The time has come to explore new options … but opening minds is the real challenge stocks.apple.com/AQBFUmPLvQk…
Do your homework before you brag. This has backfired. Yet more costs for the consumer in a time of increasing inflation!
simone bartley retweeted
Both yields and bonds have now broken out from their green triangles.
Rates "can not" go up cause of all sovereign debt.
Rates "have to" be raised cause of coming inflation.
Something has got to give.
Right now, yields are moving up.
simone bartley retweeted
Here's my latest interview recorded 9/10/26 with CapitalCosm. We discussed my expectations for oil & inflation, the coming election & implications, my bond, stock & metals outlooks as well as the coming global bust & beyond. youtube.com/watch?v=9n57fA1N…
Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.
Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.
His exact words:
"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."
He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.
Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:
"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"
That question breaks the industry.
If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.
Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.
Karp went even further...
He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."
American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.
And the part the AI industry does not want anyone thinking about:
Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.
The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."
He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.
The entire AI industry has been priced for perfection on one assumption:
That frontier labs produce durable, defensible value that justifies infinite compute spend.
But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.
The moment enterprises stop believing, the whole valuation stack shakes.
simone bartley retweeted
simone bartley retweeted
People have become convinced that gold is moving inversely to oil, and if oil keeps rising then gold has to fall.
But that's not what the charts are saying.
Gold is moving inversely to the dollar (with temporary deviations). The dollar bottomed In late Jan. and no surprise that is when metals topped. As the dollar dropped into its daily cycle low on Apr. 17 gold rallied. For the last week and a half as the dollar rallied out of that cycle low gold has turned back down into its own daily cycle correction.
So the question is if you think the dollar is forming a bear flag and will turn back down and make another lower low, and fail to make a higher high. If so then gold should hold above the March low, complete the minor correction soon and go on to make higher highs in May, June & July.
I'm in that camp.
Tracking reserves in AUS & NZ. Clever. Anxiety driver!nzoilwatch.com/#/
simone bartley retweeted
Absolute bombshell. Data reveals someone made a massive 580 MILLION dollar trade on oil exactly 15 minutes BEFORE Donald Trump posted his tweet about pausing the Iran war. Someone on the inside just made a life changing fortune. The corruption is blatant.
‘It used to be time in the market, not timing the market’ was the smart strategy. From mid year ‘26 it will be timing the market.’
Here's my most recent interview recorded 2/18/26 with @jessebday.Discussed the melt-up into the top,the bust & 80% bear to follow & the commodity supercycle that will follow the bust.Discussed the Fed,the big money pump & the inflation cycle to follow. youtube.com/watch?v=2KD94dz7…
simone bartley retweeted
Here's my interview with Tom Bodrovics @competentmanpod recorded 1/28/26.Lots of discussion about the metals, the equity markets & the bond market as well as a good amount about the global bust that will follow the melt-up & what we likely see after that. youtube.com/watch?v=jck6skRS…
simone bartley retweeted
I suspect we might come to look on Mark Carney’s speech in Davos a little like Winston Churchill’s “iron curtain” speech in Fullerton in brilliantly articulating the threats of a new and different global age. It s worth reading in full.
weforum.org/stories/2026/01/…
simone bartley retweeted
That a Trump supporter actually called in to ask this question is shocking. These ppl are more fucked up than I ever imagined.
simone bartley retweeted
Well done Ozzies !
BREAKING: Australia has passed a Bill that will limit the total spending on a party by billionaires like Elon Musk to Just $50,000
This will ban billionaires from single-handedly buying Elections in Australia.
simone bartley retweeted
Alex Padilla: History shows when leaders start silencing entertainers, it's because they're weak. So we have to ask, what is this administration afraid of?
The AI Revolution will always need humans in the loop. youtu.be/id4YRO7G0wE?feature… via @YouTube @ericschmidt























