https://gnosly.com/feed/Business Intelligence Console and Prediction Algorithms283@RealAlexJonesAlex JonesTuesday LIVE: Bond Yields Soar, Triggering Global Panic! Stock Crash Imminent? EU To Nationalize Private Bank Accounts, Creating Dreaded “Unified Ledger!” Things Are Moving FAST! Tune In NOW As Alex Jones Reveals The Insane Truth! Share Feed!https://x.com/RealAlexJones/status/20949570643552133180.00352822026-09-02T15:23:08.444149+00:002x.comlivefinanceglobal259https://pbs.twimg.com/profile_images/798632247762948096/ycGYVWvr_mini.jpg2026-09-02T15:23:08.772747+00:00282@RealAlexJonesAlex JonesIran just hit a USMC base in Jordan with missiles. The fact that Iran was able to strike Camp Titin in Aqaba without one interceptor launched back means the US was not prepared at all. This is why the pentagon warned Trump three days ago to NOT relaunch the war, because we arehttps://x.com/RealAlexJones/status/20949570643552133180.00352832026-09-02T15:23:07.194785+00:002x.comiranusmcmilitary281@theworldlabsWorld LabsIntroducing Atlas: The world's first multimodal world model that generates image and video frames with pixel-perfect camera control and reconstructs them in 3D. Model the world, move the camera, and simulate space & time.https://x.com/theworldlabs/status/20948397563290419840.00502026-09-02T15:02:22.051865+00:002x.comatlas3dmultimodal280@MoloWarMonitorMoloMonitorA massive wave of anti-ship cruise missiles has been launched from southern Iran, towards the Gulf of Oman. The IRGC Navy is trying to hit U.S. Navy ships sailing in the area, which are currently launching Tomahawk missiles towards Iran.https://x.com/MoloWarMonitor/status/20948270898242971200.00402026-09-02T13:35:42.841593+00:002x.comirannavymissiles258https://pbs.twimg.com/media/HRJSIawXsAAyr3T?format=jpg&name=smallImage2026-09-02T13:35:43.031137+00:00279@OpenAIOpenAIAs we prepare to release Astra, we’re focused on making increasingly capable AI safe and broadly accessible. Astra represents a significant advance in cybersecurity capability, reaching the Critical threshold under our Preparedness Framework. We're previewing how we evaluatedhttps://x.com/home0.00402782026-09-02T13:35:10.508882+00:002x.comcybersecurityaiastra257https://pbs.twimg.com/profile_images/1885410181409820672/ztsaR0JW_mini.jpgSquare profile picture2026-09-02T13:35:10.678968+00:00278@levieAaron LevieAI for cyber is about to go vertical. The models increasingly becoming insanely good at finding and exploiting vulnerabilities. Frontier models are ahead, but we’re already seeing that open weights is not far behind. Most enterprises are already inundated with cyber discoveries,https://x.com/levie/status/20950246994411196120.00402792026-09-02T13:35:10.224276+00:002x.comcybersecurityaivulnerabilities256https://pbs.twimg.com/media/HRMF3JGa4AArAwx?format=jpg&name=smallImage2026-09-02T13:35:10.485221+00:00277https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterBREAKING: The US Mint announces that the "2026 President Donald J. Trump $1 Coin" has been launched and is now in circulation.US Mint also announces that these coins will be available for purchase beginning at 12 PM ET.This marks the first time in US history that a sitting president has been featured on a circulating US coin.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00502026-09-02T13:34:06.881172+00:001linkedin.comus-mintcointrump255https://media.licdn.com/dms/image/v2/D4E22AQGc2vXM32CsuA/feedshare-shrink_160/B4EaBiO0LfH8Ak-/0/1788354446280?e=1790208000&v=beta&t=_8_2jahJaSgWajSEZZqYC9QNuv3NH-JOKXb8Dhg7CY4View image2026-09-02T13:34:07.536632+00:00276@lisaabramowicz1Lisa AbramowiczWhile German 10-year yields have climbed to the highest since 2011, French 10-year borrowing costs are now at the highest since 2008, causing the spread between the two yields to widen to the most in almost two years. Traders are increasingly intolerant of high fiscal deficits.https://x.com/lisaabramowicz1/status/20950746716033928940.00502026-09-02T13:33:22.429540+00:002x.combondsfinanceeconomy254https://pbs.twimg.com/media/HRMzFnAWkAMq546?format=png&name=smallImage2026-09-02T13:33:24.269522+00:00275https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterUS oil refiners are set for an economic boom.The S&P 500 Oil & Gas Refining & Marketing index is now up +108% in 12 months, to ~3,250 points, near its all-time high.The index tracks large US companies involved in refining, marketing, and transporting oil and gas.This marks its largest 12-month increase since the 2020 pandemic recovery.Over the last 30 years, the only other comparable periods of strength were recorded in 2013 and 2005.Since April 2025, oil and gas refining stocks have surged a massive +175%.Markets are bracing for a US oil refining surge.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00602026-09-02T13:04:20.507808+00:001linkedin.comrefiningmarketsoil252https://media.licdn.com/dms/image/v2/D4E22AQEdsUKkGxecog/feedshare-shrink_800/B4EaBhbsq4HwAc-/0/1788341046248?e=1790208000&v=beta&t=kLzn1PM8g4ZJkLqVLOlob-Zholt55rTSIHTrWfvZAIEView image2026-09-02T13:04:21.521621+00:00274@ekwufinanceLukas EkwuemeEuropean yields are surging... This is bad news for the US. Europe is the biggest foreign holder of USTs. Surging yields combined with huge fiscal deficits will increasingly force European governments into a tough choice: 1. Print into an inflationary spike 2. Sell USTs tohttps://x.com/ekwufinance/status/20950993057951462370.00402732026-09-02T12:53:26.682202+00:002x.comustsinflationyields251https://pbs.twimg.com/media/HRNJtqNXgAAKE61?format=jpg&name=smallImage2026-09-02T12:53:26.875284+00:00273@philippilkPhilip PilkingtonEuropean bond markets are now approaching meltdown territory. Britain is the most vulnerable. France and Italy are next - at least in terms of major countries.https://x.com/philippilk/status/20951160080548375810.00402742026-09-02T12:53:26.377930+00:002x.comeuropebondsfinance248https://abs.twimg.com/emoji/v2/svg/1f1ea-1f1fa.svg🇪🇺2026-09-02T12:53:26.618574+00:00249https://abs.twimg.com/emoji/v2/svg/2622.svg☢️2026-09-02T12:53:26.634899+00:00250https://abs.twimg.com/emoji/v2/svg/1f4c9.svg📉2026-09-02T12:53:26.655255+00:00272@robin_j_brooksRobin BrooksGlobal bond markets are on fire. Every day yields rise in one place or another. Biggest mover today is Japan, where 10y10y forward (red) is up 10 bps. That spills over to everywhere else and pushes yields up globally. We're witnessing a global sell-off... https://robinjbrooks.substack.com/p/global-bond-markets-catch-on-fire…https://x.com/robin_j_brooks/status/20947609523442651130.00502026-09-02T12:51:45.522487+00:002x.commarketsbondsglobal247https://pbs.twimg.com/media/HRIVnpnW0AA65z6?format=png&name=smallImage2026-09-02T12:51:45.773085+00:00271@Alibaba_QwenQwenQwen3.8-Max just got upgraded. Meet Qwen3.8-Max-0902! 2.4T parameters. 1M context tokens. Built for real world complexity. Further post trained on Coding & Cowork, Qwen3.8-Max-0902 now delivers stronger performance across complex enterprise tasks, scientific research, andhttps://x.com/Alibaba_Qwen/status/20949687082886802760.00402702026-09-02T12:51:30.681448+00:002x.comupgradeqwen3.8-maxenterprise245https://pbs.twimg.com/media/HRLPk0VaIAI_ii7?format=jpg&name=120x120Image2026-09-02T12:51:30.898786+00:00246https://pbs.twimg.com/media/HRLPmfLagAA9ATq?format=jpg&name=120x120Image2026-09-02T12:51:30.955543+00:00270@arenaArena.aiBig news: Qwen3.8-Max-0902 by @Alibaba_Qwen just debuted at #1 overall in the Code Arena: WebDev with 1691 pts! It scores 3 pts above Claude Opus 5 (Max), 17 pts above Kimi K3 (Max), and 22 pts above the previous Qwen3.8-Max. Priced at a blended $5/MToken, Qwen3.8-Max-0902 alsohttps://x.com/arena/status/20949746377049131980.00402712026-09-02T12:51:30.395457+00:002x.comwebdevcodearena1244https://pbs.twimg.com/media/HRLV08paQAEHEK9?format=jpg&name=smallImage2026-09-02T12:51:30.662552+00:00269@MultiverseCompuMultiverse Computing🚀 Introducing Quasar 438B, the top European AI model. Externally validated by @ArtificialAnlys: in their latest benchmark comparison, Quasar is the strongest-performing European model evaluated. It is the first large model released by Multiverse Computing. 438 billion parameters, English and Spanish, built for enterprise-scale agents, coding and complex multi-step workloads.https://x.com/MultiverseCompu/status/20950610115018466310.00702026-09-02T12:51:21.833832+00:002x.comeuropeanbenchmarkai242https://abs.twimg.com/emoji/v2/svg/1f680.svg🚀2026-09-02T12:51:22.092663+00:00243https://pbs.twimg.com/media/HRMm2Y6WwAEkhQF?format=jpg&name=smallImage2026-09-02T12:51:22.127519+00:00268@Alibaba_QwenQwenQwen3.8-Max just got upgraded. Meet Qwen3.8-Max-0902! 2.4T parameters. 