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Tesla Misses Q1 Deliveries, SpaceX Files for IPO: What Investors Need to Know
Tesla delivered 358,023 vehicles globally in the first quarter of 2026, falling short of the Bloomberg consensus estimate of 364,645-372,160....
Oil Above $111: The Strait of Hormuz Premium and What It Means for Your Portfolio
Crude oil surged past $111 per barrel on Thursday after President Trump warned that the U.S. military campaign in Iran...
March Jobs Report: 178,000 Added, But Federal Layoffs Accelerate — What Smart Money Is Watching
The U.S. economy added 178,000 jobs in March 2026, roughly in line with expectations, while the unemployment rate held steady...
- The Iran War and Your Portfolio: What History Tells Us About Oil Shocks
Oil is surging, defense stocks are flying, and fear is spreading. But the real story is in the data —… Read more: The Iran War and Your Portfolio: What History Tells Us About Oil Shocks
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Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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