Joe Carazola

Born and raised USA
US Army 3 yrs
Plumber by trade US citizen

[Citizens for Ethics @CREWcrew]

Just a reminder that a Saudi developer who is also a Trump business partner is behind building a multi million dollar data center in Ohio, raising questions around who these data centers are really benefiting.
https://t.co/ajGn8ddTlj

[Joe Carazola @flightseven]

@GOP__Ls They may have think they are moving on, but the doo doo is still gona hit the fkn fan.

[Business Nerd @Business_Nerd_]

Johnny Georges refused to raise his prices on Shark Tank and it's exactly why he got the deal.

Johnny came on the show asking for $150,000 for 20% of Tree-T-Pee, a product he sells to farmers for their trees.

The Sharks zeroed in on his pricing right away. He sells each unit for just $5.

"Why only $5? Why not charge 10 or 12 or 15?"

Johnny's answer told you everything about who he is:

"Because I'm working with farmers and they're not buying one. They're buying 20,000."

He makes just a dollar on each one. Pushed again on why he wouldn't charge $7, his reasoning was disarmingly simple:

"Well, I've never done that. I've always tried to be right."

One Shark tried to walk him through the brutal math of scaling. As a distributor, the margins just didn't work:

"I can't get involved with you because there's not enough margin for me as a distributor. I need to be able to sell it for $12 at least so that I can make some profit and you can make some profit… now there's two of us, two mouths to feed."

Johnny pushed back: "Yeah, but you're selling to farmers."

The Shark saw the trap clearly. Johnny believed every tree that goes in the ground should have a Tree-T-Pee but he couldn't be everywhere at once:

"In order for that to happen, I'd need a lot of Johnnies. There's only one of you. I need like 2,000 Johnnies calling on farmers all across the land. Now, who's going to pay them?"*

He went out.

But what looked like a fatal flaw to one Shark looked like integrity to another. JP saw something worth backing:

"Farmers are the cornerstone of America. There may be a lot of farmers out there that can't afford $12 per tree, but maybe they could afford $6 or $7. I'm going to give you everything you're asking for. Your $150,000 for 20%. What you're doing is right, and you deserve the chance to make it big and do a lot of good."

The deal closed on a handshake and a "God bless America."

The same conviction that made Johnny look uninvestable to one Shark made him irresistible to another. He wasn't optimising for margin, he was optimising for farmers. And staying true to that mission didn't cost him the deal. It got him one.

[Anna @AnnaDeMilanese]

Proteste in Griechenland
Zugang zur öffentlichen Küste abgesperrt.
IDM Capital – ein israelischer Immobilienentwickler – plant ein 136,5 Millionen Euro Resort auf 205.000 Quadratmetern öffentlichem Küstenland. 140-Zimmer-Fünf-Sterne-Hotel. 248 Luxusapartments. Die griechische Regierung klassifiziert es als „Strategische Investition" – das ermöglicht beschleunigtes Genehmigungsverfahren und Sondernutzung von Küstenzonen.

Griechen protestieren.
Dasselbe Muster wie in Albanien: Investoren kommen. Gesetze werden angepasst. Öffentlicher Raum verschwindet. Küsten gehören den Menschen – nicht den Investoren.

🇬🇷🇦🇱🇪🇺

[StockMarket.News @_Investinq]

Jeff Currie thinks we are sleepwalking into one of the biggest commodity shocks since Covid and the market is still pricing it like a headline risk instead of a physical crisis (Save this).

He calls it molecular contagion and last week, jet fuel shortages were concentrated in Singapore, where prices spiked to roughly 230 dollars a barrel.

This week the same pattern has shown up in Rotterdam at around 220 dollars and in Thailand, the Philippines, New Zealand, and Australia which means the dislocation has gone intercontinental.

In his words, there is no longer any meaningful spread between Singapore and Rotterdam, no spare barrels to re route, and no policy lever that can solve the problem in the short term.

Currie’s core point is brutally simple, you can print money, but you cannot print molecules.

The futures curve, the paper market is still trading around 100 dollars a barrel.

The physical market on the other side of the Strait of Hormuz is telling a completely different story, with Oman crude spiking to 173 dollars and Asia bound blends effectively clearing around 130 dollars a barrel.

Refined products like jet fuel and diesel are already spiraling north of 200 dollars a barrel in multiple hubs.

That is the tale of two markets he is talking about.