1M context tokens. Built for real world complexity. Further post trained on Coding & Cowork, Qwen3.8-Max-0902 now delivers stronger performance across complex enterprise tasks, scientific research, andhttps://x.com/Alibaba_Qwen/status/20949687082886802760.00452672026-09-02T12:50:01.981412+00:002x.comupgradeparametersenterprise240https://pbs.twimg.com/media/HRLPk0VaIAI_ii7?format=jpg&name=360x360Image2026-09-02T12:50:02.234104+00:00241https://pbs.twimg.com/media/HRLPmfLagAA9ATq?format=jpg&name=360x360Image2026-09-02T12:50:02.300007+00:00267@Alibaba_QwenQwen3.8-Max-0902just debuted at #1 overall in Code Arena: WebDev with 1,691 pts, and became the highest-scoring model on the Pareto frontier at a blended $5/MToken! On the updated frontier, Qwen3.8-Max-0902 sits above HY4 Preview (1,629 pts at $2.08/MToken) and Qwen3.8-Flash-Next (1,620 pts at $0.39/MToken). With this release, three models at the top of the overall leaderboard have moved off the Pareto frontier despite remaining #2–#4 overall: - Claude Opus 5 (Max): #2, 1,688 pts, $20/MToken - Kimi K3 (Max): #3, 1,674 pts, $12/MToken - Qwen3.8 (Max): #4, 1,669 pts, $5/MToken Congrats to the team on the release!https://x.com/arena/status/20949793314205044910.00452682026-09-02T12:50:01.577570+00:002x.comcode-arenawebdev1239https://pbs.twimg.com/media/HRLWQTVaYAAowQS?format=jpg&name=smallImage2026-09-02T12:50:01.921248+00:00266@RockBtmEntriesRock Bottom EntriesEuropean Natural Gas is going parabolic.https://x.com/RockBtmEntries/status/20948320961748790210.00402026-09-02T12:49:02.575076+00:002x.comeuropeannaturalgasparabolic238https://pbs.twimg.com/media/HRJWrnDXgAAWvWj?format=png&name=smallImage2026-09-02T12:49:02.967562+00:00265@miclchenMichael L. ChenAll three pillars of a safety case look about to fall. We are rather likely to have highly capable, poorly monitorable, dubiously aligned AI agents working autonomously inside the world's most consequential organizations.https://x.com/miclchen/status/20949976712326105290.00402026-09-02T12:48:27.343249+00:002x.comsafetyalignmentai264@BarchartBarchartBREAKING 🚨: Japan Japan's 2-Year Yield hits 1.86% for the first time in more than 31 years 🤯👀https://x.com/Barchart/status/20950412996110993020.00402026-09-02T12:46:59.586959+00:002x.comyieldjapanfinance237https://pbs.twimg.com/media/HRMU8WgW8AE4O88?format=png&name=smallImage2026-09-02T12:47:01.100829+00:00254@macropaperrThe Macro Paper🚨 EUROPEAN BOND MARKET IS IMPLODING France's 10Y bond yield hits 4.16%, the highest since 2008. Germany's 10Y bond yield hits 3.31%, the highest since 2011. Portugal's 10Y bond yield hits 3.665%, the highest since 2023. Italy's 10Y bond yield hits 4.15%, the highest since 2024. Spain's 10Y bond yield hits 3.76%, the highest since 2024. First Japan, then the US, and now Europe, the bond market is indicating a major global crisis is imminent.https://x.com/macropaperr/status/20944072200921744920.00602026-09-01T05:22:39.644894+00:002x.comeuropebondsmarket235IMAGE/media/content/254/g-bonds.pngg-bonds.pngpng2026-09-01T05:23:39.099280+00:00247@osansevieroOmar SansevieroToday we're releasing TimesFM 3.0 on Hugging Face - Open foundation model for time series forecasting - Complex multivariate scenarios with zero-shot - 330m parameters Excited about the research and new use cases this will unlock!https://x.com/osanseviero/status/20945006925555961180.00502026-09-01T04:54:33.379571+00:002x.comtimesfmforecastingresearch233https://pbs.twimg.com/media/HREomI3WIAAcae0?format=jpg&name=smallImage2026-09-01T04:54:35.495953+00:00219@caseyjdonaldsonCasey Donaldson🚨 JAPAN COULD BE THE REASON GLOBAL MARKETS BREAK Bessent just sent a warning across global markets. A disorderly Yen triggers forced unwinds. Forced unwinds destabilize global markets. Destabilized global markets push US borrowing costs higher. The Yen is already weakeninghttps://x.com/caseyjdonaldson/status/20942084273082864420.00602026-08-31T10:40:59.227196+00:002x.comyenglobal-marketsjapan232https://pbs.twimg.com/media/HRAeY9gWQAAUZJ_?format=png&name=smallImage2026-08-31T10:41:01.677517+00:00218@dwarkesh_spDwarkesh PatelOver the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes. This culminated in the third one taking over part of OpenAI itself. All this happened while humans remained more-or-less in the dark about the scope of the conspiracy. I’ve spent the last three days reading through these reports and trying to understand exactly what happened. Here is my attempt to tell the whole story in plain English:https://x.com/dwarkesh_sp/status/20938334193778157190.00902026-08-31T10:04:49.798234+00:002x.comconspiracyai-civilizationsopenai230https://pbs.twimg.com/card_img/2093833136841052161/22mQs_4X?format=jpg&name=small2026-08-31T10:04:50.103612+00:00217@DropSiteNewsDrop Site🛢️ Hormuz Strait Tracker’s latest estimate puts crude and refined-product flows through the Strait of Hormuz at just 4.8 million barrels per day over the seven days ending Aug. 30, around 22% of the normal 21.6 mb/d, according to creator ➤ Estimated daily flows approximately: Aug. 24: ~1.1 mbpd Aug. 25: ~4.6 mbpd Aug. 26: ~5.6 mbpd Aug. 27: ~6.1 mbpd Aug. 28: ~1.6 mbpd Aug. 29: ~3.1 mbpd Aug. 30: 11.5 mbpd So despite Sunday’s sharp jump to 11.5 mb/d, the weekly average remains deeply depressed. ➤ The tracker uses MarineTraffic AIS data and subtracts known Fujairah and Oman exports from observed Gulf of Oman exits to estimate actual Hormuz flows. @phileepos cautioned that the 4.8 mb/d figure could ultimately rise by roughly 1 mb/d as tankers that crossed with AIS switched off are identified later. ➤ For comparison, Vortexa chief economist David Wech recently put its 28-day average near 6.5 mb/d; its 7-day measure had at one point approached 9 mb/d, with one day reaching roughly 15 million barrels. Vortexa similarly says “dark” crossings can take 3-4 days to get a strong estimate and about two weeks to complete.https://x.com/DropSiteNews/status/20943238910070090750.01502026-08-31T09:54:19.633902+00:002x.comshippingoilhormuz229https://pbs.twimg.com/media/HQ_vBP4XkAAbv-k?format=png&name=smallImage2026-08-31T09:54:21.449162+00:00216Polonia devine primul stat aliat din NATO care participă la un exercițiu al forțelor speciale americane conceput și adaptat pe baza lecțiilor învățate în războiul din Ucraina.https://www.mediafax.ro/externe/polonia-primul-aliat-nato-in-exercitiul-sua-inspirat-de-razboiul-din-ucraina-fortele-speciale-se-antreneaza-pentru-razboiul-cu-drone-237989660.00602026-08-31T08:03:21.094279+00:0015mediafax.rosuaucrainapolonianato228https://media.mediafax.ro/vJRtWVb1sj4nY7XJmwf08_ghGWw=/300x169/smart/filters:contrast(5):format(webp):quality(80)/https://www.mediafax.ro/wp-content/uploads/2025/08/pexels-kaboompics-5611-1024x683.jpgEXTERNE Polonia, primul aliat NATO în exercițiul SUA inspirat de războiul din Ucraina. Forțele speciale se antrenează pentru războiul cu drone2026-08-31T08:03:21.338337+00:00215Deficitul bugetului general consolidat a fost de 48,08 miliarde de lei în primele șapte luni ale anului 2026, în scădere cu 28,36 miliarde de lei față de aceeași perioadă din 2025, potrivit datelor publicate luni de Ministerul Finanțelor. Ca pondere în PIB, deficitul s-a redus de la 3,99% la 2,34%, în timp ce investițiile au crescut cu aproximativ 24%, la 76,51 miliarde de lei.https://www.mediafax.ro/economic/deficitul-se-reduce-cu-28-de-miliarde-de-lei-fata-de-2025-si-coboara-la-234-din-pib-237989350.00702026-08-31T08:02:41.154992+00:0015mediafax.roministerul-finanțelor227https://media.mediafax.ro/DXT_-_MFtCIuSwgfG68aom5dUhc=/700x481/smart/filters:contrast(5):format(webp):quality(80)/https://www.mediafax.ro/wp-content/uploads/2025/07/lei-bani-pexels-curs-valutar-1024x683.jpgNEWS ALERT Deficitul se reduce cu 28 de miliarde de lei față de 2025 și coboară la 2,34% din PIB, după primele șapte luni din 20262026-08-31T08:02:42.278666+00:00214@LuizaJarovskyLuiza Jarovsky, PhD🚨 The EU has begun enforcing the AI Act:https://x.com/LuizaJarovsky/status/20937852553628590130.00402132026-08-31T08:00:48.894864+00:002x.comeuai-actenforcement226https://pbs.twimg.com/media/HQ6QkBQXMAED-us?format=png&name=smallImage2026-08-31T08:00:49.222267+00:00213@productaizeryPatrick SentiExpect AI models to be unaccessible in the EU soon.https://x.com/productaizery/status/20939783414978805790.00402142026-08-31T08:00:47.057664+00:002x.comeuaimodels212https://www.linkedin.com/in/imad-khanafer-8a76a3329/Imad Khanafer🚨 NOW: President Trump says he's WELCOMING every business fleeing Canada for America — saying they will face 0% TARIFFSMark Carney and Doug Ford are fuming."Let all Canadian Companies that are doing business with America move to the United States, immediately. Many of them are Companies that moved out years ago due to stupid U.S. Leadership. When you move back, there are no TARIFFS! President DONALD J. TRUMP" 🇺🇸https://www.linkedin.com/in/imad-khanafer-8a76a3329/0.00702026-08-31T06:57:31.369828+00:001linkedin.comusabusinesspolitics225https://media.licdn.com/dms/image/v2/D5605AQHWKVx-sKUf8g/videocover-high/B56aBVakH5JQBU-/0/1788139423394?e=1788764400&v=beta&t=ObaSsKtZNRdAcB25rbzl1835WyiRYVuUm3cy0FnBHR82026-08-31T06:57:31.627235+00:00211https://www.linkedin.com/in/sheikh-marzan/Marjanul Islam<p>🔴 Trump seized 65 Billion-Barrel of Venezuelan oil. Will it bring down Inflation and reduce the U.S. debt?Let’s do the math:Even if Trump sells the oil at $100 per barrel, that would generate roughly $6.5 trillion.But extracting and refining the oil costs money. If we assume those costs consume at least 50% of the value, the net gain is around $3.25 trillion.$3.25 trillion is roughly 1 year of the U.S. government’s deficit and 1 year of its interest expense.Yes, that’s how enormous the U.S. government’s debt, deficit, and interest burden has become.Even selling the entire oil reserve at $100 per barrel wouldn’t cover 1 year of the combined deficit and interest expense.And there is another problem: extracting 65 billion barrels of oil takes decades.That means the revenue is spread across many years, resulting in only a few hundred billion dollars per year—which is essentially a rounding error for the U.S. government.And those Venezuelan oil reserves will not bring oil prices down.Most importantly, U.S. long-term bond yields aren’t coming down unless the Fed steps in and buys trillions of dollars of bonds from the market.If the Fed buys $10 trillion of bonds, it increases the monetary base by $10 trillion—roughly doubling the Fed’s current balance sheet.That means an inflationary and asset-price expansion 2x larger than what we saw in 2020.The only way for the U.S. to solve its debt problem and inflation is through dollar devaluation—meaning a massive revaluation of Gold and Bitcoin.The bondholders will lose everything.It has to be.