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"no more forever wars"

17 views10:08

Nice

15 views12:09

Between Bessent yday disapointing on the amount of bond purchase after talking a big game and Trump adding potentially 1.3tn$ deficit overnight they're not doing exactly what is needed to save the bond market

15 views12:40

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The team "they have no idea what they're doing" is scoring some points

14 views12:41

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I don't see anything in this PPI warranting a hike so I stay on no hike

15 views12:50

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Market seeing it clearly differently

15 views12:58

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Market News Feed

$SPCX | SPACEX OVERHAULS DATA CENTRE BUILD-OUT, POTENTIALLY SLOWING EXPANSION – ...

15 views13:26

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Well, with oil doing +8% above 100$ this forces Warsh hand a lot more

14 views20:48

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Still playing the hold, my folio is gonna take a serious DD if i'm wrong but I'm fine with it

14 views05:48

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Risk bottomed for this week imo; but next week could get spicy if this doesn't work + hike

15 views05:55

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https://www.ft.com/content/f054f927-b512-452a-b494-ea53f5ac1079

Such a depressing read

If this is the best that even someone very smart like Draghi can come up with europe is really doomed for 100y+

15 viewsedited 06:30

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I wonder how it took so long for the Yanbu pipeline to blow up.
How can it not have been a target of Iran before?

14 views07:01

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Astra shows about 0% improvment on ressource allocation vs 5.6. He burnt through 30% of my weekly allowance just doing an endless loop of testing on a an evolutionary phase of my project. It didn't happen once with Fable as the orchestrator.

The lesson is never ask for building and testing in the same prompt, it handles testing ok when you separate both.
Not very smart?

14 views07:51

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I wonder how it took so long for the Yanbu pipeline to blow up. How can it not have been a target of Iran before?

14 views08:36

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Risk bottomed for this week imo; but next week could get spicy if this doesn't work + hike

Market was eager potentially too eager to push prices up before CPI.
Not a good idea to maximize chances of a nice reaction of the print, plenty of people that bought the good news can be zeroed now

13 viewsedited 11:12

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Seem like you can cross Kimi from the list of Chinese SOTA...
We have Deepseek and Zhipu left basically

13 views12:23

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I didn't try it because my recent xp with 4flash wasn't so good but apparently this one is much better (doubt it is close to the frontier stil but they are moving in the right direction)

14 views12:26

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1) what

14 views12:44

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I started a small position goog/igv

I kind of never want to let go of the IGV short; I think the market sold software too early but they're really a zero

14 views14:30

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The problem is that the zero could be another 10y away lol

14 views14:30

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