On one side you have screen prices that look volatile but manageable, helped by algorithmic trading, cross commodity hedging and the lingering belief that high prices fix high prices before anything breaks.

On the other side you have physical supply chains that are already breaking, tankers being diverted, refineries bidding against each other for the last uncommitted barrels, and regional shortages that cannot be solved with central bank liquidity.

[neyi kaybettiğini hatırla @neyikaybettik]

ABD'li dünyaca ünlü yazar Stephen King:

"Trump, Amerika’nın damarlarına zerk edilmiş bir tümördür. Kendi narsist egosu için koca bir ülkeyi ateşe vermekten çekinmeyen bir tiran bozuntusudur. Yazdığım hiçbir korku hikayesi, bu adam kadar ürkütücü olamaz."

[chiky handler @chiky_handlr]

Please don't forget the Trump family is barred from ever running another charity in NY because they stole from a Children's Cancer Charity. A F**KING CHILDREN'S CANCER CHARITY!

[Popular Liberal 🇺🇸 @PopularLiberal]

BOOM! Jamie Raskin is UNSTOPPABLE: Constitutional scholar, lawyer, and competent congressman Jamie Raskin is looking healthier and more energized than ever.

He just drew a moral line on the House floor that the GOP can't cross: "We draw a line against the rape and sexual violation of children."

He named the banks that bankrolled Epstein's billion-dollar trafficking ring: JPMorgan Chase, Deutsche Bank, Bank of America, and Bank of New York Mellon.

He named Alex Acosta—Trump's Labor Secretary—who killed the investigation that could've brought down the entire network. He looked directly at the GOP and said: "You have children. Don't you want to know?" Then he mentioned college sports teams. You know who that is.

Jim Jordan—who had a locker two down from Dr. Richard Strauss at Ohio State, whom wrestlers say looked them in the face and dismissed their abuse as "that's just Strauss," and who they say KNEW and did NOTHING while 177 young men were violated.

And the files? They show Elon Musk emailing Epstein asking about the "wildest party" on his island and responding to Epstein's offer of "no one over 25 and all very cute." JPMorgan lawsuits allege Epstein referred to Musk as a client WHILE moving billions for his trafficking operation.

This isn't about party. This is about truth.

Conservatives: You scream about "protecting children" while voting for the men who covered up the largest child sex trafficking ring in American history.

How do you sleep? How do you vote? How do you look your kids in the eye?

[Mike Levin @MikeLevin]

This is really stupid, and it’s not getting enough attention.

The Trump administration is pulling a working $368 million ocean monitoring system out of the water, equipment taxpayers already bought, built, and sank into the deep ocean.

And they are doing it right when the oceans are behaving in ways that alarm the scientists who study them.

Record-breaking temperatures.

A system of Atlantic currents that may be lurching toward collapse.

The response?

Yank out the instruments and walk away.

That is not budgeting. That is smashing the gauges while the engine is on fire and calling it efficiency.

For what? The Trump administration dressed it up as a “nimbler approach” and “smart lifecycle management,” which is fancy nonsense for “we shut it off and hoped nobody would ask why.” There is no return-on-investment analysis. They cannot show taxpayers save a dime, because the gear is already paid for and the science it produces protects real money and real lives.

The kicker: the same people killing the monitors want to mine the deep sea for minerals. So they are destroying the only tools that could measure what that mining does. That is not an accident.

That is the point. You cannot see the damage if you break the instruments first.
https://t.co/MzE4AW1QBv

[Joe Carazola @flightseven]

@lauren_schaap Thanks lauren😃

[Penguin X @ThePenguinBTC]

Piyasalar neden düştü? Herkes Amerika'yı konuşuyor. Asıl cevap Japonya'da.

Dün Amerika'dan güçlü bir istihdam verisi geldi. Beklenenin neredeyse iki katı.

Herkes düşüşü buna bağladı.

Borsa aşağı, altın aşağı, Bitcoin aşağı. Sebep buymuş gibi göründü.

Ama bu sadece kıvılcımdı. Asıl barut çoktan dökülmüştü.

Hem de çok daha uzakta.

Çünkü o gün yalnızca teknoloji hisseleri düşmedi. Altın da düştü, gümüş de, Bitcoin de.

Tek bir veri bunu yapamaz.

Bunu ancak hepsini birbirine bağlayan görünmez bir zincir yapabilir.

O zincirin ucu Tokyo'da.

Dikkatli okuyun.

