Congratulations Hungary! Viktor Joban is out.

Will take some time to clear out deep corruption roots left by Kremlins bitch, but new, brighter path for whole Europe can begin.

STATE DEPT: NIECE AND GRAND NIECE OF DECEASED IRANIAN MILITARY COMMANDER QASEM SOLEIMANI WERE ARRESTED BY FEDERAL AGENTS IN U.S. ON FRIDAY

Stuff I'd like to see in Europe towards family members of ruzzian regime leaders.

IanCutress:
"Well here we go. Dylan and Semianalysis is being sued by a former employee Wei Zhou for wrongful termination (+others) after he refused to combine MNPI (material non-public information) into SemiAnalysis' models that were sold to clients."

"Police is as good as it's informants" - The Wire writers.

It's non public data, that adds to analytical edge.

That's a new one for me:
"One hypothesis about why the US went into the war on the side of the UK, rather than the Germans, was simply that its bankers had lent the English more money"
Bonner Research

Danish jewelry Pandora opens distribution centre in Ontario, Canada to reduce exposure to US tariffs

"Warehouse in Mississauga will enable the brand to process Canadian online orders, which were previously handled by U.S. distribution centers meaning the jewelry had to pass through U.S. customs"

Pandora expects U.S. tariffs to take 150 bps off its operating margin in 2026
$PNDORA

Brain rot in those rooms is infectious.

RUBIO: HORMUZ COULD BE OPENED TOMORROW IF IRAN ALLOWED IT

TURKEY’S CENTRAL BANK GOLD RESERVES SEE BIGGEST WEEKLY DROP SINCE AUG 2018, SELL ABOUT 22 TONNES LAST WEEK: BANKERS

Reliance Jio is set to file for approval of its IPO in Mumbai ​as early as this week

IPO is being structured as an offer-for-sale, a common strategy in ​India where no new funds ​are raised by ⁠the companies and existing shareholders offload stakes.
https://www.reuters.com/world/india/reliance-jio-woos-investors-sell-8-individual-stakes-ipo-sources-say-2026-03-25/

NYT:
"Breaking News: Prince Mohammed bin Salman of Saudi Arabia pushed President Trump to continue the war against Iran, people briefed on the conversations said."

Emile Hokayem:
"Two major risks for the Gulf states if they join the campaign (as opposed to just telling the US to continue and ‘finish the job’):
- unhinged Iranian retaliation;
- one or more Gulf states go in and then the US pulls out, leaving them in the cold.

My thinking:
US pulls out - GCC countries capital pulls out. And orange dictator likes market in green.

So while foreign policy is for sale, trump will likely to continue to sacrifice young men to death to fight corrupt wars for highest bidders.

You would think trump would lash out on GCC countries for not putting effort in opening the strait. They have been a silent punching bag for 3 weeks straight. They do have a minor interest, don't they?

White house, media silent. Not what the ruzzian script says. #iran #trump

There's a non zero chance Trump regime will fall before Iranian. Would be extremely ironic.

The list of Epstein War supporters, given its now known outcomes, is pretty short:
-Israel
-russia
-Viktor Joban (where's Serbian Vucic btw?)
-fanatics and brainwashed US populace.
#Iran

On market days like these, I like to scour through my watch list and look for negligible or even positive daily change names. This is shows what market perceives as valuation floor at current fear level. Multiple similar days compounds conviction of market's perception.