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Anthropic : Defense Production Act deadline / Can't sell house, CLO, private credit, hype or time to reduce-panic.?

  • sc0172
  • 17 hours ago
  • 3 min read

  • The Defense Production Act has been used to make masks, ventilators, and baby formula. On Friday at 5:01 p.m., the Pentagon plans to invoke it to strip safety features from an AI.

  • Markets : Catastrophising credit ? or time tp panic?..FT (reminder... ''if you are going to panic, then best to panic early'' , CLO equity funds are 'crashing', Google searches for “can’t sell house” just hit an all time HIGH, private( credit is this cycle's sub-prime, Trump to Hike Tariff to 15% ‘Where Appropriate,’ Greer Says, A chip maker in the Netherlands just raised $250m to take on Nvidia. Ineffable is raising $1bn to take on the frontier labs OLIX raised $200m to also take on Nvidia. Europe is awakening...finally..! no longer content with just dominating the application layer, they coming after the full stack.... #valuation #QQQ,  EU-UK Competition Cooperation Agreement signed >>> overall, IMHO, WE ARE in the very early innings of a few things going badly wrong (risk IS that credit is the new sub-prime...).. could be snowballing down the hill anytime int he near future..play accordingly over next few weeks-months..

  • Geopolitics : Kim Jong Un decries US 'tyranny' but hints at room for improved ties

    North Korea doubles down on nuclear portion of 'basic security' at party congress, Hungarian opposition groups quit to make way for Orbán challenger, Rubio and Vance warn of Iran's threat ahead of talks

  • #AI  killed software engineers, QA testers, financial analysts, recruiters, paralegals, support agents, designers, marketers, consultants, and writers What's next? HR..

  • Japan's number of babies born marks record low for 10th straight year





FT: “.. Holy moly. These are big global financial crisis-like — or at least dotcom-bust-like — numbers. While we haven’t spotted a time horizon for the forecast, we’ve whacked them onto this chart of historic default rates to give you a sense ..”









Such a wonderful speech it has to be said..........
























 
 
 

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