Eurozone | Part 2: AGI, Superhuman Intelligence & Natural Stupidity
What are AGI and Superhuman Intelligence? Eurozone comment
Eurozone | BTP/OAT | Not Enough Bank Equity
BTP/OAT is not a smart trade. Too much public debt, not enough bank equity in Europe
Part 1: AGI, Superhuman Intelligence & Natural Stupidity
Higher concentration is not the problem. It’s much deeper and closer to home
Eurozone | Banks hit as peripheral spreads continue to leak wider
Keep pressing on the pressure point and Super Mario may return
US Inflation | Ellison & AI | BTP/Bund Spread
Tech bros vs. a real man. Rationale for BTP/Bund spread idea. FOMC takes
Italy | BTP-Bund spread to widen further
Dark clouds gathering across the EU in the coming days/weeks
France Snap Election | Israel-Hamas
A clever Machiavellian move or foolish gamble? UNSC passes ceasefire resolution
Plenty of Excess “COVID” Savings Left To Support Higher Spending
Loadsamoney. Doin’ up the ouse
Spectra Markets | NFP | Samh Rule | Nvidia
Brent Donnelly on NFP, Kanas Fed and the Sahm Rule ‘mansplaining’
Israel-Hamas | Why Hezbollah Is Increasing Attacks on Israel
Two contending theories. Houthis go solid-state ballistic