How AI could scupper the dollar ft.trib.al/TkZbETs

Algo being developed by one of our affiliate partners Those who believe in BitCon like @Scaramucci Those whom don't Like @Mnorinsberg Thank you @Decryptified_

Japan Just Broke The French Bond Market lnkd.in/p/eTfdkJ2Q

Trump: Annie “Trannie” Andrews is running against our wonderful Darline Graham for the Senate in South Carolina. For years my dear friend Lindsey would say that, “Darline is the finest, most reliable, and one of the smartest people I have ever known.”… Darline is a High Quality person, maybe the Highest, and Annie Trannie is not

Yields are rising globally. Everyone is waiting for something to break. Could the first be... Europe? France’s bond market is under serious stress, and the craziest part is it may actually be part of the US strategy. @JackMallers breaks it all down LIVE at 6pm ET 👇

Trucking stocks - death cross.

Someone on Binance dumped $40,000,000 in $BTC and nuked the price by $1,200. This is becoming repetitive now.

US tech stocks are crushing small caps like NEVER before: The ratio of the Nasdaq 100 to the Russell 2000 surged to a record 10.88. This metric has more than DOUBLED since 2020. This now surpasses the 2000 Dot-Com bubble peak by +33%. The divergence between mega-cap tech and small caps has never been this extreme. Will this last forever?

"...would take up to two (2) years to rebuild inventories..."

Jim Chanos explains why this AI boom carries more financial risk than almost any boom in history “So, my friend Paul Kedrosky, I don’t know if you heard him recently, he had a wonderful point." "I teach the history of financial-market fraud, but as part of it, we teach financial cycles because the fraud cycle follows the financial cycle, usually with a lag." "And Paul made a wonderful point. I think he made it on your podcast, that major booms are either credit-related, government-related, technology-related, or real-estate-related." "He said this is the first one in a long, long time, if not ever. I forget. I think railroads might have been the other one where all four boxes are checked." "It’s government policy. It’s certainly technology. It’s certainly credit-driven now. And it’s real-estate-related with the buildout of data centers." "And so you’ve got four giant drivers for this cycle that all need to be harnessed and going in the right direction, and that increases the financial risk that we’ve been talking about.”

Anthropic valuation - $2 trillion Samsung valuation - $1.35 trillion Anthropic 2025 revenue - $4.6 billion Samsung 2025 revenue - $236 billion

#Our1929Quotes I’m sure it’s a brilliant read. But think of what @Scaramucci is into. He’s into Bit Con. One couldn’t get more mainstream and smugly cynical in terms of buying into an illiquid con where the very rich get richer. It’s antithetical to his whole argument…

Brilliant read. @Scaramucci

AI BOOM MAY REQUIRE U.S. SPENDING EQUAL TO 9% OF GDP America may need to spend roughly $3.5 trillion annually on AI services by 2032 — 8.8% of GDP — to justify today’s massive data-center investment, according to Columbia professor Stijn Van Nieuwerburgh. The risk is that expanding compute capacity drives AI prices and margins sharply lower, leaving revenues unable to support current investment. AI could still deliver major productivity gains — but economic benefits don’t necessarily translate into investor returns.

Every. Single. Time. Some kind of story / narrative ... to explain the normal movements in assets during the Business Cycle. Economy is very weak - and slowing. Inflation drops in that environment. And Bond yields follow. The Lemmings were out with: "Bond vigilantes" "Bond Market Crisis" "Bond yields will run much higher" No understanding of the Dynamics of the Economy. Zero! Now watch Bond Yields and USD beginning their decline... Which will send the next crazy crowd onto the scene: "The Crypto Guys" They will be talking about the Death of the USD. And Debasement. And new Reserve Currency. Wait for it! 😅