Today’s extras: $TSLA ( ▼ 1.75% ) $GOOGL ( ▲ 1.82% ) $META ( ▲ 0.35% )
KEY DEVELOPMENTS:
• Israel struck nuclear sites, power plants, and heavy water complexes DURING the ceasefire — directly contradicting US messaging
• This reveals competing US-Israel agendas — makes finding an off-ramp significantly harder
• JD Vance reportedly clashed with Israeli PM (Jerusalem Post) — this could be political cover for Vance's 2028 campaign rather than genuine pushback
• Trump said "I can't tell you who we're negotiating with because that person might be killed" — implies Israel might assassinate negotiating partners
• 200-day MA violated on SPX — tech and semis rolling over hard (this is the accelerant)
• Alleged $1.5B insider trading on crude futures placed 5 min before Trump's halt-strike announcement
These are the periods where investors become disillusioned and are the LEAST interested. This is the period where you need to be the MOST interested.
