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Don't Let Trump's Truth Social Posts Manage Your Portfolio
Trump posted on Truth Social this morning that "a whole civilization will die tonight, never to be brought back again" as his 8pm ET deadline for Iran to reopen the Strait of Hormuz approaches. US strikes on Kharg Island have already begun. WTI is spiking. This morning I cover what this means for markets, go through Jamie Dimon's annual letter and his list of risks, talk about OpenAI versus Anthropic and why I think Anthropic is the more conservative bet, and cover Grant Cardone's latest bullish case for Bitcoin.
Rigatoni Capital is a daily morning podcast for long term, buy and hold…
The skinny
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