mrKU

[mrKU @MrKU67]

@hitborg @grok .. and countries get their sovereign gold on their balance sheets at cheaper price. Thus, every big player wins in the long term.

[mrKU @MrKU67]

@hitborg @grok Well, there are several thoughts.
1. Capital raise. For derisking, for anthropic IPO, for bad loans.
2. Sovereign gold from being extracted from storage in the USA by selling and then converting back to gold but in their country. Thus, no one fights .. and..

[mrKU @MrKU67]

So if the AI buble is popping, housing market is crashing, debt market is under stress and risk of default and the energy is expensive gold is tanking..?

[mrKU @MrKU67]

@UziCryptoo Let me put this way further. In the world of massive productivity output thanks to robotics, how to delegate available resources among the population, and to control overconsumption? Money now does this. It limits consumption by everyone.

[mrKU @MrKU67]

@thedrbryte Which child requires $17.7k per month? Or 50k or 100k? Where is a sane bottom line for how much a child should actually get to raise healthy?

[Roger @rdd147]

$AAPL a complete disaster in phone sales

China delivery times for the iPhone 18 Pro and Pro Max falls to zero, versus six and 25 days for last year’s models.

Chinese retailer PDD begins discounting Pro models by 6–9%.

Resale prices shifted to discounts earlier than last year.

[mrKU @MrKU67]

If neoclouds are going down why SPCX wouldn't too?

[Casey Donaldson @caseyjdonaldson]

BlackRock’s Larry Fink just accidentally described the trap America cannot escape.

If data center construction pauses, the economy slides into recession.

A recession blows the deficit out to 7-10% of GDP.

Bigger deficits force the Fed to print.

Printing causes inflation.

If data center construction continues, it drives up yields, demand for materials, and labor costs.

That also causes inflation.

There is no path through this that doesn’t end in inflation.

Not a path where we build. Not a path where we stop building.

The most powerful asset manager on earth just told you by accident that all roads lead to the same destination.

[mrKU @MrKU67]

Next Apple's earning report would require necromancy and some wild rituals. Pension funds will bet on it

[mrKU @MrKU67]

Just a reminder ProShares Short S&P500 is near 52w LOW. Same as GOLD (-3.21% for the past 52w)! All while AI stocks basket is down something around 50% from its high and during EXISTING bonds debt uncertanty. I

[The Kobeissi Letter @KobeissiLetter]

Layoff Announcements in 2026:

1. UPS: 30,000 Employees
2. Oracle: 30,000 Employees
3. Amazon: 16,000 Employees
4. Omnicom: 15,000 Employees
5. Meta: 8,000 Employees
6. Microsoft: 4,800 Employees
7. Dow Chemical: 4,500 Employees
8. Cisco: Fewer Than 4,000 Employees
9. American Express: 3,840 Employees
10. Uber: 3,300 Employees
11. Renault: Up to 2,400 Employees
12. Nike: 1,400 Employees
13. General Motors: 1,300 Employees
14. Disney: 1,000 Employees
15. Citigroup: 1,000 Employees

The tech sector alone has seen 135,000 layoffs so far in 2026 across 330 companies.

Amid rising prices and AI adoption, US corporations are looking reduce expenses and increase efficiency.

Keep watching the labor market.

[mrKU @MrKU67]

@MakeGoldGreat and 14 years storage time of radioactive gold before it can be used for anything.

[mrKU @MrKU67]

@TheBuckYouWill This is AI.

[Jim Osman @EdgeCGroup]

I spent hours studying balance sheets, credit spreads and AI valuations.

Then this gentleman arrived with a compelling counterargument.

I’ve cancelled my research subscriptions, fired the analysts and put him in charge of risk management.

We’re launching a hedge fund on Monday.

[mrKU @MrKU67]

@zerohedge Black Pearl Compute LLC 6.125% with weight 0.01% is in Fidelity Total Bond ETF. I suppose they are other bonds like that too.

https://t.co/vF0vJ7h26J

[Chris Shipping 🚢🚢 @christankerfund]

$INSW also reported prelim Q3 results and Q4 TCE… both of which are miles ahead of consensus.

[mrKU @MrKU67]

There should be gyms just for men, no tripods, no selfies, no drama.

Let the women do their training in peace away from men.

[techbimbo @jameygannon]

Shane Gillis purposely engineered getting canceled talking about women’s gym clothes to promote his new season of tires HAHHAHAHAHA

what a fucking master

on SNL no less

[Watcher.Guru @WatcherGuru]

JUST IN: GTA 6 official launch trailer.

[mrKU @MrKU67]

Just a reminder to look up projected sales for $TTWO

[mrKU @MrKU67]

@rdd147 Whats the bond ticket?

[Wooch @itswooch]

In March of 2005 this guy bought 100% of shares (1.1 million shares) in a traded company to prove the corruption..

The next two days that same stock traded 50 million times dropping the price 99% in two hours. All this with ABSOLUTELY NO SHARES AVAILABLE TO BORROW OR SHORT 👀🤯

Sound familiar?