Isaac Newton & Associés

Finance-Conseil-Intermédiation-Bourse-Mines-Petrole-Wealth Management-Start Up-Securities-Investment Banking-Private Banking-Brokerage-M&A-Capital Markets

[Ed Zitron @edzitron]

One of the biggest lies of the AI bubble is that Microsoft, Google, Amazon and Meta are "growing because of AI."
In reality, they're using the continued growth of their other business units to cover the meager returns from AI, and the massive waste of their trillion+ in capex.

[bodila @51bodila]

Palantir CEO: "I blame OpenAI and Anthropic - they rob their own clients " - so he partnered with Nvidia to build the replacement

Alex Karp just explained why half of AI is a bubble and destroyed every analyst who told people to sell Palantir

His exact words:

"there are two AI markets - one that changes the battlefield and your revenue - and one that may not justify the cost of the models "

"the plumber is now rich because of Palantir - the analyst who told him to sell is not "

"pure ideas don't change the world - patriotism makes you rich "

with Jensen Huang they're building an AI that governments and enterprises own and control

bookmark & watch today ↓

[bodila @51bodila]

Blackstone President made the most successful deal in history - borrowed $26 billion for one trade - the world economy collapsed and his $26 billion bet lost 71%

a $26 billion disaster became a $14 billion profit - now he explained exactly what he learned, for free

"by all accounts I should not be sitting here - they should have carried me out "

he joined as a 22-year-old analyst and built Blackstone from $88 billion to $1.2 trillion - this is how he thinks

"I bought a building with a tenant called GoBigOrStayHome and it disappeared - I lost $25 million - how stupid could I be "

"the investor was almost physically ill - I remember going back to the airport thinking I cannot let this person down "

bookmark & watch today ↓

[bodila @51bodila]

Jeremy Grantham made $1 billion on every global crash for 40 years - now he says he's selling all his US stocks before the next bubble

he asked 400 Wall Street analysts: "will the market crash?" - 99% said yes - then their firms told clients everything was fine

"Goldman Sachs will NEVER tell you to get out - it's suicidal for their business - no help is coming - you are on your own"

he predicted the dot-com crash, the 2008 crisis, and the Japanese bubble - all before they happened

"AI is the biggest bubble in history - a 70% decline would not be unexpected "

he gave away 95% of his billion - "I'm called a billionaire but only because they count the money I gave away "

bookmark & watch!

[Meidas_Charise Lee @charise_lee]

The pool is reflecting what we see in the office‼️

[Nick shirley @nickshirleyy]

🚨 Welcome to the lawless, dangerous, and illegal markets in NYC, where millions and potentially BILLIONS of tax dollars are lost each year. Where criminals arrested for drug dealing, assault, and resisting arrest are set free to commit their crimes once again.

The NYC Council says it loses over $1.7 billion in potential tax revenue. These vendors are primarily illegal migrants from Africa who make $10,000’s of dollars a week TAX FREE.

In a city that wants to "tax the rich" but turns a blind eye to open criminality and fraud, there is a problem. How can women feel safe knowing criminals arrested for assault are set free on the streets?

This isn’t about left or right, it’s about what is against the law. We all work too hard and pay too much in taxes for others to break our laws and defraud the system. Watch and share!

[Сarm1ne @carm1nee]

founder of Citadel built a $65 billion hedge fund from his Harvard dorm room - lost half his capital in 16 weeks during 2008

"we put two guys on the ground at Amaranth's headquarters to get a deal done in 36 hours - to trade $30 billion of positions - we were the only people with people on the ground"

"the gentleman from Morgan Stanley called me up - nothing's going to happen tonight I'm sending my team home

at 6am we bought that $20 billion portfolio - at 6:30 they're screaming at us - you guys had a good night's sleep and we just made a bunch of money"

"our best guys are 52-48 - if we were brain surgeons we'd be in real trouble"

bookmark & watch the full conversation ↓

[Michael Nauss, CMT, CAIA @MichaelNaussCMT]

An anonymous trader made $500 million in five years. His best edge was hiding in his own losing trades.

[Loofy @Loofyb0i]

This Goldman Sachs interview with Steve Cohen teaches you more about the mindset of a great trader than any course on strategy.

The Point72 founder explains how he reads markets - and how he applies it to running the Mets.

24-min with Goldman on what actually separates great traders from the rest.

bookmark & watch - a rare look inside the mind of a trading legend.

