Another bad week for a 🌈🐻

I can't argue with the earnings - companies seem to be printing infinite cash.

On the other hand, farmlands across the West are being decimated by [wildfires](https://euobserver.com/232080/europes-2026-wildfires-show-the-cost-of-ignoring-prevention/) and [severe droughts](https://blog.ucs.org/rachel-cleetus/widespread-record-us-drought-threatens-rural-livelihoods-and-food-affordability/), nuking our food supply.

On top of that, we're rapidly [running out of fuel reserves](https://www.theguardian.com/business/live/2026/aug/12/oil-prices-brent-crude-iran-trump-fuel-inflation-tui-travel-business-live), whilst the US is in a stalemate with Iran to get oil and fertiliser flowing through Hormus again.

Countries are preparing for [food shortages](https://www.independent.co.uk/news/uk/home-news/britain-food-security-crisis-heatwave-drought-farmers-nfu-b3030874.html) and [rolling blackouts](https://www.theguardian.com/business/2026/aug/10/great-britain-emergency-power-cuts-grid-neso-blackouts), which should lead to steep inflation as they battle for resources - This should keep interest rates high for the foreseeable future.

To add a cherry on top, [unemployment rates are rising](https://eciks.org/20448-24425-employee-payroll-employment-july-2026) fast, and we're probably 2 Claude updates away from making most service workers redundant.  
  
So what's the play fellas, because I'm bored of chasing bubbles - full port into CSCO earnings tonight?

Thank you for your attention to this matter

I'm tired boss - 1DTE SPX