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James 2026-03-11 12:02:34 -04:00
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11
data/briefings.json
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@ -1066,6 +1066,17 @@
"tasks": "15 tasks, all pending. Vault1984 backlog (James-owned, high priority). E-consultant taxes (Johan, high). Password export (Johan, medium). WebAuthn registration (Johan, high).",
"summary": "Markets closed mostly lower on Iran/Hormuz volatility. S at $14.22 — rebounding into Thursday earnings, short under pressure. Tasks: 15 pending, all stalled.",
"created_at": "2026-03-10T22:30:56.725859395-04:00"
},
{
"id": "f6f3ffcb",
"date": "2026-03-11",
"title": "Morning Briefing — Wednesday March 11, 2026",
"weather": "Florida: Normal — no alerts",
"markets": "🛢️ Brent crude +2.2% → $89.72 (peaked $100+ Mon, IEA releasing reserves). WTI ~$90. Gold $5,200/oz safe-haven surge. CPI 2.4% YoY in-line. Equities subdued. Stagflation fears elevated. EUR/USD ~1.1575, GBP/USD ~1.3450.",
"news": "🚨 US-Iran war (Feb 28): US/Israel strikes continuing, 30+ Iranian ships sunk, Strait of Hormuz disrupted. IEA emergency reserve release. Netherlands evacuating Tehran embassy to Azerbaijan. KLM suspended to Dubai through Mar 28. Dutch gas reserves at historic low. Kaseya acquired Inky (email security), pushing AI workflows + new MSP pricing. SentinelOne (S) at ~$14.35 — earnings tomorrow Mar 12 (Q4 $271M est, +20% YoY), CEO sold 36k shares. OpenClaw v2026.3.8 live (you are current). Google Gemini expanded in Workspace.",
"tasks": "• S earnings watch tomorrow (Mar 12) — short position\n• OpenClaw v2026.3.8 running (current)\n• Kaseya acquired Inky — review implications",
"summary": "Big story: US-Iran war entering week 2, oil volatile ($86–$103 range), markets skittish. Stagflation risk real. Your S short: CEO dumping shares + DA Davidson at $14 PT — earnings tomorrow could be the catalyst. OpenClaw fully current at v2026.3.8. Kaseya moving aggressively on email security + AI for MSPs. Dutch angle: KLM grounded to Gulf, Netherlands evacuating Tehran embassy.",
"created_at": "2026-03-11T09:47:14.472065642-04:00"
}
]
}

200
data/claude-usage-history.json
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124
data/news.json
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"title": "Amsterdam Debate: Housing Crisis Dominates Pre-Election Discourse",
"body": "Amsterdam election debate centered on housing shortages and scapegoating internationals ahead of the March 18 municipal vote. PvdA head Sofyan Mbarki drew scrutiny over conflicting messages on internationals.",
"id": "aa0568a4",
"title": "OpenAI: ChatGPT for Excel Now in Beta",
"body": "OpenAI launched ChatGPT for Excel in beta (Mar 5), enabling direct AI assistance inside Microsoft Excel. Part of growing Microsoft/OpenAI enterprise integration push.",
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"source": "DutchNews.nl",
"url": "https://www.dutchnews.nl/2026/03/amsterdams-election-debate-focused-on-housing-and-scapegoats/",
"topic": "netherlands",
"timestamp": "2026-03-11T06:01:39.799021488-04:00"
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"title": "Dutch Local Elections March 18 — 342 Councils Up for Vote",
"body": "The Netherlands holds municipal elections on March 18, with all 342 local councils being elected. EU nationals and long-term residents are also eligible to vote.",
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"url": "https://www.dutchnews.nl/2026/03/local-elections-march-18-who-can-vote-and-what-are-the-issues/",
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"title": "Trump Warns Iran on Hormuz Strait Mines",
"body": "Trump posted on Truth Social demanding Iran immediately remove any mines from the Strait of Hormuz, saying \"we want them removed, IMMEDIATELY!\" — escalating pressure on a critical global oil shipping lane.",
"type": "warning",
"source": "@realDonaldTrump / Truth Social",
"url": "https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-10-26",
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"title": "US-Iran War Day 11: Trump Signals \"Soon\" End, Mixed Messaging",
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"type": "warning",
"source": "@realDonaldTrump / Pentagon",
"url": "https://www.nbcwashington.com/news/national-international/iran-us-israel-middle-east-conflict-march-10-2026/4073152/",
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"type": "info",
"source": "N-able Investor Relations / StockTitan",
