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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?
Not very smart?
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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
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
Seem like you can cross Kimi from the list of Chinese SOTA...
We have Deepseek and Zhipu left basically
We have Deepseek and Zhipu left basically
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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
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I am short a few calls (risky wouldn't recommend) of ZS and long 2x more 1300 1200 put spread.
Crop report drop, no reaction, not my usual market, i quit at breakeven
The cherry on the cake would be the gulf state agreeing with Iran on Monday to no more attacks in exchange for booting US bases out of the region completely
This would be an absolutely catastrophic loss for the US, but don't worry, pro Trump would still count that as a win no matter what
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Table selection is key to performance and Trump and his team of retards are way out of their league
The US is restricting oil‑tanker transits through the Strait of Hormuz during designated US air‑defense windows - FT
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August print is going to *magically* come in line
Didn't exactly come in line. Small hiccup but enough to invalidate my theory that they would play with the data enough to make it look perfectly disinflationary.
And in the meantime oil is at 100$ so the case for a hike is materialy stronger than even 2 weeks ago when Warsh did his speech.
I was wrong, market is correctly anticipating a hike even if yes a hold surprise could still come.
This definitely put a ceiling on stocks and gold, most likely call for downside as well. How much remains to be seen as it is also highly dependent on oil. If oil cool down this should support stocks.
And in the meantime oil is at 100$ so the case for a hike is materialy stronger than even 2 weeks ago when Warsh did his speech.
I was wrong, market is correctly anticipating a hike even if yes a hold surprise could still come.
This definitely put a ceiling on stocks and gold, most likely call for downside as well. How much remains to be seen as it is also highly dependent on oil. If oil cool down this should support stocks.
The high we did in oil this week is notable, it was when everyone considered the E/W blown up. Then came the denial, price retraced, then finally Saudis confirmed the hit. What is still unclear is how extensive the damages are, but still noticeable oil didn't rally back to the highs, probably cooled by Monday meeting.
The worst outcome for the US on Monday the better for oil price and thus somehow not that bad (short term) for the US
Maybe the US isn't against some kind of agreement between gulf strate and Iran actually to lower prices before the mid terms