Tea Before Sunset

The moon stayed awake with me all night and smiled, "Some dreams only grow when nobody else is watching you

[Tea Before Sunset @Kedmovtrn]

Spending my weekend getting lost in this huge bookstore

[Tea Before Sunset @Kedmovtrn]

The rhetoric is getting louder on both sides. I’d separate preparing for hybrid threats from actually preparing for a full-scale war.

[BRICS News @BRICSinfo]

JUST IN: 🇩🇪🇷🇺 German Chancellor Merz says Germany is preparing for major hybrid attacks by Russia.

[Buitengebieden @buitengebieden]

Just a golden retriever.. 😅

[Tea Before Sunset @Kedmovtrn]

Overthinking makes everything harder. Do what you can, stay relaxed, and let the rest work itself out.

[Tea Before Sunset @Kedmovtrn]

@WOLF_Financial Cheap money is gone, but the tech rally somehow got the memo late

[Tea Before Sunset @Kedmovtrn]

@ThePatriotOasis The economy can be strong and people can still feel squeezed. Both things can be true.

[Tea Before Sunset @Kedmovtrn]

@TrendSpider From “no way it hits $100” to actually sitting above it

[Tea Before Sunset @Kedmovtrn]

The perfect mix of classic architecture and breezy beach palm trees on Ocean Drive

[Evan @StockMKTNewz]

Mortgage rates rose sharply today, the average rate on the 30-year fixed mortgage ust hit 7.45%, according to Mortgage News Daily

[The Metropolitan Museum of Art @metmuseum]

A dreamland in blue and purple, captured in glass. 💙

Recently installed in the American Wing galleries, this Tiffany window brings cascading wisteria to life in shimmering shades of blue and lavender under a glorious sky, with a sun-dappled bay afar.

Created in 1908, the window is thought to evoke both the landscape around Louis C. Tiffany’s Long Island estate and the wisteria vines that surrounded the country home of William Skinner, for whom the window was originally made.
———
Louis C. Tiffany (1848-1933), Tiffany Studios (1902-32), "View of Oyster Bay," 1908. Leaded Favrile glass. On loan from the Charles Hosmer Morse Museum of American Art.

[Architecture & Tradition @archi_tradition]

Utrecht, Netherlands 🇳🇱

[A Man Of Memes @RickyDoggin]

The Parties Never Switched

[Tea Before Sunset @Kedmovtrn]

@StockSavvyShay AWS and SAP pushing deeper into AI together makes sense. Enterprise adoption is where AI spending could really scale.

[Tea Before Sunset @Kedmovtrn]

$6+ diesel is going to show up in a lot more than just gas stations.

[Hedgeye @Hedgeye]

U.S. retail diesel just hit an all-time high of $6.40.

In Europe, the average is nearly 50% higher.

Daniel Lacalle @dlacalle_IA argues the Iran war is only part of the story. Policy-driven supply constraints are making diesel shocks worse.

Read the full article 👇

[Hedgeye @Hedgeye]

BREAKING: The U.S. Dollar Index soars above 100.

[A Man Of Memes @RickyDoggin]

Mitch McConnell finally returns to the Senate

[Tea Before Sunset @Kedmovtrn]

Ride to the end of the main road and see the sea and wetlands

[Tea Before Sunset @Kedmovtrn]

@StockMKTNewz Quiet earnings week. Markets might finally get a little break.

[Shay Boloor @StockSavvyShay]

Anthropic is starting to show that AI scale can translate into real operating leverage as it reportedly heads toward a second straight profitable quarter.

That comes as ARR hit $65B by July and gross margins topped 80% before partner revenue share and training costs.

[Tea Before Sunset @Kedmovtrn]

$170B just for compute. AI is getting seriously expensive.

[Evan @StockMKTNewz]

Anthropic has committed to cloud, chip and data center deals that could see it spend up to $517 billion, mostly over the next decade - The Information

[Charlie Bilello @charliebilello]

Global Inflation Rates...