Independent thinking for complex markets and current events
Gains, Pains & Capital argues the AI trade is being driven by a narrow set of mega-cap winners while expectations continue to outrun earnings reality JPMorgan is now publicly warning that parts of speculative tech are showing stretched positioning after a 57% rally in related segments Alphabet is expanding AI infrastructure spending plans while reinforcing …
Yes ,and the trend goes even deeper.As Japan and China reduce their U.S. Treasury exposure,their reserves are quietly re-anchoring elsewhere.The correlation between Treasuries and global reserves has broken,flows are now moving through Chinese bonds and ultimately into Gold,… pic.twitter.com/0wwRIOnF8P — Macro Liquidity by Sunil Reddy (@Macrobysunil) October 23, 2025 The world is clearly splitting into …
CDC panel recommends splitting measles, varicella shots MMR + V instead of MMRV for children under 4 Panelists voted in favor of separating MMR and chickenpox shots to lessen seizure risk, despite concerns doing so might reduce how many children receive protection. Advisers to the Centers for Disease Control and Prevention voted Thursday to recommend …
We went from “bro its easy you just have a digital wallet to store your bitcoins” to “you gotta split your secret wallet passkey into 7 physical forms and distribute them like horcruxes across the globe to keep your coins safe” h/t SwagImprover