Eric Hale  (@Eric714) header
Eric Hale  (@Eric714) profile picture

Curious dyslexic. FinTech Founder, Hike, Bike, BJJ, Dogs, EV, Solar 🥋🐕🚶‍♂️🗻⛺🚲🛶 | ⚛️ 🏡🔆=🔌⚡🚘 | 🗽 RULE #5: HTFU *Posts are not trading advice*

Naperville IL
Joined November 2007
Photo by Eric Hale  (@Eric714)Photo by Eric Hale  (@Eric714)Photo by Eric Hale  (@Eric714)Photo by Eric Hale  (@Eric714)Photo by Eric Hale  (@Eric714)Photo by Eric Hale  (@Eric714)Photo by Eric Hale  (@Eric714)Photo by Eric Hale  (@Eric714)Photo by Eric Hale  (@Eric714)Photo by Eric Hale  (@Eric714)
Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.
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Eric Hale  retweeted
Writing this in my personal capacity, but I have been flying these types of aircraft for more than 20 years, with over 8,000 hours, and have reasonable familiarity with how the charter world operates. I feel compelled to post after seeing commentary about the Lear 60 crash, from missile strikes to DEI to critiquing this poor woman’s final radio calls. That last part is what I find most troubling. She was the second-in-command (SIC), and while she was empowered to point out mistakes as part of good crew resource management, she was doing her job, communicating with ATC right to the end in a terrifying situation. She likely knew before many of those calls that she was going to die. I have heard final calls from friends, from military pilots with thousands of hours in fighter aircraft, and they are just as heartbreaking because they know the end is approaching. I understand the public interest given the footage and audio. But you do not know the aircraft’s maintenance history, whether there was a structural failure, if any failure was induced by turbulence, overspeed, or overcontrol, or everything happening in that cockpit. I am sure weather will be part of the investigation, but beyond that, it is speculation. The charter industry routinely hires commercial pilots very early in their careers to gain experience alongside an ATP-qualified captain before they move up to the airlines. She would still have the appropriate training, qualifications, and checkouts by an FAA examiner or designee. Let people investigate, learn, and share the facts. Be respectful to those who perished and the families who carry their memories. God bless them and their loved ones.
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Eric Hale  retweeted
It's that time of the selloff -- when McElligott and crew start using some big words. Thoughts from 3 vol pros about $VIX and $SPX right now cnbc.com/2026/11/02/wall-str…
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Better buy puts.
Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike. Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer. Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war. To that end, he’s applied maximum pressure to his closest allies in the administration, including Secretary of Defense Pete Hegseth and CENTCOM commander Brad Cooper. Both oppose a negotiated settlement to the war they’ve so grievously mismanaged; both are pushing to restart major combat operations. Secretary of State Marco Rubio and CIA director John Ratcliffe are also following Netanyahu’s lead, as are leaders of the Democratic Party. In a recent meeting on the subject, former president Barack Obama said he opposes the current Iran peace deal being drafted in Doha. The rest of America’s longtime allies in the Middle East are terrified by the prospect of more war. On September 27th, Netanyahu flew secretly to Abu Dhabi to enlist the UAE in his lobbying effort for a final attack on Iran. The Emiratis refused. After eight months of conflict, Gulf economies are teetering. So are global energy and fertilizer markets. They won’t recover soon. Globally, there are a total of about 850 supertankers used to transport oil from producers to the rest of the world. In October alone, 11 of them were badly damaged in Hormuz. At this pace, a global depression is imminent. A nuclear strike would radically accelerate the destruction. Fallout from a ground explosion at Pickax Mountain would contaminate the Persian Gulf, poisoning the water supply for 100 million people. And those are just some of the immediate consequences for the region. The rest of the world is every bit as exposed. No country other than the United States has ever used a nuclear weapon in war. Some would like to. An American nuclear attack on Iran would set a new precedent. The Russians have already told at least two other governments that an American nuclear strike on Iran would free them to use nuclear weapons against Ukraine. Pakistan and India would be tempted to do the same against each other, as would North Korea against Seoul. After the first nuclear strike, World War Three is inevitable. That war would be short and final. We’ve been sleepwalking toward this moment for months. Since February, the administration has quietly rewritten America’s nuclear doctrine to make first use of so-called “battlefield nukes” easier and therefore more likely. No one in Washington in either party seems bothered by this. Now we’re on the brink of it. Close observers say Trump is likely to decide by next weekend whether or not to use nuclear weapons. That would be November 7, six days from now. To his credit, he’s hesitating. At the moment, Trump is listening to his vice president, JD Vance, and to his envoy and friend Steve Witkoff, both of whom argue a deal with Iran can be made. They’re right, though it won’t be simple. The Iranians are famously frustrating to negotiate with under any circumstances, and elements of that government have become more radical since Ayatollah Ali Khamenei and his family were killed in February. After decades of isolation, even relatively moderate Iranian leaders seem confused by how decisions are made in the West. (There is a widespread belief in Tehran, for example, that the United States government controls Israel.) But overall, people who have spoken to decision-makers in Iran say there is consensus there that more war is bad for everyone and a deal is worth making. One group that hasn’t been consulted so far is the global population — the hundreds of millions of people who will be killed along with their children if Trump is pushed by Netanyahu into launching a nuclear strike next week. Now would be the time for them to speak up.
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I used AI to do my taxes this year and I’m getting a $100,000 refund. I simply said, “Do my taxes and make sure I get a $100,000 refund. Make no mistakes.” Simply incredible. AI is the future.
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Eric Hale  retweeted
I don't care who you are, this is funny
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Eric Hale  retweeted
Q3 2026 Financial and Operational Results nitter.cf/i/broadcasts/1PKqrNbLZ…
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Big Tech is about to spend $1.58 TRILLION on SI in 2027. Morgan Stanley $MS just traced every dollar to the companies getting paid. The map is wild. Here's what's in it 🧵
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Why this matters beyond tech: MS estimates SI capex drives ~25% of S&P 500 sales growth next year, lifting it from 6.6% to 8.6%. SI enablers and adopters account for 78% of earnings growth. One theme is carrying the whole index. $SPX
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The risk: the SI spending is increasingly financed by borrowing, and the cash gap at hyperscalers and neoclouds is expected to widen in 2027. Strong balance sheets can handle it. Weaker ones are more exposed. Source: Morgan Stanley Research (Lentini et al.), Oct 15, 2026. Not investment advice.
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Eric Hale  retweeted
A year ago, I met @IrynaDiscipio, who runs @RevivedUkraine, which provides medical treatment for brave Ukrainians wounded in service. The US is easing up on Russia, but each of us can still help. rsukraine.org/about-us
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Eric Hale  retweeted
decent little $3.7m overnight pop for this guy Options Action: Trader makes big bet against rally cnb.cx/4yaxjUf
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Eric Hale  retweeted
Same/Similarly measured data but shown as actual net positions
Institutional investors are DUMPING S&P 500 futures: Hedge funds, asset managers, and other investors have sold S&P 500 futures in 5 of the last 6 weeks, cutting their positioning by -$68.1 billion over that period. This marks one of the most aggressive selling episodes on record, with only the 2020 and 2022 bear market liquidations exceeding the current decline. The selling comes as conviction and sentiment have deteriorated rapidly among investors, even while the S&P 500 remains near record highs. Uncertainty around monetary policy has also increased, helping drive the sharp reduction in directional exposure. The market is near its highs, but investor conviction is collapsing.
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