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Your boss when he asks you to train the new AI that's going to replace your job:
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"The Bank can freeze your money"
Crypto Holders with $50 in their bank account.
Crypto Holders with $50 in their bank account.
How do we actually improve people’s perception of AI and post-labor economics?
Because right now, a lot of people hear “AI future” and instantly think unemployment, surveillance, corporate control, and dystopia.
Maybe the problem isn’t the technology.
Maybe it’s that nobody has painted a believable future where normal people actually win.
Because right now, a lot of people hear “AI future” and instantly think unemployment, surveillance, corporate control, and dystopia.
Maybe the problem isn’t the technology.
Maybe it’s that nobody has painted a believable future where normal people actually win.
US inflation just came in at 3-year high, and the Fed has almost no room left to cut rates.
The PCE Price Index, the Fed's main inflation gauge, rose 4.1% year over year in May, up from 3.8% the month before.
That's the wrong direction, and still more than double the Fed's 2% target.
At the same time, the economy is not slowing down.
Q1 GDP grew 2.1%, well above the 1.6% forecast.
The labor market backs this up. Initial jobless claims came in at 215,000, better than the 225,000 expected, meaning companies are still not cutting workers in large numbers.
Consumers are spending too.
Personal spending rose 0.7% in May, above the 0.6% forecast. Core durable goods orders, which strip out volatile transport numbers, rose 1.3%.
There is one weak spot.
Headline durable goods orders fell 4.5% in May, a sharp reversal from an 8.5% gain the month before. Since the core number stayed positive, this looks more like a one month swing than a trend.
Put it together and you get strong growth, strong spending, a tight job market, and inflation still rising.
That combination gives the Fed almost no justification to cut rates anytime soon.
This data lands right as Kevin Warsh, the new Fed Chair, has already signaled he is open to more rate hikes instead of cuts.
Numbers like these only strengthen that case heading into the next FOMC meeting.
The PCE Price Index, the Fed's main inflation gauge, rose 4.1% year over year in May, up from 3.8% the month before.
That's the wrong direction, and still more than double the Fed's 2% target.
At the same time, the economy is not slowing down.
Q1 GDP grew 2.1%, well above the 1.6% forecast.
The labor market backs this up. Initial jobless claims came in at 215,000, better than the 225,000 expected, meaning companies are still not cutting workers in large numbers.
Consumers are spending too.
Personal spending rose 0.7% in May, above the 0.6% forecast. Core durable goods orders, which strip out volatile transport numbers, rose 1.3%.
There is one weak spot.
Headline durable goods orders fell 4.5% in May, a sharp reversal from an 8.5% gain the month before. Since the core number stayed positive, this looks more like a one month swing than a trend.
Put it together and you get strong growth, strong spending, a tight job market, and inflation still rising.
That combination gives the Fed almost no justification to cut rates anytime soon.
This data lands right as Kevin Warsh, the new Fed Chair, has already signaled he is open to more rate hikes instead of cuts.
Numbers like these only strengthen that case heading into the next FOMC meeting.
🇨🇭 Global One SI - Prompt
How to Minimize Resolution Risk in Polymarket Weather Resolution risk is one of the biggest reasons traders lose money on weather markets Even if your temperature forecast was correct, the wrong weather station or unexpected resolution rules can completely…
El Niño effect. 1976 & 2026.
🇨🇭 Global One SI - Prompt
El Niño effect. 1976 & 2026.
No real change just change color code 😂😂😂
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🛢️ Hormuz traffic just DOUBLED in a single day.
The chokepoint the world feared would close is roaring back to life.
Kpler data shows confirmed crossings jumped 105% day-on-day to 70 vessels on June 24.
That's 43 sailing west-to-east and 27 east-to-west, one of the highest totals since the conflict began.
It follows a US-Iran agreement that ended over 100 days of effective blockade.
Traffic is climbing fast, up from recent lows of just 25 to 37 daily crossings.
The chokepoint the world feared would close is roaring back to life.
Kpler data shows confirmed crossings jumped 105% day-on-day to 70 vessels on June 24.
That's 43 sailing west-to-east and 27 east-to-west, one of the highest totals since the conflict began.
It follows a US-Iran agreement that ended over 100 days of effective blockade.
Traffic is climbing fast, up from recent lows of just 25 to 37 daily crossings.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🛢️ Over 20% of Russia's refining capacity is OFFLINE. 55 of its 83 regions are now rationing fuel.
This is the worst energy crunch Russia has faced since the war began.
Ukrainian drone strikes have knocked out more than a fifth of Russia's total refining capacity.
