CatherineBrown

[Bob Elliott @BobEUnlimited]

Only 2% of investors think that a hard landing is possible. Lowest in years.

54% of investors think we are on a growth rocket ship ahead. Highest in years.

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

"The man with many hats laughs at the man with one hat."

- Abraham Lincoln

[CatherineBrown @Catherinether]

Looking at the dazzling Toyota models displayed at the car show, what lies behind them is the deep skepticism of investors regarding Toyotas goal of achieving an ROE of 20%.

[CatherineBrown @Catherinether]

Financial errors are far more devastating than technological backwardness. The setback suffered by Redtech serves as a reminder: once trust is destroyed, no matter how advanced the robots are, they cannot save a companys stock price.

[CatherineBrown @Catherinether]

The Syria-US Business Forum held in Damascus focused on issues related to oil, investment, and reconstruction, marking a new turning point in the relations between the two countries.

[Josh Young @JoshYoung]

So the Iran war is back on, and it's like we're in March - except a TACO has already been tried and failed, and SPRs and commercial inventories are depleted.

[Markets & Mayhem @Mayhem4Markets]

what it's like using fable these days:

> send in a prompt

> fable 5 routes to opus 4.8

> opus 4.8 routes to sonnet 5

> sonnet 5 routes to haiku 4.5

> haiku 4.5 routes to dario's old blackberry from 2004 that has a REAPed 0.0001bit quantized version of sonnet 3.5

> then the request is denied

[jedimarkus77 @jedimarkus77]

Interesting thing I was thinking about all the debt, etc. that the hyper scales have done, but they were such massive cash machines if the AI thing failed would actually be super bullish for them to get back to their old business models? I’m just an idiot on X. I don’t know anything just dirty thoughts in my mind.

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany, where the state is investing, but companies still aren’t. Public investment has surged to 125% of its 2019 level, while private investment has fallen to 88%. One year after “Made for Germany,” corporate spending is rising, but far too slowly to hit the €631bn target by 2028. Germany is becoming more expensive without becoming more attractive. (HT CEO Table)

[Michael Saylor @saylor]

Fiat currency is the problem. Companies, institutions, securities, and technologies that strengthen Bitcoin are part of the solution. We can debate ideas without mistaking allies for enemies.

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

@peruvian_bull :) https://t.co/pu3R56ruFp

[Peter Schiff @PeterSchiff]

If you ask AI to objectively review all the publicly available information, including what's been published on https://t.co/BmV7zaxKAr about Euro Pacific Bank—including the evidence from the successful defamation lawsuit against Nick McKenzie and 60 Minutes Australia, the now-unredacted emails obtained through FOIA between the IRS, ATO, and OCIF, and the fact that no criminal charges were ever filed against anyone associated with the bank, including its customers—and offer an opinion as to why the bank was shut down, it will conclude that the bank was shut down purely to allow the J5 to turn its failed Atlantis investigation into a fake success. All the evidence of widespread government corruption, obstruction of justice, and abuse of power is there. All one has to do is ask AI to review it.

[CatherineBrown @Catherinether]

@Brad_Setser no and offshore exporters!.

[CatherineBrown @Catherinether]

@MichaelAArouet Free markets definitely seem to have contributed to the US middle class's prosperity!.

[Min Choi @minchoi]

Grok 4.5 is only 1.5T parameters.

Kimi K3 is 2.8T... and costs 3× more per task.

SpaceXAI cracked intelligence efficiency.

Now imagine Grok at 3T.

[Bigpoppamike @Bigpoppamike2]

New tint on my Tesla and a bubble already showed up 😭

[Guilherme Tavares @i3_invest]

The next leg up will be epic!

Ongoing de-dollarization trends, massive central bank reserve diversification into gold, and concerns over U.S. fiscal deficits/debt.

Gold is a hedge against fiat debasement and questions about the USD’s long-term reserve status.

This is the modern equivalent of the post-Bretton Woods shift.

[Libs of TikTok @libsoftiktok]

Former FBI official Nikki Floris: “I’m basically running a shadow government across the FBI at this point”

You will never guess what she’s up to now…

Director of Insider Risk at @Microsoft

Microsoft let engineers based in CHINA access the Pentagon's sensitive military systems.

Biden's Deputy AG who ran the Trump witch hunts is now also a senior official at Microsoft

Microsoft is ROTTEN

[Miranda Devine @mirandadevine]

Disgusting delusions

[CatherineBrown @Catherinether]

Politics should not override academic independence the historical narratives presented in museums require objectivity and fairness, rather than ideological interference.