Quiver Daily: The DHS Firing, AI Stock Trades, & The Glyphosate War
Quiver Quantitative
•March 5th, 2026
DESCRIPTION
Welcome back to Quiver Quant Daily. Today, we’re breaking down a massive shakeup in the cabinet and the curious timing of Congressional stock trades.
In this episode:
DHS Shakeup: President Trump has officially removed Kristi Noem as DHS Secretary following a disastrous congressional hearing. We look at the $143M contract that led to her downfall and why Senator Markwayne Mullin is taking her place.
The Mullin Connection: We revisit Senator Mullin’s recent trades in Carpenter Technology ($CRS), which is up 17% since his purchase. Is this the type of "expertise" he's bringing to the DHS?
BigBear.ai ($BBAI): Representative Lisa McClain is doubling down on AI. Despite the recent slide, she’s bought at least $16,000 more of $BBAI. Given her seat on the Cybersecurity and IT subcommittee, does she know something the market doesn't?
The Glyphosate Executive Order: Trump is moving Roundup production back to the U.S. for "national security," while Representative Thomas Massie fights to keep Bayer/Monsanto liable for cancer lawsuits. We break down the $7.25B settlement and what it means for $BAYRY.
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Disclaimer: This video is for informational and satirical purposes only. Not financial advice.
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