Forwarded from FinancialJuice
Canada's PM Carney: U.S. launched moves to limit Canada's capacity for other trade agreements|FJ
US wants to stop everyone from trading with China on terms that are different than what the US agrees with China
The day he passed the One Big Beautiful Bill I said he was a lameduck president, he governed for 7 months,
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I'm now trying to automate the storing, synthesizing, linking all the content I am sent daily and create a fact checked round up linked with previous knowledge. The idea is to stop reading emails, listening to podcasts, visiting newswebsites and probably…
This is actually harder than it sounds to do well; so many steps to optimize and think about.
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OAI and Ant are (so far) only good at the frontier; if the market asks for cheap instead of best they're in trouble
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The catalyst that gold didn't need
China included: serious consequences for macro
China excluded: nothing burger
China excluded: nothing burger
Bessent is having fun with the market, just having rumous of a 1tn$ intervention is enough to scare everyone away
We don't hear anymore the people saying July was the bottom of the AI trade
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China included: serious consequences for macro China excluded: nothing burger
If Bessent goes a bit overboard with the sanctions the market is going to turbo nuke
Hopefully we get a meaningful pullback on Gold following the sanctions announcements; feels like everyone is hedging and it would be best if we avoided a worst case scenario