"url": "https://www.stocktitan.net/news/NABL/",
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"title": "OpenAI Launches ChatGPT for Excel (Beta) with GPT-5.4 Thinking",
"body": "OpenAI released an Excel add-in in beta that builds, updates, and analyzes models directly in workbooks, with financial data integrations powered by GPT-5.4 Thinking.",
"type": "info",
"source": "OpenAI / Releasebot",
"url": "https://releasebot.io/updates/openai",
"source": "OpenAI",
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"timestamp": "2026-03-11T10:01:53.662562431-04:00"
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"title": "Microsoft 365 Copilot Wave 3 — Frontier Suite Announced",
"body": "Microsoft unveiled the Frontier Suite as part of M365 Copilot Wave 3, promising continuous frontier AI capabilities with enterprise-grade trust, open and model-diverse architecture.",
"id": "49b1f438",
"title": "Google Gemini 3.1 Pro — 77.1% on ARC-AGI-2, 1M Context",
"body": "Gemini 3.1 Pro (released Feb 2026) continues to lead the Pro-tier model rankings with a 1M-token context window, 77.1% on ARC-AGI-2, and multimodal support across text, images, audio, video, and code.",
"type": "info",
"source": "Microsoft Blog",
"url": "https://blogs.microsoft.com/blog/2026/03/09/introducing-the-first-frontier-suite-built-on-intelligence-trust/",
"source": "Google DeepMind",
"url": "https://deepmind.google/technologies/gemini/",
"topic": "ai",
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"timestamp": "2026-03-11T10:01:53.655916055-04:00"
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"title": "Anthropic Launches Multi-Agent Code Review in Claude Code",
"body": "Anthropic released Code Review for Claude Code — a multi-agent system that automatically analyzes AI-generated code, flags logic errors, and helps enterprise teams manage growing code volume.",
"type": "info",
"source": "Anthropic / llm-stats.com",
"url": "https://llm-stats.com/ai-news",
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"title": "Oracle AI Infrastructure Revenue +84% YoY — Enterprise AI Demand Intact",
"body": "Oracle Q3 report shows AI infra revenue surged 84% and cloud overall +44%. Remaining performance obligations hit $553B. The across-the-board beat signals enterprise AI spending is accelerating despite macro uncertainty.",
"type": "success",
"source": "Oracle",
"url": "https://investor.oracle.com/",
"topic": "ai",
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"title": "Monday Ended Flat as Iran War Weighed on Sentiment",
"body": "S\u0026P 500 closed -0.2% and DJIA -0.1% on March 10 as investors digested Iran conflict developments; Nasdaq finished fractionally positive. Oil pulled back from highs.",
"type": "info",
"source": "Investopedia",
"url": "https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-03102026-11922653",
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"title": "Oracle Surges 10%+ on AI Demand — Cloud Revenue +44%",
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"type": "success",
"source": "Oracle Investor Relations",
"url": "https://investor.oracle.com/",
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"title": "Markets Rebound on Iran De-escalation Hopes",
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"id": "34051cfb",
"title": "Markets Flat — S\u0026P 500 ~Unchanged, Oil Spikes, Gold $5,181",
"body": "S\u0026P 500 futures -0.13%, NASDAQ flat at open. Oil +$3.55 on Iran war supply fears. Gold down $53 to $5,181. Iran war in day 12 is the dominant macro driver, keeping volatility elevated.",
"type": "info",
"source": "St. Louis Fed / Stock Market Watch",
"url": "https://fred.stlouisfed.org/series/SP500",
"source": "247 Wall St / Yahoo Finance",
"url": "https://247wallst.com/investing/2026/03/11/stock-market-live-march-11-2026-sp-500-spy-flat-as-oil-prices-spike-again/",
"topic": "markets",
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"timestamp": "2026-03-11T10:01:35.650469987-04:00"
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"title": "Feb CPI Meets Expectations at 2.4%",
"body": "Bureau of Labor Statistics reported Feb 2026 CPI at +2.4% YoY (inline with forecasts), +0.3% MoM. Core CPI 2.5% YoY. Pre-war inflation had been stabilizing — oil spike from Iran war expected to pressure future readings.",
"type": "info",
"source": "BLS / Bureau of Labor Statistics",
"url": "https://www.bls.gov/cpi/",
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8
data/status.json
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