[Donald Trump Tracker @DonTrumpTracker]

Realizing she turned $1 billion into $60+ billion and she's telling you what to buy.

Definitely worth a follow

[Cathie Wood Tracker @CathieWTracker]

Cathie Wood bought $52 million of $SNOW this week.

Her investors pulled $770 million out of her funds the same week.

Here's what you need to know:

[Michael J. Kavanagh @mjkcongo]

DRC total trade 2025. It is always sobering to see how far any country would have to go to get anywhere close to China.

[𝕄𝕒𝕝𝕚𝕜𝕊é𝕔𝕦𝕣𝕚𝕥é🥊©️ @MaliikSecurite]

Je chiale 🤣🤣🤣🤣
On est ensemble les frères Turc 🇹🇷

[The NEWS @thenews_fr]

🇫🇷🕍 Franc-maçonnerie, pouvoir et « amis qui poussent comme des escargots » 🐌🇫🇷

Alain Bauer, ancien Grand Maître du Grand Orient de France, livre un témoignage rare sur les coulisses de l’État. À la Grande Synagogue de Lille, il raconte comment Michel Rocard, alors Premier ministre, l’a nommé – lui et d'autres « amis » – à des postes stratégiques au sein de l’appareil d’État, sans aucun rapport avec son expertise de l'époque. 👇

[Kirill @kirillk_web3]

Anthropic CEO Dario Amodei:

"The risk of civilizational catastrophe from AI is 10-25%. Our goal is to radically reduce that number."

here's what the interview reveals:

> Chinese open-source models are a risk — but frontier models always win.
> AI is already designing the next generation of neural networks.
> authoritarian regimes will use AI for censorship and control.
> Anthropic refused a $200M Pentagon contract to prove its values.
> he sees himself as Leo Szilard — the physicist who warned the world first.

most AI companies talk about safety.
Anthropic acts on it. even when it costs them.

save this before it gets buried.

[Сarm1ne @carm1nee]

ex-CEO of Goldman Sachs just explained how he spotted the 2008 crisis from a movie theater on his BlackBerry

"something moved 6% that was only supposed to move 4 basis points - I said excuse me I have to go to the bathroom - and started making calls"

"I don't care what you think is going to happen - I only want to know what could possibly happen - even with low probability - and what we're doing about it"

"we were very good contingency planners - when that remote contingency happens you get off the block so quickly people think you anticipated the gun - we just heard it and acted quicker"

bookmark & watch the full conversation ↓

[Сarm1ne @carm1nee]

co-founder of KKR put up $10,000 to start the firm and invented private equity's 20% carry at a steak dinner because he was broke

today KKR manages $758 billion

"we had three kids each - no money - and no job - we picked 20% because we were just trying to get started"

"don't keep one foot on the dock and one foot in the boat - put both feet in the boat and row like hell"

"arrogance kills - I've seen more people blow up because they were really arrogant"

bookmark & watch the full conversation ↓

[Livsun @L1vsun]

Buffett and Munger beat markets for 60 years without a single algorithm

when asked on camera why not just hire a quant - Munger's answer is 4 minutes the algo industry isn't promoting

he breaks down why short-term trading systems hit a hard capacity ceiling:

an edge that works at $10 million gets arbitraged away before you ever scale to $1 billion

remember why renaissance's medallion fund - greatest algo track record in history - is closed to outside investors?

Munger explains exactly that in this clip

math that looks unbeatable in backtests quietly disappears in live markets

and Munger says it simply doesn't transfer to long-term investing

Buffett just sat there nodding

bookmark & watch it - open the video below

[Vivek Sen @Vivek4real_]

BILLIONAIRE PAUL TUDOR JONES ON BUYING THE S&P 500 RIGHT NOW:

“IF YOU BUY THE S&P AT THIS CURRENT VALUATION, THE 10-YEAR FORWARD RETURNS ARE NEGATIVE WHEN YOU BUY WITH THE S&P P/E OF 22. THAT'S WHAT HISTORY SHOWS.”

JONES CALLED THE 1987 CRASH BEFORE IT HAPPENED.

HE'S NOT PREDICTING A CRASH.

HE SAYS THE CURRENT SETUP IS MORE LEVERAGED THAN ANYTHING HE'S SEEN, INCLUDING 2008.

“THE STOCK MARKET'S REALLY HIGH, AND IT'S GOING TO BE REALLY HARD TO MAKE MONEY FROM HERE.”