almost 5% down. (check notes) back to Feb 5, 2026.
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So. What are we buying today, then? 
You could market time your gas refuelling.
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So. What did I buy today:
- ZURN
- PAAS
- WPM
- SHEL
Now only 3% down, so things are getting better.
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Nothing, no liquidity, next tranche comes in 3 weeks.
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Unlucky me I did mây DCA last friday
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To add to our daily dose of âinteresting developmentsâ:
âWeâre going to cut off all trade with Spain. We donât want anything to do with Spain,â [Trump] declared, before ripping into Starmer.
âAnd by the way, Iâm not happy with the U.K. either,â he said. âŠ
https://thehill.com/homenews/administration/5764930-trump-lambasts-uk-spain-iran/
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For a second I thought âthe hillâ was âthe onionâ.
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Heâll die eventually.
Now the only option is embargo because tariffs cannot be applied for specific countries. I guess thatâs what it means âcutoff â
Slowly it feels trade with US is becoming a liability rather than an asset. I believe EU is right in pursuing other trade routes
I feel nobody takes anything Trump says seriously at this point.
In other news, Hegseth said that a US sub sank an Iranian ship. Thatâs deeply disturbing for me. And we thought Cheney and Rumsfeld were bad. I guess they grew up at a time when some integrity and keeping of appearances meant something. Edit: remembered that Rumsfeld basically falsified data, screw that guy too.
I am thinking this will turn out to be a lot more serious for the markets than pulled-out-of-ass tariff numbers. Heads down for a few years, and dividends.
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17 ships and 1 sub according to:
I donât see the localized Iran conflict to be worse than a global trade conflict.
The oil thing is gonna resolve itself with enough miltary pressure from the US.
An Iran announcing they now have an atomic bomb would probably not be good for the markets either. So maybe the current situation is the famous âleast shitty optionâ?
Donât know how practical it is to âresolve the oil thingâ. Trump announcing handwritten meaningless tariffs which nobody could understand or begin to think how to apply is one thing, actually limiting oil making it out of the Gulf is another. Is the US going to be stationing military there for years to ensure the spice must flow? Tariffs could be and were circumvented, delayed, appeased via phonecalls and emails, to me this is more serious, weâll see.
Besides, itâs not exactly localised. Escorts and tiktokers FAFOed - to my glee - in the golden desert countries, China is pretty upset about all this, more rifts with Europe (and more nonsense âdonât wanna hear no Spain no moreâ), edit: inflation and rates circus playing up again, Taiwan and Korea too, which could knock on the Jenga tower thatâs AI. It feels a lot more real (to me) than putting tariffs on penguins or wanting to take over Greenland, Canada and Phuket (ok, he doesnât know this is not a made up name).
Personally, as I said, putting my head down, keeping buying according to my plan, and waiting for a few bipedal pustules to pop across the world in the next few years.
I could very much see that.
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In other news today, some of Switzerlandâs favourite collectibles are getting a new look, look out for them in the early 2030s.
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As someone who doesnât speak French, my expectation would be milli Francs would be one thousandth of a Franc, not 1000 of them 
thatâs Rumantsch, not French 
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Why would Iran having nuclear bomb be any worse for markets than North Korea, Pakistan, US, Russia or China having nuclear bomb?