Zincirin ilk halkası, Hürmüz Boğazı'nda.

Son aylarda İran kaynaklı gerginlik bu boğazı kilitledi. Geçişler zorlaştı. Petrol fiyatı kısa sürede 100 doların üzerine çıktı, bazı günlerde çok daha yükseğe.

Sadece o boğazdaki gerginlik, dünyanın enerji faturasını birden kabarttı.

Şimdi bu kabarmanın nereye dokunduğuna bakın. İlk bakışta petrolle hiç ilgisi yokmuş gibi duran bir yere. Yapay zekaya.

Son yılların en gözde yatırımı yapay zekaydı. Dünyanın en büyük şirketleri buraya akın etti.

Yapay zeka veri merkezlerinde büyük makineler çalışıyor. Bunlar hem çalışmak hem soğumak için durmadan elektrik tüketiyor.

Yani yapay zekanın yakıtı enerji.

Enerji pahalanınca, bu işin maliyeti de doğrudan arttı, beklenen kâr azaldı.

Bu yatırımların büyük kısmı şirketlerin kendi parasıyla değil, ödünç parayla yapıldı.

Hem de dünyanın en ucuz parasıyla. Japonya'dan gelen parayla.

Burada durup şunu anlamak gerekiyor. Çünkü bütün hikâyenin temeli bu.

Japonya'da faiz yıllarca neredeyse sıfırdı.

Akıllı oyuncular Japonya'dan bedavaya yakın yen borçlandı, o parayı bozdurup dünyanın dört bir yanında getirisi yüksek varlıklara yatırdı.

Amerikan teknoloji hisselerine, yapay zekaya, altına, Bitcoin'e.

Mantık basit.

Ucuza borçlan, yüksek getiriye yatır, aradaki farkı cebine at.

Buna carry trade deniyor.

Yani bugün ekranda gördüğünüz birçok varlığın fiyatının altında, görünmeyen bir yen borcu duruyor.

Kâr böyle daralınca, bu borç dağında ilk çatlak oluştu. Yüksek borçla bu işe girenler, çıkış kapısına bakmaya başladı.

İkinci halka, yen'in kendisinde.

Yen aylardır değer kaybediyor. Sebebini anlamak için şuraya bakmak yeterli.

Faiz farkına.

Amerika'da faiz %3.5'in üzerinde. Japonya'da ise %0.75. Arada neredeyse üç puanlık bir uçurum var.

Para suya benzer, hep daha çok kazandığı yere akar. Düşük faizli yen'i bırakır, yüksek faizli dolara koşar. Bu akış sürdükçe yen zayıflar.

Japonya bu değer kaybını durdurmak için geçtiğimiz aylarda elindeki dolarları satıp karşılığında yen topladı.

Amaç yen'in fiyatını yukarı itmekti. Nisan sonunda bir günde yaklaşık 35 milyar dolar harcadı, sonra bir kez daha denedi.

Ama o müdahaleler tutmadı. Bu kadar büyük para bile yen'i ancak birkaç gün ayakta tutabildi. Sonra düşüş kaldığı yerden devam etti. Üstelik bu yöntemin bir de sınırı var.

Japonya sonsuza kadar elindeki doları satamaz.

Sonra dün, o güçlü Amerikan istihdam verisi geldi ve işi büsbütün kilitledi.

Bu veri de tek başına bir şey yıkmaz. Asıl etkiyi insanların kafasında yarattı.

Herkes şöyle düşündü. Amerika bu güçlü ekonomiyle faizi yakında indirmez. Yani iki ülke arasındaki o faiz uçurumu yakın sürede kapanmayacak.

Yatırımcılar bu beklentiye göre pozisyon aldı. Dolara talep arttı, dolar güçlendi, yen üstündeki baskı bir kat daha büyüdü.

Müdahale tutmuyor, faiz farkı kapanmıyor. Geriye Japonya için tek bir çıkış kalıyor.

Faiz artırmak.

İşte bu yüzden tahmin piyasalarında Japonya'nın 16 Haziran'da faiz artırma ihtimali yüzde 97'ye çıktı.

İşte en kritik kısma geldik.

Japonya faiz artırınca dünya piyasaları sarsılır. Bunu piyasayı izleyen herkes bilir. Ama çoğu kişinin gözden kaçırdığı bir incelik var.

Bu sarsıntı, faiz artışından sonra değil, daha önce başlar.

Sebebi basit.

