009–2010 Prin. Dep. Asst. Secretary (Homeland Defense) US Department of Defense2010–2012 Special Asst. to the President / Senior Director National Security Council (White House)2012–2014 Dep. Under Secretary (Strategy, Plans, Forces) US Department of Defense2014–2016 Under Secretary of Defense for Policy US Department of Defense2017–2021 Director, International Defense & Security Center RAND Corporation2021–2025 25th Secretary of the Army Goodliest of the Week (MM/DR):DR: Judge rules Trump order eliminating NPR, PBS funding is unconstitutionalDR: United Airlines and flight attendants reached a tentative deal with $740 million in bonusesMM: Amazon to add 3.5% fuel and logistics surcharge for sellers as Iran war drives up energy pricesGO TO A LOCAL STORE!Assholiest of the Week (MM):Lying-iestChevron and Microsoft Team Up for Giant Texas Gas Power PlantTeam includes Chevron, Microsoft, and ENGINE NO 1Microsoft pledged to be carbon NEGATIVE by 2050Since they keep doing things like building gas plants, they're relying on carbon credits through reforestation to hit their targetSo they went out to buy the credits and picked a company called Mombak, a startup that has signed massive reforestation deals for Amazon reforestation but has yet to actually produce a carbon credit yet, has only started in theory, and the company admits there's still little information on how to quantify the carbon absorption in restoration projects.Despite that, Microsoft and Google both made massive investments to look green as they build out data farms for AI no one asked forEngine No 1, meanwhile, after its climate-darling turn at Exxon 5 years ago, has taken its all white male executive team AND board with climate investment banking and VC/PE expertise to partner with Chevron, who celebrated the Big Bullshit BIll that rolled back renewables and decided to happily take Venezuelan oil at the behest of TrumpInvestor-iestFirst, the results from investors at Starbucks:Average 95.7% approve of the boardMarissa Mayer, the new and highly interlocked director, got a team high 99% approvalResults were more correlated with drink disclosures by directors than performance metricsDespite campaigns by New York State, NYC, Mercyside, Trillium, and others to target Beth Ford and Jorgen Knudstorp, as well as advice from ISS to target just Beth Ford (absurd), given labor issues, Andy Campion instead had the lowest vote total at 87% for reasons that are unclearAnd of course…Then, the reason why there was a campaign to vote out directors in the first place:Starbucks to offer baristas up to $1,200 a year in bonusesWith this nugget:Baristas at unionized locations are unlikely to see the bonus program right away. At approximately five percent of its U.S. locations where employees have union representation, Starbucks acknowledged that federal labor law requires the bonus program to go through the collective bargaining process before it can take effect. According to CNBC, the two sides have not made meaningful progress at the bargaining table in over a yearAI-iestJack Dorsey says he wants 6,000 Block employees reporting straight to himThey already do asshat, you have dual class controlSam Altman says he 'miscalibrated' the mood of distrust toward AI and the government in the Pentagon dealNvidia CEO Jensen Huang's advice to workers scared of AI: You're just confusing your job with the tools you use to do itLarry Ellison Says AI Now Does Oracle's Coding Amid Mass Layoffs—3 Strategic Moves for Tech Workers (Oracle Fires 30,000 With a Cold 6 a.m. Email: Here's What It Said That Devastated Teams)Marc Andreessen says AI layoffs are a farce: Companies are 75% overstaffed, and AI is the ‘silver bullet excuse' to clean house DR“Essentially, every large company is overstaffed,” he said. “It's at least overstaffed by 25%. I think most large companies are overstaffed by 50%. I think a lot of them are overstaffed by 75%.” He added, “Now they all have the silver bullet excuse: Ah, it's AI.”So despite record profits every single year, increasing CEO pay, companies are OVERSTAFFED? They get paid less than inflation, and they have TOO MANY people? Some populist math:Assume “every large company” is companies with market cap > $20bn (~415 companies)Total employment as of last year: 27,795,346Total estimated employed people in US: 162,900,000 (62% labor participation)“Every large company” is 17% of all US employmentCurrently, 7,239,000 unemployed in USAndreessens mid point - “most large companies are overstaffed by 50%” - means he thinks they'll blame AI but that they “overemployed” by 13,897,717He is suggesting they are ALL FIREABLE because they are OVERSTAFFEDEmployment goes from 162,900,000 to 149,002,283, unemployment goes to 21,136,717, and the unemployment rate goes to 12% overnight - a 3x increase on the 4% it's at nowBecause Marc Andreessen thinks we're overstaffed… I wonder why…Studies historically have shown that the few days after layoffs stocks are down - but it depends on the reason for the layoff. Proactive layoffs (not a result of down financials, for instance) are rewardedRecent studies show that layoffs actually push stocks UP as time goes one - up to 22% cumulative return