USTs getting nuked again overnight. Ultras down another 25 ticks
11.03.2026 22:44
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USTs getting nuked again overnight. Ultras down another 25 ticks
HUGE.
$spx futures not off to a good start
Nothing to see here. Move along.
N7628 was just reserved for a Gulfstream G700. Looks like Musk will have a G800 and G700
N8628
N7628
Rumor is Lucid Earth specs will be announced soon
Oil tanker fire reported in the northern Persian Gulf tonight after an Iranian attack.
Memba all the money that was “saved” doge?
An oil tanker is on fire in the northern Persian Gulf.
BNP PARIBAS: “.. We think core #PCE could climb to 3.4% y/y by Q2, a striking implication of the hot PCE-relevant components that complicates the Fed’s policy path. We see upside risk to this estimate if the oil-price shock persists.”
i would not have published this story, as someone who's read literally thousands of threat bulletins cosigned or circulated by the FBI
Iran’s foreign minister on X: A branch of Iran’s oldest bank was bombed while full of employees, Iranian armed forces will exact retribution for this ‘crime’.
Video from a Chinese cargo ship which shows an Iranian Shahed-136 striking an oil tank at the Port of Salalh in Oman.
Iran-linked hackers attack US medical device maker Stryker reut.rs/4rtx57o
Trump thinks he’s winning. JFC
ah yes fair and free markets for the win
*TRUMP TO INVOKE EMERGENCY LAW FOR SABLE AS OIL SQUEEZE TIGHTENS
US Pres Trump To Invoke Emergency Law For Sable As Oil Squeeze Tightens
- Defense Production Act Expected To Be Used For Sable
The launch/performance version is compelling for the price
Rivian is discontinuing their Standard battery packs on R1 vehicles.
IMO, the standard pack was too small for such a large vehicle. And the LFP cells provide shit range in the cold, eg under 120 miles in some cases.
insideevs.com/news/789606/...
I don’t think that’s enough volume to allow Rivian to survive. It needs to really expand EV market size, than just take Model Y sales.
Rivian needs to sell 400k cars every year to break even. I realize R3, etc are coming. But they don’t have a lot of runway left, unless they raise much more capital
ICE vehicles are the competition at this price point.
The EV market is more-or-less saturated at the current features+price Venn diagram. Either better features or much cheaper EV to expand market size, IMO.
It takes between 40-50 minutes on an R1 to go from 10-80%. It’s a much larger battery pack though, so takes longer. Can only pump so much kW over a 400V pipe.
One of the biggest gripes from people who wish to go from gas to EV is charging times. 5 minutes to fill up a gas tank is the benchmark.
800v charging cars can go from 10-80% in 12-15 minutes. The R2 in this sense, won’t do much to expand the market size already occupied by incumbent EVs.
IMO, the pricing v features isn’t super compelling or a no-brainer. If it were $5-7K cheaper across the board, it would be. Shows how important the $7500 tax credit was.
Will the R2 be enough to make Rivian survive? I’m not so sure at these prices.
NEWS: The Trump administration confirmed it bombed a girl’s school in Iran.
It's one of the most devastating military errors in decades.
Trump lied about it. Pete Hegseth gutted the office preventing civilian casualties.
175 are dead. Most were kids. Hegseth should be fired.
Rivian R2 prices might have been leaked. Article was briefly published before tomorrow, but someone grabbed it.
If these prices are true, I think launch edition will sell pretty well for its volume. The other versions, I’m not so sure.
Also, 30 min to charge from 10-80% is poor/mediocre.
Got out of some tricky trades today. Markets are too sensitive to oil news/rumors. Yields are much higher--I'm surprised markets aren't lower from just this.
Done trading today with a small gain. Let's see what sh*tshow the next 24 hours brings.
For awareness, Iran and Hezbollah maintain an extensive network in South America and likely have ties to certain cartels. While still a stretch in my view, it remains a plausible threat.
Lots of unknowns. Really stupid why we're in this position. But, I would avoid flying as much as I can for now. Airports/airplanes seem like highly disruptive targets
