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Markets : Alts assets managers pulse check #BlueOwl #Apolo etc, #AI didn't make knowledge worthless, it made access to knowledge worthless, Ai has infinite 'knowledge' and zippo common sense nor wisdom !!, IS and Ai price war about to begin ??.. . (play accordingly), #Crude reacts to Iran threats as it should (6months highs) , Les Wexner's full deposition on Epstein investigation (confirms a lot of things..), Nvidia and OpenAI abandon unfinished $100bn deal in favour of $30bn investment, |  Pardoned Binance Founder Hobnobs With Trump Sons and Administration Officials at Mar-a-Lago Crypto Fest ... !! >>> equity markets continue to hold' overall, huge rotations though still going on, Alts fund managers now under pressure, it seems we go from one weakness/sector to another (unwinding? hedging? bigger things to come ?) , FX pretty quiet with bonds, VIX had a meaningful move up, but no consequences, yet anyway, crude the natural 'Iran' clean bet.. Geopolitics : Trump just announced the U.S. will send $10 BILLION to his so-called “Board of Peace.” An offshore entity he controls. Where he’s chairman for life (grifting..outright illegal) , Trump warns of 'bad things' if Iran doesn't make a deal as US ramps up military presence Blue Owl curbs investor liquidity following asset sale, reminiscent of mid 2007/2008 and how it started, beware IF it spreads... it's all about the building blocks underneath.. perhaps the #IGV sell-off is some sorts of hedge (techs/SaaS private assets...), British authorities have reportedly begun sending Pam Bondi copies of Prince Andrew's emails collected after his arrest with notes that say, "Since you spilled black all over your copies, here are fresh, uncensored copies that will help you finally arrest someone!" | Advisers Want Trump to Focus on the Economy. It’s Easier Said Than Done. Foreign policy draws the president’s attention while voters raise concerns about the cost of living. (WSJ) Trump warns of 'bad things' if Iran doesn't make a deal as US ramps up military presence Oil Rises to Highest Since August on Iran Conflict Concerns Ukraine war live: Over 1,000 Kenyans to fight in Putin’s war Is an AI price war about to begin? Trump says U.S. will contribute $10 billion to Board of Peace - CBS News Can't make this up.. Pardoned Binance founder hobnobs with Trump sons, administration officials at Mar-a-Lago crypto fest Christine Lagarde intends to complete her term at | GBAF Change of mind.. Blue Owl curbs investor liquidity following private loans sale Blue Owl Sold Private Loans to Pension Giants and Own Insurer - Bloomberg Apollo Seeks to Reassure Clients About Rowan’s Epstein Ties - Bloomberg Apollo’s $27.5 Billion Panic Two powerful teachers’ unions demand SEC investigation. Hint at massive pullout. “Apollo Seeks to Reassure Clients About Rowan’s Epstein Ties” Top Traders Unplugged Podcast - GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen | Free Listening on Podbean App The crypto-loving billionaire and the $400mn ‘perfect fraud’ A White House advisor wants economists 'disciplined' for tariff study Advisers want Trump to focus on the economy. It’s easier said than done. Nvidia and OpenAI abandon unclosed $100 billion deal in favor of $30 billion investment - Goo Goo Read | Coo-coo-reading Johnson & Johnson explores $20 billion sale of orthopedics unit, Bloomberg News reports Mark Zuckerberg to testify in Meta social media addiction trial Billionaire Les Wexner tells lawmakers he was 'conned' by Epstein and did 'nothing wrong' Oversight Committee on X: "🚨 BREAKING: The House Oversight Committee is releasing the FULL deposition video of Les Wexner from our Epstein investigation. No spin. The American people deserve to see the testimony for themselves—transparency matters. Link to full deposition below 👇🏻 https://t.co/TeJ50JAFnl " / X Clash Report on X: "French President Macron: Free speech is a pure bullshit if nobody knows how you are guided through this so-called free speech—especially when it is to be guided from one hated speech to another hated speech. I just want to have a transparent road through these different https://t.co/pFAQ62SsxU " / X he's right.. what free speech... “free speech” is meaningless if the algos behind it aren’t transparent.... and clearly they are not.. all we have is some kind of ''guided speech'' these voices, kind of people (political usually) are boosted, others shadow‑banned, and we don’t 'really' know why (based on which ever web page we click on..etc)...calling that free speech is simply wrong or misplaced IMHO..

