Turmoil in the Middle East / No Speaker & Continuing Resolution / New Chip Export Restrictions / Tesla & ASML Earnings / The Future of US Defense

In this week’s episode...Telltales Podcast: Episode 23.42 Show NotesEXHIBIT C: WORLD OIL SUPPLY / DEMAND:Delve into the intricacies of world oil supply and demand, especially in the context of recent geopolitical events in Gaza and Iran's production capabilities.Exhibit B: US GAS DEMAND / SUPPLY:A comprehensive look at US natural gas demand and supply, discussing factors influencing prices and the role of geopolitical events.EXHIBIT A: US. GOV’T REVENUES AND EXPENSES:Explore the state of US government revenues and expenses, focusing on the current political landscape, the deficit situation, and the administration's approach to these challenges.PAGE 1: AAPL 0.00%↑ / GOOGL 0.00%↑ / TSLA 0.00%↑ :Dive deep into the performance and trends surrounding tech giants like Apple, Google, and Tesla, discussing stock performance, market dynamics, and future outlooks.PAGE 2: MSFT 0.00%↑ / $CRM / $SNOW / $ORCL:An in-depth analysis of major tech stocks, including Microsoft, Salesforce, Snowflake, and Oracle, with a focus on their respective market positions, challenges, and opportunities.How much of a market is the US market for advanced GPU chips?:Discuss the market for advanced GPU chips in the US, considering their potential use by the Chinese military and implications for US defense contracting.This podcast and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The author and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com