The Teaser Period: Why The AI Boom Is Hitting A Reset Wall
Trillions in signed compute commitments come due in 2027–2028. The underlying mechanics reveal how the AI boom ends, and when...
Trillions in signed compute commitments come due in 2027–2028. The underlying mechanics reveal how the AI boom ends, and when...
"The Oman route absolutely makes the most sense."
"it would be extraordinary if the fresh round of QE fails and Bessent can’t drag 30-year yield below 5%...policy failure would cause US dollar slump, and asset allocation shift to short risk" - Michael Hartnett
As yields rise, is there a point where this debt acts as a ‘brake’ on corporate and household activity, or worse, ‘breaks’ the current market calm?
The BBC issued subpoenas to 47 family members, former officials, political associates, and federal agencies...
More than a million foreign nationals that had been living in the US with removal protections are now classified as illegal immigrants...
“When I stab somebody I’m gonna lick their blood off the blade...I’m low key on the verge...”
"Evidence of illness is not required" to trigger international pandemic reporting, WHO declares
Bessent and Warsh may eventually forge a new Fed-Treasury accord, but they first need to regain the policy high ground or markets will keep adjusting to higher US fiscal and monetary policy uncertainty.
Either the Fed helps Bessent on Treasuries, or this recent intervention will fall flat (and probably do more harm than good, which is often the case when an intervention is attempted but doesn’t succeed).
“You’re at war when you get attacked. We got attacked...”
The basis for the lawsuit is what the country calls "CNN's reckless reporting"...
"We're shooting ourselves in the foot because we want to sit around and watch Netflix and eat Cheetos."
Each generation would have to accept the responsibility of dealing with a controlled deflationary downturn for at least a few years...
"The next few weeks will be crucial: everyone must pull together."
Investigations conducted identified alfalfa sprouts distributed by Minnesota-based Everything Sprouts as a source of the illness.
"... and currently we don't have an alternative source from China."
"If it goes against Georgia's interests, we do not care whose interests it serves," ruling Dream Party says.
