Iran Threatens To Reclose Strait, As US Military 'Ready' to Restart Blockade: 'Trump Will Certainly Lose'
Trump: "To me, I think it's over. I don't want to deal with them anymore; they're scum."
Trump: "To me, I think it's over. I don't want to deal with them anymore; they're scum."
Consensus themes crushed, China controls over AI, and Crack spreads vs Crude...
“Their so-called ‘hate map’ has been used to defame mainstream Americans and even inspired violence...”
“If the blockade were to resume now due to escalating tensions, Iran would be stuck with ~50 million barrels of crude oil and refined products.”
Apparently it’s now considered bearish extremism to ask questions. What have we become?
"It's an escalation but it’s also an escalation that can help lead to an end [of the war]."
By reducing minimum efficient scale, AI can allow smaller companies to unlock economies of scale earlier, expand with less friction, and compete in markets dominated by far larger organizations...
...investors had viewed the cease-fire as 'fragile but ultimately durable', until Mr. Trump’s comments called that into question...
OpenAI announced the models in June...
It’s not only the IMF, central banks, and NATO, who need to get baking, perhaps...
"This is a necessary correction because the rise was too steep and fast..."
"it does make sense for these capabilities to become a part of the alliance's collective defense"...
86 percent of states with above-average electricity prices supported the Democratic nominee in both elections...
“My first read is that investors will not immediately price this as a full return to war, but they also cannot go back to the clean ‘peace dividend’ trade. The bigger point is that any path from ceasefire to durable peace now looks much longer and much more fragile...”
"If the news turns cracks into a crevice and market leadership shifts, this could turn into a much deeper selloff as the worst historical drawdown in the factor is about 2x vs current selloff." - Goldman
Eager to please Trump, Rutte has sought to present 'unity' while touting major defense spending.
Government stakes in private companies has gained support from both sides of the political aisle.
"They're hopeless."
Trump: We've invested trillions of dollars in NATO. Why?...