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... America’s Military Buildup Around Iran: What We Know and What It Means - Middle East Forum Russia-Ukraine talks to resume in Geneva as US claims 'meaningful' progress 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 Putin könnte Internet in Russland komplett abschalten | Nau.ch German Chancellor Merz says US leadership ‘lost,’ calls for repair of relations Portugal builds Europe's first dedicated drone carrier, D João II Way to go ! AI can cure thousand-year diseases but risks are real, Anthropic CEO at India AI Impact Summit | Watch Michael Saylor's Strategy Adds 2,486 BTC Amid Institutional Concerns Over Quantum Threat To Bitcoin >>>> 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.... Fed minutes reveal discussion of a possible rate hike if inflation doesn’t cool - MarketWatch Fed says last month's 'rate checks' were at Treasury's request | Reuters Over 80% of companies report no productivity gains from AI so far despite billions in investment, survey suggests — 6,000 executives also reveal 1/3 of leaders use AI, but only for 90 minutes a week | Tom's Hardware IMF calls on China to halve industrial subsidies EU approves agreement with London on Gibraltar That's sensible way to go ! now.. UK should replace fiscal rules with ‘traffic light’ system, says think-tank France’s Macron in India to boost Rafale deal talks, AI ties Mark Zuckerberg to testify in Meta social media addiction trial Why... ?.. Palantir Pays Zero Federal Income Tax Despite Explosive Growth, Largely Due to Trump Tax Law – ITEP Mamdani threatens to raise NYC property taxes by 10% Keep an eye on this one .. Why Carvana (CVNA) Is Down 10.4% After Fraud Allegations And Regulatory Scrutiny Emerge And What's Next Casino Royale. . Las Vegas casino doubles down on Bitcoin – The Armchair Trader Clash Report on X: "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. A set of AI agents more capable than most humans at most things — coordinating at superhuman speed. That level of capability https://t.co/QfwJVXaX4P " / X

China's humanoid robots take center stage for Lunar NY showtime Markets : Berkshire issues last 13F of the Buffet-era (reduced AMZN by more that 75%), Japan will invest $36 billion in US oil, gas and critical minerals projects, ‘Woke’ AI spat escalates between Pentagon and Anthropic , Microsoft on Wednesday said it is on pace to invest $50 billion by the end of the decade, Iran talks 'upbeat'...''  Iranian hackers claim they now have videos of Trump with minors and will release them if the U.S. attacks Iran'''.... , UK inflation 'markedly' lower in Jan, Citadel's borrowings.., Google criticizes EU tech sovereignty, saying it’s counterproductive >>> markets steady, no panic anywhere.. all very quiet really, some liquidity gaps in specific risk buckets, but never seems to be spreading further, next up Walmart (earnings tom) which is currently trading on a 45 P/E... !!...seems perfectly normal valuation ?.. #TSLA needs $100B+ for GPUs to even develop robotaxis & Optimus, let alone scale them. Tesla today has only $10B cash in excess of $20B it needs to run its global operations, is no longer generating any free cash flow, and it’s losing automotive market share in all major markets.. 90% of Bonds Outstanding Yield Less Than 5%, with inflation at 3%...attractive ?... India and France have decided to elevate their strategic partnership to the level of a Special Global Strategic Partnership. In diplomacy, that means a great deal John Paulson, a major donor and tariff hawk just shut his brass instrument plant in Ohio and moved it to China, leaving all U.S. employees jobless. Hypocrisy and failure, all rolled into one “America First” headline China's humanoid robots take center stage for Lunar New Year showtime Pam Bondi Says DOJ Released ‘All’ Epstein Files — Names Trump, Biden, Zuckerberg, Tucker Carlson Among ‘Politically Exposed Persons’ Metals update Lunar New Year lull exposes reliance on Asian demand | Saxo Bank Switzerland It's time to get ready for Walmart's earnings. Here's what's new at the huge retailer. Iran says it briefly closed key waterway as it held talks with US | AP News Japan to invest US$36 billion in US projects under Trump deal - The Business Times Still need a weaker JPY ? probably not... Japan exports growth surges nearly 17% in January as shipments to China surge Christine Lagarde to leave ECB before the end of her 8-year term Likely to leave well before October 2027.. UK inflation Jan 2026 (1) The Investigation Citadel Doesn’t Want Published A white-collar jobs recession? The signs are everywhere Google warns EU against ‘erecting walls’ in tech sovereignty push UK Stock Market News: BAE Systems, Galliford Try, Glencore Trump donor who criticized offshoring to close Ohio plant and move work to China | Business | The Guardian Microsoft says it is on pace to invest $50 billion in 'Global South' AI push Apple Ramps Up Work on Glasses, Pendant, and Camera AirPods for AI Era ‘Woke’ AI spat escalates between Pentagon and Anthropic Berkshire issues last 13F of Buffett-era, enters new media name By Investing.com Sold AMZN, Berkshire acquired 5.1 million shares of the New York Times Co. in the three months through December, a stake worth $351.7 million at yearend, also increased its stakes in Chevron Corp. and Chubb Ltd during the period, to 6.5% and 8.7%, respectively Tech stocks fall as AI disruption fears hit more companies Brexit’s slow‑burn hit to the UK economy | CEPR New data shows #Brexit  has lowered UK GDP by 6-8% over the past decade. Investment down 12-18%, employment down 3-4%. It's even worse than economists had predicted pre-referendum, because they thought there would be a bounce-back long term. "Economists were roughly right on the magnitude of the impact, but wrong on the timing. The consensus pre‑referendum forecast of a 4% long‑run GDP loss turned out to be close to the actual loss after five years, but too optimistic about the longer run." Britain courts France to stay in ‘Made in Europe’ club – POLITICO UBS-Kulturkampf: Voll gegen CSler, die schlagen zurück – Inside Paradeplatz Murky secrets of Epstein's 'playboy ranch': 7,600-acre Zorro estate in New Mexico faces fresh probe The New Mexico Legislature has passed HR1 tonight to convene a Truth Commission and investigate Epstein’s crimes in NM, including at Zorro Ranch, led by State House Reps. Andrea Romero and Marianna Anaya

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