Operation Epic Fury changed everything.

96 hours. 2,000+ Iranian military targets. Stealth bombers, cruise missiles, autonomous drones.

Every single one runs on titanium.

Here's the problem: the U.S. imports more than 95% of its supply. China controls 75% of global production.

That's not a supply chain. That's a hostage situation and is becoming a serious vulnerability.

Titanium just became a strategic chokepoint.

Project Blue says we’re headed toward a titanium supply crunch, with aerospace and defense getting hit first.

Enter Saga Metals (OTCQB: SAGMF | CSE: SAGA).

Their Radar Project in North America is turning heads:

1. All 31 drill holes show significant, consistent titanium grades

2. Geophysical surveys so intense they maxed out the equipment

3. Early data suggests a deposit potentially larger than China's flagship Panzhihua district

4. Miles from deepwater shipping, hydropower, and an industrial hub

5. Maiden Resource Estimate coming 2026

The West needs a titanium answer. Radar might be it.

Get the Full SAGA Breakdown →

☕️ GM Munchers! I checked my portfolio this morning. I'm not going to tell you what I saw but my wife is now on a first-name basis with the Oreo delivery driver.

On today’s menu:

• 📉 The Fed Just Nuked Your Portfolio

• 🛢️ Inflation Is Running Hot and Oil Just Lost Its Mind

• 🍟 McDonald’s, Starbucks & Carvana

• 😥 Bitcoin Forgot Its One Job Yesterday

• 🚀 Is This Titanium Stock Set To Soar?

Yesterday’s numbers:

BREAKING NEWS

📉 The Fed Just Nuked Your Portfolio

If you were hoping yesterday's Fed meeting would be boring, you got the exact opposite. The market threw a violent, systemic temper tantrum while Jerome Powell calmly explained why he doesn't care about your losses.

• The Decision (Expected): The Fed held rates steady at 3.5% to 3.75%. It’s the second consecutive hold. Nobody was surprised.

• The Dot Plot Disaster: The actual catalyst for the crash happened when the Fed released its quarterly projections showing where officials think rates will be by year-end.

• The Nightmare: Three months ago, the dots showed multiple rate cuts for 2026. Yesterday, they violently shifted to ZERO rate cuts for all of 2026. A few rogue officials even pencilled in a rate hike if oil stays above $100. The market started selling off instantly.

Powell's Press Conference Made It Worse:

Powell then decided to step up to the podium at 2:30 PM and decided to torch what little hope we still had left.

• Choosing Inflation Over Markets: Powell admitted the red-hot inflation data is not a "blip." He said he’ll keep rates high for "as long as it takes" to break inflation. "It's been five years now of inflation above target." Translation: we're not cutting until inflation's actually dead.

• Political Defiance: Powell completely ignored Trump's demands for immediate rate cuts. By choosing to fight inflation rather than cave to political pressure, the Fed is making it clear they will not rescue your portfolio.

• The Only Dissent: Among twelve voting members, only Stephen Miran (Trump's appointee) pushed for a cut. He got outvoted 11 to 1.

The Result: Everything got slaughtered.

The Munch Take: Recession odds just hit 31% for 2026. The entire storyline everyone was banking on just got torched. Everything's expensive, the labour market's cracking, and our only hope was the Fed cutting rates to save the economy. Yesterday, Powell killed that hope.

🛢️ Inflation Is Running Hot & Oil Just Lost Its Mind

Yesterday was a two-for-one gut punch. We got a brutal inflation number before the Fed even opened its mouth, and then oil went absolutely feral by the afternoon.

Most retail traders slept on the first one. Big mistake.

• The Data Nobody Talked About: While everyone was refreshing CPI like it owed them money, the smarter money was watching PPI — Producer Price Index. That's wholesale inflation. What it costs factories to build stuff before it ever lands on a shelf near you.

• The Miss Was Ugly: Wall Street expected 2.9%. We got 3.4%. That's not a miss. That's a face-plant into hot concrete. Manufacturing costs aren't cooling. They're cooking.

• The Pipeline Problem: Companies don't eat those extra costs. They pass them straight to you. If it costs 3.4% more to build a washing machine or grind beef into a patty, your grocery bill is going up by summer. This PPI print is exactly why Powell walked out yesterday afternoon and murdered the rate cut dream in cold blood.

Then Oil Decided To Join The Chaos: Israel bombed Iran's largest gas plant and oil ripped straight to $110 a barrel. Iran's response was to announce that Gulf energy sites are now "legitimate targets." Translation: Saudi Arabia and UAE oil fields are officially on the menu.

The Munch Take: Hot inflation plus $110 oil plus a Middle East that's one bad Tuesday from a full energy crisis is a nasty little cocktail. Expensive oil makes shipping and manufacturing more expensive, which feeds back into inflation, which kills rate cut hopes, which pressures stocks. It's a cycle and it bites. If you're in wealth-building mode, these discounts are your friend. If retirement is close, maybe start praying to the market gods.

MARKET OVERVIEW

🍿 Tasty Movers & Shakers

😂 $META Remember the Metaverse? You know, that online world that Meta spent $80 billion making and absolutely nobody wanted it or used it? Yeah, they finally came to their senses and announced they’re shutting it down. We’ve never seen $80 billion burned so spectacularly.

🚀 $NET Cloudflare ripped 6.6% on reports it may partner with Coinbase to issue a stablecoin for AI agents. AI will soon be able to send money to other AI bots. Are we officially living in a simulation?

💀 $CVNA Carvana face-planted 5.7%. Auto loans are already eye-watering expensive and with Powell refusing to cut, nobody can afford the monthly payment on a used Honda Civic. Tough business model when your customer is broke.

🤡 $MCD McDonald's dumped 3%. Coffee and beef are expensive and it’s destroying fast-food margins. I guess they’re not making much off the $1 coffees I’m addicted to.

📉 $TTD The Trade Desk cratered 5.3%. When corporate America smells a recession, digital ad budgets are the first thing that gets sacrificed. Bad day to be in the attention-selling business.

☕️ $SBUX Starbucks slipped 5% after RBC downgraded the stock citing rising labor costs and heavier investments ahead. Charging $9 for a latte apparently does not solve all your problems.

CRYPTO

😥 Bitcoin Forgot Its One Job Yesterday

We hold Bitcoin. We believed the pitch. "Digital gold," they said. "Inflation hedge," they said. My wife said buy index funds but what does she know.

Yesterday, with oil at $110 and inflation running hot, Bitcoin was supposed to be our hero. Instead, it dropped 5% and joined the rest of the market in the dumpster.

• The Betrayal: When Powell killed rate cut hopes, institutional money fled anything without a yield. Government bonds are paying 5% guaranteed. Bitcoin pays you zero except the anxiety of checking your phone at 2am.

• The Dollar Gut Punch: Higher for longer sent the dollar ripping. A strong dollar means cheaper Bitcoin. It's math and it hurts.

The Munch Take: Bitcoin didn't act like gold yesterday. It acted like a leveraged tech stock wearing a gold costume. We still believe in the long-term thesis. We just wish it would stop making us look dumb in the short term.

TRADING SUCCESS

🤑 Thursday Motivation

🚀 Pre-Market Fuel

1. 🚀 Is this titanium stock set to soar?

2. 😬 Is the S&P 500 about to break this major support?

3. 🇪🇺 This is a crazy plot twist in Europe.

4. ⛽️ Gas prices just got crazy. Highest since September 2023.

🍪 Munchy Memes

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