"The majority of focus was naturally around FSD, robotaxi, and Optimus but we also covered the status of new models in 2025..." 

 

Stellar AVGO earnings; US to restrict sale of AI chips to limit China access; Trump weighs options to stop Iran nukes; Dudley expects median neutral rate estimate to be revised up; More BoJ reports suggest skip in Dec; Soft UK GDP; France names new PM.

Macro no longer works, or not in the way we are taught. What does work?

Ackman, whose picks have returned 112.5% in less than 2 months, is beating out names like Stan Drunkenmiller, David Einhorn Mike Novogratz, Carson Block...

...but the waters warm...and people are still swimming.

“The 60-40 portfolio… they are going to get wiped out.” Tune in to the ZeroHedge homepage at 7pm ET for exclusive debate.

GM aims to complete the restructuring by early 2025, leading to annual savings of over $1 billion, reducing Cruise's current $2 billion spend.

The ECB continues to cut and the Fed’s room to cut is likely to be limited by the new policies of the Trump administration that may fuel inflation

...a few lessons from history.

...throws a wrench into the works of the current global easing cycle, spearheaded by the Federal Reserve...

Nvidia lost a Supreme Court challenge to stop an investor-led lawsuit that claims it understated its GPU sales to crypto miners...

"The affordability headwinds will be most pronounced..." 

But strategist over-optimism is another sign of the increasingly fevered mood that is infecting the market...

“I am concerned about fiscal sustainability and I am sorry that we haven’t made more progress...”

Goldman analysts remain "bullish on commercial aerospace into 2025..." 

"It's the Occupy Wall Street 2.0 at this point where you have the original wave of the 'everybody gets a trophy' generation..."