premium

DeepSeek V4 priced at $3.48 per million tokens versus $25–$30 for US models and $180 for premium tier, delivering similar performance at up to 51x lower cost

China just made Silicon Valley’s entire AI industry look like a scam. The US government spent 3 years trying to stop China from building competitive AI. But this backfired HORRIBLY. Here’s what happened: Yesterday, a Chinese startup called DeepSeek released a new AI model called V4. It matches the performance of OpenAI and Anthropic’s best …

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Bonds falling when inflation is perfectly fine. When good news can’t push yields down, the problem isn’t inflation. It’s term premium.

TraderHC @traderhc We’re cooking. Bonds just sold off on a clean inflation print. Read that again. CPI came in benign. The 10Y still rose to 4.18%. When good news can’t push yields down, the problem isn’t inflation. It’s term premium. The market wants more compensation to hold long-duration government debt. $TLT breaking below its lower …

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State Of The Housing Market! Lowest Turnover In Decades, New Construction Premium Vanishes, Median Age Of First-Time Homebuyers Is 40

by confoundedinterest17 Home prices exploded under Biden and Covid Federal spending. Making housing unaffordable for millions. Now the turnover rates for homes is at its lowesst rate in decades. Existing homes are now more expensive than new homes. Florida housing is getting gut-punched from Naples to Punta Gorda. Yikes! Median age of first time homebuyers …

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Woman forced to choose between losing her home or health insurance after huge premium hike

Insurance so pricey you might as well choose eviction over illness. Told ya. More and more Americans are going to either ditch health insurance or become homeless. This is what happens when the dollar is destroyed by endless fiat currency printing, which continues unabated under Trump. The American people are being impoverished. https://t.co/dM6c8VHuhm — HealthRanger …

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VIX pulls back but warning signs mount across key indicators. S&P risk premium vanishes investors chase returns for nothing

The $VIX pulled back — but don’t mistake calm for safety. 🔹 RSI just hit a 6-week high🔹 Vol still trending higher since Dec lows🔹 Price holding above key support at 17.15🔹 VIX:VX futures price ratio still in caution zone Complacency is building fast. Every prior… pic.twitter.com/bhqn3IlIZP — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) June 3, …

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Paramount receives new offer at 75% premium

Here comes a plot twist: As Skydance Media and RedBird Capital Partners work to close the Larry Ellison-backed takeover of Paramount Global this spring, a consortium of investors who previously bid on the storied media conglomerate is mounting an eleventh-hour $13.5 billion offer. Variety has obtained a legal letter that is being sent to Paramount’s …

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Saylor profits by selling MSTR shares at a premium, capitalizing on Bitcoin hype. Fresh dumb money is available at the manic highs

https://twitter.com/WaltSanDiego/status/1863731174415171881 $MSTR was down over 75% from its peak in August 2021 to its low in Summer 2022. You’ll see the same price action in the next downturn which means there are a lot of newer investors that are going to take huge loses. Buckle up baby! — Ray Zalinsky (@RayZalinskyCAP) December 2, 2024 They …

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The S&P 500 risk premium shrank to near zero this week, the lowest level since 2002. The Titanic is about to hit the iceberg

The S&P 500 risk premium shrank to near zero this week, the lowest level since 2002 pic.twitter.com/5nzx4fuOMX — unusual_whales (@unusual_whales) November 14, 2024 Last "week’s widening move in swap spreads appears to reflect a measure of de-regulatory optimism, particularly with regards to SLR relief for US Treasuries." – JPMorgan Ramaswamy via @tracyalloway pic.twitter.com/EY1PsSxc7L — Daily …

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SEG – premium NYC RE assets on 80% fire sale

Never bet against premium NYC RE assets; they can occasionally look depressing (e.g. 911, GFC, and Covid) but almost always bounce back stronger. That, besides research work, supported my investment case in Vornado Realty ($VNO) in 2023 when the market believed the NYC office was dead. It has been a 2x in 1 year, and I’m still …

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80% of U.S. housing investors are concerned about future home insurance premium hikes

80% of landlords in a recent ResiClub-Groundfloor Housing Investor Survey expressed concern about future increases in home insurance premiums. Among them, 37% are very concerned. These rising premiums are not limited to coastal states; even homeowners in Indiana and Iowa saw their average home insurance rates rise by 12.2% and 13.5%, respectively, in 2023. The surge is attributed to factors like climate risk and housing and construction inflation, which have driven up replacement and …

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French bond yield premium hits 7-year high; small and mid caps down >7%.

French Bond Yield Premium soars to highest level in 7 years 🚨 pic.twitter.com/8ZmLy0ZPz1 — Barchart (@Barchart) June 14, 2024 🇫🇷 #France #Stocks | Since June 6 (close), French small and mid caps are down >7% while big caps (CAC 40) are down ~5% – Bloomberg pic.twitter.com/60BUoofU9W — Christophe Barraud🛢🐳 (@C_Barraud) June 14, 2024

Microsoft sets price for premium version of Copilot AI software for consumers at $20 per user

Microsoft (MSFT) on Monday announced that it is launching a paid version of its generative AI-powered Copilot platform for consumers. The option, called Copilot Pro, will cost $20 per month per user, and give users access to a number of additional capabilities including access to the latest AI models and improved AI image generation via …

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Alaska Air To Buy Hawaiian Airlines For 270% Premium

via investors.com Alaska Air Group (ALK) will buy Hawaiian Holdings (HA), parent of Hawaiian Airlines, for $1.9 billion, including assumed debt, the carriers announced Sunday. ALK stock tumbled early Monday while HA stock skyrocketed. Alaska Air will pay $18 a share cash. That’s a 270% premium from HA stock’s Friday close of 4.86. HA stock …

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Now YouTube hikes its prices for millions of customers: Premium family plan jumps up by 30% – the biggest price increase in YEARS

YouTube has become the latest platform to increase its prices, following in the footsteps of Netflix, Apple TV+ and Disney+. The price of the YouTube Premium family plan, which allows six accounts to use the same subscription, will increase by £2 from £17.99 to £19.99 in the UK. Meanwhile, in the US and Canada, costs …

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The equity risk premium (ERP) is at the lowest level since Pre-GFC; PEG ratio hit levels comparable to the Dot Com bubble

The equity risk premium (ERP) is at the lowest level since 2006 Indicating that stocks are very expensive relative to bonds pic.twitter.com/5tysUfs1Hy — Bravos Research (@bravosresearch) September 4, 2023 This ratio hit levels comparable to the Dot Com bubble We all know how it ended back then… pic.twitter.com/gb9Uzm7MPj — Bravos Research (@bravosresearch) September 5, 2023 …

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History is repeating… Investors are piling into calls; Equity risk premium getting smoked

Spread between S&P 500's forward earnings yield and 10y U.S. Treasury yield has fallen to lowest since mid-2007 pic.twitter.com/n3yxB1MylX — Liz Ann Sonders (@LizAnnSonders) June 8, 2023 Investors are piling into calls Intraday put/call ratio reached levels not seen since July 2021 pic.twitter.com/ngjgLv8Gds — Bravos Research (@bravosresearch) June 8, 2023 https://twitter.com/NorthmanTrader/status/1666851230503645192 Apple cuts Vision Pro …

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