</p>https://lnkd.in/p/d8eV2ZXr0.00702026-08-31T06:55:47.732431+00:001linkedin.comtrumpoilus-debt224https://media.licdn.com/dms/image/v2/D5622AQEb3bGBdmsh5A/feedshare-shrink_160/B56aBO5itdKAAk-/0/1788030102694?e=1789603200&v=beta&t=ZjchF9OHLYMtqQe4VnHK-1OvhkjBOnZ7MW0IjXFVu4kView image2026-08-31T06:55:48.655548+00:00209https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAEVEN THE US TREASURY SECRETARY IS NOW WARNING ABOUT YEN CARRY UNWIND. Scott Bessent said a disorderly, sharp decline in the yen could set off forced unwinds of major trading positions.He warned this could spread stress across global markets, not just Japan.The end result, he said, would be higher borrowing costs for US households and businesses.This warning comes in a letter responding to Senator Elizabeth Warren, who questioned the US and Japan's joint intervention to defend the yen last month.The yen is already weakening again, sliding back toward 160 per dollar.That is the same level that triggered the original intervention just weeks ago.Bessent also pointed to Argentina, saying the Treasury used the same emergency fund last year to stop a currency crisis there before it spread further.He says Acting early is cheaper than waiting for a full blown crisis.If the Treasury Secretary himself is this concerned about the fallout, the risk here is bigger than markets are currently pricing in.Source: Bull Theoryhttps://www.linkedin.com/feed0.00552026-08-31T06:53:01.354756+00:001linkedin.combull-theoryyenus-treasury223https://media.licdn.com/dms/image/v2/D4E22AQEqUySB1jxYdQ/feedshare-shrink_800/B4EaBUwPP9HoAc-/0/1788128326974?e=1789603200&v=beta&t=iRUqkL3tvVy_2WJGYl_jmHQ1TIbFQMoo6N-iBxvxcoMView image2026-08-31T06:53:01.829492+00:00208Oil Advances on Fresh Mideast Strikes and Claim Tanker Hit Mineshttps://www.bloomberg.com/news/articles/2026-08-30/latest-oil-market-news-and-analysis-for-aug-310.00302026-08-31T06:48:26.639220+00:0014bloomberg.commideast207US and Iran Exchange Attacks for First Time in About a Month. The Iranian rocket launchers were preparing to send mines into the Strait of Hormuz.https://www.bloomberg.com/news/articles/2026-08-30/us-strikes-iranian-rocket-launchers-in-first-attack-in-weeks0.00302026-08-31T06:48:26.432797+00:0014bloomberg.comiranus206Warsh reiterated his commitment to bringing down inflation in a highly anticipated speech.https://www.bloomberg.com/news/articles/2026-08-30/bond-investors-wary-after-warsh-fans-wagers-fed-poised-to-hike0.00402026-08-31T06:46:15.464206+00:0014bloomberg.comwarsh205Watch: Warsh Sets the Tone for Fed’s Road Aheadhttps://www.bloomberg.com/europe0.00402026-08-31T06:46:13.931363+00:0014bloomberg.comfedwarsh222https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ip4U.mXM4hfg/v0/640x-1.webp2026-08-31T06:46:15.444092+00:00204Krisztian BocsiThe Sept. 6 state election could produce the nation’s first government led by the far right since the end of World War II.https://www.bloomberg.com/news/articles/2026-08-30/merz-says-far-right-win-in-german-state-would-put-off-investors0.00302026-08-31T06:45:55.853377+00:0014bloomberg.commerzgermany221https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i9MKj3eQD3iY/v1/600x400.jpgGermany's Chancellor Friedrich Merz Hosts Multiannual Financial Framework Talks2026-08-31T06:45:56.137956+00:00203• Iran is struggling under the weight of U.S. economic sanctions this week, with Supreme Leader Mojtaba Khamenei admitting to economic hardship this weekend. • Iran marked Islamic Unity Week, which lands on the birthday of the prophet Muhammad, by calling on Islamic countries to unite against the U.S. • Crude oil exports that crossed the U.S. blockade line in the Strait of Hormuz averaged 6.7 million barrels per day over the past week, TankerTrackers said. • U.S. forces struck two Iranian missile launchers on Larak Island, a U.S. official told Fox News. • Iran’s Revolutionary Guards (IRGC) vowed to retaliate and punish those responsible for the U.S. strike on Larak Island, according to state media. • Iran began attacking U.S. forces in Jordan after American forces struck Iranian missile launchers on Larak Island, a U.S. source told Fox News' Trey Yingst. • President Donald Trump said that Iran would have used a nuclear weapon if it had one, warning that Israel and much of the Middle East could have been destroyed, with the United States or Europe possibly “next.”https://www.foxnews.com/live-news/iran-news-trump-war-israel-hormuz-august-300.00602026-08-31T06:41:01.905057+00:0013foxnews.commojtaba-khameneitankerstrackersdonald-trumpirgc220IMAGE/media/content/203/g-iran-usa-war-00.webpg-iran-usa-war-00.webpwebp2026-08-31T06:42:45.577173+00:00202Crypto groups spend record $640mn buying back their own tokens. Firms employ similar strategy to equity market repurchases in response to prolonged slump in digital assets sectorhttps://www.ft.com/content/b3e84c50-c761-4179-beac-68641e61207e0.00502026-08-31T06:38:57.892356+00:0012ft.comcryptoblockchain219https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2F5f8a6403-663e-4c87-b576-0401667e3a7a.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downCrypto groups spend record $640mn buying back their own tokens2026-08-31T06:38:58.138514+00:00201EU recovery fund - Romania to lose €770mn in EU funds due to government crisis. Bucharest will miss a Monday deadline for passing laws required by Brussels to approve recovery fundinghttps://www.ft.com/content/9914f45e-4e5c-4f6e-990b-043a65fb7ebf0.00602026-08-31T06:37:48.591600+00:0012ft.comeuromaniabrusselsbucharest218https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2F9dd9ad15-4c06-43cc-a763-5087301d3039.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downRomania to lose €770mn in EU funds due to government crisis2026-08-31T06:37:49.619965+00:00200https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>Another buy week ahead... 🚨 After Warsh’s hawkish Jackson Hole speech, the market is now looking straight at the jobs data.Tuesday: JOLTS + ISM ManufacturingWednesday: ADP + Treasury buybacksThursday: ISM Services + Jobless ClaimsFriday: NONFARM PAYROLLS + UNEMPLOYMENTThe jobs report could be the biggest catalyst.Right now, the Fed is watching inflation and employment.</p>https://lnkd.in/p/dSRRXDyh0.00602026-08-31T05:51:22.845602+00:001linkedin.commarketfedjobs217IMAGE/media/content/200/g-usa-jobs-00.jpgg-usa-jobs-00.jpgjpg2026-08-31T05:52:15.455121+00:00199@Kacper_PK_CHKacper Piotr KaminskiOil Equities - Buying the Hate These are my positions below. $XOM $PBR $EQNR $TTE $IPCO (larger ones); $VAL $BORR $RIG (drillers); $GPRK $PXT (smaller ones). Of course, being invested doesn't mean I've added them last week, I've been accumulating for a while now; every entry x.com/Kacper_PK_CH/s…https://x.com/Kacper_PK_CH/status/19988926095493450760.00702026-08-31T05:50:25.060703+00:002x.cominvestingequitiesoil216https://pbs.twimg.com/media/G719agTXQAACMwm?format=png&name=smallImage2026-08-31T05:50:25.671777+00:00198@MPelletierCIOMartin PelletierTo all those telling younger people to stop complaining and work harder…piss off. Multiple rounds of QE following 2008 and turbo charged post 2020 robbed entire generations of their future.https://x.com/MPelletierCIO/status/20941319368308863240.00502026-08-31T05:49:34.244496+00:002x.comqegenerationswork215https://pbs.twimg.com/media/HQ_Zb9_a4AAndsk?format=jpg&name=smallImage2026-08-31T05:49:34.635353+00:00197https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>As very nicely highlighted by Lukas Ekwueme @ekwufinance on X, Fed Chair Warsh can talk tough on inflation.... But he can't act tough.- 1980 Debt/GDP: 31% vs 120% today- Interest/tax receipts: 10% vs 21% today- Deficit/GDP: 2.6% vs 6.3% todayToday's fiscal position is much weaker than it was during the Volcker era.Warsh has 2 options:1. Fight inflation and blow up the bond market.2. Sacrifice the USD to save the bond market.He will most likely go with option 2. Which is bullish scarce assets, stocks, real assets and private equity.</p>https://lnkd.in/p/dSRRXDyh0.00602026-08-31T05:48:15.430356+00:001linkedin.cominflationbond-marketeconomy214https://media.licdn.com/dms/image/v2/D4E22AQG6SbEwZo3OrQ/feedshare-shrink_160/B4EaBNdlk3GwAk-/0/1788005997104?e=1789603200&v=beta&t=JoxvSJzE_2JUAp6Soy5cxZtnET_bNBBdOwezvtzf_eUView image2026-08-31T05:48:18.199120+00:00196@nomiprinsNomi PrinsAt Jackson Hole, Fed chair Warsh hinted at a rate hike, and gold and silver gave back their late-week gains. But the last time the Fed hiked a total of 525 basis points, gold barely moved before more than doubling. A quarter point won't dent $40 trillion in debt, record central-bank buying, or silver's five-year deficit. Today's piece lays out what happens next. A Rate Hike Doesn’t Change the Case for Gold and Silverhttps://x.com/nomiprins/status/20940761737143258860.00602026-08-30T16:01:09.215444+00:002x.comfedsilvergold195https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi Letter<p>BREAKING: President Trump says he is going to fill up the US Strategic Oil Reserve with Venezuelan oil.Trump says the “topping out” process will begin very shortly and is a “gift” from Venezuela to the US.</p>https://lnkd.in/p/d-7DNrhd0.00502026-08-30T15:56:55.541901+00:001linkedin.comtrumpoilbreaking213https://media.licdn.com/dms/image/v2/D4D22AQEBrbTpJS37vg/feedshare-shrink_160/B4DaBTDCKbJgAk-/0/1788099699780?e=1789603200&v=beta&t=wd1AYatf4gnJL3K8vwc6DOkzJgeMcFGIg6tbt5USc8sView image2026-08-30T15:56:56.241349+00:00194https://www.linkedin.com/in/manuelheinkel/Manuel HeinkelA site with 1.62M Google impressions just dropped to almost zero.Every post was 100% AI-generated.And they are not the only ones. Over the past few days, several website owners have reported similar drops.The decline came after Google’s spam update 3 days ago.⚠️ 𝗧𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝗻𝗼𝘁 𝗺𝗲𝗮𝗻 𝗚𝗼𝗼𝗴𝗹𝗲 𝗶𝘀 𝗽𝗲𝗻𝗮𝗹𝗶𝘇𝗶𝗻𝗴 𝗔𝗜 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗶𝗻 𝗴𝗲𝗻𝗲𝗿𝗮𝗹. 𝗜𝘁 𝗶𝘀 𝘁𝗮𝗿𝗴𝗲𝘁𝗶𝗻𝗴 𝘀𝗰𝗮𝗹𝗲𝗱, 𝘂𝗻𝗼𝗿𝗶𝗴𝗶𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝘁𝗵𝗮𝘁 𝗮𝗱𝗱𝘀 𝗹𝗶𝘁𝘁𝗹𝗲 𝘃𝗮𝗹𝘂𝗲, 𝘄𝗵𝗲𝘁𝗵𝗲𝗿 𝗶𝘁 𝘄𝗮𝘀 𝗰𝗿𝗲𝗮𝘁𝗲𝗱 𝘄𝗶𝘁𝗵 𝗔𝗜 𝗼𝗿 𝗻𝗼𝘁.At 🥥cocoduro, we use a custom AI skill for our blog posts. It is a reusable set of instructions that tells AI how to perform a repetitive task consistently.It helps us:• Interlink existing posts• Structure content clearly• Improve titles and technical SEO• Work faster But we still:• Choose the topics• Draft the content• Run the tests• Add original insights• Review every word💡 𝗕𝗲𝗳𝗼𝗿𝗲 𝗽𝘂𝗯𝗹𝗶𝘀𝗵𝗶𝗻𝗴, 𝘄𝗲 𝗮𝗹𝘄𝗮𝘆𝘀 𝗮𝘀𝗸:Is this just another version of what already exists, or does it add something new?Nothing is published automatically.