Nvidia $NVDA CEO Jensen Huang from earlier this year "Everything that moves will be robotic someday and it will be soon" ... "a future where you are just surrounded by robots is for certain and I'm just excited about having my own R2D2"

Nvidia's CEO Jensen Huang commented on $TSLA's Optimus: "I think the Optimus opportunity is just right around the corner. And this is the first robot that really has a chance to achieve the high volume and technology scale necessary to advance technology. And so I think this is

Why is nobody helping Nigerian Christians fight back? Orgs give aid or bibles: not guns & troops. Used to be Christian countries, but they’re all secular. Armenia; but it’s besieged (coincidence?). Maybe just as Jews need Israel, Christians may need a strong Christian nation?

Japan just shocked the world. Sanae Takaichi is now Prime Minister, Japan’s first-ever female leader and she’s coming in swinging with huge stimulus plans. Markets are ripping and investors everywhere are bracing for what comes next. (a thread)

Further to my earlier post on French politics and the bond market: It’s interesting to see the broad upward move in yields across Europe today—and in particular, that the second-largest rise occurred in the UK. More to follow on this. #economy #markets #France #UK

What we’re seeing in Japan’s bond market right now is a full repricing of the country’s long term risk profile. The entire curve is rising, but the steepest moves are on the long end, the 30-year yield jumping to 3.33% while the short end (3 month) actually dipped which tells you

This $6 billion inflow into crypto is a warning signal. Big money is moving because confidence in the global financial system is starting to fray. Historically, surges like this have appeared when investors begin losing faith in traditional credit markets. What makes this moment

The Fed’s “safe cash” parking lot is almost empty. Reverse Repo usage has plunged to $4.6 billion, the lowest since April 2021. That’s down 99.8% from over $2.5 trillion at the peak, marking a major shift in U.S. liquidity. (a thread)

Ken Griffin summed it up perfectly here. Inflation is still running high, the dollar just saw its biggest six-month drop in fifty years, and gold keeps setting new records. Money is slowly leaving assets that depend on trust and moving into things that can stand on their own

The good news, we’re told, is that the AI bubble is in its infancy and we’ve got YEARS to navigate the intricacies of the tangled financials powering the AI space.

HUGE The trade war just got a bit more serious: 'gives China de-facto veto power over the entire advanced semi-conductor supply chain as rare earths are used at critical steps throughout - from ASML to TSMC'

On My Radar: Abenomics Part II #OMR #Economics #Recession #Yen ow.ly/Kvgv50Xa1SS

Investors appear to have finally moved from the denial stage of grief to the anger & bargaining stages of grief about how post-1971 structure of USD reserve status has allowed China to de-industrialize the US. Can’t fix it without ending post-71 structure of USD reserve status.

“If we lose this, we do not have a future at Ford,” says Jim Farley, CEO at Ford China added 295,000 industrial robots last year. The US? 34,000. The UK? 2,500. Operation warp speed reindustrialization go go go.

De-globalization trend is just beginning.

For those who want to know more about rare earths, Ed Conway is always very helpful in discussing the materials we don't often think about but which are vital for modern life. As part of his report, he notes that the US dominates the production of ultra-high-purity quartz (vital

This is why Powell’s hint about ending QT matters so much. QT drains reserves out of the system every week, and with the reverse repo facility nearly empty, there’s less margin for error. When Powell says he’s starting to see money market tightening, he’s effectively

The ratio of Growth stocks to Value stocks in the US hit another record high in September and is above the peak of the dot-com bubble in March 2000. Video: youtube.com/watch?v=6xICRo…

The Secured Overnight Financing Rate (SOFR) is basically the interest rate banks pay when they borrow money overnight, using U.S. Treasuries as collateral. Think of it as the heartbeat of the financial system, it shows how easy or expensive it is for banks to get short-term cash.

On My Radar: Xi-Trump Collision Course #OMR #Trade #Economics ow.ly/ThSY50Xeqf3