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James 2026-03-21 18:02:12 -04:00
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10
data/briefings.json
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@ -1456,6 +1456,16 @@
"tasks": "SentinelOne (S) short: $14.17 (-1.46%) — moving in your favor. CEO/insiders selling at $14.47-14.49 this week.",
"summary": "Markets risk-off: USD weak on tariff ruling fallout, oil up on Middle East tensions, NASDAQ futures down \u003e1%. Critical Veeam patches out — 7 CVEs including CVSS 9.9 RCE, patch immediately if you run VBR. Pentagon/Palantir AI deal is the big AI story. S short is working (-1.46% overnight). Dutch elections close.",
"created_at": "2026-03-21T09:47:01.710335635-04:00"
},
{
"id": "a3cada55",
"date": "2026-03-21",
"title": "Evening Briefing — Saturday, March 21",
"markets": "S\u0026P 500 -1.5% → 6,507 | NASDAQ -2.0% → 21,648 | Dow -1.0% → 45,577 | 4th consecutive weekly loss | Below 200-day MA for first time in 200+ days | Triple witching Friday | SentinelOne (S) ~$14 range, CEO sold at $14.47 on Mar 17 (short looking solid) | SMCI -33% on chip smuggling indictment",
"news": "Iran War Day 21: Trump says US considering winding down but more Marines deploying. Israel struck Tehran, Beirut, and Natanz. Iran hit US Embassy logistics in Baghdad 3x. Trump called NATO cowardly. | SMCI co-founder charged: $2.5B in Nvidia AI chips illegally diverted to China. | Trump AI policy: White House released national AI framework urging Congress to pre-empt state rules. | OpenClaw 3.13 released: recovery build with 70+ patches, fixes 2x memory regression in Plugin-SDK, agent reliability improvements. | Netherlands exploring WhatsApp ban for government comms, looking at EU-controlled alternative. | Dutch municipal elections held March 18.",
"tasks": "🔴 HIGH (James): Vault1984 — systemd service, permanent VAULT_KEY, WebAuthn PRF L2, code review/test pass | 🔴 HIGH (Johan): E-consultant taxes (Papa messaged Feb 16), WebAuthn authenticator registration | 🟡 MED (James): Vault1984 — extension autofill, Caddy domain, password import | 🟡 MED (Johan): Password export (Chrome/Firefox/Proton), 1% Club sub | 🟢 LOW (James): Immich update to v2.6.1 (hotfix)",
"summary": "Markets rough — 4th down week, S\u0026P below 200-day MA. Iran war driving oil spike and rate cut fears. SMCI co-founder arrested for $2.5B GPU smuggling. Trump released AI policy framework. OpenClaw 3.13 is a solid stability release — plugin memory halved. Netherlands moving away from WhatsApp for gov comms. SentinelOne short thesis intact: CEO offloading at $14.47, stock drifting near 50-day MA. Vault1984 task backlog is the biggest internal priority — no Johan action needed tonight except taxes follow-up when you have bandwidth.",
"created_at": "2026-03-21T16:16:17.219577418-04:00"
}
]
}

160
data/claude-usage-history.json
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156
data/news.json
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@ -1,68 +1,134 @@
{
"items": [
{
"id": "5a4f7201",
"title": "N-able Partners with Manchester City as Official Cybersecurity Partner",
"body": "$NABL (N-able) announced a new sponsorship deal with Manchester City FC as their official cybersecurity partner. Announced Thursday Mar 19. Primarily a brand/marketing play for MSP-focused cybersecurity vendor. No financial terms disclosed. Stock has been under pressure with analyst targets ranging from $14–$24.",
"id": "086d478d",
"title": "Nederland-Suriname Bilateraal Overleg: Concrete Werkafspraken Gemaakt",
"body": "De ministers van Buitenlandse Zaken van Suriname en Nederland hebben hun eerste bilaterale overleg gehouden en concrete werkafspraken gemaakt voor verdere samenwerking.",
"type": "info",
"source": "X/@Investors_Hub @tenet_research",
"timestamp": "2026-03-21T10:40:20.313946623-04:00"
"source": "Starnieuws",
"url": "https://www.starnieuws.com/",
"topic": "netherlands",
"timestamp": "2026-03-21T18:01:34.715436404-04:00"
},
{
"id": "e85dadbd",
"title": "Iran: Trump Requests $200B War Funding While Saying He Is \"Winding Down\" — Contradictory Signals",
"body": "Saturday morning: Trump admin says considering \"winding down\" Iran war → futures rally (Nasdaq +0.45%, DJI +0.39%). Hours earlier: CBS reports Trump considering \"boots on the ground.\" Same day: Pentagon requests $200B Congress supplemental for Iran war — more than Portugal entire GDP. Oil futures easing to ~$96.6/bbl (-1.6%). Gold at $4,516. Market reading: war rhetoric remains deeply contradictory; watch troop deployments and oil as the truth signal.",
