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Wednesday morning #headlines recap from jb on the fediverse The Hormuz "deal tomorrow" became "deal Wednesday" (i.e. today) per Axios, and stocks ripped to the first S&P record since June while crude crashed below $76 — except Iran rejected the Omani framework outright and added four new demands, so the thing markets priced doesn't exist. The new demands: transit-fee collection, a permanent guarantee against attacks, an end to the naval blockade, and lifting of oil sanctions. We’re so deep in clown world antics it’s hard to fathom… Hard numbers on US missile depletion: ATACMS/PrSM "virtually all" gone, 80% of THAAD interceptors used. Some analysts say that US pause/strike/pause is because they’re literally waiting for missiles to arrive from the factories. Silver lining: those absent missiles can’t be used to defend worldwide jewry. Kiev takes its worst strike in weeks with Ukraine admitting a 0% interception rate. At least 15 killed, ~47–50 injured across Kyiv city and oblast; barrage of Iskander-M/Zircon plus 115+ Shahed drones on logistics/warehouse targets. A Zelenskyyyyy adviser says Russia is now hitting retail/food/logistics warehouses, with Ukraine's own strike on Wildberries having opened a "Pandora's box". Well well well… if it isn’t the consequences of one’s own actions… S&P 500 closed at its first record high since June, adding ~$1.2 trillion in cap. Nasdaq 100 had its best day in 15 months. The counter-signal: energy equities refused to sell the fake-news dip, and a widely-flagged skeptic notes the S&P has only gained 5%+ in four sessions three prior times — 1999, 2000, Nov 2020. Hmmm wonder what those dates have in common? Goldman warns the market is oblivious to Chinese LLMs now dominating token usage as token prices go into "historic freefall". Another assassination attempt of President Trump foiled as police arrested Jeanine John Taele, 38, at Trump National Golf Course with weapons and ammunition waiting for President Trump. Sounds like a tranny name. It’s hard to believe Trump’s enemies can’t find a single skilled assassin. FBI wants to use AI to predict who will commit a crime. Minority Report or Person of Interest, either way life imitates art. Top American generals formed a secret backchannel with a CCP military intelligence front. Merchants selling out the military and there’s not a warrior in sight. Charges dropped against all Reflecting Pool vandalism suspects. America 250 turned out to be the mother of all nothingburgers.

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