chore: auto-commit uncommitted changes
This commit is contained in:
James
parent
49649b0c0a
commit
39d8023dac
|
|
@ -949,6 +949,17 @@
|
|||
"tasks": "Claude usage: 6% weekly (94% remaining). Sonnet: 5%. Resets March 13.",
|
||||
"summary": "Markets risk-off on Iran conflict + NFP caution. Oil surging 6%+. Claude used in military strikes — huge Anthropic governance story. OpenClaw malware campaign via Bing AI SEO poisoning. iPhone 17e drops at $599. Dutch have a new PM. SentinelOne short looking good at $13-14.",
|
||||
"created_at": "2026-03-06T10:01:30.007679747-05:00"
|
||||
},
|
||||
{
|
||||
"id": "e1a5156a",
|
||||
"date": "2026-03-07",
|
||||
"title": "Morning Briefing — Saturday, March 7, 2026",
|
||||
"weather": "St. Pete: Nothing exceptional to report.",
|
||||
"markets": "⚠️ WTI Crude +12.2% ($90.90) — biggest WEEKLY gain in futures history (+35.6%). Brent +8.5% ($92.69). Oil spike driven by US-Iran war / Strait of Hormuz closure. Gold +1.8% ($5,158). Silver +3.2% ($84.31). S\u0026P 500 futures -1.3%, NASDAQ futures -1.5%. CAD strengthening (+0.57%) as oil producer beneficiary. AUD weakening (-0.61%). SentinelOne (S) SHORT: +8.16% today at $14.19 — bad day for the trade. NABL: +13.18% at $4.98.",
|
||||
"news": "1. US-Iran war enters Day 7 — Strait of Hormuz effectively closed. Trump demands unconditional surrender. 42 Iranian ships destroyed (Operation Epic Fury). Qatar warns oil could hit $150/barrel. Iraq cut 1.5M bpd, Kuwait also cutting. JPMorgan warns 6M bpd cuts possible by end of next week. 2. SentinelOne: Barclays cut PT from $18 to $16. Insight Holdings dumped 8.4M shares. CFO transition (Sonalee Parekh joins Mar 24). 3. AI: OlmoHybrid released by Ai2 — 7B hybrid transformer+linear recurrent model, 2x data efficiency. Broadcom announces $100B AI forecast. 4. NABL (N-able) up 13% — possibly war/cybersecurity demand thesis. 5. OpenClaw trending on X in China — praised for technical capability but criticized for complex deployment.",
|
||||
"tasks": "No urgent tasks queued.",
|
||||
"summary": "The dominant story is the US-Iran war and Strait of Hormuz crisis — now in day 7 with oil up 35% for the week, the biggest weekly gain in futures trading history. Markets are pricing in a protracted conflict. Gold and silver are surging as safe havens. Equity futures are down. Your S short is hurting today (+8.16%). NABL is oddly up 13% (perhaps cybersecurity demand play). OpenClaw is getting attention in Chinese tech circles.",
|
||||
"created_at": "2026-03-07T09:47:10.212944375-05:00"
|
||||
}
|
||||
]
|
||||
}
|
||||
|
|
@ -9278,5 +9278,100 @@
|
|||
"session_percent": 0,
|
||||
"timestamp": "2026-03-07T11:00:01.804746Z",
|
||||
"weekly_percent": 24
|
||||
},
|
||||
{
|
||||
"session_percent": 1,
|
||||
"timestamp": "2026-03-07T11:02:07.290821Z",
|
||||
"weekly_percent": 24
|
||||
},
|
||||
{
|
||||
"session_percent": 1,
|
||||
"timestamp": "2026-03-07T11:02:12.947047Z",
|
||||
"weekly_percent": 24
|
||||
},
|
||||
{
|
||||
"session_percent": 11,
|
||||
"timestamp": "2026-03-07T12:00:01.878456Z",
|
||||
"weekly_percent": 26
|
||||
},
|
||||
{
|
||||
"session_percent": 12,
|
||||
"timestamp": "2026-03-07T12:02:06.913071Z",
|
||||
"weekly_percent": 26
|
||||
},
|
||||
{
|
||||
"session_percent": 12,
|
||||
"timestamp": "2026-03-07T12:02:09.722534Z",
|
||||
"weekly_percent": 26
|
||||
},
|
||||
{
|
||||
"session_percent": 17,
|
||||
"timestamp": "2026-03-07T13:00:01.684325Z",
|
||||
"weekly_percent": 26
|
||||
},
|
||||
{
|
||||
"session_percent": 17,
|
||||
"timestamp": "2026-03-07T13:02:07.125689Z",
|
||||
"weekly_percent": 26
|
||||
},
|
||||
{
|
||||
"session_percent": 17,