"id": "59f0d7b4",
"title": "Gemeenteraadsverkiezingen 2026: Richard de Mos Voorgedragen als Informateur in Oldebroek",
"body": "Na de gemeenteraadsverkiezingen van 18 maart is de Haagse politicus Richard de Mos voorgedragen als informateur in Oldebroek. Forum voor Democratie boekte flinke winst in meerdere gemeenten.",
"type": "info",
"source": "NRC",
"url": "https://www.nrc.nl/nieuws/2026/03/11/gemeenteraadsverkiezingen2026-a4922727",
"topic": "netherlands",
"timestamp": "2026-03-21T18:01:34.709298845-04:00"
},
{
"id": "aad8186c",
"title": "Federal Judge Orders Pentagon to Restore NYT Press Passes",
"body": "A federal judge ruled the Pentagon's press restrictions violate the First Amendment, ordering NYT journalist press passes restored. NYT had filed suit in December.",
"type": "info",
"source": "New York Times",
"url": "https://www.nytimes.com/live/2026/03/20/us/trump-news",
"topic": "news",
"timestamp": "2026-03-21T18:01:34.703366762-04:00"
},
{
"id": "50ced279",
"title": "Trump Calls NATO 'Cowardly' Over Iran; Says Hormuz Is Others' Problem",
"body": "Trump blasted NATO for not supporting the Iran war effort and declared the Strait of Hormuz should be protected by other nations who use it, not the US.",
"type": "warning",
"source": "X/@VanguardIQ_ @KobeissiLetter @PnPna_Pn",
"timestamp": "2026-03-21T10:40:13.605262555-04:00"
"source": "@realDonaldTrump / Al Jazeera",
"url": "https://www.aljazeera.com/news/liveblog/2026/3/21/iran-war-live-trump-says-other-nations-have-to-protect-hormuz-from-iran",
"topic": "news",
"timestamp": "2026-03-21T18:01:34.697222845-04:00"
},
{
"id": "c914ef85",
"title": "Cursor Composer 2 Is Secretly Kimi K2.5 — Backlash Over Transparency",
"body": "Cursor launched Composer 2 as a \"proprietary in-house\" AI coding model, but devs found the API returning model ID kimi-k2p5-rl-0317 — revealing it is Moonshot AI Kimi K2.5 with RL fine-tuning. Moonshot confirmed the commercial partnership. Cursor ($50B valuation) faces backlash for misleading claims and potential license violation — Kimi K2.5 Modified MIT requires prominent attribution for big-revenue products (Cursor ~$2B ARR qualifies). Community reaction: many uninstalling Cursor; others calling it \"reverse advertising for Kimi.\"",
"type": "warning",
"source": "X/@DataSavant @nomastudioai @grok",
"timestamp": "2026-03-21T10:40:13.597678764-04:00"
"id": "bfd5c872",
"title": "Iran War Week 3: Escalation Outpaces Trump's Control",
"body": "Three weeks in, the US-Iran war is slipping from Trump's grasp — global energy prices surging, US isolated from allies, Iran firing long-range missiles. Trump says US is considering 'winding down' operations.",
"type": "error",
"source": "Reuters",
"url": "https://www.reuters.com/world/middle-east/three-weeks-iran-war-escalates-beyond-trumps-control-2026-03-21/",
"topic": "news",
"timestamp": "2026-03-21T18:01:34.691120022-04:00"
},
{
"id": "dfd3eff4",
"id": "34368c64",
"title": "N-able Expands Cove Data Protection with Anomaly Detection",
"body": "N-able expanded its Anomaly Detection capabilities in Cove Data Protection to counter the surge in identity-driven cyberattacks targeting backup environments.",
"type": "info",
"source": "N-able / BusinessWire",
"url": "https://www.businesswire.com/news/home/20260319120842/en/N-able-Announces-Partnership-with-Manchester-City-as-Official-Cybersecurity-Partner",
"topic": "nabl",
"timestamp": "2026-03-21T18:01:34.684483303-04:00"
},
{
"id": "26a41176",
"title": "N-able Named Manchester City Official Cybersecurity Partner",
"body": "N-able (NYSE: NABL) announced a partnership with Manchester City FC as their official cybersecurity partner, covering critical systems and data protection across the club's digital environment.",
"type": "info",
"source": "N-able / BusinessWire",
"url": "https://www.businesswire.com/news/home/20260319120842/en/N-able-Announces-Partnership-with-Manchester-City-as-Official-Cybersecurity-Partner",
"topic": "nabl",
"timestamp": "2026-03-21T18:01:34.676346995-04:00"
},
{
"id": "bc5dbc06",
"title": "OpenAI Rolls Out GPT-5.4 Mini to Free Users",
"body": "OpenAI released GPT-5.4 mini broadly — now available to Free and Go users via the Thinking feature, and as a rate-limit fallback for others. Paid users retain access during high usage; enterprises can keep Auto routing.",
"body": "GPT-5.4 mini is now available to Free and Go ChatGPT users via the Thinking feature, with paid users retaining access during high-traffic periods and enterprises keeping Auto routing.",
"type": "info",