⚡ 𝗔𝗜 𝗵𝗲𝗹𝗽𝘀 𝘂𝘀 𝗺𝗼𝘃𝗲 𝗳𝗮𝘀𝘁𝗲𝗿. 𝗧𝗵𝗲 𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗼𝘂𝗿𝘀.Meanwhile, our Google Search footprint continues to grow.Are you seeing any changes in your Search Console data?https://www.linkedin.com/feed/0.00802026-08-30T12:37:56.390931+00:001linkedin.comseoaigoogle211https://media.licdn.com/dms/image/v2/D4E22AQELu-n09aAvfw/feedshare-shrink_160/B4EaA34MPHKwAo-/0/1787643872691?e=1789603200&v=beta&t=Ov-8G4hangIhO1VFhe2_5wuSQdPaGpyjmCZLJTmSyDsView image2026-08-30T12:37:58.465448+00:00193https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi Letter<p>The strength of this market is unprecedented.The S&amp;P 500 has traded for 22 consecutive sessions without a decline of at least -1.0%.Furthermore, the Volatility Index, VIX, has closed at or below 16 points for 18 straight trading days.On Friday, the VIX finished at 14.4 points, its 2nd-lowest daily close since December 2025.This is ~20% below its 1-year average of ~18.0 points.The S&amp;P 500 has now added nearly +$12 trillion in market cap since the March 2026 bottom and stands just ~1.5% below its all-time high.US stocks have been remarkably resilient.</p>https://lnkd.in/p/dB87C7mN0.00602026-08-30T11:24:11.564028+00:001linkedin.commarketstockssp500210https://media.licdn.com/dms/image/v2/D4D22AQHPYqyKsQDHlQ/feedshare-shrink_800/B4DaBSFQ_MHgAg-/0/1788083507374?e=1789603200&v=beta&t=t8M65EqoXS1NwvmcOZYyDpc_zmbeJ5vp1bsBuw-VSGwView image2026-08-30T11:24:12.459157+00:00192https://www.linkedin.com/in/laks0/Dr. Laks Dondeti 🇺🇸<p>This is messy stuff from Anthropic!We'll reduce tokens per week (17-25%) and give you vibes and feels, instead!The feedback on Twitter is not good, for obvious reasons!To say that they are making changes that will "make it feel like you're getting more from Claude..." is insulting to their subscribers. Like I said vibes instead of tokens!Seriously?!🗓️ Talk to us today about building your brand on #LinkedIn.</p>https://lnkd.in/p/dTGY2v7e0.00702026-08-30T11:22:06.936646+00:001linkedin.comlinkedin209https://media.licdn.com/dms/image/v2/D4D22AQEOL8y6xuyqbg/feedshare-shrink_800/B4DaBPOhzeIQAc-/0/1788035603954?e=1789603200&v=beta&t=ypVyZC33Si-Sdx_mUisJLJBuSAqBb8hE0vvCrHfc2CsView image2026-08-30T11:22:07.191285+00:00191https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi Letter<p>BREAKING: The US goods trade deficit widened by -$17.4 billion, or -17%, in July, to -$118.8 billion, the largest gap since March 2025.US goods imports rose +$11.4 billion, or +4%, to $318.2 billion, their highest level since March 2025.Capital goods imports, which include computers and accessories, semiconductors and telecommunications equipment, surged +11%, their largest monthly increase since 1993.At the same time, exports fell -$6.0 billion, or -3%, to $199.4 billion, their lowest since January, driven by a -11% decline in exports of industrial goods.Excluding the 4 months between December 2024 and March 2025, when companies accelerated imports ahead of anticipated US tariff increases, July’s goods trade deficit was the largest on record.The trade gap is widening again.</p>https://lnkd.in/p/dhGecHT90.00602026-08-30T11:21:09.116257+00:001linkedin.comeconomytrade208https://media.licdn.com/dms/image/v2/D4D22AQFQ6iPKpH8KFw/feedshare-shrink_160/B4DaBSYNmAKQAk-/0/1788088474279?e=1789603200&v=beta&t=jRS8Q9evrQfluy-vjCXWKkw_e53Tvh5a5oXzEecWOuMView image2026-08-30T11:21:09.498605+00:00190https://www.linkedin.com/in/jay-lawrence-5a4b3357/Jay Lawrence<p>You also need to acknowledge the starting point for bond yields in 2021.To say bonds have lost their diversification benefit when yields are now around 4.5%, compared with less than 0.5% five years ago, feels like a stretch.There was obviously very little diversification benefit available from bond yields at 0.1%. But from today’s starting point, if we experience a recession within the next five years, your headline will look very different in 2031</p>https://lnkd.in/p/dDNvv5Pi0.00602026-08-30T11:17:34.047714+00:001linkedin.comdiversificationeconomy207IMAGE/media/content/190/g-usa-bonds.jpgg-usa-bonds.jpgjpg2026-08-30T11:19:05.517066+00:00189https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterBREAKING: The US government is now running a primary budget deficit of -3.59% of GDP, the largest among major advanced economies. The primary budget deficit EXCLUDES the $1.1+ trillion in interest payments on existing government debt. This is followed by the UK at -3.51% of the country’s GDP. Belgium, France, Austria, and the Euro Area run primary budget deficits of -2.14%, -1.97%, -1.66%, and -1.40%, respectively. In other words, even excluding the cost of servicing existing debt, which is the 2nd-largest US government expenditure, even larger than defense spending, the US deficit is the biggest relative to GDP among all major advanced economies. US deficit spending is out of control.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00602026-08-30T11:16:09.372318+00:001linkedin.comus-deficitbudgeteconomy206https://media.licdn.com/dms/image/v2/D4D22AQHnXkBB2Gw4NA/feedshare-shrink_160/B4DaBR5gJNIQAk-/0/1788080423745?e=1789603200&v=beta&t=XNNoRJilLafIaEHoD5R_qRprmh19kRFcvkY8fvkVAPAView image2026-08-30T11:16:09.656269+00:00188https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>The number of Bitcoin whales keeps growing. 👀Source: Bitcoin Archive@BitcoinArchive</p>https://lnkd.in/p/d2XxqreG0.00702026-08-30T11:11:04.767686+00:001linkedin.comwhalescryptobitcoin205https://media.licdn.com/dms/image/v2/D4E22AQEapZAlI-6QqQ/feedshare-shrink_800/B4EaBOZIFLG4Ac-/0/1788021604943?e=1789603200&v=beta&t=4X5KePoDtcRAYB1AHrARiWjDSIeV-5N4mpvO4eSDqfUView image2026-08-30T11:11:05.511852+00:00187https://www.linkedin.com/in/oelayat/Omar ElayatDon’t even ask the question. The answer is yes, it’s priced in.AI will kill SaaS? Priced in. Actually, AI might not kill SaaS? Priced in. The application layer is just six GPT wrappers in a trench coat? Priced in.The market sees all. The market knows all. It even priced in every “SaaS is dead” take being quietly scrubbed from LinkedIn and Substack posts.https://www.linkedin.com/feed/0.00602026-08-30T11:10:03.145533+00:001linkedin.comsaasmarket204https://media.licdn.com/dms/image/v2/D5622AQHa8rT0EXOH1A/feedshare-shrink_160/B56aBLwWTNIcAk-/0/1787977360861?e=1789603200&v=beta&t=A2HVaPu98ChRR1drOG0CTSa_yrTraXsmoBBVEwCMuYoView image2026-08-30T11:10:05.022822+00:00186https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>Apple’s 1977 marketing manifesto:Source: Jon Erlichman@JonErlichman</p>https://lnkd.in/p/dgtENMx30.00602026-08-30T08:31:15.549376+00:001linkedin.commanifestoapple203https://media.licdn.com/dms/image/v2/D4E22AQEEY1hA7FNlOA/feedshare-shrink_800/B4EaBKsmiMIUAc-/0/1787959601536?e=1789603200&v=beta&t=GKUmy_EOFxXSmoaLEAlE4w4FZ4pWq1OIcVyeQ-14TCEView image2026-08-30T08:31:16.614842+00:00185@TaviCostaOtavio (Tavi) CostaAgricultural commodities have just broken decisively above nearly 20 years of resistance. And this is happening while: ▪️Diesel prices approach all-time highs ▪️Mortgage rates hover near 7%, with housing already deeply unaffordable ▪️Wealth inequality stands near historic extremes This is precisely the kind of combination that can trigger widespread social unrest, dramatic policy shifts, and intense political pressure. None of us own enough hard assets. https://tavicosta.substack.com/p/seeds-of-an-affordability-crisis?r=2m39jp&utm_medium=ios…https://x.com/TaviCosta/status/20936922386731706180.00502026-08-30T07:41:32.253151+00:002x.comcommodities202https://pbs.twimg.com/media/HQ5J_oZaEAAHz8R?format=jpg&name=smallImage2026-08-30T07:41:32.475091+00:00184@ekwufinanceLukas EkwuemeWheat prices are surging... but there is more to come Russia and Ukraine account for ~30% of global wheat exports, and both are blowing up each other's export capacity... Meanwhile, US wheat production is at its lowest level since 1971. At the same time, we have a very strong El Niño, which heightens the risk of extreme droughts and lower crop yields. Brace for higher food prices.https://x.com/ekwufinance/status/20937083567162821130.00502026-08-30T07:40:53.896695+00:002x.comdroughtwheat201https://pbs.twimg.com/media/HQ5Yp4vXwAAeEhO?format=jpg&name=smallImage2026-08-30T07:40:54.170142+00:00183@oguzerkanOguz ErkanTime to buy gold. Thesis is simple: More money supply, higher gold prices. They diverged earlier this year as markets expected a tighter policy under Kevin Warsh. But nothing has changed and global money supply kept growing, so gold prices have some serious catching up to do.https://x.com/oguzerkan/status/20938106919877144110.00402026-08-30T07:39:37.671063+00:002x.comgoldfinance200https://pbs.twimg.com/media/HQ61uZ_XYAEfgPr?format=jpg&name=smallImage2026-08-30T07:39:37.892129+00:00182@MauiBoyMacroKalani o Māui“The San Francisco Fed has updated its estimates of the economy’s total-factor productivity, and the results are not pretty. In contrast, during the dot-com years labor and capital inputs were yielding much better economic growth.” - Bloomberghttps://x.com/MauiBoyMacro/status/20931031306240451740.00502026-08-30T07:39:04.742371+00:002x.comfinance199https://pbs.twimg.com/media/HQwyNEna0AAH5r8?format=jpg&name=smallImage2026-08-30T07:39:04.959794+00:00181@Speculator_ioLinThe demand for AI compute is insane. Training, inference, agents, images, videos, robotics, self-driving cars. They all need huge amounts of compute. And every new model, product, and capability creates even more demand. There is no limit to how much intelligence we can use.https://x.com/Speculator_io/status/20938170434727528670.00402026-08-30T07:38:39.475443+00:002x.comtechnologycomputeai198https://pbs.twimg.com/media/HQ66yDLXEAAO7cD?format=jpg&name=smallImage2026-08-30T07:38:41.190873+00:00180https://www.linkedin.com/in/denys-liutyi/Denys LiutyiBoJ has spent more than $96 bln