The Echelon Brief

Analysis on the nexus of tech, geopolitics & national security. Fmr. USMC | Goldman Sachs | Office of Naval Research | Renewables Exec.

[The Echelon Brief @TheEchelonBrief]

@fratotolo2 Una volta è già abbastanza grave, ma sarei curioso di sapere se ormai è all'ordine del giorno.

[The Echelon Brief @TheEchelonBrief]

@DsrPrivate Is this a heads up on beta repositioning coming soon? Or using the alpha sleeve to express this view?

[The Echelon Brief @TheEchelonBrief]

@DsrPrivate Yes!

[The Echelon Brief @TheEchelonBrief]

@KevInvestingYT Whoops

[The Echelon Brief @TheEchelonBrief]

@DsrPrivate $cbrs ?

[The Echelon Brief @TheEchelonBrief]

@Zerosumgame33 Thoughts on $seb and $ff. Different feedstock profiles but ...

[The Echelon Brief @TheEchelonBrief]

@DsrPrivate Lutnick told his buddies

[The Echelon Brief @TheEchelonBrief]

@DsrPrivate What would be in the bucket of these anti-growth assets inside of beta?? .....given their "attractiveness" is growth expectations it suggests a beta that is balanced with plenty of anti growth assets. Those anti growth assets are pretty decent and enough to be neutral risk

[The Echelon Brief @TheEchelonBrief]

@HunterBiden Let's all agree that both sides of the aisle are corrupt. @ShawnRyan762

[The Echelon Brief @TheEchelonBrief]

@OilandGibbs what about $SEB?

[The Echelon Brief @TheEchelonBrief]

@aleabitoreddit $rklb via motiv acquisition

[The Echelon Brief @TheEchelonBrief]

@JoshCrumb I appreciate the opportunity to accumulate...

[The Echelon Brief @TheEchelonBrief]

@JoshCrumb @carriejaqs Amazing, Josh. Let's go!!

[The Echelon Brief @TheEchelonBrief]

@thealepalombo my home

[The Echelon Brief @TheEchelonBrief]

Government oversight will get stronger around #AI as a finite amount of compute power and resources will be needed to compete with China as #ai2027 laid out a couple of years ago. Quantum next. $infq

[The Echelon Brief @TheEchelonBrief]

@hendry_hugh Where shall they go?

[The Echelon Brief @TheEchelonBrief]

Iran has unveiled a new "post-American" blueprint for the Strait of Hormuz, shifting from defensive monitoring to active legal and military management. Key features include exercising sovereign authority over transit, imposing tolls on "hostile" vessels in non-dollar currencies.

[The Echelon Brief @TheEchelonBrief]

@DsrPrivate @TadddddKaaaaaaa Thank you

[The Echelon Brief @TheEchelonBrief]

@DsrPrivate Shareable?

[The Echelon Brief @TheEchelonBrief]

So, a soldier arrested for betting on inside information, but Congress can do it daily with impunity. #StopInsiderTradingAct