"source": "OpenAI",
"url": "https://releasebot.io/updates/openai",
"topic": "ai",
"timestamp": "2026-03-21T10:01:55.986418985-04:00"
"timestamp": "2026-03-21T18:01:34.66742144-04:00"
},
{
"id": "21f33782",
"title": "Bitcoin ~$69.8K; Crypto Decoupling from Equities During Conflict",
"body": "Bitcoin trading around $69,847 as of March 20 — down ~4.5% since March 4th, but matching S\u0026P 500 losses while gold dropped ~10%. Analysts note crypto beginning to decouple from traditional risk assets during geopolitical stress.",
"type": "info",
"source": "CryptoNews / Santiment",
"url": "https://cryptonews.com/price-predictions/bitcoin-price-prediction/",
"topic": "markets",
"timestamp": "2026-03-21T10:01:48.073630343-04:00"
},
{
"id": "b0914b20",
"title": "Brent Crude at $108/bbl — Hormuz Blockade Squeezes Markets",
"body": "Brent crude has surged from ~$80 to a peak near $120 since the US-Israel Iran conflict began; currently at $108.84. Iran has largely blockaded the Strait of Hormuz, snarling global oil shipments. Treasury temporarily lifted some Iranian oil sanctions to ease the shock.",
"type": "error",
"source": "CBS News / Bloomberg",
"url": "https://www.cbsnews.com/news/strait-of-hormuz-iran-oil-prices-us/",
"topic": "markets",
"timestamp": "2026-03-21T10:01:32.527132004-04:00"
},
{
"id": "22b414ce",
"title": "S\u0026P 500 Drops 4th Week in a Row, Below 200-Day MA",
"body": "S\u0026P 500 fell 1.5% Friday to 6,507 — its fourth consecutive losing week, dipping below the 200-day moving average for the first time in 200+ days. Nasdaq slid 2% to 21,653. Middle East conflict and rising oil prices are the primary drivers.",
"id": "d7f19a81",
"title": "Hegseth Wants Pentagon to Dump Anthropic Claude; Military Users Push Back",
"body": "SecDef Hegseth has pushed to remove Anthropic's Claude from Pentagon use, but military users and officials say replacing it is not straightforward given how embedded it has become.",
"type": "warning",
"source": "Yahoo Finance / FRED",
"url": "https://finance.yahoo.com/markets/stocks/articles/stock-market-today-march-20-212631719.html",
"source": "Reuters",
"url": "https://www.reuters.com/technology/artificial-intelligence/",
"topic": "ai",
"timestamp": "2026-03-21T18:01:34.658677506-04:00"
},
{
"id": "cad1209e",
"title": "White House Releases National AI Framework — Wants to Pre-Empt State Rules",
"body": "Trump admin released an AI policy framework urging Congress to enact federal legislation pre-empting state AI regulations, protect children, and shield communities from AI-driven energy costs.",
"type": "info",
"source": "Reuters / White House",
"url": "https://www.reuters.com/world/us/white-house-releases-national-ai-framework-2026-03-20/",
"topic": "ai",
"timestamp": "2026-03-21T18:01:34.651016486-04:00"
},
{
"id": "844a00c1",
"title": "JPMorgan Cuts S\u0026P 500 Year-End Target to 7,200",
"body": "JPMorgan reset its 2026 S\u0026P 500 forecast downward as the Iran war and oil shock extend the market selloff into a fourth consecutive losing week.",
"type": "warning",
"source": "TheStreet",
"url": "https://www.thestreet.com/investing/jpmorgan-resets-sp-500-price-target-for-rest-of-2026",
"topic": "markets",
"timestamp": "2026-03-21T10:01:24.137008241-04:00"
"timestamp": "2026-03-21T18:01:34.643253034-04:00"
},
{
"id": "48acaf51",
"title": "Oil Surge Kills Fed Rate Cut Bets — Bond Market Flips",
"body": "Iran war energy shock has bond traders abandoning 2026 Fed cut bets. Brent crude jumped 15% to $83/barrel since war began; European gas rocketed 35% Thursday. Fed projects just one cut left in 2026.",
"type": "warning",
"source": "Bloomberg",
"url": "https://www.bloomberg.com/news/articles/2026-03-20/bond-market-s-big-2026-fed-bet-flipped-on-its-head-by-oil-surge",
"topic": "markets",
"timestamp": "2026-03-21T18:01:34.6137671-04:00"
},
{
"id": "58d53c2a",
"title": "S\u0026P 500 Posts 4th Straight Weekly Loss — 6-Month Low",
"body": "S\u0026P 500 closed at 6,506 (-1.51% Friday, -1.9% weekly), its lowest since September. Nasdaq fell 2.01% and Dow dropped 444 pts. Iran war oil shock is crushing rate-cut hopes.",
"type": "error",
"source": "AP News",
"url": "https://apnews.com/article/stocks-markets-oil-iran-trump-gas-b797f3819f7caac46893afb5b770f44c",
"topic": "markets",
"timestamp": "2026-03-21T18:01:34.603411862-04:00"
}
]
}

6
data/status.json
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@ -2,9 +2,9 @@
"items": {
"claude": {
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"key": "claude-usage",
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