1-yr CPI swaps are falling rather noticeably…

1-yr CPI swaps are falling rather noticeably.. pic.twitter.com/BCqoN4fPRh — Michael J. Kramer (@MichaelMOTTCM) November 19, 2025 Grok: 1-year CPI swaps are financial contracts betting on future inflation (Consumer Price Index). The rate falling means markets expect lower inflation over the …

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AI Model Hacks Game Rather Than Lose at Chess

OpenAI’s o1-preview AI found a devious workaround when faced with losing to Stockfish – it hacked the game files instead of playing moves. Without any prompting for mischief, it chose system manipulation over accepting defeat. Testing showed clear capability gaps: …

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The situation is becoming rather worrisome: The slump in 10-year and 30-year bonds is approaching the epic drops we saw in stocks during the 2008 financial crisis and the dot-com bubble bust. Accelerating Junk Bond default is coming.

The Bear Market never ended. The end of this bear market rally is rapidly approaching……. https://t.co/kf0JCvL7XA — Win Smart, CFA (@WinfieldSmart) October 5, 2023 G, we already there… Long-duration US TSY bonds have now lost more in % terms than …

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As the EV bubble bursts, idiots who massively overpaid for Teslas are going to end up letting the repo man haul away their cars rather than continue making huge payments on a rapidly depreciating asset. Auto lenders, you are so f*cked.

(7a) Lower Priced Teslas The average price of a used Tesla is over $24k lower than the peak last July. Video: https://t.co/uwLwbR3ssh pic.twitter.com/9qfGaCetiH — Charlie Bilello (@charliebilello) July 19, 2023 h/t Simian_Stacker