Büyük oyuncu haberi beklemez. Artışın geleceğini günler öncesinden görür ve usulca kapıya yönelir. Haber çıktığında o çoktan çıkmıştır.

Tarih bunu defalarca kanıtladı.

Japonya son iki yılda dört kez faiz artırdı, her seferinde Bitcoin sert düştü.

Mart 2024'te artırdı, yaklaşık yüzde 23.

Temmuz 2024'te artırdı, yüzde 26.

Ocak 2025'te artırdı, yüzde 31.

Aralık 2025'te artırdı, yine yaklaşık yüzde 30.

Dört artış, dört düşüş. Tesadüf diyemeyecek kadar düzenli.

En öğreticisi sonuncusuydu.

Japonya faizi 19 Aralık'ta artırdı. Ama riskli varlıklar daha Ekim başında düşmeye başlamıştı.

Bitcoin 6 Ekim'de 126 bin doları gördü.

Aralık'taki o beklenen artış geldiğinde, Bitcoin zirvesinden yüzde 30 aşağıdaydı. Artış günü Japon borsası düşmedi, hafifçe yükseldi. Çünkü satacak olan zaten çoktan satmıştı.

Gelelim bugüne. Aynı senaryo, sahne sahne tekrar oynuyor.

Faiz artışı kesinleşmeye başlayınca ilk satılan, en kırılgan varlıklar oldu. Teknoloji hisseleri ve Bitcoin önden düştü.

Ama hikâye burada bitmiyor. Asıl merak edilen soru şu. Madem mesele Japonya ve riskli varlıklar, altın neden düştü? Altın güvenli liman değil miydi?

Cevap, bu varlıkları kimin tuttuğunda gizli.

Bu varlıkların büyük kısmı aynı fonların elinde. Hedge fonları. Bu fonlar tek tek varlıklara değil, koca bir portföye bakar.

Portföyün bir köşesinde büyük zarar başlayınca, bir kuralları devreye girer.

Toplam riski hızla azaltmaları gerekir. Bunu yapmanın yolu da, zarardaki varlığı değil, kârdaki varlığı satmaktır. Çünkü nakit oradadır.

Peki son yılların en çok kazandıran, en kolay paraya çevrilen varlığı neydi?

Altın ve gümüş.

İşte bu yüzden altın ve gümüş de satıldı. Kötü oldukları için değil. Tam tersine, en iyileri oldukları için. Zarar başka yerdeydi, ama faturayı en sağlam varlık ödedi.

Şimdi bütün parçaları aynı masaya koyun.

Hürmüz'de tırmanan enerji. Kârı sorgulanan yapay zeka yatırımları. Durmadan değer kaybeden yen. Tutmayan müdahaleler. Kesinleşen bir faiz artışı. Bir de bunların üstüne, fonların mecburi satışı.

Bunların hiçbiri yalnız başına bütün piyasayı yıkmaz. Ama hepsi aynı haftada gerçekleşti.

İşte böyle anlarda güvenli liman diye bir şey kalmaz. Kimse satmak istediğini satmaz. Satabildiğini satar.

Herkesin gözü dün Amerika'daydı. Ama asıl düğme, yıllardır Tokyo'daydı.

Bana göre piyasa şu an Japonya'nın faiz artışını fiyatlıyor.

Yıllar sonra dönüp bu düşüşe baktığımızda, ismini koyacağız. Japonya'nın faiz artırımı.

Bu benim şahsi analizim.

Gelişmeleri takip ediyorum, sizi bilgilendireceğim.

[Mark @Mark4XX]

RAY DALIO: THE ERA OF US HEGEMONY IS OVER

Bridgewater Associates founder Ray Dalio just delivered a direct and sobering assessment of America's global position. Drawing from recent conversations with leaders across Asia and China, he explained why the United States can no longer project power the way it once did. His words reveal a superpower hitting hard limits that the rest of the world has already noticed. What he described about shifting alliances and rising risks around Taiwan changes how every investor and leader must think about the future.

THE OVEREXTENSION REALITY
➡️ Ray Dalio stated that world leaders now see clearly the United States cannot fight a war against other major powers like China.
➡️ The American population refuses to accept the cost of living spikes and loss of life that prolonged conflicts would bring.
➡️ The country is already stretched far too thin trying to manage pressures in the Middle East at the same time.

