Crypto bro loading the truck on hold in sept here; which might be right, but if there is a hike we go back to 62k within one week if they don't derisk a little before
Broken Clock
lol OAI again resetted my weekly limits, I think they just rewarding me for feeding a lot of content to their LLM. They reset my limit twice a week or smt
Resetted again lol, those labs are even hungrier for good data than compute is my conclusion
Forwarded from Market News Feed
ZELENSKY: THE RUSSIANS LAUNCHED, DURING THIS WEEK ALONE, NEARLY TWO THOUSAND ATTACK DRONES AND MORE THAN 1600 AERIAL BOMBS ...
Good luck defending against this kind of volume weekly when you need 3 or 4 more times anti drones or anti missile
And we're not even talking about needing to protect an incredibly wide geographic area
Until we have some kind of dirt cheap interceptors or lasers, attack >>>> defense
Posted by Kobeissi letter on Aug.11th, republished the weekend after Warsh hawkish talk 2 weeks later.
interesting timing
interesting timing
Trump probably had other plans for oil prices with his weekend announcement of stealing Venezuela crude
Debatting if this is the dip in gold or there is more to come. I will buy some EOY options tonight
How much did Warsh successfully plant doubts into the minds of the market he is really serious about inflation beyond managing the market
Could this Warsh speach be buying time hoping to get data (either cpi or employment) justifying not to hike?