Here we go. Looks like a H20 import ban could be on the cards. Nas should be lower on the futures open.

After paying for essentials, the lowest-earning 40% of households had very little money left over. Some actually spent more on essential items than they earned in 2023 ow.ly/yFfK50WCjCQ

Goldman's latest (still very early) analysis of tariff effects thru June 2025: -Foreign exporters absorbed 14% of US tariffs -US companies ate 64% -US consumers ate 22% -Protected US companies also raised prices -Consumers will see bigger price increases (70%) thru the Fall

I’ve got bad news. The AI cycle is over—for now. I’ve been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early 2023. I’m still convinced it will take the wider economy years—maybe

BREAKING: Nvidia, $NVDA, and AMD, $AMD, have reportedly agreed to give the US government 15% of their revenues from chip sales in China. This is being described as an "unusual agreement" with Trump in order to obtain export licenses for the chips.

Most people don't realize how massive this announcement truly is. This covers 15% of REVENUE from China, not PROFIT, for both Nvidia and AMD. It also means the Trump Administration is now negotiating company-by-company "trade deals." The trade war just entered a new era.

Probably nothing.

Computer-Driven Traders Are Bullish on Stocks, Humans Are Bears “Things are starting to feel toppy,” said Grinacoff, adding that the upside for stocks “is likely exhausted” in the short run given that CTA positioning is near max long. bloomberg.com/news/articles/…

**BREAKING** NVDA MUST pay 15% cut of ALL revenues earned in China to the US. Next week 👇

Far exceeds the froth of 2000

China is actually facing a Glut of Soy. Stable Genius is clueless as usual. 🤡 show never stops. China's soymeal glut raises demand doubts ahead of US soybean export season reuters.com/world/china/ch…

The AI race heating up to the next level livescience.com/technology/com…

Probably nothing.

BofA Poll Shows Record Number of Investors Say Stocks Overvalued bloomberg.com/news/articles/…

probably nothing

Paramount buys UFC rights in $7.7 billion, 7-year deal in first major move post-Skydance merger cnb.cx/3Jq994a

RIP PPV model which was dying anyway. In Asia its all subscription based.