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Huge U.S air power in Mideast / Fed minutes : cut & hike discussed / IBKR, Anthropic CEO / WMT earnings next

  • Writer: Stéphan
    Stéphan
  • 18 hours ago
  • 3 min read

  • Geopolitics : US Gathers the most Air Power in the Mideast since the 2003 Iraq invasion , The US will withdraw all of its remaining troops from Syria over the next two months, Dutch company built a new drone carrier in Romania for the Portuguese fleet! European Navy rising

  • Markets : Fed minutes reveal discussion of a possible rate hike if inflation doesn’t cool, minutes also confirmed 'rate check' in USDJPY last month at the behest of the Treasury, Quantum threat to BTC (Saylor..), Over 80% of companies report no productivity gains from AI so far despite billions in investment >>> USD picks up a little bit of strength on FED minutes (talks of hike as well as int rate cut-mixed), risk overall stays firm, metals rebounded (bit wild yesterday again), GOLD back to $5K+, QQQ underperforming as it should, rotation etc.. will Europe have a proper go at social media and big techs ?.. it certainly is a card they can play vs U.S into mid-terms.. (trade and geopolitics, Russia, Iran etc).. many seems to think something big is happening with Iran.. (>>if anything crude should react..!..), let's see after earnings what Walmart can do form here, it is already on a 45 P/E..

  • #IBKR CEO: "So margin loans have been on roughly 10% to 12% of client assets. And to tell you, frankly, I get nervous when margin loans rise too quickly"

  • Putin really going for it now, setting the stage for a full shut down of Russian internet, even crafting the law so that the Duma can't prevent it

  • France to sell India 114 Rafale jets in a massive 90 billion Euro deal production will be localised to India to finalise the deal

  • IMF calls on China to halve industrial subsidies

  • Trump’s Board of Peace to pledge $5bn to rebuild Gaza | Yet Hamas would need to disarm before a peace plan can get under way. (WSJ)

  • Anthropic's CEO Dario Amodei: There are only a small number of years before AI models surpass the cognitive capabilities of most humans at most things...



Delegations from the United Kingdom and France showed up to the Geneva negotiations without being invited and completely shifted the dynamic. The original plan between Trump and Russia was to corner Ukraine. That strategy just ran into London and Paris. They sent a clear message: no deals about Europe without Europe




Way to go !



>>>> What he's not telling folks on CNBC is that the insane rate of shareholder dilution would pretty much destroy shareholders in MSTR.., much faster than the company itself....






















 
 
 

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