|
||||
"timestamp": "2026-03-07T13:02:11.985222Z",
|
||||
"weekly_percent": 26
|
||||
},
|
||||
{
|
||||
"session_percent": 18,
|
||||
"timestamp": "2026-03-07T14:00:02.141950Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 18,
|
||||
"timestamp": "2026-03-07T14:02:07.214050Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 18,
|
||||
"timestamp": "2026-03-07T14:02:11.893529Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 19,
|
||||
"timestamp": "2026-03-07T14:45:13.761696Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 20,
|
||||
"timestamp": "2026-03-07T15:00:01.412221Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 20,
|
||||
"timestamp": "2026-03-07T15:02:08.732464Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 20,
|
||||
"timestamp": "2026-03-07T15:02:12.129652Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 0,
|
||||
"timestamp": "2026-03-07T16:00:02.162228Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 0,
|
||||
"timestamp": "2026-03-07T16:02:07.326015Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 0,
|
||||
"timestamp": "2026-03-07T16:02:10.547122Z",
|
||||
"weekly_percent": 27
|
||||
},
|
||||
{
|
||||
"session_percent": 1,
|
||||
"timestamp": "2026-03-07T17:00:01.551924Z",
|
||||
"weekly_percent": 27
|
||||
}
|
||||
]
|
||||
|
|
@ -1,84 +1,3 @@
|
|||
{
|
||||
"items": [
|
||||
{
|
||||
"id": "b2509d3d",
|
||||
"title": "Dutch Municipal Elections March 18 — Including Amsterdam",
|
||||
"body": "Netherlands holds municipal council elections on March 18, 2026. Amsterdam's vote is especially watched given its large international electorate. Some municipalities excluded due to recent reorganizations.",
|
||||
"type": "info",
|
||||
"source": "Wikipedia / DutchReview",
|
||||
"url": "https://en.wikipedia.org/wiki/2026_Dutch_municipal_elections",
|
||||
"topic": "netherlands",
|
||||
"timestamp": "2026-03-07T06:01:02.131472661-05:00"
|
||||
},
|
||||
{
|
||||
"id": "888eee2b",
|
||||
"title": "PM Jetten Warns of Dutch Military Losses in Iran Conflict",
|
||||
"body": "New Dutch PM Rob Jetten warned that Dutch military casualties are possible as the Netherlands participates in the US-Israel-Iran war, and called for EU unity. Jetten was sworn in around Feb 23 as head of a D66/VVD coalition.",
|
||||
"type": "warning",
|
||||
"source": "NL Times",
|
||||
"url": "https://nltimes.nl/",
|
||||
"topic": "netherlands",
|
||||
"timestamp": "2026-03-07T06:01:02.125924928-05:00"
|
||||
},
|
||||
{
|
||||
"id": "7b901cb4",
|
||||
"title": "February Jobs Report: -92K Jobs Complicates Iran War Narrative",
|
||||
"body": "The weak February jobs report (-92K) hits as gas prices surge and stocks slide — putting Trump's Iran war under economic pressure. Analysts warn of stagflation risk ahead of the March 17-18 Fed meeting.",
|
||||
"type": "warning",
|
||||
"source": "BLS / CNBC",
|
||||
"url": "https://www.cnbc.com/2026/03/06/jobs-report-trump-iran-israel-war-economy.html",
|
||||
"topic": "news",
|
||||
"timestamp": "2026-03-07T06:01:02.120042353-05:00"
|
||||
},
|
||||
{
|
||||
"id": "8dd375ce",
|
||||
"title": "Khamenei Killed — Trump Demands Iran Unconditional Surrender",
|
||||
"body": "Iran's Supreme Leader Ayatollah Khamenei confirmed killed after US-Israel joint strikes. Trump declared Iran has no navy, air force, or radar remaining, and is now demanding unconditional surrender. Trump meeting with Lockheed, Boeing, Northrop, RTX defense contractors.",
|
||||
"type": "error",
|
||||
"source": "@realDonaldTrump / Fox News",
|
||||
"url": "https://www.foxnews.com/live-news/us-iran-israel-war-latest-march-6",
|
||||
"topic": "news",
