APPLE’S OPENAI TALKS INTENSIFY AS IT SEEKS TO ADD AI FEATURES

*Buy our stock please, we are an AI company.

A priceless truth… youtu.be/rp6_3UQLi2Y?si…

I'm sorry, did you say energy prices are down? They're up 36% since Jan '21. Sure, they're down from the record high in Jun '22, but they aren't down anywhere near pre-pandemic levels or where they were in Jan '21:

I'm just going to leave this right here...

China Tech $KWEB +2.8%
US Tech $QQQ +1.3%

*So - we have 'blowout' earnings from GOOGL and MSFT and $KWEB is besting QQQ by 150bps??? Hello??? How rare an event is that?

Core PCE inflation over the last 3 months was a 4.4% annual rate. That is higher than any time from Nov 1990 to Mar 2021.

Yes, there were special factors, seasonal issues, etc. But there were also special factors & seasonal issues at various times in those previous 30 years.

*ACTIVIST ELLIOTT SAID TO BUILD $1 BILLION ANGLO AMERICAN STAKE - Bloomberg.

*Someone read 'When Markets Speak.' Anglo American plc is a British multinational mining company with headquarters in London, England. It is the world's largest producer of platinum, with around 40% of…

Since - Paris Accords in 2015**

Coal-fired Generation Capacity

China: +233*
USA: -95

**Price of coal +144%.
*233 gigawatts is roughly enough to power nearly 260,000 American homes.

Just the News, Bloomberg data

Since Covid - After $16T of fiscal and monetary support, Nominal GDP growth dropped to the lowest level since q1 2021, when half the US was still in quasi lockdown.

Interest on Credit Cards

2024: 23-28%
2014: 13-17%

*In 2007, US 10-year Treasuries were about the same yield as today, but consumer borrowing costs are 5% to 8% higher, why?

**COF. DFS, nice to have a lot of friends in Washington???

New report: The market for Small Modular Reactors will grow to $72 billion in less than a decade and $295 billion by 2043. Per Power Engineering International: 'data centre and AI industries are showing increasing interest in SMRs to provide on-site power.'
powerengineeringint.com/nuclear/smr-ma…

Bye-bye, Miss. American Pie...

The economic world we used to know is long gone—what is the path going forward, and how can investors navigate it?

.Lawrence McDonald answers this...

LIVE at Non ET on Real Vision

Join us buff.ly/3wbacyP 👈

What’s going on here?