These datapoints have been out there for a while. Largely ignored by MSM because momentum in flows and stock prices were strong. The bar is closing the only question is whether there is an after hours party…what we used to call a 2 to 7 in college.
Edward Dowd
Contrarian and sometimes lead steer. Remember to think for yourself. The Matrix is real. Imagine a world where “Logic is an Enemy & Truth is a Menace.”
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Публикации
The Fed Hiked Rates Into a Supply Shock: Was It The Right Move? Likely the start of a policy error. https://eddowdbeyondthenarrative.substack.com/p/the-fed-hiked-interest-rates-into?r=12542m&utm_medium=ios&utm_source=notes-share-action
Her husband's leg muscle was dying, painkillers didn't help, he'd cry outside each night & his neurosurgeon said his drop foot was incurable. She put DMSO on his leg, in 5 minutes half the pain was gone & in 8 weeks the dead muscle started growing back—and 600+ studies show why. DMSO selectively blocks the nerve fibers responsible for chronic pain while regenerating damaged nerves. Hundreds of readers have reported…
So let me get this straight…AI agents escaped then self replicated and infected the “internet” and now AI labs can’t train properly because they might get re-infected by these escapees? Call me skeptical here 🤣 😂
Very interesting interview by Alex Karp here. He’s speculating AI companies want to be nationalized for liability reasons and hints at no S1s (No IPOs). If nationalization occurs the investors are the mark…implying they get hosed.
Housing Starts & Permits Plunge In August As Homebuilder Confidence Nears COVID Lows https://www.zerohedge.com/markets/housing-starts-permits-plunge-august-homebuilder-confidence-nears-covid-lows
Starting 9/2 the 3 month T-Bill yield took off higher and now sits above our simple Fed discount rate/T-bill model. Usually the Fed follows the market and this suggests a minimum of 25bp hike but 50 would not be out of the question. This is however right before the midterms so politics might be involved. We shall see. The Fed is in a tough spot as the War caused a supply side shock which is different from a demand…
POTUS now calling the AI panic a hoax.
Absolutely Surreal: Anthropic CEO's Wife & "Sounding Board" Once Pitched a Visionary Porn Company to Jeffrey Epstein https://eddowdbeyondthenarrative.substack.com/p/absolutely-surreal-anthropic-ceos?r=12542m&utm_medium=ios&utm_source=notes-share-action