How many quarters ahead do we begin to worry about the “Zeitgeist Reversal Risk” of the “AI Bottlenecks” -trade evolution? 

One month has washed away years of anti-American propaganda...

Bye.

It's not being bearish, it's basic financial journalism...

"... must undergo profound change"

The US equity rally is being increasingly powered by an explosion of leverage, which renders the market vulnerable when enthusiasm over artificial intelligence wanes...

Day one is not looking so good. 

...still don’t think markets appreciate what the advent of near-frontier quality open-weight models actually change...  

Ultimately the set of outcomes is limited to Iran or the US getting the better deal, or new tensions if neither side is willing to accept defeat

He faces a prison sentence of up to 60 months and has agreed to pay $2.25 million...

...a Pat Buchananite versus a DeSantis '24 guy.... should be fun!

He was merely saying African football has an unpredictable edge...

"Increases were seen across income, wealth, and political affiliation,"

"Acquire a U.S. Wireless Carrier. Should SpaceX fail to reach an MVNO deal, or simply desires owners' economics and quickly..." 

the UAE asks people to please "disregard previous warning"

...a "channel on the Iranian side" for reducing conflict...