At least 17 regions have imposed mandatory limits on gasoline and diesel sales.
In total, 55 of 83 federal regions report shortages or restrictions as of June 24.
The strikes hit hard at the core.
8 of Russia's 10 biggest refineries have been targeted since March.
Moscow's largest supplier, the Kapotnya refinery, was hit twice and stays offline until at least end-2026.
Crimea has gone further, halting gasoline sales entirely after weeks of strikes on supply routes.
The IEA called it "unprecedented in the history of the Russia-Ukraine conflict."
Here's the twist for the oil market.
Wrecked refineries can't process crude.
So those barrels get exported raw instead, flowing to buyers like India at a discount.
Less Russian fuel at home means more Russian crude on the global market.
This is the worst energy crunch Russia has faced since the war began.
Ukrainian drone strikes have knocked out more than a fifth of Russia's total refining capacity.
At least 17 regions have imposed mandatory limits on gasoline and diesel sales.
In total, 55 of 83 federal regions report shortages or restrictions as of June 24.
The strikes hit hard at the core.
8 of Russia's 10 biggest refineries have been targeted since March.
Moscow's largest supplier, the Kapotnya refinery, was hit twice and stays offline until at least end-2026.
Crimea has gone further, halting gasoline sales entirely after weeks of strikes on supply routes.
The IEA called it "unprecedented in the history of the Russia-Ukraine conflict."
Here's the twist for the oil market.
Wrecked refineries can't process crude.
So those barrels get exported raw instead, flowing to buyers like India at a discount.
Less Russian fuel at home means more Russian crude on the global market.
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Nancy Pelosi's net worth before Congress:$785,000
After Congress:$133,000,000
Truly the greatest (Insider) trader of all time.
After Congress:$133,000,000
Truly the greatest (Insider) trader of all time.
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🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
Micron $MU now has a larger market cap than Meta Platforms $META
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨🇺🇸 US just named its real red line with Iran...
It's the Strait of Hormuz.
Secretary of State Marco Rubio says he wants a final Iran deal that guarantees freedom of navigation through Hormuz.
He said it on the final leg of a Gulf tour aimed at reassuring regional allies.
This is the tell on what Washington actually cares about.
Keep the oil moving.
The deal isn't only about Iran's program, it's about the waterway.
For the market, that's a stabilizing signal.
The US is anchoring any agreement to an open Hormuz.
Open passage written into a deal means the closure threat fades from a recurring risk to a settled term.
If navigation becomes the sticking point, the whole deal stalls on it.
It's the Strait of Hormuz.
Secretary of State Marco Rubio says he wants a final Iran deal that guarantees freedom of navigation through Hormuz.
He said it on the final leg of a Gulf tour aimed at reassuring regional allies.
This is the tell on what Washington actually cares about.
Keep the oil moving.
The deal isn't only about Iran's program, it's about the waterway.
For the market, that's a stabilizing signal.
The US is anchoring any agreement to an open Hormuz.
Open passage written into a deal means the closure threat fades from a recurring risk to a settled term.
If navigation becomes the sticking point, the whole deal stalls on it.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨MASSIVE: The world's biggest miner just tried to merge with a trading giant and failed.
Now it's partnering with one of the biggest names in oil instead.
Bloomberg reports Rio Tinto is in early talks with Vitol over a freight and logistics joint venture.
🎯The goal: cut Rio's shipping costs and sharpen how it manages freight risk.
One area under discussion is Vitol providing risk management tools, including freight derivatives trading.
Notably, the venture would not involve Vitol marketing Rio's iron ore or copper.
This is about logistics, not selling the metal.
The context makes it bigger than it looks.
In February, Rio walked away from a $200 B+ merger with Glencore.
That deal would have turned Rio into a trading house.
It collapsed over value terms.
So this is Plan B.
Bolt a world-class trading brain onto Rio's flows, without becoming Glencore.
Vitol moves massive volumes of oil, gas, and coal, with elite freight and derivatives know-how.
(The caveat: it's early-stage and unconfirmed. Both companies declined to comment, and no deal is signed.)
Now it's partnering with one of the biggest names in oil instead.
Bloomberg reports Rio Tinto is in early talks with Vitol over a freight and logistics joint venture.
🎯The goal: cut Rio's shipping costs and sharpen how it manages freight risk.
One area under discussion is Vitol providing risk management tools, including freight derivatives trading.
Notably, the venture would not involve Vitol marketing Rio's iron ore or copper.
This is about logistics, not selling the metal.
The context makes it bigger than it looks.
In February, Rio walked away from a $200 B+ merger with Glencore.
That deal would have turned Rio into a trading house.
