The Daily View 4/30/2026: Stocks ignore oil prices, GLP-1s and Walmart, and Blackpilling (opens in new tab)

1. Oil prices surge, and stocks make new highs nevertheless. It looks like I was right (so far) on all counts: (a) The strait remaining in some Schrodinger-like state of being blockaded or opened, possibly until 2028, as I wrote here. At this point the stock market has stopped caring, as I also correctly predicted.… Continue reading The Daily View 4/30/2026: Stocks ignore oil prices, GLP-1s and Walmart, and Blackpilling