MICHAEL BURRY DUMPS MICROSOFT BETS, WARNS OF MAJOR MARKET TOP
Absolutely unbelievable how solar power has taken off worldwide during the Hormuz oil crisis. You don't have to hand it to him, but Trump may have done more to finally kick off a global civilization of effete librul solar users than anyone else in the West
The IRGC is launching projectiles at ships while Trump is saying they are negotiating.
Shipwreck@shipwreck75.bsky.social · 3d ago
Wrote about Nolan's Odyssey and what it tells about both the Bronze Age Collapse and our own age of wreckers and destroyers. Christopher Nolan's Collapsing Worlds: www.patreon.com/PastLivesMed...
Christopher Nolan's Collapsing Worlds | Past Lives
For Past Lives subscribers, an audio version of this episode will appear on the bonus feed this coming Thursday. Christopher Nolan’s Odyssey
patreon.com
CNBC reporting that Situational Awareness has sold its <entire public equities book> Ho. Lee. Crap.
"Wall Street is racing to roll out complex investment products tied to SpaceX shares that aim to shield buyers from future losses amid a sharp selloff following its market debut." www.bloomberg.com/news/article...
Wall Street Races to Sell SpaceX-Linked Products as Stock Sinks
Wall Street is racing to roll out complex investment products tied to SpaceX shares that aim to shield buyers from future losses amid a sharp selloff following its market debut.
bloomberg.com
‘After piling into chip stocks and so-called AI winners, investors are now rushing to cut this exposure and rebalance portfolios.’ www.bloomberg.com/news/article...
Nice figure on the Warsh effect -- the gap between the 30yr and 2yr Treasury shot up as.ft.com/r/7d1c8d80-2...
Iran launched at least 3 ballistic missiles from Khomeyn and Yazd, western and central Iran. Target is reportedly the Muwaqqaf al-Salti Air Force base in Jordan.
“.. Warsh didn’t convey the message clearly or explicitly, and the bond market puked on him,” Hilsenrath wrote. @mattpeterson.bsky.social www.cnbc.com/2026/07/29/k...
“.. Pricing discussions have widened by as much as 1.25 percentage points to as high as 5.5 percentage points over the benchmark .. .. in an effort to win over investors growing wary of AI-related debt ..” @bloomberg.com $CRWV www.bloomberg.com/news/article...
Fox correspondent: "President Trump tells Fox News about Iran, 'We are going to beat the f**king s**t out of them.' He went on to say, 'We'll be hitting them hard. They're going to get a beating.'"
BREAKING: South Korea’s Finance Ministry says it is internally reviewing measures to stabilize the stock market.
SCOOP: banks including Goldman and JPM are increasing their collateral requirements for hedge funds with very concentrated portfolios www.ft.com/content/5c8a...
Hedge funds face demands to stump up collateral as AI stocks tumble
Scale of losses in recent weeks sparks growing risk aversion on Wall Street
ft.com
ARBOR: “.. As of June 2026, Florida had the highest foreclosure rate in the nation, with 1 in every 2,106 houses in foreclosure. This was a 33% increase YoY.” $XHB
Bloomberg's diagram of the cross-relationships (investment, supplier, etc.) in AI
you're telling me a kekius maximus meme generator has zero value www.bloomberg.com/news/article...
SpaceX at $100 Would Imply Zero AI Value, Says Morgan Stanley
The selloff in SpaceX shares has driven the stock near a level that would imply investors are assigning no value to its artificial intelligence business, according to analysts at Morgan Stanley.
bloomberg.com
Iran flew Islamic Revolutionary Guard Corps (IRGC) commanders, military advisers and missile- and drone-related equipment into Yemen this month, according to four sources, in a move that suggests Tehran is seeking to strengthen the ability of its Houthi allies to threaten Red Sea shipping.
But Marge, that little guy hasn't done anything yet! Look at him! He's going to do something, and you know it's going to be good...
Shipwreck@shipwreck75.bsky.social · 4mo agoThe Houthis will release an "important statement" in the coming hours, according to the Houthi-affiliated Al Masirah.