THE CONTAINMENT POLICY ENDS
➡️ For years the United States followed a strategy of containing China's rise through a network of alliances and military posture.
➡️ Dalio made it plain that this approach is now over because America's limitations have become impossible to hide.
➡️ The realization among global powers is already triggering major geopolitical adjustments.
➡️ Nations that once relied on US containment are rapidly recalibrating their strategies and expectations.

THE STRAIT OF HORMUZ PARALLEL
➡️ Dalio has warned for some time that the Strait of Hormuz represents a critical vulnerability for the United States.
➡️ He draws a direct line to Britain's experience during the 1956 Suez Crisis when control of a vital chokepoint slipped away.
➡️ Failure to secure these strategic passages could spark a broader crisis of confidence in US financial markets.
➡️ The world is watching closely to see whether America can still protect the assets that underpin its global influence.

THE BOTTOM LINE
Ray Dalio's message leaves no room for wishful thinking. The era of uncontested American hegemony has reached its practical limit, and the world is already moving to a new and more dangerous balance of power. Those who pretend nothing has changed are ignoring the clearest signals yet.

This is the sound of global dominance slipping away in real time.

#RayDalio #USHegemony #ChinaContainment #TaiwanCrisis #StraitOfHormuz #GeopoliticalShift #BridgewaterAssociates

[Anna @AnnaDeMilanese]

Nr. 1
Jared Kushner – Trumps Schwiegersohn – steht offiziell unter Untersuchung. Kongress-Abgeordneter Raskin wörtlich: „Du kannst nicht gleichzeitig Diplomat und finanzieller Büttel der saudischen Monarchie sein.

Du kannst die USA nicht treu vertreten wenn du Milliarden in saudischen und emiratischen Geldern in jedem Anzug trägst." Kushner verhandelte gleichzeitig als inoffizieller Nahost-Sondergesandter – Iran-Deal, Russland-Ukraine-Gespräche, Palästina – und sammelte mindestens 5 Milliarden Dollar für seine Investmentfirma Affinity Partners von denselben Golfstaaten. Affinity: 6,2 Milliarden Dollar unter Verwaltung. 99 Prozent davon von ausländischen Staatsfonds. Kushner baut Hotels in Albanien. Kushner verhandelt Weltfrieden. Kushner kassiert Milliarden. Alles gleichzeitig.
Kushner baut Hotels in Albanien. Kushner verhandelt Weltfrieden. Kushner kassiert Milliarden. Alles gleichzeitig.

Aber wer genau hinsieht versteht das Muster: Trumps zweite Amtszeit war von Anfang an eine Uhr die tickt. Vier Jahre. Nicht mehr. Also schnell schnell. Trump Jr. – Pentagon-Deals für sein Startup. Eric Trump – Robotik-Firmeverträge. Kushner – 5 Milliarden von Golfstaaten während er deren Außenpolitik mitgestaltet. Ivanka – Hotels auf albanischem Schutzland. Melania – NFTs und Krypto. Trump selbst – 3.700 Aktientransaktionen in drei Monaten.

Das ist kein Regieren. Das ist Abkassieren mit Ablaufdatum. Und wenn die Uhr abläuft – ziehen sie sich zurück. Mit dem Geld. Und lassen andere mit dem Schaden zurück.

Das ist kein neues Phänomen. Es ist ein uraltes Muster:
Historisch:
Cornelius Vanderbilt – Eisenbahnmonopol, staatliche Subventionen, politische Verbindungen.
John D. Rockefeller – Standard Oil, politischer Einfluss, Staatsverträge.
Die Gilded Age Oligarchen des 19. Jahrhunderts.
Modern:
Berlusconi – Medienimperium und gleichzeitig Premierminister Italiens. Gesetze die zufällig seine eigenen Ermittlungen stoppten.
Orbán – 16 Jahre an der Macht, Freunde und Familie kontrollieren heute Ungarns Medien, Bauwirtschaft und Energiesektor.
Putin – vom KGB-Offizier zum reichsten Mann der Welt durch Staatsressourcen.

Das Muster ist immer dasselbe:
Macht nutzen um Reichtum zu akkumulieren. Reichtum nutzen um Macht zu sichern. Und wenn die Macht endet – das Geld ist längst in Sicherheit.

