AR.Edwards

Marco FX Fixed-Income eco observer. market profit-pursuer. all Vega trader VEC investor LP Vintage Eccentric Capital

[AR.Edwards @EdwardsRahmn]

$DXY Dixie Screaming higher

[CN Wire @Sino_Market]

🇺🇸US CPI annual rate highest since May
US September not seasonally adjusted (NSA) CPI YoY 3.7%, highest since May, above market expected 3.6%. NSA CPI MoM 0.6%, highest since April, in line with expectations. (https://t.co/gZynEUqBmo)

[*Walter Bloomberg @DeItaone]

*TREASURY 2-YEAR YIELD RISES 10 BASIS POINTS ON DAY TO 4.89%

[AR.Edwards @EdwardsRahmn]

Would it, be far fetched theory, to say that fast, than in 90’s Internet cable layers were places down

[*Walter Bloomberg @DeItaone]

AI COSTS PLUNGE 13-FOLD ANNUALLY AS INVESTMENT NEARS $1 TRILLION

AI costs have fallen 47% per quarter since 2023, equivalent to a 13-fold annual decline, according to Epoch AI.

That's 6 times faster than computing costs and 18 times faster than lithium battery costs.

Meanwhile, U.S. and Chinese tech firms are projected to spend nearly $1 trillion on AI infrastructure this year, raising a critical question: Can AI generate enough returns to justify the spending?

[Roger @rdd147]

Wait until the first data center goes bankrupt and we find out that $NVDA GPUs were being double pledged as collateral at NeoClouds and SPVs.

The Tricolor experience.

$CRWV $ORCL $NBIS

[Giovanni Staunovo🛢 @staunovo]

U.S.-Russia deal on diesel is 'very risky choice,' Italy PM Meloni says https://t.co/t1K2hOxc33

[AR.Edwards @EdwardsRahmn]

@ponziland Zelensky is unhinged he gotta be go. His handler has loss control of his dog

[AR.Edwards @EdwardsRahmn]

This is out of control

[The Hormuz Letter @HormuzLetter]

BREAKING: Ukraine has just struck an oil depot in Valuyki, Belgorod Oblast and set it ablaze, despite Trump's warnings. Over 500 drones were launched into Russia tonight.

It is the first Ukrainian strike on energy infrastructure since Trump's announced "energy ceasefire," two days ago.

Ukraine's response to US threats to cut intelligence and freeze the PURL weapons mechanism if Kyiv were to resume energy strikes was "We will burn Russian refineries."

[AR.Edwards @EdwardsRahmn]

The Sand is shifting along with oil underneath

[Marhelm @MarhelmData]

We've confirmed from primary sources that large explosions have hit multiple Aramco facilities

[AR.Edwards @EdwardsRahmn]

These employees of ai are bit out there. Some taken up Smoking because they believe it will cue cancer

[Bull Theory @BullTheoryio]

BREAKING: FBI arrests OpenAI employee for secretly planting a recording device inside the company office.

[AR.Edwards @EdwardsRahmn]

His trigger finger is soooo inchiny

[BRICS News @BRICSinfo]

JUST IN: 🇮🇱🇺🇸🇮🇷 Israel's Prime Minister Netanyahu discussed resuming strikes on Iran with President Trump last week, Israeli media reports.

[*Walter Bloomberg @DeItaone]

U.S. DIESEL FUTURES SURGE 4.5% DESPITE TRUMP'S RUSSIAN FUEL DEAL

U.S. diesel futures jumped 4.5% to a two-week high, despite President Trump's agreement to suspend sanctions on Russian diesel exports.

Energy traders warn that the additional Russian supply is insufficient to meaningfully lower fuel prices.

Meanwhile, U.S. retail diesel averages $6.28 per gallon, near September's record of $6.53.

Lawmakers from both parties are also questioning the deal's legality.

[FinancialJuice @financialjuice]

Saudi Arabia issues warning of potential hostile aerial threat to Riyadh - Message.

[FinancialJuice @financialjuice]

🔴 Fed's Williams: I am not seeing broad price pressure outside AI and energy.

[*Walter Bloomberg @DeItaone]

WILLIAMS: ONE MORE INTEREST-RATE HIKE APPROPRIATE THIS YEAR

[Simon Says @Seniorstrategen]

Smells like a very very cold CPI Core tomorrow

[Hugh Hendry Acid Capitalist TV @hendry_hugh]

fuck me. europe hysterical. french cops just pulled me over @ less halles for looking suspicious. only crime i’m guilty of is crimes against the tlt💀

[AR.Edwards @EdwardsRahmn]

@PRINCESSVlCKY My pisces fifth house 😭 all I doo imH im dwn bad

[AR.Edwards @EdwardsRahmn]

@vasu266541 @onlysammms We thirsty over here

[FinancialJuice @financialjuice]

IRGC Navy Commander: Americans should come closer if they think the Strait of Hormuz is open - Fars News

[RT @RT_com]

Houthi drones drop UNGUIDED BOMBS RIGHT into Saudi-backed trenches from HIGH ABOVE, sending explosives plunging down on troops