PRIME PICK$
March 11, 2026 Volume 220 "The United States of Stupidity Edition"
Spewing Endless Bullshit
Anyone who has watched a single Middle East conflict unfold, from Desert Storm’s “six days” that became decades, to Iraq’s “mission accomplished” banner hanging over a war that never ended, knows exactly what’s happening right now. The triumphalist press conferences, the absurd kill counts, the promises that the enemy is nearly broken and the war is basically over. We have heard every single word of this script before, and it has never once been true. The American public has the geopolitical memory of a goldfish, and the fat fuck in charge is counting on it.
Iran is not a hollowed-out military propped up by a dictator living in a fantasy. It is a nation-state with 85 million people, proxy networks across seven countries, 6,000 mines sitting in the world’s most critical oil chokepoint, and 45 years of specifically preparing for this exact scenario. Iran is also approximately 80 times larger than Israel. No, that is not a typo. That is WHY Bibi needed Trump to send our military to do Israel’s bidding. And they have zero fucking plan. The idea that a few weeks of airstrikes ends this isn’t military strategy, it’s a fairy tale of bullshit being told by someone who had “bone spurs” 5 times to dodge the military, and wouldn’t know a real consequence if it carpet-bombed one of his stupid golf courses.
Most Americans live in a bubble where they think that we won’t be harmed in this country. News flash - it’s happened before, and every year that passes it gets easier to do, not harder (it’s called technology, and yes, Iran has PLENTY OF IT). The market rallying on these daily one liners that gramps is throwing out during his 7th press conference of the day is the most American thing imaginable. Traders pricing in a clean, contained conflict with a defined end date, which has never existed in the Middle East in the entire history of American involvement. Every “limited operation” finds new and creative ways to become a generational catastrophe. And here’s the thing all the Trump lovers are hoping you don’t notice. Where are the brag pictures of all this shit they supposedly blew up? Every military operation in history has produced imagery. Go back 20 years and we literally dropped videos of precision strikes on Iraq in real time. But this time? Nothing. The same administration that posts every little stupid fishing dinghy that they blow up in the Caribbean suddenly has very little to show for actual accomplishments in Iran. I find that interesting.
While every clown on Substack & Twitter is busy pricing in a victory lap for a war that hasn’t even started showing its real face yet, PRIME has been the one pumping the brakes, mostly because I’m the only one with the balls to call out Trump’s bullshit. I also read and study world history, because someone needs to tell you what is actually going on. And despite the bullshit nonstop from Trump, I am still finding the trades that work in a chaotic environment because clarity is an edge when everyone else is drunk on propaganda. You don’t have to be a history nerd to see this. You just have to be someone who pays attention, has a memory longer than a news cycle, and refuses to let a pathological liar with a podium tell you what reality is. And that’s how I keep finding the sauce for us week after week. Tonight is no different. Let’s cook. And remember, the best sauce is cooked with PATIENCE!
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CVS
CVS 0.00%↑ has been in this rising channel on the daily chart going back to January, and we find it back retesting the lower trendline support for the 4th time. A daily morningstar candle holding the support can signal a reversal, and that is what we are watching for here to trigger calls. If we are unable to hold the trendline support and breakdown we can trade puts with a trip to sub-$74 not out of the question. Here’s the plan.
