There Is A Huge Physical Disconnect In Energy Markets

There Is A Huge Physical Disconnect In Energy Markets

"the biggest disconnect in client conversations has been the view around oil prices from macro vs physical or specialist clients, with the latter seeing the current futures as underpriced vs. the size of the disruption."


Ukraine Becomes World's AI Weapons Laboratory

Ukraine Becomes World's AI Weapons Laboratory

By Craig S. Smith of Eye on AI

I was in Ukraine in February and wrote this piece before the start of the war with Iran, but its implications are even more relevant today. My interest in lethal autonomous weapons dates back to my time with the National Security Commission on Artificial Intelligence, where full autonomy was debated but largely dismissed as ethically unacceptable.

Selling Extreme, Conviction Missing

Selling Extreme, Conviction Missing
Selling has been extreme. But this is not a market in panic. Flows are aggressive. Vol is fading. That’s not resolution. That’s confusion.

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