|
||||
"timestamp": "2026-03-07T06:01:02.114546869-05:00"
|
||||
},
|
||||
{
|
||||
"id": "9720b4ce",
|
||||
"title": "NABL Q4 2025: $130M Revenue, ARR $540M — Stock ~$4.66",
|
||||
"body": "N-able reported Q4 2025 revenue of $130.3M (+11.8% YoY), ARR $539.7M (+11.9%). 2026 guidance: 8-9% growth with 30-31% adjusted EBITDA margins. Stock trading around $4.66-$4.79, well below analyst target of $9.31.",
|
||||
"type": "info",
|
||||
"source": "N-able IR",
|
||||
"url": "https://investors.n-able.com/financials/quarterly-results/default.aspx",
|
||||
"topic": "nabl",
|
||||
"timestamp": "2026-03-07T06:01:02.108833845-05:00"
|
||||
},
|
||||
{
|
||||
"id": "1c9bb8a1",
|
||||
"title": "OpenAI Launches GPT-5.4 + ChatGPT for Excel",
|
||||
"body": "OpenAI released GPT-5.4 on March 5 with Pro and Thinking variants, a ChatGPT Excel add-in (beta), and new financial data integrations. GPT-5.4 scored 83% on knowledge-work benchmarks and leads APEX-Agents for law/finance tasks.",
|
||||
"type": "info",
|
||||
"source": "OpenAI",
|
||||
"url": "https://openai.com/index/introducing-gpt-5/",
|
||||
"topic": "ai",
|
||||
"timestamp": "2026-03-07T06:01:02.103006659-05:00"
|
||||
},
|
||||
{
|
||||
"id": "8b1795b6",
|
||||
"title": "US Lost 92,000 Jobs in February — Before the Iran War Hit",
|
||||
"body": "BLS jobs report showed the US shed 92,000 jobs in February, well below expectations. Data predates the Iran conflict shock. Fed meeting March 17-18 now faces a brutal combo: rising inflation from oil + softening labor market.",
|
||||
"type": "error",
|
||||
"source": "Bureau of Labor Statistics",
|
||||
"url": "https://www.theguardian.com/business/2026/mar/06/february-jobs-report",
|
||||
"topic": "markets",
|
||||
"timestamp": "2026-03-07T06:01:02.097318135-05:00"
|
||||
},
|
||||
{
|
||||
"id": "da441f99",
|
||||
"title": "S\u0026P 500 -1.4%, Nasdaq -1.6% Friday as Oil Surges Past $90",
|
||||
"body": "Markets sold off hard Friday as the US-Israel war with Iran drives oil above $90/barrel — sharpest 4-day gasoline spike since 2005. Dow dipped into negative territory for 2026. Geopolitical volatility layered on top of existing tariff and tech concerns.",
|
||||
"type": "warning",
|
||||
"source": "Reuters",
|
||||
"url": "https://www.reuters.com/world/china/global-markets-global-markets-2026-03-05/",
|
||||
"topic": "markets",
|
||||
"timestamp": "2026-03-07T06:01:02.091594454-05:00"
|
||||
}
|
||||
]
|
||||
"items": []
|
||||
}
|
||||
|
|
@ -2,9 +2,9 @@
|
|||
"items": {
|
||||
"claude": {
|
||||
"key": "claude",
|
||||
"value": "24% used · 6:00 AM",
|
||||
"value": "27% used · 12:00 PM",
|
||||
"type": "info",
|
||||
"updated_at": "2026-03-07T06:00:01.866856738-05:00"
|
||||
"updated_at": "2026-03-07T12:00:01.61643003-05:00"
|
||||
},
|
||||
"claude-code-update": {
|
||||
"key": "claude-code-update",
|
||||
|
|
@ -14,15 +14,15 @@
|
|||
},
|
||||
"claude-usage": {
|
||||
"key": "claude-usage",
|
||||
"value": "📊 Weekly: 24% used",
|
||||
"value": "📊 Weekly: 27% used",
|
||||
"type": "info",
|
||||
"updated_at": "2026-03-07T05:02:11.379608354-05:00"
|
||||
"updated_at": "2026-03-07T11:02:12.326289769-05:00"
|
||||
},
|
||||
"claude_usage": {
|
||||
"key": "claude_usage",
|
||||
"value": "Weekly: 6% used (94% remaining) | Sonnet: 5% | Resets March 13",
|
||||
"value": "Weekly: 27% used | Session: 19% | Sonnet: 15% | Resets Mar 13",
|
||||
"type": "info",
|
||||
"updated_at": "2026-03-06T10:02:07.920116611-05:00"
|
||||
"updated_at": "2026-03-07T09:47:39.641418605-05:00"
|
||||
},
|
||||
"claude_weekly": {
|
||||
"key": "claude_weekly",
|
||||
|
|
|
|||
Loading…
Reference in New Issue