zerohedge Anyone find it weird that AI majors are pushing their dark fiber like it ain't nobody's business? Oops, I mean leveraged 5th homes. Oops, I mean dark data meme centers. Almost like they're trying to chew up extra capacity into a slowdown.

½ cogent bear-ai 🔔 hype-cycles that said, I'm not short nvda, only short one name ~ x.com/ecosignal/stat…

7 in 10 Americans think Supreme Court justices put ideology over impartiality: AP-NORC poll apnews.com/article/suprem…

Watch credit spreads. The spread between the weakest and strongest investment-grade credits bottomed nearly two months ago. Credit concerns are rising even as stocks hit record highs. This is unusual and was last seen in late 2021.

Don't seriously try to tell me todays Liberals are not a ridiculousy pro oil party. The even more crazy Conservative voters will one day miss Justin Trudeau's consensus & pipeline building. Many of us are fed up with massive oil subsidies & global heating. oilprice.com/Energy/Crude-O…

just one question. Mtgox will start repayment this month, germany selling $2.8B worth of btc, US about to sell its btc. Who's going to absorb the supply?? and plz do not answer 'bottom signal'

Google’s emissions climb nearly 50% in five years due to AI energy demand theguardian.com/technology/art…

“A far more dangerous, because far more politically potent, response to this than that of ‘de-growthers’ comes from their opposites — the free-marketeers and nationalists.”

Mark W Tebbutt msta Chris Martz It's like the productivity of the means of production is correlated to divergences in #climate🌀 This squeeze of resources drives the metrics of profit + economic growth. Which cyclicly squeezes every ounce of sweat + blood for boom, thru to bust🔄 A human sized hamster wheel🌐

🔴 FED MINUTES: SEVERAL PARTICIPANTS SAID IF INFLATION WERE TO PERSIST AT ELEVATED LEVEL OR RISE FURTHER, FUNDS RATE MIGHT NEED TO BE RAISED.

Debuting a new format for the monthly labor market dashboard this month. Broadly speaking, the labor market looks as good or better than in 2019, but definitely worse than a year ago.

$GOOGL is reportedly nearing a $23B deal for cloud security startup Wiz, which in just 4 years has grown to be able to compete with giants in the space, $PANW and $CRWD. It's now the 3rd largest cloud security vendor by ARR and growing 3x faster than Palo Alto. Deirdre Bosa reports

UK PPI INPUT PRICES MOM ACTUAL -0.8% (FORECAST 0.1%, PREVIOUS 0.0%) $MACRO

14/ TSMC's revenues have recovered nicely since the cyclical slump in 2022/2023, with high performance computing, or AI, contributing significantly today. $TSM's revenue has also doubled since 2020.

I shared the following note with my OpenAI colleagues today: I've made the difficult decision to leave OpenAI. This choice stems from my desire to deepen my focus on AI alignment, and to start a new chapter of my career where I can return to hands-on technical work. I've decided

Pinned for 1½ years. Should it stay? As long as people have been predicting cuts. Now that they've "begun", wha cha think? Note: Mid-east + Ukraine potential escalation. 45K long shoremen strike + hurricane + oil. Hawkish Powell comments, Jobs concerning x.com/ecosignal/stat…

Day 3581 #JMMiracleMorning #MiracleMorning Today's Lesson : Beware of false knowledge it is more dangerous than ignorance George Bernard Shaw Jul 26 1856 - Nov 2 1950

fxevolution Major Asset & Indices correlation to PI GOP odds🔸(Large lower panel 5 & 8 session correlations) Now what to do with it?🫣Upper panel for reference. Inspired by Larry Berman Figuring Out Money Michael J. Kramer RiskReversal Media Markets & Mayhem 🤖

Mark Carney takes a swipe at Poilievre and the far left in saying that his goal is to ensure Canada has the best economy.