I hear positive things about OAI’s latest release, that’s great, it does not change the sword of Damocles hanging over their head of Google’s ability to kill tokenomics.
06.03.2026 18:49
👍 7
🔁 1
💬 0
📌 0
I hear positive things about OAI’s latest release, that’s great, it does not change the sword of Damocles hanging over their head of Google’s ability to kill tokenomics.
The ~1M man army is gone?
Oracle dumps on news of scrapped plans with OpenAI then rebounds when everyone rememered the original plans were fake anyway
BESSENT: WE MAY UNSANCTION OTHER RUSSIAN OIL -FOX BUSINESS
JPM: Supply disruptions in the Gulf are accelerating faster than expected as storage constraints begin to force upstream shut‑ins across the region. Seven days into the conflict, we estimate about 2.5 mbd of shut‑ins...Another wave of cuts looks imminent as producers approach storage tops.
Soft power you can trade on.
and I don't recall $SI tagging (and maybe blowing past!) an RSI of 89.
I would just like to note that I would have purchased a Switch 2 and several games in a non-tariff counterfactual.
I'm no GasBuddy and I hope he replies. My thought is this is commercial activity, global refineries are bidding up WTI to prevent running out of barrels.
Latest: Oil Spike Underway...
Brief, but I couldn’t really ignore the situation.
open.substack.com/pub/bondecon...
That happened. From 28th through 3rd the spread blew out and now from 4th through today we are seeing compression from everyone piling into WTI.
🚨The direct line has been intensified.🚨
Thank you Chris.
I think it’s called ‘a race’ to the bottom for a reason.
We’re all celebrating out here at the Capitol! #ByeKristi 🐾
Those don't come down, right?
Unexpectedly we've arrived at using for either summarization with Chat or data processing and tool building with Cowork. There is not a lot for us in between those functions.
Spain’s MEP Irene Montero speaking to reporters
Irene Montero: No woman has ever been freed by American bombs or illegal aggression — Not in Syria. Not in Iraq. Not in Afghanistan. It will not happen in Iran either
When they want to sell their oil wars, their wars for profit, their imperial wars — they hide behind women’s rights to justify them
Just a reminder that those at the bottom of the K are far more likely to know an active service member than those atop the K.
sidebar: we are visiting the newish CBOT museum this spring to level up on history.
Today I was reminded about the origins of the globe-straddling CME. H/T @triforcecap.bsky.social for the prompt.
Enjoy one of the finest, most factual sentences ever: "Initially, the Chicago Butter and Egg Board traded only two types of contracts, butter and eggs."
en.wikipedia.org/wiki/Chicago...
The U.S. Army abruptly canceled a major training exercise for the 82nd Airborne Division’s headquarters element, fueling speculation within the Pentagon that the unit’s rapid-response force could be deployed to the Middle East, potentially including ground operations.-WaPo
Hmm, intersting. Thank you.
Look at that. Wish CME would drop the FOMO on sports betting and get back to real markets! (I read somewhere CME shut it down because price didn't move enough in the 80s.)
WITH NO FLOWS VIA HORMUZ , 14 MBBLS OF CRUDE BOUND FOR JAPAN ARE CURRENTLY TRAPPED INSIDE THE MIDEAST GULF. IN RESPONSE TO REFINER ANXIETY, THE JAPANESE GOVERNMENT IS WEIGHING A UNILATERAL SPR RELEASE WHILE URGENTLY EXPLORING BYPASS LOADING OPTIONS VIA YANBU AND FUJAIRAH. -
I think you read the terrain well and I like the opportunities you describe, especially cheap puts in the future. We don't trade options so can't compare position. We remain long front month in oil ($CL/$BZ small size now) and soybean oil ($ZL large size).
Market may still be waiting on evidence that Iranian council is actually in control of country. I'm not sure that is clear.
Threats to short leg: Civilian airliner shot down, KSA pipeline sabotaged, a member or all of the Iranian council eliminated.
Statement from Israel on the proximity of their goals/when campaign likely to end. (In my framework the necessary detente is between Israel and Iran.)
Some appearance from Iran that they need oil sales and relenting on blockade.
US taking on the task of escorting through straight in fact.