In Trumps erster Amtszeit wurden die weichen gestellt.
Das Justizministerium fand 2017 einen Gesetzesschlupfloch damit Kushner überhaupt im Weißen Haus arbeiten durfte – ohne Senatsgenehmigung, ohne Ethiksgesetze, ohne Finanzoffenlegung. Klagen wegen Verfassungsverletzungen wurden auf Verfahrensgründen abgewiesen – nie inhaltlich entschieden. Als Kushner 2021 das Weiße Haus verließ – direkt 2 Milliarden Dollar von Saudi-Arabien. Derselbe Saudi-Arabien mit dem er als Berater arbeitete. Das war der Testlauf.
Zweite Amtszeit: dasselbe System – aber größer, schneller, dreister.
5 Milliarden angesammelt. Kein Finanzoffenlegungsformular. Keine Ethiksgesetze. Sogar republikanischer Kongressmann Comer sagte: „Was Kushner tat überschritt die ethische Grenze." Das System ließ es zu. Beide Male.
🇺🇸🇪🇺🇺🇦

[𝕷𝖚𝖈𝖎𝖋𝖊𝖗 @LucifersTweetz]

Being an American now is just waking up and being told how much more money the president and his billionaire buddies are stealing, then being expected to act like it’s a normal fucking day.

[Bull Theory @BullTheoryio]

🚨 EVERYTHING THAT COULD GO WRONG FOR MARKETS WENT WRONG TODAY.

S&P 500 down -1.65%, wiping out $1.14 trillion.
Nasdaq down -2.60%, wiping out $1.11 trillion.
Gold down -3.38%, wiping out $1 trillion.
Silver down -6.9%, wiping out $280 billion.
Bitcoin down -6.31%, wiping out $80 billion.

In total $2.5 TRILLION wiped out in a single session. These were not isolated moves. Everything started breaking at the same time.

It started with the jobs report this morning.

The US economy added 172,000 jobs in May. Wall Street expected 88,000. That is almost double.

On any normal day, strong jobs is good news. But inflation is already at 3.8% and oil is sitting at $90. A labor market this strong tells the Fed it cannot cut interest rates and may actually need to raise them.

The probability of a rate hike this year went from 40% to 57% in a single day. That spooked every investor holding tech and growth stocks because higher rates mean those stocks are worth less today.

Then the AI trade started cracking.

Yesterday Broadcom reported record earnings: revenue up 48%, AI chip sales up 143% and the stock still crashed 12.6%. The reason was simple.

Broadcom did not raise its AI revenue targets for the year. Investors had expected it to. That single miss made people ask a question they had been avoiding for months: are we paying too much for AI stocks?

That question got louder today when a research firm called SemiAnalysis revealed that Nvidia's next-generation AI chips will need significantly less memory than everyone assumed, roughly half of what the market was pricing in.

Memory chips are what companies like SK Hynix and Samsung make. SK Hynix fell nearly 10% today. Samsung fell over 6%.

South Korea's entire stock market crashed 5.5% in a single session. Japan's semiconductor stocks did the same.

And then Anthropic added fuel to the fire by publishing a report warning that AI is getting close to the point where it can improve itself without human help and calling for a global pause in AI development.

Coming on the same day as the memory demand news and Broadcom's miss, it fed a single growing fear across the market: what if the AI boom is moving faster than the business models can keep up with?

Underneath all of this, there is a liquidity problem nobody is talking about.

SpaceX goes public next week at a $1.75 trillion valuation. Anthropic just filed to go public. OpenAI is next.

These three companies together are worth $4 to $5 trillion. Fund managers need cash to buy into these listings.

But cash levels are already at their lowest since early 2024. The only way to raise cash is to sell what they already own. That selling is happening right now.

The new Fed Chair Kevin Warsh will also hold his very first policy meeting in 11 days. He was appointed by Trump with the expectation of cutting rates.

He is now walking into a situation where inflation is high, oil is high, and the job market is running hot. Investors do not know what he will do.

When nobody knows what the most powerful central banker in the world will decide in less than two weeks, the safest move is to reduce risk today.

Everything that could go wrong, went wrong at the same time. A hot jobs report, a collapsing ceasefire, a crack in the AI trade, a trillion dollar liquidity drain, and a Fed meeting with no clear outcome.

[MayoIsSpicyy @Mayoisspicyy]

If you think what Jared Kushner
and Ivanka Trump are trying to do
to Albania is fucked up, you should
see what they're doing to America.

[unusual_whales @unusual_whales]

Anthropic has called for the creation of a mechanism to pause the development of AI, per Bloomberg

[Joe Carazola @flightseven]

@unusual_whales Yea like the 3 trillion wiped off today.