andre_sd

Financial Market & Finance Art - illiquidity is the new volatility

[Visual Capitalist @VisualCap]

How America’s Energy Sources Changed Over 250 Years ⚡

https://t.co/FvYxSKZjuX

[Brian Feroldi @BrianFeroldi]

500 years of interest rates, visualized:

[Jim Bianco @biancoresearch]

Starlink changed everything

[Brazil Stock Guide @BRstockguide_]

Brazil’s ANP did not decide the future of the cooking gas cylinder. It postponed the fight.

The LPG reform was pulled from the agenda as the government tries to protect Gás do Povo, execute fuel subsidies and crack down on abusive prices.

https://t.co/KX7PQ021uO

[a16z @a16z]

Last month Salesforce announced it would open its APIs and launch a headless product, essentially betting that in an agentic world, its value lies in the data layer, not the UI.

The announcement is a useful prompt for a more interesting question: if you strip away the UI and expose the database, what are you actually left with?

a16z's Seema Amble on where defensibility moves in the agentic era & how businesses will adapt: https://t.co/8hOj26bPuf

[Elon Musk @elonmusk]

Tesla

[Entertainment Archive @_EntArchive]

How Americans spend their day

🎥: EEAGLI

[Ashlee Vance @ashleevance]

Here, in all its glory, is the exclusive first look at the massive @Tesla Semi factory.

Our @corememory crew went to Nevada to see the line come to life, as it gets ready to pump out thousands of all-electric trucks. We saw the new cab and went on a drive too. Wunderbar!

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Go west!

The west is nearly all blue - reflecting increasing spot rates

[Elon Musk @elonmusk]

The Sun is 99.8% of all mass in our solar system.

Even if you somehow burned Jupiter and everything that is not the Sun in a fusion reactor, the Sun would still round up to 100% of all energy.

The Sun is all that matters long-term.

[Visual Capitalist @VisualCap]

Ranked: The Top 40 Jobs Most at Risk From AI 🤖

https://t.co/OgWALLYu44

[yenwod @yenwod_]

US govt shutdown Polymarket contract observations

1. Often 50k liquidity close to the touch, 5m contracts traded all day

2. Books moved together but not in lockstep

3. Click trader placed at 80c, 10x bigger than the rest of the book, and adjusted the order manually

[X Freeze @XFreeze]

Grok Code hits massive 2.2TRILLION tokens on Kilo Code monthly usage with leading adoption no competitor can match

[ISABELNET @ISABELNET_SA]

🇺🇸 Options

$5.3 trillion in options notional value is set to expire today, marking the largest September expiration on record. This could spark increased market volatility as trading activity intensifies
👉 https://t.co/blMxcoFA78

h/t @dailychartbook $spx #spx

[The Kobeissi Letter @KobeissiLetter]

The longest bear market:

The US Dollar’s purchasing power.

Over the last 100 years, the US Dollar has lost -95% of its purchasing power.

Since 2000, the US Dollar has lost over -40% of its purchasing power.

Own assets or be left behind.

[MindBranches @MindBranches]

“Can’t Hurt Me”
(summary in 4k)

[Truflation @truflation]

US inflation drops to 1.75% 🇺🇸

That's a drop of 0.52 percentage points since June 29th!

The main drivers? Food & Beverages, and Utilities.

Visit our website or follow @truflation for more details.

[Menthor Q @MenthorQpro]

US effective tariff rate not as bad as one would expected.

Dropped fast since April 2025

Source: @MikeZaccardi Allianz Research

[MindBranches @MindBranches]

Types of Competitive Advantages