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U.S JOLTS fewest since 2020 / Anthropic, AMZN, SMTR, BNMR, PLTR.. / Pedro Sanchez new leader for Europe ?

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

  • Spain's PM Pedro Sanchez is proving to be the kind of leader Europe needs

  • Markets : Spain stands UP to social media GIANTS, AI isn't going to disappear, but it's been overinflated, overvalued, and its use cases overexaggerated, only a few Tech Bros benefit (AI peak..unlike in China where everyone down below benefits, SME's etc), the US yield curve has steadily steepened, the 2s/10s is now the widest going back to January 2022, JOLTs Job Openings Rise To 8.04 Million (higher than exp), even Trump’s own billionaire donors are bailing, AMZN a beat + a huge CAPEX announced, RioTinto breaks Glencore merger talks >>> margin calls hitting many strategies, momentum, quants, techs, crypto coins and stocks (it's all too often the same trade, it is again..), continue to think Warsch won't be that accommodative (he wants to reduce FED balance-sheet), so a general 'sell tech-crowded trades-rallies, reduce risk' is wise, while looking for opportunities in the value sector, keep rotating ! (DOW so far unch..)

  • Geopolitics : US and Iranian officials are scheduled to meet in Oman for talks today. The US virtual embassy in Iran is advising American citizens to leave the country,  EU Commission trials European open source communications software

  • Australia has passed a Bill that will limit the total spending on a party by billionaires like Elon Musk to Just $50,000

  • The Week Anthropic Tanked the Market and Pulled Ahead of Its Rivals. Once a distant second or third in the AI race, the company is moving to the front with a focus on caution, coding and business clients. (WSJ)

  • #BTC Bitcoin has now closed below the previous cycle's peak of roughly $69,000 from November 2021. This is the first time in its entire 15-year existence that price has dropped back under the prior cycle's all-time high after breaking above it

  • Tom Lee, the chairman of BitMine Immersion Technologies (BMNR), is sitting on a whopping +$8 billion unrealised loss on his ETH holdings...





Behind its booming economy, Sanchez' Spain is charting course other EU countries may follow: de-risking from US; standing up to Trump; regulating digital space; advocating strategic autonomy; promoting social programs; backing Palestine; regulating migration


Anthropic is releasing a new version of its most powerful AI model that’s designed to carry out financial research, days after the company’s push into legal services upended the stocks of legacy software makers.  The company on Thursday unveiled Claude Opus 4.6, which it says can scrutinize company data, regulatory filings and market information to come up with detailed financial analyses that would normally take a person days to complete












They’re aggressively liquidating public equity positions to cover margin calls and holes in their private portfolios













 
 
 

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