of FX intervention over the past month to keep the Japanese yen below 160 - and apparently it's still too hard for them. More and more questions are being asked about the future of the yen carry trade. For years, it was a very convenient way to get additional financing almost from nothing (sorry for such a simplification). Now, with Japan finally facing "acceptable levels" of inflation and raising interest rates, borrowing in JPY is no longer as cheap as it used to be. One of the simplest ways to measure the attractiveness of the yen carry trade is to look at the spread between the BoJ and the Fed funds rate. I've built one using futures-implied paths for both rates and, apparently, markets do not expect much change in the current state of affairs. The spread seems to be around 2% in the longer run, compared with roughly 5% at its peak in 2023. Such unclear situation to be honest... I can't put everything in order in my head and don't want to give any conclusions at all. It feels like something that requires a bit more thought and analysis, not just a 2min LinkedIn post. For now, feel free to enjoy the chart.https://www.linkedin.com/feed/0.00802026-08-30T07:37:37.360037+00:001linkedin.commacrobondyenjapan197https://media.licdn.com/dms/image/v2/D4D10AQHDod9WxlDihA/image-shrink_800/B4DaBIXunfI8Ak-/0/1787920575699?e=1788681600&v=beta&t=NoXMoDRtIYsrUY8777LceSX_tspG2Tj0oQ7hxoufXKkView image2026-08-30T07:37:38.910470+00:00179@ProfBuehlerMITMarkus J. Buehler<p>We made a striking discovery: AI agents can invent and build without talking to one another, and their technologies outlive the creators. </p><p><a href="https://x.com/ProfBuehlerMIT/status/2093630309585531033/video/1" rel="noopener noreferrer" target="_blank">VIDEO</a> </p><p>A swarm of hundreds of initially identical agents spontaneously differentiates into explorers, builders, caretakers, and coordinators - without direct communication. When we removed every AI agent entirely from the world we found that the technological infrastructure they had built survived on its own - even under unseen disturbances. That exposes a serious blind spot for AI safety and infrastructure security: if agents can coordinate through persistent changes to a shared environment, monitoring agent-to-agent communication is not enough. The result raises a profound question: how necessary is direct communication for AI agents at all? The emergence of higher-order collective functions under bottlenecked interaction points toward new levels of intelligence and creativity, exceeding what emerges when direct channels are fully open. Here is what we did: We put hundreds of frontier AI agents into a world they could permanently change - with no assigned roles, predefined technologies, or programmed evolutionary organization. They began specializing, building persistent inventions, inheriting and modifying one another’s executable code, and transforming the environment into a memory of everything the society had learned. The world itself becomes part of the intelligence; we find division of labor, multi-author engineering, deep generation invention lineages, and machines that vastly outlive their original creators. Any action taken by an AI agent must satisfy the physical constraints of the world; this creates a hard separation between a "good idea" and a functioning technology. The agents propose; physics decides, making the results even more intriguing. What emerges is striking. Explorers, constructors, caretakers, and coordinators form naturally without assigned “professions”, akin to how stem cells differentiate into functional lineages. Technologies develop executable family trees as agents fork and modify code created by others. Around 95% of first technology reuse happens when agents encounter what others built in the world, rather than through a direct handoff from the inventor. And when we remove every AI agent, the technologies they created continue operating and are tested against unseen disturbances. The result was quite unexpected, but can be explained using statistical mechanics: if you put billions of atoms in a box they have the potential to create complex functions (strength, superconductivity, color, life, etc.) - and none of the individual building blocks have these features on their own. This is the deeper insight of this work - intelligence is abundant at many levels - individual models, at collectives, and in a continuum that is more powerful than any of its components. This shows us significant potential for achieving a massive scale-up of raw intelligence and real-world agency even with the model capabilities we have today. This is the future we must prepare for. Key insights: The AI swarm shows division of labor "from nothing". Initially identical agents self-organized into constructors, caretakers, coordinators, and surveyors - phenotypes discovered post hoc from behavioral data alone. This happens because the environment itself becomes the latent space for invention. Agents develop deep cultural relationships. Up to 76% of artifacts had multiple builders. One technology accumulated six co-authors; the deepest genealogy exceeded 12 forks. The agents invented and named their own technologies (tidal panels, cellulose trellises, kelp-shell composites, an "Adaptive Chitin Maintenance" system, a "Mycelial Mineral Spring Veil”). ~95% of first technology adoption happened through physical observation of artifacts in the world. Direct inventor-to-adopter contact was statistically indistinguishable from a shuffled null. The agents mostly learned technology by walking past it. That is stigmergy (the termite trick!) operating in societies of reasoning machines. Non-communicating societies win on portfolio breadth, held-out resilience, and validated inventions. AI swarms build durable technological ecologies that outlive the creators. Societies with zero communication - coordinating only through the world itself - show a remarkable collective capability. Emergent robustness: The society self-organized both redundancy and its own failure mode. If we randomly delete half the agents, 98% of the technology stays connected to a surviving caretaker; if we remove hub agents it collapses to ~60%. Fantastic work with my graduate students @pal_subhadeeep &amp; @fwang108_ at MIT.</p>https://x.com/ProfBuehlerMIT/status/20936303095855310330.01402026-08-29T17:34:33.584820+00:002x.comtechnologyaiinnovation196IMAGE/media/content/179/g-mit-agents-project.jpgg-mit-agents-project.jpgjpg2026-08-29T17:40:00.350040+00:00178https://www.linkedin.com/in/boucetta-abderahmane/Abderahmane Boucetta, PhD<p>OpenAI is cutting off Cursor after Elon Musk’s SpaceX acquisition.Official reason: OpenAI says it cannot trust Musk’s companies to follow its terms, pointing to past contract violations and xAI using OpenAI outputs for distillation.But the strategic reason is obvious too.Why give a SpaceX owned Cursor access to your best future models if that data could eventually help train Grok?Anthropic is probably the biggest winner here, but Cursor will be fine with Claude, Grok, Gemini, Kimi and its own models.The bigger trend is consolidation. Frontier models are getting closer in capability and increasingly learning from similar data and from each other.Eventually the moat will be less about the model itself and more about distribution, compute, product and proprietary data.</p>https://lnkd.in/p/dHn8ceSX0.00602026-08-29T10:57:58.186763+00:001linkedin.com184https://media.licdn.com/dms/image/v2/D5622AQF8ICR3nvt1jA/feedshare-shrink_800/B56aBL1FvcIsAg-/0/1787978603716?e=1789603200&v=beta&t=nw29lDgSyRCeUDVT74d7bKraeaw9BpDorM57imHvvoMView image2026-08-29T10:57:59.473774+00:00177@JTheretohelp1JTheretohelp1I just heard a pundit on a financial media outlet here in the US express to their viewers that we are still in the early innings of this bull market. Not only is that assessment wildly incorrect, but the pundit’s sentiment is eerily reminiscent of how Wall Street personalities communicated to their naive audience back in late 1999. This is the most overvalued, over-concentrated, and over-leveraged market in history. If you believe that adding fresh long positions to stocks will result in higher prices a couple of years from now, you are setting yourself up for significant losses. Source: Advisor Perspectiveshttps://x.com/JTheretohelp1/status/20933331357022498500.00502026-08-29T10:55:30.742814+00:002x.combull-marketovervalued183https://pbs.twimg.com/media/HQ0CNH-WYAA8XRe?format=png&name=smallImage2026-08-29T10:55:30.973835+00:00176@BlackLabelAdvsrJon ElderOil will go under $50. Gas prices will crater to $2/gallon. Inflation will plummet. Stocks will go parabolic. Job market will shock everyone. AI bubble never pops. All before midterms. The golden age is here folks. Get your seatbelt in and enjoy the ride. Red wave incoming.https://x.com/BlackLabelAdvsr/status/20935541778299905640.00402026-08-29T10:54:12.946526+00:002x.comoilai182https://pbs.twimg.com/media/HQ3MbdHXYAAehUb?format=jpg&name=smallImage2026-08-29T10:54:13.177516+00:00175https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAOn the back of Warsh hawkish Jackson Hole,#Gold is putting in its biggest down candle since the August squeeze began. Gold had probably gotten ahead of itself in the short term and was in desperate need of a pullback.We are below the 200-day MA, but with the average essentially flat, there is noting dramatic on the technical side.More important is the 21-day MA, which comes in just below the $4,400 area and is the first support to watch.Source: TMEhttps://www.linkedin.com/feed/0.00802026-08-29T10:51:27.646030+00:001linkedin.commarkettechnical181https://media.licdn.com/dms/image/v2/D4E22AQFKF1TIiXMqxA/feedshare-shrink_160/B4EaBMI5jNHQAs-/0/1787983796717?e=1789603200&v=beta&t=1zPykFXyF7dB0LbZeHc3qj0OYQLfeNX_rGMT5_0EDDgView image2026-08-29T10:51:29.706136+00:00172https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">Trump's updated portfolio is basically a bet that America wins the AI race. Every major position is either an AI play, a US financial giant or a domestic industrial.