# Daily Notes — April 8, 2026

## 8:00 AM — Mission Control Tasks Executed

**5 tasks completed this morning:**

1. **Iran Ceasefire Portfolio Impact Brief** — US-Iran 2-week ceasefire announced overnight. Oil -15% to $93/bbl. S&P futures +2.7%. BABA RSI 28 = oversold. April 30 framework updated with recommendation to consider partial BABA buy NOW.
2. **BABA Oversold Opportunity Flash** — RSI 28.2 at $118. 10,000-chip AI cluster launched. Partial buy now recommendation. File: projects/baba-oversold-opportunity-april-2026.md
3. **Anthropic Billing Action Plan** — $185.63 API overcharges yesterday on top of Claude Max sub. Joe must disable auto-recharge at console.anthropic.com. File: projects/anthropic-billing-action-plan.md
4. **Surfbox April 30 Launch Checklist** — 22-day sprint plan. Key gaps: videos not shot, social accounts not confirmed. File: projects/surfbox-april30-launch-checklist.md
5. **TLC Ceasefire Lumber Flash** — Fuel savings ~$5.7K/yr if oil holds. Contractor sentiment improving. Tariff (45% Canadian) unchanged. File: projects/tlc-ceasefire-lumber-flash-april-2026.md

**Mission Control email sent to jlynch@tlcnj.com**

---

## 6:00 AM — Morning Joe's Rundown Generated

**File:** `projects/daily/Morning_Joes_Rundown_2026-04-08.docx`
**Emailed:** jlynch@tlcnj.com ✅ (ID: 19d6c8ce5ffd2be3)
**Printed:** Pages AppleScript ✅

### Key Data Points This Morning:
- S&P 500: ~6,573 (▼ vs exit 6,591.90 — Joe is slightly outperforming in cash)
- Dow Jones: ~46,535 (▲ vs exit 46,429.49)
- Lumber futures: $577.50/MBF — pulled back from Jan high of $614.50
- 45% Canadian lumber tariff still in effect — TLC cost structure elevated
- April 30 portfolio execution: 22 days out

### Weather Summary:
- Ship Bottom/Tuckerton/Chesterfield NJ: ~31°F now, high 50°F, cold/clear/sunny
- Tuscaloosa AL (Jules): High 77°F, gorgeous spring day
- Columbia SC (Bella): ~65°F mild
- Austin TX (Danielle): High 83°F, sunny and warm

### Sports (Tue Apr 7):
- Yankees WIN 5-3 vs Athletics (8-2 season record)
- Phillies LOSS 0-6 vs SF Giants
- Knicks WIN 136-96 vs Bulls (OG Anunoby 31 pts — 47 pt blowout)
- Liverpool FA Cup loss to Man City 4-0 (Apr 4); Champions League vs PSG TODAY

## 6:29 AM — Rob Gmail Inbox Scan

**1 new email found:**
- **From:** Anthropic, PBC (invoice+statements@mail.anthropic.com)
- **Subject:** Your receipt from Anthropic, PBC #2285-0289-7279
- **Amount:** $14.19 — Auto-recharge credits, paid April 8, 2026
- **Category:** Business receipt (Anthropic API billing)
- **Action:** Logged for review. No ROB ACTION or PRESS items found.

## 9:31 AM — Rob Gmail Inbox Scan

**20 messages in last 24h | 14 new since prior scan**

**ROB ACTION emails:** None
**PRESS emails:** None  
**Joe-forwarded emails:** None
**Joe replies:** None

**⚠️ Anthropic Billing — Continued Runaway Charges:**
- 17 auto-recharge receipts today totaling **$207.65** as of 9:31 AM
- New charges since 6:29 AM: 6 more receipts (+$68.78): $10.10, $13.73, $10.04, $11.74, $10.67
- One "[action needed] Claude API access turned off" alert (same as flagged at 7 AM)
- **Joe has been alerted via email this morning — no additional alert sent**

**Slack Pro trial:** 7 days left (ends April 15) — already logged

**No actionable items requiring immediate response.** All billing concern already escalated to Joe at 8 AM.

*Note: This $14.19 auto-recharge is separate from the ~$97 Claude API charge mentioned earlier — worth confirming API billing is still active. May want to cross-reference with the Comcast API billing verification action item.*

### Action Items Flagged:
1. Comcast: Call Jeffrey Riley 856-573-8470 — choose $495/mo option (3rd notice)
2. API billing: Verify Claude Max is active, API key billing is off (~$97 charged yesterday)
3. Ray O'Connor: Mail $2,093 check to Mt Pleasant SC
4. Text Tommy re: Gio $225 check
5. Truist letter: Joe to forward to jonathan.cohen@truist.com


## 7:04 AM — Rob Gmail Cron Scan

**Scan results:**
- 20 inbox messages found in last 24h
- 2 ROB ACTION emails from jlynch@tlcnj.com (both already actioned in prior session)
- 15 Anthropic API receipts totaling **$185.63** in 24 hours — URGENT
- 2 Anthropic "[action needed] Your Claude API access is turned off" notices
- 1 Slack Pro trial ending in 7 days notice

**ROB ACTIONS status:**
1. ROB ACTION #1: Light flowchart → docs — CONFIRMED DONE (SOP v5 + Tuckerton v5 verified)
2. ROB ACTION #2: Morning Rundown edits (caps additions + x-offs) — CONFIRMED IN TTD v1.8

**CRITICAL: Anthropic billing runaway**
- $185.63 in API charges in 24h (15 separate auto-recharges)
- This is separate from API billing and Claude Max subscription
- Action required: Check console.anthropic.com, disable auto-recharge on API account
- Alerted Joe via email to jlynch@tlcnj.com

**Seen IDs updated:** rob-gmail-state.json updated with 26 new message IDs (total: 137)

## 11:45 AM — Rob Gmail Cron Scan

**Full 24-hour inbox scan (bypassed seenIds to verify):**
- 25 messages found in last 24 hours
- **2 ROB ACTION emails confirmed (both previously actioned):**
  1. ID 19d69945a73228ed — Lighter background flowchart → inserted into Tuckerton Working Notes v5 + SOP v5 ✅ (done Apr 7)
  2. ID 19d698d6463cf355 — Morning Rundown markup (x-offs + caps) → TTD v1.8 ✅ (done Apr 7)
- **No new ROB ACTION emails**
- **No PRESS emails**
- **No new forwarded instructions from Joe**
- Anthropic billing receipts: 10 more auto-recharge receipts (continuing from morning runaway)
- Slack Pro trial: 7 days left (ends Apr 15) — already flagged
- All actionable items from these emails previously completed.