Day 3581 #JMMiracleMorning#MiracleMorning Today's Lesson :
Beware of false knowledge
it is more dangerous than ignorance
George Bernard Shaw
Jul 26 1856 - Nov 2 1950
Pinned for 1½ years. Should it stay?
As long as people have been predicting cuts.
Now that they've "begun", wha cha think?
Note: Mid-east + Ukraine potential escalation.
45K long shoremen strike + hurricane + oil.
Hawkish Powell comments, Jobs concerning
Pinned for 1½ years. Should it stay?
As long as people have been predicting cuts.
Now that they've "begun", wha cha think?
Note: Mid-east + Ukraine potential escalation.
45K long shoremen strike + hurricane + oil.
Hawkish Powell comments, Jobs concerning
I shared the following note with my OpenAI colleagues today:
I've made the difficult decision to leave OpenAI. This choice stems from my desire to deepen my focus on AI alignment, and to start a new chapter of my career where I can return to hands-on technical work. I've decided…
14/ TSMC's revenues have recovered nicely since the cyclical slump in 2022/2023, with high performance computing, or AI, contributing significantly today.
$TSM's revenue has also doubled since 2020.
$GOOGL is reportedly nearing a $23B deal for cloud security startup Wiz, which in just 4 years has grown to be able to compete with giants in the space, $PANW and $CRWD. It's now the 3rd largest cloud security vendor by ARR and growing 3x faster than Palo Alto. @dee_bosa reports
Debuting a new format for the monthly labor market dashboard this month.
Broadly speaking, the labor market looks as good or better than in 2019, but definitely worse than a year ago.
@mwt2008@msmstarr@ChrisMartzWX It's like the productivity of the means of production is correlated to divergences in #climate🌀
This squeeze of resources drives the metrics of profit + economic growth. Which cyclicly squeezes every ounce of sweat + blood for boom, thru to bust🔄
A human sized hamster wheel🌐
“A far more dangerous, because far more politically potent, response to this than that of ‘de-growthers’ comes from their opposites — the free-marketeers and nationalists.”
“A far more dangerous, because far more politically potent, response to this than that of ‘de-growthers’ comes from their opposites — the free-marketeers and nationalists.”
just one question.
Mtgox will start repayment this month, germany selling $2.8B worth of btc, US about to sell its btc. Who's going to absorb the supply??
and plz do not answer 'bottom signal'
Watch credit spreads.
The spread between the weakest and strongest investment-grade credits bottomed nearly two months ago. Credit concerns are rising even as stocks hit record highs.
This is unusual and was last seen in late 2021.
Don't seriously try to tell me todays Liberals are not a ridiculousy pro oil party. The even more crazy Conservative voters will one day miss Justin Trudeau's consensus & pipeline building. Many of us are fed up with massive oil subsidies & global heating.
oilprice.com/Energy/Crude-O…
@zerohedge Anyone find it weird that AI majors are pushing their dark fiber like it ain't nobody's business?
Oops, I mean leveraged 5th homes.
Oops, I mean dark data meme centers.
Almost like they're trying to chew up extra capacity into a slowdown.
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