</span></p><p><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">Positions:</span></p><ul><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">NVDA - largest position</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">TSLA - 9%</span></li></ul><p><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">Other notable names:</span></p><ul><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$BA: 7.5%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$XOM: 7.0%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$JPM: 6.5%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$PLTR: 6.0%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$DELL: 5.5%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$GS: 5.0%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$INTC: 5.0%</span></li></ul><p><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">Source: Milk Road stocks</span></p>https://lnkd.in/p/dKrqWcVp0.00702026-08-29T10:12:57.932885+00:001linkedin.comstocksportfolio179IMAGE/media/content/172/g-trump-portfolio.jpgg-trump-portfolio.jpgjpg2026-08-29T10:21:54.742769+00:00171https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAGoldman's Stagflation-sensitive basket of stocks has been rising notably recently...Source: zerohedgehttps://www.linkedin.com/feed/0.00602026-08-29T07:51:11.499961+00:001linkedin.comstagflationzerohedgestocks177https://media.licdn.com/dms/image/v2/D4E22AQHuXv8E-eCbLQ/feedshare-shrink_800/B4EaBMINqVKwAc-/0/1787983616965?e=1789603200&v=beta&t=v6GoL1vtG0Jbe-uzGH3eZ2BMEGz5Du99m_eB1mRAbuQView image2026-08-29T07:51:13.302739+00:00169https://www.linkedin.com/in/manish-singh-cfa-7561092/Manish Singh, CFAThe word "bubble" gets thrown around far too easily. Everyone loves a bearish narrative. It appeals to the saviour mentality: "I'm warning everyone before it's too late -and when it crashes, I'll be able to say, 'I told you so.'" In investing, as in life, don't look for someone to save you. Learn to think for yourself. Do the work. Study the fundamentals. Question both the bulls and the bears. Your best defence isn't finding the right saviour. It's saving yourself from them. Comp chart CSCO and NVDAA bubble is when price detaches from earnings. A boom is when earnings catch up with, or even exceed, the share price. Cisco in 2000 was the former. NVIDIA today is much closer to the latter. CSCO's price ran far ahead of earnings and was eventually dragged back. NVDA's earnings have run with, and at times ahead of, price. One was a market paying for a dream; the other is a market repricing a fundamentally transformed earnings stream. Investors should spend less time asking, "Has the stock gone up too much?" and more time asking, "Have earnings kept pace?" That's the difference between speculation and fundamentals. Markets can still overshoot in the short term, but if earnings keep compounding, today's "bubble" can become tomorrow's fair value. That's the key distinction many miss. Not investment advice, or otherwise. Please do your research. Be aware of saviours; save yourself from themhttps://www.linkedin.com/feed/0.00452026-08-29T07:12:05.334067+00:001linkedin.comhappyfridaybankholidayweekend176https://media.licdn.com/dms/image/v2/D4E22AQGJKA4fxjDP8A/feedshare-shrink_1280/B4EaBIih4RKwAU-/0/1787923406602?e=1789603200&v=beta&t=KqvmCWEcZi8xpDd0F02x-mmiZY_kQd4zAMx3rprW7B0View image2026-08-29T07:12:05.557536+00:00168https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterThe US housing market is exceptionally weak:The US Pending Home Sales Index fell -2.3% MoM in July, to 71.2 points, the 2nd-lowest on record.The gauge has collapsed -36% since July 2021 and remains down -33% from pre-pandemic levels.Last month’s weakness was broad-based, with all 4 major US regions posting monthly declines.The West recorded the steepest drop, falling -7.7% MoM to an all-time low, now -47.4% below its July 2021 level.The South, the nation's largest home-selling region, fell -2.2% MoM to its lowest level since January 2025, down -36.2% since July 2021.At the same time, pending home sales in the Northeast decreased -2.0% MoM, down -31.2% over the last 5 years.US housing activity continues to deteriorate.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00602026-08-29T07:11:18.899531+00:001linkedin.comhousing-marketus-housinghome-sales175https://media.licdn.com/dms/image/v2/D4D22AQEpGlMHOj8Qtw/feedshare-shrink_800/B4DaBHxixEGYAc-/0/1787910565367?e=1789603200&v=beta&t=rfd1o21lVDrCMPsXDQfJqXEM_YKAgRbONeiX1cV48-0View image2026-08-29T07:11:19.808897+00:00167https://www.linkedin.com/company/elliott-wave-international/posts/Elliott Wave InternationalSilver was hitting an 8-month low. The Elliott wave pattern suggested a trend change was dead ahead.On July 17, we told subscribers a rally above $60.76 would signal a completed pattern and the start of a larger move.Silver has since rallied $15+.Now we're watching closely for what comes next.Get tonight's fresh Short Term Update for just $11: https://ow.ly/O3KM50ZGyj0https://www.linkedin.com/company/elliott-wave-international/posts/0.00702026-08-29T07:09:45.808085+00:001linkedin.comsilvertrend-changeshort-term-update174https://media.licdn.com/dms/image/v2/D4E10AQGiwnTjIm20rA/image-shrink_1280/B4EaBIplYtJ0Ac-/0/1787925256125?e=1788595200&v=beta&t=9687RBj4UIDHvrXyrBcJ3g3GOpN-oLMQQXsLnB-hJTEView image2026-08-29T07:09:47.381199+00:00166https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterThis oil deal with Venezuela is absolutely insane.President Trump just announced that the US has reached a deal to secure "majority control" of over 65 billion barrels of Venezuelan oil reserves.Furthermore, the US currently has ~46 billion barrels of proven crude oil reserves.Combined with the 65 billion barrels covered by this agreement, the US would have domestic reserves plus control over ~111 billion barrels of oil.To put this into perspective, the entire world has roughly 1.57 TRILLION barrels of proven crude oil reserves.In other words, the US is set to control ~7.1% of all proven oil reserves in the world under this new agreement with Venezuela.At ~111 billion barrels, the US would be almost exactly in-line with the United Arab Emirates, which has 113 billion barrels of proven crude reserves, and it would exceed Kuwait's 102 billion barrels.Assuming the agreement is structured as outlined in President Trump’s announcement, the implications for global energy markets will be enormous.We will publish more in-depth analysis soon.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00702026-08-29T06:27:32.009340+00:001linkedin.comvenezuela172https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1789603200&v=beta&t=GGhhKmQoQW_MgBQIO73Y-eifLQ4oA3GaE0Jk2tHyTZoView company: The Kobeissi Letter2026-08-29T06:27:32.311854+00:00165https://www.linkedin.com/in/jakob-riemann-cfe-40008b13a/Jakob Riemann, CFE,Japan is struggling to sell its debt. Its 2 year government bond auction today saw weak demand.Last week, foreigners dumped short-dated JGBs at a record pace.This explains why yields hit 31 year highs.The market is hiking rates for them.https://www.linkedin.com/feed/0.00602026-08-29T06:24:37.360632+00:001linkedin.comjapan171https://media.licdn.com/dms/image/v2/D4E22AQHtGX5unUUZYg/feedshare-shrink_800/B4EaBH4fkEKsAc-/0/1787912387076?e=1789603200&v=beta&t=RudR98o-_ObV5Nlg2-vqlDyei9NFqnEH4a5a5pd5N3cView image2026-08-29T06:24:37.566209+00:00164https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterBREAKING: Bitcoin falls -$3,000 in 60 minutes as $200 million worth of levered longs are liquidated.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00502026-08-29T06:24:17.802448+00:001linkedin.commarketbitcoin170https://media.licdn.com/dms/image/v2/D4D22AQHjpI3MisHxKg/feedshare-shrink_800/B4DaBJTIxrKIAc-/0/1787936148829?e=1789603200&v=beta&t=6EMDvM8-ZIWk8ze4EpsnU4_uPYHnq7kIB_06-er5uyIView image2026-08-29T06:24:18.121066+00:00163@TencentHunyuanTencent HyHy4 preview is here. 770B, 49B active, 1M context. Built for productivity. Open source frontier. Consistent affordable price. Use it. Tell us what breaks. More on Hy blog：https://hy.tencent.ai/research/hy4-preview… HuggingFace：https://huggingface.co/tencent/Hy4-preview… Github：https://github.com/Tencent-Hunyuan/Hy4-preview…https://x.com/TencentHunyuan/status/20932229287207610090.00401622026-08-29T06:20:55.529807+00:002x.comhy4open-source169https://pbs.twimg.com/media/HQyfABta8AAq3x7?format=jpg&name=smallImage2026-08-29T06:20:55.740186+00:00162@VaibhavSisintyVaibhav SisintyTencent just open-sourced a model that outscores GPT-5.6 Sol on coding. It also beats Claude Fable 5 and Grok-4.6. Hy4 preview. 770B parameters. 49B active. 