Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.
Agents get smart, humans get fired, SaaS evaporates, mortgages wobble, insurers sweat, and NVDA still moons. Great stress test — but it assumes AI moves like a Marvel villain and the real world moves like a DMV line - summarized by #copilot#ai#stocks
I spent 100 hours over the past week researching, writing and editing the piece we just put out.
It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.
And we’ve released it for free. Hopefully you enjoy it.
https://t.co/YK8E11GcDU
I start to dislike Anthropic more and more especially after the Super Bowl ads, not even an original idea copied from the show black mirror s7e1 common people a year ago reminding me of a Chinese idiom “the one who ran fifty steps laughs at the one who ran a hundred steps"
#ai
• Forward Guidance: It remains committed to the 2% inflation target and maximum employment.
• Liquidity Management: Purchase short-term Tsys as needed to maintain ample reserves.
• Dissent:
Miran wanted a larger cut (50 bps).
Goolsbee, Schmid preferred no change.
#fomc
I asked why Gold is down so much, and copilot answered: “Fading Demand from India: With Diwali festivities winding down, physical demand in India—one of the largest gold consumers—has softened”
#gold#market#diwali