🤦‍♂️

Odds we’re facing heading into meet in Oman on Sun

Deal & de-escalation: 40%

If diplomacy leads Iran to modest concessions, U.S. will urge Israel to stand down

Stalemate, delay with brinkmanship: 35%

Talks stall, Israel temp holds off under U.S. pressure; evacuations cont.

Israeli strike: 25%

100% China is behind LA escalation and what’s going on in these other cities around the US (funding it) —

I believe it’s all related and linked to what hopefully will be avoided in meeting(s) to keep Israel from…purposely left blank)…

Hey, hope all is well. Those wagons of ours I mentioned I thought were being circled?

News out today reflects that, but I think it’s about 60-70% probable (that’s worst case as I see it) it deescalates

This is re Israel/Iran and a big meeting to avoid this weekend

A lot on the line tho 4 sure

Nah, counter productive.

I would look to engage with those that are stating that and ask for their feedback - if possible outside of ear shot of other prospective customers.

See it as an opportunity to learn and gauge the price to value of what you sell / provide

Sadly I’m old enough to remember this statement and its origin 🤦‍♂️🫡😎

I’m a big believer in the chaos theory (aka the butterfly effect) — I can honestly say I was just taking a couple of photos, was more drawn to the balance and contrast I was seeing taking all of the lighting in at the moment.

Those two firework displays in these images are what I find so amazing

You as well. These are just great 🫡

“I don’t understand why we’re walking away from the sliders” 🍔

😂🤣😂🤣😂👏👏👏👏👏🫡

2024: $1.13 trillion
2023: $883 billion 
2022: $719 billion
2021: $562 billion
2020: $523 billion
2019: $575 billion
2018: $523 billion
2017: $459 billion
2016: $433 billion
2015: $402 billion
2014: $416 billion

Source: Treasury Dept

Pretty dark answer, and probably reveals my point of view at its core more than I’d like, but I think our wagons are being circled and believe we are on extremely loose footing (holistically) on a long term basis.

🤣😂👍🫡

Haven’t forgotten about our convo, apologies for the lag. Scrambling for trip out of state leave tomorrow

My initial take on this ? is risk mitigation / preservation of capital in rough waters at macro level in the US and in global markets. Lot of uncertainty that makes cash equivalents good hedge

I am at dinner with my wife and some friends - will definitely respond later or tomorrow at latest. Appreciate the convo and look forward to continuing.

100%