25+ yr awarded S65 Financial Advisor, Partner, Portfolio Manager, Trader at First Down Financial, Inc. Risk Mgmt! Xavier Univ alum, Eagles SuperBowl Champs!
Infleqtion's Tiqker optical atomic clock integrates with Safran's SecureSync to deliver a new level of precision in time and frequency synchronization.
By combining SecureSync's long-term accuracy with Tiqker's short-term stability, the architecture maintains sub-nanosecond synchronization across distributed networks for resilient, high-accuracy timing infrastructure with real-world applications in fintech, data centers, defense, and quantum technologies.
Read the Safran application note here: https://t.co/ESjdEAi9O5
$SPX and the $IXIC both just printed their 9th straight sessions w/gains. This falls within the "potential" 9th straight week w/gains on the $SPX. Very bullish IT/LT.
https://t.co/yXC0PFfT7U
RF signals are increasingly vulnerable to jamming, spoofing, and interference that conventional antenna systems weren't built to handle. Infleqtion's Quantum Spectrum platform uses Rydberg atoms to detect signals across the full RF spectrum in a single aperture, with active field programs in the U.S., U.K., and Australia already underway.
Interesting Engineering broke down how the technology works and what it could mean for GPS-free navigation, electronic warfare, drone detection, and beyond.
Read here: https://t.co/mWlq9gwqiK
The 17% gain in the S&P 500 over the last 8 weeks is the 20th biggest 8-week gain for the index since 1950.
What has happened in the past following the biggest short-term rallies?
Above-average forward returns (+27% average over the subsequent year vs. +11% in other periods).
Today on CNBC's @squawkstreet, Infleqtion CEO Matt Kinsella breaks down @CommerceGov's investment in quantum innovation. Plus, a primer on Infleqtion's quantum core technology and neutral atom modality.
Watch here: https://t.co/toJzDFFrS7
The entire quantum sector is on fire this morning after the Trump Administration announced they will award $2B in grants to nine quantum-computing companies
These deals may include U.S. government EQUITY STAKES 👀
Pre-market moves so far:
🟢 $INFQ +24%
🟢 $QBTS +15%
🟢 $ARQQ +14%
🟢 $QUBT +13%
🟢 $RGTI +13%
🟢 $GFS +13%
🟢 $IONQ +7%
🟢 $QMCO +7%
🟢 $IBM +7%
🟢 $LAES +6%
It's official: Capstone Green Energy is now Capstone Energy+ (OTCQX: $CGEH).
From "Green" to "Plus" reflects our expanded role delivering energy solutions that go beyond electricity.
Catch President Vince Canino live today at the @ldmicro Invitational in LA at 1:00 p.m. PT.
Photos from our October on-site visit to $CGEH's Van Nuys facilities.
Initiation report is now made public (link in comments). +990% since
This was the first buy-side report published on $CGEH since its emergence from bankruptcy -- well before the recent attention
The Wall Street Journal examined quantum companies' race to public markets, featuring CEO Matt Kinsella on Infleqtion's public launch as we advance neutral-atom quantum toward large-scale, commercial deployment.
Read the article by Isabelle Bousquette: https://t.co/lD3uFniK8z
My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time.
He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha.
He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life."
He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett.
But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them.
Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does.
Enjoy!
Timestamps:
0:00 Intro
1:00 The Kindest Thing
13:19 Trading vs. Investing
17:33 Lessons from Warren Buffet
22:24 The Existential Risks of AI
29:54 The Nature of Trading
31:46 Bitcoin
35:55 Bubbles
42:08 A Day in the Life of PTJ
46:00 Information Overload
47:07 Passion for Markets
50:49 The Robin Hood Foundation
54:18 The Workless World
56:03 Journalism
1:00:00 Principal Components of a Great Life
1:05:06 Kill Them With Kindness
Ken Griffin on private credit: “The real issue here is the liquidity mismatch between the retail investor and the duration of the investments. $APO $KKR $BX $BLK $GS $OWL
We live in a world where retail investors have become accustomed to having immediate liquidity for their investments . . . investing in private credit is a different story. Retail was viewed as a phenomenal channel from which to raise assets. But did the retail investors really understand the nature of the investment they were making?”
"We believe retailization will increase private-market downside risks, requiring deeper recognition of the asset-classes’ dynamics to realize outperformance.
We also believe the industry is unlikely to provide the necessary transparency to facilitate that recognition. The incentives are too blinding. Relentless fee compression has depressed profitability for public-market managers. Highly concentrated equity returns have limited the alpha potential of active managers.
Persistently low volatility has meant the same for active fixed income managers. Private markets offer higher fees and less benchmark accountability. Which begs the question (as naïve as it may sound): Is the industry racing to democratize private markets because of the upside potential for clients or because of the upside opportunity for the industry?"
As BDC turmoil has intensified , so often miscommunication is credited for the redemption spike. To quote Goldman's John Waldron: “Not everybody has marketed their product as clearly as we would like to see...Those retail investors, I think, have the perception of more liquidity than is the reality.”
To my mind, mal-marketing was a direct byproduct of mal-incentives. I went through reams of news articles, bank analysis, and asset manager analysis over the summer and fall and heard the same retail-targeted refrain repeatedly: the yield-virtues, the diversification-virtues, and the liquidity virtues of semi-liquid private credit funds.
Wealth advisers were paid billions in commissions by asset managers to send the same message. Firms saw the "accredited investor" deregulatory light and raced for retail dollars and the private-market fee expansion potential that those dollars could offer. Oops, we miscommunicated, grossly undersells why the "liquidity mismatch" problem was and remains a threat to market stability amidst private market retailization.
Infleqtion has been awarded a Phase II contract by the U.S. Navy to advance QuIRC, our Quantum-Inspired Rapid Context machine learning platform for RF signal processing.
QuIRC is designed to reduce the data needed to be stored or transmitted in dense, dynamic RF environments while preserving critical info: https://t.co/nfkVsxLr3V