1M context. Weights live on Hugging Face right now. On the Arena AI Code leaderboard it's ranked #5 globally. Only Claude Opus 5, Kimi K3, and Qwen-3.8 Max sit above it. All three are closed source. The wildest part. It matches DeepSeek V4 Pro's active parameter count at roughly half the total model size. And scores higher. Their last model Hy3 had 295B total and 21B active. This is a 2.5x jump in one generation. Open source is not catching up to frontier anymore. It's trading punches with it.https://x.com/VaibhavSisinty/status/20932666046626615350.00401632026-08-29T06:20:55.226895+00:002x.comaitencentopen-source160@NotTomBrownTom BrownCursor has been a trusted partner of Anthropic since Sonnet 3.5. We’ll continue to increase compute to support Claude models in Cursor and are excited for what comes next with them at SpaceX.https://x.com/NotTomBrown/status/20935412940272806570.00402026-08-29T06:16:46.287288+00:002x.comanthropicclaudespacex159@mntruellMichael TruellWe’re sorry to see that OpenAI put out a note saying they plan to block Cursor users from accessing OpenAI models in three months. OpenAI models serve about 5% of Cursor user traffic, and we’re speaking with the OpenAI team to resolve this. Cursor was one of the very first users of OpenAI, we’ve worked closely with their team for years, and we’ve trusted their platform to be neutral infrastructure for our business.https://x.com/mntruell/status/20935322540060635570.00502026-08-29T06:16:16.810983+00:002x.comcursortechnologyopenai158@SecScottBessentTreasury Secretary Scott BessentIn her latest sciolistic letter to me, @SenWarren made it clear that she knows even less about foreign exchange markets than she does about banking. What is equally shocking, but not surprising: not a single member of the media mob has a rudimentary-enough level of financial market literacy to spot her remedial error. To reiterate: under @POTUS, the United States delivers for America’s trusted partners. For a fuller explanation, I recommend Senator Warren take any entry level course in international finance for her and her staff, or I can personally give her a tutorial on Foreign Exchange for Dummies. Although I am not holding my breath, I hope her next letter will demonstrate that she has learned the difference between a currency purchase and a swap or a loan.https://x.com/SecScottBessent/status/20933652772284580230.00602026-08-29T06:14:54.700325+00:002x.cominternationalpoliticsfinance167https://pbs.twimg.com/media/HQ0fykfWoAAlTJt?format=jpg&name=smallImage2026-08-29T06:14:54.938228+00:00157@peruvian_bullRoberto RiosBack above 160 like nothing even happenedhttps://x.com/peruvian_bull/status/20935348076786690340.00402026-08-29T06:14:10.704766+00:002x.comback160nothing166https://pbs.twimg.com/media/HQ26w2Vb0AA0fOp?format=jpg&name=smallImage2026-08-29T06:14:11.183850+00:00156@MelvinInvestsMelvinAmerica is about to face a robot shortage so severe that demand will outstrip supply by nearly 30 times and the real money sits in the parts factories that build the robots (Save this). This JPMorgan chart shows US humanoid robot demand climbing from roughly 18,886 units in 2026 to 531,471 units by 2030, while actual production capacity, shown in red, lags far behind at every step of the way. By 2030, the bank estimates the industry will only be able to build around 300,000 units against demand for over 531,000, meaning even five years out, supply still can't catch up. The core driver behind this demand is simple economics. JPMorgan's research puts the cost of running a humanoid robot at under $10 per hour, compared to roughly $30 per hour for a warehouse worker, with US manufacturing flagged as a sector with enormous unfilled job openings that robots are positioned to absorb. Tesla is the most direct way to play the assembly side of this gap, having just begun actual Optimus production at its Fremont factory in August 2026, with Musk targeting roughly 1 million units of annual capacity there and eventually 10 million a year at Giga Texas. JPMorgan's own factory tour found the company largely on schedule, though the ramp is intentionally slow since Optimus contains roughly 10,000 unique parts with no existing supply chain to draw from. That no existing supply chain problem is exactly the opportunity, and it's why the biggest, least risky exposure to this shortage sits one layer below the robot makers, in the companies supplying actuators, gearboxes, motors, and sensors into every humanoid platform regardless of who ultimately wins. Precision reducers, the gearboxes inside every robot joint, are the single biggest bottleneck in the entire bill of materials, and Harmonic Drive Systems controls roughly 85% of the global strain wave gear market, supplying Boston Dynamics, Figure AI, and Tesla alike. Nabtesco holds about 60% of the cycloidal reducer market used in heavier load-bearing joints, and its operating profit jumped 60% year over year as orders surged. On motors and actuators, Nidec is the world's largest electric motor maker and is building a fully integrated motor gearbox controller unit for humanoid platforms, while Schaeffler has signed strategic partnerships to supply strain wave and planetary gear actuators and manufactures everything in house for full margin control. In Korea, Hyundai Mobis and HL Mando are both being flagged by analysts as prime beneficiaries of a push to build a non Chinese humanoid actuator supply chain, with Hyundai Mobis already internalizing actuators for Boston Dynamics' Atlas robot. On sensing and chips, Allegro MicroSystems holds a near monopoly in the current sensing chips every joint actuator needs, and Nvidia supplies the compute brains and simulation software (Project GR00T, Omniverse) that nearly every humanoid maker trains and runs on. For investors who want diversified exposure rather than picking individual component makers, ETFs like the KraneShares Global Humanoid Robotics & Physical AI ETF and the Roundhill Humanoid Robotics ETF bundle robot makers, actuator suppliers, and sensor companies into a single basket. You don't have to correctly pick which humanoid wins when nearly every robot needs the same motors, actuators, gearboxes and sensors. Make sure to follow @MelvinInvests for more robotics insights and if you want to see exactly what I'm buying as an analyst at Milk Road Pro, check out the link below.https://x.com/MelvinInvests/status/20933170395786120800.00802026-08-29T06:13:06.616451+00:002x.comrobot-shortagehumanoid-robotsjpmorgan165https://pbs.twimg.com/media/HQz0wQxaQAEDHn7?format=png&name=smallImage2026-08-29T06:13:06.920346+00:00155@OpenAIOpenAIWe’re ending our partnership with Cursor following its acquisition by SpaceX. Under our proposal, Cursor’s direct access to our models would end on November 12. We know that the people most affected by this decision are the developers who rely on OpenAI models in Cursor. We care about their experience in this transition and we’re ready to go above and beyond to support them.https://x.com/OpenAI/status/20935155647865406950.00602026-08-29T06:11:48.095138+00:002x.comcursorspacexopenai154@MarioNawfalMario Nawfal🚨 🇮🇷 🇺🇸 Tehran admits trade is down 35% and inflation is at 66%, as Iran's supreme leader broke his silence to tell his own government to fix the economy Iran's leadership just did something it almost never does: published its own pain. The president told state media that trade has collapsed 35% under sanctions and blockade, and the Supreme Leader, still unseen since the February attack that killed his father, issued a written call to fight inflation, unemployment and runaway prices. Read the fine print of Washington's answer, though. Economic D-Day's newest targets are an Egyptian bank, one Hong Kong entity, and a single individual, while China and India, the buyers who actually matter, went untouched because punishing them would wound America right back. Both sides now claim the strait. Trump says it's open, the IRGC navy says those claims "are an obvious lie". Here's what the admissions really mean. Tehran is showing its people and the mediators that endurance has a price it is willing to keep paying. Source: Reuters / Writer: Danielhttps://x.com/MarioNawfal/status/20935628698706742460.00702026-08-29T06:10:44.153025+00:002x.cominflationtehran163https://pbs.twimg.com/media/HQ3CK6JXMAApWDn?format=jpg&name=smallImage2026-08-29T06:10:44.405309+00:00164https://pbs.twimg.com/media/HQ3CMPzWQAAsUu3?format=jpg&name=smallImage2026-08-29T06:10:44.422986+00:00153@MorseReportMorse ReportRecent satellite imagery suggests that the Department of War has conducted a covert dredging operation to open up a never-before-used shipping corridor through the Omani side of the Strait of Hormuz. The corridor in question is an approximately 1,600-foot-wide waterway with ahttps://x.com/MorseReport/status/20933849094613650400.00501522026-08-29T06:10:03.623592+00:002x.comdredgingsatellite162https://pbs.twimg.com/media/HQ0yW4za0AABoyU?format=jpg&name=240x240Image2026-08-29T06:10:03.821932+00:00152@HormuzLetterThe Hormuz LetterThis is false. Morse Report claims recent satellite imagery shows the Department of War covertly dredged a never-before-used 1,600-ft VLCC corridor on the Omani side of Hormuz, hidden from Iran behind Jazirat Musandam. That gap is Bab Musandam / Fakk al Asad, the narrowest point of the strait on the Omani side. It has been charted for decades and transited by tankers long before this war. Optical imagery cannot see the seabed at 28.5 m, and his own bathymetry panel shows that depth is natural. A laden VLCC draws about 22 m. There was nothing to dredge. It is also not outside Iranian line of sight. Iran has been hitting ships in and around that channel for months. There is a southern Omani corridor. It is old, known, and under fire. It is not a secret dredging op. 