“In three words I can sum up everything I’ve learned about life: It goes on.” - Robert Frost

Captions by Allesio

US INTEREST RATE FUTURES PRICE IN 78% CHANCE OF PAUSE IN JANUARY MEETING VS 70% BEFORE FED RATE CUT -LSEG FUTURES IMPLY TRADERS SEE FED POLICY RATE AT 3.1% AT END-2026 AFTER FED RATE CUT, LITTLE CHANGED FROM LEVELS JUST BEFORE -LSEG Assuming traders still price independent FED for next year. Mistake imo. QE starts in 2 days. My outlook: party on into year end, volatility starts Q1 w/ bootlicker Hasset as FED chair: -Rates down -10Y up -Gold up -Stocks up -Dollar down

META’S ZUCKERBERG PLANS UP TO 30% CUTS FOR METAVERSE EFFORTS They should also change the name to reflect the recent "focus" and capex. #facebook

26'Q1 shaping up to be more volatile. Cuts vs renewed US dollar (fed independence) credibility. Whitehouse sketching plans to veto FED presidents, vigilantes warning about Hasset doing Trump's bidding (duh). #FED #SP500

Wiki founder Wales: "level of trust in Musk is extremely low, because he says wild things all the time. When he attacks us, people donate more money[..]. That's not my favorite way of raising money, but the truth is a lot of people are responding very negatively to that behavior"

Trump Accounts to start July 4 next year United States President Donald Trump announced on Tuesday that the so-called Trump Accounts, the investment accounts for children under 18, will become available from July 4 next year. Block mentioned in Investor day they are working with trump administration on this. $XYZ

Increased $ALAB at $146.09, on Amazon Trainium + NVLink scare. Also announced today: "Astera Labs Expands Connectivity Portfolio with Custom Solution" From recent calls, they have 26' revenue pretty much locked in; any product roadmaps drive 27-28' imo. https://asteralabs.gcs-web.com/news-releases/news-release-details/astera-labs-expands-connectivity-portfolio-custom-solutions

Silvano Fashion Group (SFG1T) reported Q3 in last allowed minute. Fucking Corporate Governance. All shit, except: Market Cap: 41.4M Cash & Term Deposits: 45.4M Cash flow positive, 20% net profit margin on slowly contracting revenues https://pbs.twimg.com/media/G664A_AX0AAICnR?format=jpg&name=medium https://pbs.twimg.com/media/G664y9WWAAAQetB?format=png&name=small

Long overdue: EU PARLIAMENT AGREES ON RESOLUTION CALLING FOR SOCIAL MEDIA MINIMUM AGES

Eurostat: Between 2004 and 2024, household real income per capita in the EU grew by 22%.📈🏡 Largest growth in household real income per capita in: 🇷🇴Romania (134%) 🇱🇹Lithuania (95%) 🇬🇷Greece and 🇮🇹Italy registered decreases (-5% and -4%, respectively).

US vs China Energy generation capacity and annual generation. Overwhelming. From Bridgewater associates letter. https://pbs.twimg.com/media/G6dLrXuXUAEapYI?format=jpg&name=medium

German writer Eduard Fuchs trashing US press in 1912 (!) "We will note that the sensational and gossip press is all without exception "very loyal and patriotic." It is usually the more patriotic the more disgusting it is in order to gain the confidence of the authorities. Nowadays there are gossip newspapers in all the major cities of the world, and in America the whole press is like that."

TRUMP: ZELENSKIY WILL HAVE TO LIKE U.S.-BACKED UKRAINE PLAN Kremlin written-U.S. backed - that is. Damn ruzzian puppies.

World population is currently projected to peak in 2060-2080 at 9.5 - 10.5B people. Hans Rosling projected 11B nearly two decades ago. #stats #population https://pbs.twimg.com/media/G6YCxpLXEAAbTCS?format=jpg&name=medium https://pbs.twimg.com/media/G6YCxpOW4AAtNDI?format=jpg&name=medium

Paypal $PYPL: modest growth at reasonable price and aggressive capital allocation.

Failed to increase AKO1L position last week heading into FY Q1 release. I saw momentum in commodities and raw inputs that suggested strong Q1. Market also saw it too, keeping price afloat above ex-div and immune against downturn in US. https://pbs.twimg.com/media/G6H9QM0XkAE1Eh1?format=png&name=900x900

Bitcoin Core v30.0 increased OP_RETURN limit to "effectively unlimited". Pieter Wuille (core dev) explains the rationale. My takeaway: Bloat on nodes is lesser evil against hurting decentralization via multiple angles that limits support long term.

Bitcoin Stack Exchange

Implications of OP_RETURN changes in upcoming Bitcoin Core version 30.0

As you may know, there has been a debate around the upcoming release of Bitcoin Core. I hear the arguments against it and I agree that Bitcoin is m...

@Charles_Lister Parts of #Syria are beginning to see huge improvements in electricity supply, with #Damascus, #Aleppo & #Hama all receiving 16-24hrs of electricity per day in recent days. That's up from 4-6hrs (which has been the norm for yrs) thanks to gas supplies & vast structural repairs.

-focus on maintaining ROIC -all hardware IP from OpenAI (custom chips, ex. consumer) to be available to $MSFT for next 7 yrs -datacenter buildout pause - build on demand visibility, w/ grounding in chip replacement cycles, different power, networking reqs