Zoom ut chartet

“Perfect is the enemy of good”

- Voltaire

Ting fra sist uke:

• Det virker ikke å gå så bra for Russland om dagen. Dette er en av deres propaganda-folk, som virker å være desillusjonert av propagandaen

• Sist episode: Optimalisert for kompleksitet

Uken som var i markedet:

Fra vårt premium nyhetsbrev:

Linker:

• Brokerages hit jackpot as retail investors borrow more to chase Korea's stock rally

• Japan og gull-korrelasjon brutt

• Større blokkhandler i treasuries

• Treasure futures block sales support rising yields

• SpaceX Shows $4.3 Billion Loss as Musk Targets Record IPO

• OpenAI Is Preparing to File for an IPO Very Soon. The artificial-intelligence giant is working with bankers at Goldman Sachs and Morgan Stanley

• DTCC finds 1.3 million soaked securities in Sandy-flooded NY vault

• Warren Buffett's Warning: The Risk of a Derivatives Time Bomb

• Polymarket launches private company prediction markets including SpaceX and Anthropic

• Can You Really Buy SpaceX Stock on Hyperliquid Before the IPO?

• ‘Fast entry’ SpaceX, OpenAI and Anthropic IPOs to ignite Wall Street trading frenzy

• New Nasdaq rules offer SpaceX free liquidity

• Is Nvidia too big to fail?

• Spotify soars 13% after announcing AI music deal with UMG, guidance

• Bilen ser jo til og med ut som en pyramide. SpaceX, the Musk-led rocket and satellite maker, accounted for 1,279 - 18%! - f the 7,071 Cybertrucks registered in the US during Q4

• Since 1930, the US stocks benchmark has seen an average 12% drawdown in the first 3 months after a new Fed chair has been elected

• Parts of England expected to hit 35C in ‘unprecedented’ May heatwave

• 1976 British Isles heatwave

• Financial Stability Board la nylig frem en større rapport hvor de advarte om at private credit ved sin nåværende størrelse ikke har vært testet

• Trump kritiserte Biden for å holde bensinprisene nede ved hjelp av SPR- uttak. Nå er de lavere enn det laveste da Biden var president - for å holde bensinprisene lave

• The US is still being paid to borrow, but only just

• Kraken El Niño is coming for the crops

• U.S. to Award Quantum-Computing Firms $2 Billion and Take Equity Stakes

• Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club

• Dimon Says JPMorgan Will Hire More for AI, Fewer Bankers

• StanChart CEO Reassures Staff After ‘Lower-Value Human’ Backlash

• Nå må alle nye biler ha et kamera som overvåker deg mens du kjører. Det er et nytt EU-krav

• DeepSeek To Make Permanent 75% Discount on Flagship AI Model

• Interessant long-read om basis-trade fra Chicago fed i januar

• Staten går fra eget venturefond (Investinor) til FoF

• Donald Trump and sons granted ‘forever’ immunity from existing tax audits

• Sabotage Near Moscow Reportedly Knocked Out Parts of Russia’s Air Defense Network

• Offisielle tall for tap av fly for USA: 42 totalt.4 x F-15E, 1 x F-35A, 1 x A-10, 7 x KC-135, 1 x E-3 Sentry, 2 x MC-130J, 1 x HH-60W, 24 x MQ-9, 1 x MQ-4C

• Russian Shahed Drone Attacks Chinese Vessel in Black Sea

• Trump gir Iran milliarder for å avslutte krigen han startet

• Cheap attack drones break through Israel's Iron Dome

• Fascinerende hvor effektivt det er å skremme vannet av de som elsker Putin, uten å gjøre noe. Og batteriene virker jo ikke akkurat spesielt effektive. Og vil ikke all ammunisjonen falle ned mot jorda og skade folk?

• Kinect saksøker Nordpool