Onyx Investments

Steve Ballmer, Former Microsoft CEO, Laughing at the iPhone:

https://www.youtube.com/watch?v=eywi0h_Y5_U&fbclid=IwY2xjawT_u-hwZG9mAWV4dG4DYWVtAjExAGJyaWQRMU5vYVJxR2hNd3FtbnZiT25zcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeCqZvlB8p3ViC0iDZCwcIM62f2KFCEKsqWjP1bQAymI7X_QavLF-nbfle_Nc_aem_9wDc5ox5otvsEU0PY9YcIQ

Ballmer Laughs at iPhone $500 for a phone???? LOL

Microsoft Q4 Report:

+18% to $90 Billion in Revenue
+31% to $35.8 Billion in Net Income

This business is the ultimate cash cow.

FY26 Q4 - Press Releases - Investor Relations - Microsoft FY26 Q4 - Press Releases - Investor Relations - Microsoft

Report:

Blue State Exodus

High Taxes
Regulations
Green Energy

"The Greatest Wealth Transfer in American History."

Blue States Are Losing BIG to the Southern Red States The map of America’s wealth is being redrawn in real time—and hardl...

Report: The South is the largest, fastest growing economic region in The U.S.
Lower Taxes / Less Regulation
+4.3% CAGR growth since 2020
The only region with net domestic IN migration
Led by Florida and Texas

https://usa.visa.com/partner-with-us/visa-consulting-analytics/economic-insights/going-down-south-the-emergence-of-a-regional-powerhouse.html?utm_id=97757_v0_s00_e0_tv2_a1demoo4qjm3yw&fbclid=IwY2xjawT9AN9wZG9mAWV4dG4DYWVtAjExAGJyaWQRMUh3eG5qQWVkbmt6RTZzUVBzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEe2CplQpOhDHFT3-rqAVqxOadohtR9p2pD-2X1jb01Y_8Ln9poEnw0V1vRjUk_aem_IKU2YESt5gfSVZrCBGTNQg

Going down south: Emergence of a regional powerhouse The South is driving U.S. growth, led by Texas and Florida, with rising GDP, strong migration, and long-term consumer spending strength.

New York City:

Second Home / Pieds-a-terre Tax Levy ON
$5 Million single family-duplex-triplex homes
$1 Million Co Ops and Condominiums

*I own a Co Op in Riverdale, Bronx, but this property will not be subject to this tax, as it is less than $1 million.

https://www.nyc.gov/site/finance/property/non-primary-residence-surcharge.page?fbclid=IwY2xjawT6cx1wZG9mAWV4dG4DYWVtAjEwAGJyaWQRMWR0UEpXMlNseTJoTDk1QzlzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeSyhJDXm2swO50HiDlR4uja7ands2vHV2lthMjau67NCUd-nYejmc3JXFVH0_aem_0WpWMyuwiHn32FeAX7mTew

Non-primary residence surcharge New York City has a new annual surcharge on certain properties, sometimes referred to as “pieds-à-terre," that are not used as the owner’s primary residence.

Report:
Diesel Crack Spread at Record $102 / barrel
+300% Year-Over-Year
Oil Refining Bottleneck

https://www.zerohedge.com/energy/hormuz-shock-manifesting-itself-cracks-not-crude-jefferies-says?fbclid=IwY2xjawT0mN1wZG9mAWV4dG4DYWVtAjExAHNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR65RmUeSGnrqWFcNSe52yZ48Boi4NN4t1AoYijOlWZdV2VpxIuqUVkL1brOBA_aem_ThlgelusReKPfY7LoEbiag

Diesel Crack Spread Explodes To Record As Wall Street Warns Of Refined-Products "Perfect Storm" ... "materially disrupted in 3 of 4 major regions" around the world.

Exxon:
$14.5 Billion in Q2 Profits
+$10.3 Billion profits over prior Quarter

Exxon, along with Berkshire Hathaway and 3M, was one out of the three first stocks bought for Onyx portfolio in 2004.

ExxonMobil Announces Second-Quarter 2026 Results Advantaged portfolio, integration, and structural savings support earnings and cash flow in volatile market Reported EPS of $3.48, or $3.52…...

Chicago:

Untimely Death of Heiress, Pierce
Harold's Chicken Family Feud Erupts

Harold's Chicken Heiress Dies, Children Fight Stepfather Over $70M Empire | Kristen Pierce-Sherrod The sudden death of Kristen Pierce-Sherrod, the longtime CEO and he...

Starbucks Quarterly Report:
Revenue and Earnings Beat
Same Store Sales +7.9%
Back to Starbucks Turnaround / Go Woke Go Broke?
*We have owned Starbucks stock for more than one decade.

Starbucks raises full-year outlook as CEO tells CNBC the chain is winning back customer loyalty Starbucks posted its fourth straight quarter of same-store sales growth, as it continues a turnaround under CEO Brian Niccol.

Electronic Arts deal is finally official:

Saudi Investment Fund, Silver Lake, and Affinity Partners take video game company private for $55 Billion.

EA Announces Completion of Acquisition by PIF, Silver Lake, and Affinity Partners EA Positioned to Accelerate Creativity and Innovation to Shape the Future of Entertainment Consortium Brings Long-Term Capital, Sector Expertise and Strategic Support to Advance EA’s Next Chapter