over normal 30 days out, and 5% 10 days out. Let's assume a 5% bump for all the proactive AI job cut assholes - the Block and Oracles of the world Other studies show that CEO pay goes up after layoffs if performance improves - so cutting staff for AI pushes stock up, stock up is better performance, CEO pay goes up Using the CEO pay ratio, the “cost savings” of cutting 14m employees is ~$1.4 TRILLION dollars (that's $1.4tn no longer in the hands of people who would be buying stuff like food and houses and gas and rubber chickens and inflatable pool floats)The cuts would add $3tn to market cap of all companies, save $1.4tn in employee costs - the average CEO pay ratio would go from 306 to 319, and the average CEO would make $22m moreThis isn't about overstaffing or AI - this is about CEOs getting paidHeadliniest of the WeekDR: CEO of Epic Games apologizes after laying off employee with terminal brain cancerDR: BlackRock CEO admits 'woke' era went too farDR: Raising Cane's CEO says he doesn't care for this one menu item, but had to sell it anyway: he always substitutes coleslaw for an extra piece of toastMM: New lawsuit alleges DraftKings and FanDuel are digital heroinMM: Scientists Say Half the World Could Be Nearsighted by 2050, and It's Not Just Screens. This Indoor Habit May Be WhySITTING IN THE DARK. This is where we're at as a society.Jamie Dimon Says…Jamie Dimon's warning: More geopolitical risk for America than since WWIIJamie Dimon blasts remote work as JPMorgan staff revolts over office mandateJamie Dimon says JPMorgan could do prediction markets — with big guardrailsJamie Dimon says the American Dream is ‘slipping out of reach'—and JPMorgan is spending billions to fix itJPMorgan's Jamie Dimon predicts AI will cut the working week to 3.5 days, cure cancers, and free up time for hobbiesWho Won the Week?DR: Angry French people in QuebecMM: Headhunting firms who suddenly can expect as much as 75% of large company employees to be calling them to find them workPredictionsDR: Air Canada hires a woman who speaks 845 languages who continually apologies for something she never didMM: Jamie Dimon says speaking French is stupid
Markets are down roughly 7% from their peak and under sustained pressure, with five consecutive weeks of negative returns—an unusually extended stretch that historically signals a near-term inflection point. Oversold conditions, weak momentum, and deeply negative money flows suggest a reflexive bounce is likely in the coming days. But investors should be cautious. This is not the end of the correction cycle. Lance Roberts breaks down why any near-term rally should be used to rebalance risk—not chase upside. With geopolitical catalysts like Iran tensions and oil price volatility acting as potential triggers, a sharp bounce could emerge quickly. However, that strength should be sold into as part of a disciplined portfolio strategy. We also examine the extreme deviation in energy stocks, where valuations—such as Exxon relative to Nvidia—have become stretched. Historically, these moves mean-revert, often sharply. If you're overweight energy, this may be the window to take profits and reduce exposure. Additionally, we discuss seasonal risks tied to midterm election cycles, where Q2 has historically been the weakest period for markets, suggesting further downside risk into the April–June timeframe. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/68dbmAqKiGM --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketCorrection #InvestingStrategy #EnergyStocks #RiskManagement
Derek Moore is joined by Mike Snyder and Shane Skinner to discuss how the news sounds worse than the markets have performed so far. What Peter Lynch famous 1994 speech tells us about market declines and corrections. Plus, really? The Fed Funds futures are now pricing in higher probability of rate hikes vs rate cuts. Finally, the Mag 7 seems to be on sale, so what needs to happen for them to start leading the market back to the highs? Peter Lynch on market corrections Mag 7 valuations are getting cheap relative to where they were Fed Rate hikes, really? Volatility in markets Why is the VIX higher? The news is worse than the markets retracement so far, but will that change? Mentioned in this Episode Article with Peter Lynch video link plus forward valuation charts on the market, Nvidia, and Exxon. https://zegainvestments.com/blog/is-the-market-getting-cheaper-or-just-early-ahead-of-analyst-revisions Podcast Explaining The Big Short Movie & Credit Default Swaps https://podcasts.apple.com/us/podcast/the-big-short-movie-credit-default-swaps-explained/id1432836154?i=1000465683509 Margin Call Movie and VaR Value at Risk Explained https://open.spotify.com/episode/2XJ58KAoQKw2sdC48KHyPp Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Day 30. 2,000 tankers trapped in the Persian Gulf. Oil at $107. Gas at $5. Trump says we're winning. Iran has launched 79 waves of strikes. We've dropped 10,000 bombs and we're running out of them. Putin is selling oil at a premium. Exxon just posted record profits. Congress is being handed a $200 billion tab. Nobody voted for this. Everybody's paying for it. This is The Mop-Up. Award-losing journalism.