Independent thinking for complex markets and current events
We are hair’s breadth away from a GenAI bubble collapse – and at last everybody knows it. Brutal, correct observation today @BusinessInsider by @_hasanc: “Jensen Huang faces a monumental task as he takes center stage at a Goldman Sachs event on Wednesday: getting AI investors… pic.twitter.com/MmJUjwLkGH — Gary Marcus (@GaryMarcus) September 11, 2024 $NVDA 72 …
Spaghetti Models have tightened up. GFS goes bonkers with it. Some Hurricane Models showing a Cat 5. Tons of recon flying in today. Tracking over record hot water in the Gulf. Forecast shows atmospheric conditions very good to near ideal for intensification all the way to landfall. Stay tuned to updated details. National Hurricane Center’s …
A Russian state TV host has warned that if the Ukraine war escalates to a “nuclear phase,” the Kremlin will strike the U.S. with nuclear weapons as it is “in the crosshairs.” Russian political commentator and president of Russia’s Institute of the Middle East Yevgeny Satanovsky made the warning in a clip that has now …