It collapsed over value terms.
So this is Plan B.
Bolt a world-class trading brain onto Rio's flows, without becoming Glencore.
Vitol moves massive volumes of oil, gas, and coal, with elite freight and derivatives know-how.
(The caveat: it's early-stage and unconfirmed. Both companies declined to comment, and no deal is signed.)
A single AI data center swallows 27,000 tonnes of COPPER.
The AI boom is a raw-materials supercycle.
One 1-gigawatt AI data center contains 25 minerals and 179,940 tonnes of material.
Steel dominates by mass at 132,660 tonnes, a staggering 73.8% of the total.
But copper is the one to watch.
27,212 tonnes per facility, 15.1% of the build.
Aluminium follows at 14,320 tonnes, with graphite and nickel filling out the heavy metals.
Then come the transition metals.
Cobalt, silicon, lithium, tin, and lead.
The top 10 alone account for 99.7% of all the mass.
And that's before the Rare earths, gallium, germanium, tantalum, and indium are all in there too.
Now multiply this by the hundreds of data centers being built worldwide.
Every gigawatt of AI compute means tens of thousands of tonnes of copper pulled from the ground.
This is why copper miners are the quiet kingmakers of the AI era.
The model needs metal before it needs intelligence.
The AI boom is a raw-materials supercycle.
One 1-gigawatt AI data center contains 25 minerals and 179,940 tonnes of material.
Steel dominates by mass at 132,660 tonnes, a staggering 73.8% of the total.
But copper is the one to watch.
27,212 tonnes per facility, 15.1% of the build.
Aluminium follows at 14,320 tonnes, with graphite and nickel filling out the heavy metals.
Then come the transition metals.
Cobalt, silicon, lithium, tin, and lead.
The top 10 alone account for 99.7% of all the mass.
And that's before the Rare earths, gallium, germanium, tantalum, and indium are all in there too.
Now multiply this by the hundreds of data centers being built worldwide.
Every gigawatt of AI compute means tens of thousands of tonnes of copper pulled from the ground.
This is why copper miners are the quiet kingmakers of the AI era.
The model needs metal before it needs intelligence.
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"If you really want to make money, found an agentic AI company.
I mean, build an agent to do something. This is the agentic period in AI. Everyone's going to build agents. The agents are all going to compete."
~ Eric Schmidt, Ex Google CEO.
I mean, build an agent to do something. This is the agentic period in AI. Everyone's going to build agents. The agents are all going to compete."
~ Eric Schmidt, Ex Google CEO.
✍1
🇨🇭 Global One SI - Prompt
$IBM just FANTASTIC #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
$IBM debuts world’s first sub-1 nanometer chip.
They just announced a 0.7nm chip technology.
(0.7nm is about 100,000 times thinner than a human hair, only a few atoms across as a technology marker,)
It stops treating smaller chips as a flat-layout problem and starts stacking transistors upward through a new nanostack architecture.
A chip node no longer means every feature has that exact size, but 7 angstroms means IBM is pushing transistor design into a scale where individual atoms start to shape the engineering limits.
Traditional scaling packs more switches side by side, while nanostack vertically staggers nanosheet transistors, letting each layer use different materials for speed or lower power instead of forcing one transistor recipe across the chip.
IBM says the design can fit nearly 100B transistors on a fingernail-sized chip, deliver up to 50% more performance or 70% better energy efficiency than its 2nm node, and shrink SRAM by 40%, which is huge because AI chips constantly wait on memory.
Practically it means future chips that can run bigger AI models, phones, laptops, servers, and cloud systems faster while using much less power, because more compute and memory can fit into the same tiny chip area.
They just announced a 0.7nm chip technology.
(0.7nm is about 100,000 times thinner than a human hair, only a few atoms across as a technology marker,)
It stops treating smaller chips as a flat-layout problem and starts stacking transistors upward through a new nanostack architecture.
A chip node no longer means every feature has that exact size, but 7 angstroms means IBM is pushing transistor design into a scale where individual atoms start to shape the engineering limits.
Traditional scaling packs more switches side by side, while nanostack vertically staggers nanosheet transistors, letting each layer use different materials for speed or lower power instead of forcing one transistor recipe across the chip.
IBM says the design can fit nearly 100B transistors on a fingernail-sized chip, deliver up to 50% more performance or 70% better energy efficiency than its 2nm node, and shrink SRAM by 40%, which is huge because AI chips constantly wait on memory.
Practically it means future chips that can run bigger AI models, phones, laptops, servers, and cloud systems faster while using much less power, because more compute and memory can fit into the same tiny chip area.