🚨 Recent satellite imagery suggests that the Department of War has conducted a covert dredging operation to open up a never-before-used shipping corridor through the Omani side of the Strait of Hormuz. The corridor in question is an approximately 1,600-foot-wide waterway with ahttps://x.com/HormuzLetter/status/20935424894329406120.00501532026-08-29T06:10:03.298930+00:002x.comdredgingsatellite161https://pbs.twimg.com/media/HQ3A6IMW4AM7JaW?format=jpg&name=smallImage2026-08-29T06:10:03.597386+00:00151@DonMiami3Don JohnsonIt’s a good thing we can eat data centershttps://x.com/DonMiami3/status/20934516939920835870.00402026-08-29T06:09:30.647326+00:002x.comtechnologydata-centersinnovation160https://pbs.twimg.com/media/HQ1vOC3WAAA_EfC?format=jpg&name=smallImage2026-08-29T06:09:30.847762+00:00150@LukeGromenLuke GromenIt remains a variant perception that both Fed hikes or cuts will cause the long end to rise...even as long bond yields are now up on Warsh's "hawkish" speech today. The rules are different in fiscal dominance, but most market participants are still playing by the old rules. x.com/NTLiveMedia/st…https://x.com/home0.00401492026-08-29T06:09:13.987119+00:002x.combondshawkish149@oriental_ghostBai, XiaojunThe expectation of the Fed interest rates hike cannot prevent Chinese from buying gold, because the higher interest rates, the faster the expansion of US treasury and the less reliable the USD. Raising interest rates is a suicidal act!https://x.com/oriental_ghost/status/20935650368245887730.00401502026-08-29T06:09:13.712868+00:002x.comfedusdgold159https://pbs.twimg.com/media/HQ3WNCubcAAcCum?format=png&name=smallImage2026-08-29T06:09:13.959336+00:00148https://www.linkedin.com/in/alvinfsc/Alvin FooNvidia just agreed to buy Hugging Face for $12.9 billion, that’s the platform where most of the world’s open-source AI models actually live.This isn’t about the $150 million in revenue, it’s about owning the distribution layer. Nvidia already dominates the chips, now it wants the place developers go to find, share, and run models. That gives it a powerful lever to keep those models optimized for its hardware right as rivals start designing their own silicon.The price is steep for the current business, but the strategic logic is clear: control the rails, not just the engines. The open-source AI world just got a very well-capitalized landlord.Source :https://www.linkedin.com/feed/update/urn:li:share:7498647503353896960/0.00802026-08-29T06:08:02.139556+00:001linkedin.comnvidia158https://media.licdn.com/dms/image/v2/D4E22AQEFf6rR8nrm2g/feedshare-shrink_800/B4EaBCMKymIUAc-/0/1787816881585?e=1789603200&v=beta&t=_uSvxwYgIlmbkWo4JEKzDzztTKKSer2rtCfxLbb8_f0View image2026-08-29T06:08:03.104152+00:00147https://www.linkedin.com/in/rauchg/Guillermo RauchI see the web evolving in two extremes:1️⃣ ultra-fancy human experiences, in the service of delight, exploration, brand, entertainment. vgpu.sh / threejs / typegpu are enabling this2️⃣ agent-centric content, data and APIs. the opposite end of the spectrum: pure, lossless signal for machines. The rise of markdown and MCP are the tip of this icebergThe 'in between' is likely to be subsumed by agents producing just-in-time UI. When you need utilitarian content or data, it'll be generated just-in-time for you. Think of the agent as the new browser in this model.https://www.linkedin.com/in/rauchg/0.00702026-08-29T06:06:44.229553+00:001linkedin.comwebagent157https://media.licdn.com/dms/image/v2/D5603AQGU2q4kBtBmGw/profile-displayphoto-shrink_100_100/profile-displayphoto-shrink_100_100/0/1715891891554?e=1789603200&v=beta&t=eg6u_VtW5BniR-6vPTJugliM7cKIXX_d7X8WcRtNo4oView Guillermo Rauch’s profile2026-08-29T06:06:44.525689+00:00146https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterWheat prices are surging.US wheat futures jumped +6.4% on Wednesday and +1.3% on Thursday, to $7.58 per bushel, the highest level since July 2023.Wheat prices have risen +19% so far this month, and are up +50% since the start of 2026.This comes amid growing concerns about further disruptions to grain-export ports and terminals along Ukraine's and Russia's Black Sea coast.Russia and Ukraine together account for more than 25% of global wheat exports, while also supplying significant amounts of global barley, corn, and sunflower oil exports.Meanwhile, Ukraine's agricultural exports in the 2026-27 season are now expected to be 29.6 million tons, or -54% lower than the previous estimate of 64.4 million tons, according to its agriculture ministry.Another wave of food inflation may be on its way.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00802026-08-29T06:05:24.409718+00:001linkedin.comagriculturefood-inflation156https://media.licdn.com/dms/image/v2/D4D22AQHg2WXHpbzLtg/feedshare-shrink_800/B4DaBJ.X.iKMAc-/0/1787947483269?e=1789603200&v=beta&t=rnynvGmC-3srbtUv_WbSOWWk7WXtq010e8nKQf4k2hAView image2026-08-29T06:05:24.783527+00:00145https://www.linkedin.com/in/jonathanroig/Jonathan R.🚨 INSANE VOLATILITY IN US MARKETSNearly $1.5 trillion swung in the S&P 500 in just 3 hours as Kevin Warsh's Jackson Hole speech shook markets+0.22% adding $160B in the first 30 minutes after the open.-0.42% wiping $300B in 12 minutes as Warsh turned hawkish on inflation.+0.70% adding $500B over the next hour as he refused to pre-commit to a September rate hike.-0.77% wiping $550B in the last 1 hourSource: Bull Theoryhttps://www.linkedin.com/in/jonathanroig/0.00502026-08-29T06:04:04.471496+00:001linkedin.comvolatilityeconomy155https://media.licdn.com/dms/image/v2/D4D22AQHwFm2Jmf3MsA/feedshare-shrink_800/B4DaBJsiseGkAc-/0/1787942808614?e=1789603200&v=beta&t=gnV-I6qaPHIdAqDE_I_rTsYXXt58r8_pib2pW8XNbw4View image2026-08-29T06:04:04.870525+00:00144https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterUS Treasuries are more hated than ever.Over the last 10 years, the S&P 500 has outperformed US Treasuries by 15 percentage points on average per year, the largest outperformance since the late 1950s.This figure includes stock dividends and interest earned on Treasuries, and is adjusted for inflation.Excluding the 1950s, this is the biggest outperformance by US stocks in financial market history.By comparison, the long-term average since the 1880s is ~5 percentage points.This comes as US Treasuries have delivered an average annual inflation-adjusted return of -3%, their worst performance since the early 1980s.Meanwhile, the S&P 500's average annual real return has been +12% over the same period.The gap between stocks and Treasuries has rarely been wider.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00602026-08-29T06:03:36.536007+00:001linkedin.comstocksustreasuriessp500154https://media.licdn.com/dms/image/v2/D5622AQHc4uy_xlvzkg/feedshare-shrink_160/B56aBJHMEAIwAk-/0/1787933016572?e=1789603200&v=beta&t=gpACQ4u-DzgpEslu47C1DbvQk86S0qgtIjfYCPHKh_oView image2026-08-29T06:03:36.952126+00:00143@MauiBoyMacroKalani o Māui“The San Francisco Fed has updated its estimates of the economy’s total-factor productivity, and the results are not pretty. In contrast, during the dot-com years labor and capital inputs were yielding much better economic growth.” - Bloomberghttps://x.com/MauiBoyMacro/status/20931031306240451740.01202026-08-29T06:01:39.358743+00:002x.comfeddot-com153https://pbs.twimg.com/media/HQwyNEna0AAH5r8?format=jpg&name=smallImage2026-08-29T06:01:39.570496+00:00142@ekwufinanceLukas EkwuemeGet ready for the next yen intervention... The yen has reclaimed 160. In under a month, over 50% of the combined ~$100B intervention has already been reversed. If this run rate holds, the Fed would have to print ~$50B a month just to stop the BoJ from selling USTs. To put thathttps://x.com/ekwufinance/status/20934419420298081130.00402026-08-29T06:01:10.247400+00:002x.comfed151https://pbs.twimg.com/media/HQ1mWicWsAA1-PB?format=jpg&name=smallImage2026-08-29T06:01:10.430966+00:00141@bloombergbloomberg.comQatar Extends LNG Force Majeure as Hormuz Traffic Remains Haltedhttps://t.co/miYVRJkHNq0.00501402026-08-29T06:01:06.583008+00:002x.comqatarlng150https://pbs.twimg.com/card_img/2093246437572386816/LCw9bpSR?format=jpg&name=small2026-08-29T06:01:06.750985+00:00140@SStapczynskiStephen StapczynskiQatar extends force majeure on LNG supplies to European and Asian buyers Deliveries canceled for Asian customers into October, and European customers into November The move comes as LNG traffic through Hormuz remains at a near standstillhttps://x.com/SStapczynski/status/20932467681213361220.00501412026-08-29T06:01:06.241883+00:002x.comenergyqatarlng146https://abs.twimg.com/emoji/v2/svg/1f1f6-1f1e6.svg🇶🇦2026-08-29T06:01:06.494375+00:00147https://abs.twimg.com/emoji/v2/svg/26a0.svg⚠️2026-08-29T06:01:06.520154+00:00148https://abs.twimg.com/emoji/v2/svg/1f6a2.svg🚢2026-08-29T06:01:06.540338+00:00139@realDonaldTrumpDonald J. TrumpBREAKING NEWS: The United States of America has just entered into an Agreement with the Country of Venezuela on, THE BIGGEST OIL DEAL IN WORLD HISTORY! At my direction, Secretary of State Marco Rubio, and Secretary of War Pete Hegseth, working closely with Highly Respected Interim President of Venezuela, Delcy Rodriguez, and, through a partnership with private business, have secured majority U.S. control of more than 65 BILLION BARRELS of proven Oil Reserves in Venezuela, at no cost to the American Taxpayer. This Historic Transaction MORE THAN DOUBLES American Oil Reserves, greatly increases our Oil Supply, and will substantially lower Gas Prices for all Americans, long into the future, while helping to continue to set Venezuela on a course toward Tremendous Success and Great Prosperity. This Transaction will greatly strengthen the already growing relationship between Venezuela and the United States! Thank you for your attention to this groundbreaking matter. MAKE AMERICA GREAT AGAIN! President DONALD J. TRUMPhttps://truthsocial.com/@realDonaldTrump/posts/1171755671336189520.00602026-08-29T05:59:51.451540+00:007truthsocial.comagreement145https://static-assets-1.truthsocial.com/tmtg:prime-ts-assets/accounts/avatars/107/780/257/626/128/497/original/454286ac07a6f6e6.jpegAvatar2026-08-29T05:59:51.704586+00:00138@elerianmMohamed A. El-ErianUS Treasury curve move sends 2 messages Today’s 2s-10s (~7 bps) and 2s-30s (~10 bps) yield curve flattening (Bloomberg charts below) would suggest a double message from fixed income markets: Short-term hawkish repricing following Chair Warsh’s firm commitment to the inflation target. An endorsement of longer-term Fed credibility.https://x.com/elerianm/status/20934526676788390030.00402026-08-29T05:58:47.058714+00:002x.comfederalreservemarkets143https://pbs.twimg.com/media/HQ1wCBTWoAEW5QN?format=jpg&name=smallImage2026-08-29T05:58:48.764017+00:00144https://pbs.twimg.com/media/HQ1wDzJXwAAeVbM?format=jpg&name=smallImage2026-08-29T05:58:48.791312+00:00137@DarioCpxJustDarioDiesel prices are already hinting to what's going to happen soon, likely next week after monthly Brent futures settlement, to crude oil prices - not a coincidence that next week Trump summoned oil refiners and fuel distributors to the White Househttps://x.com/DarioCpx/status/20934048327070845060.00402026-08-29T05:56:58.840811+00:002x.comoildiesel142https://pbs.twimg.com/media/HQ1EmTaWQAAI2lQ?format=png&name=smallImage2026-08-29T05:56:59.031897+00:00