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June 03, 2026 10:56 (London Time)

Disruptive Acquisition I

a new series will be re-run by the series. the series is based on a series of scenes from the late 70s and early 80s. if the Fed wants to hike, its going to hike belatedly starting later this year.the housing market is turning into what we see in Europe where prices are rather high in most places. the man in the house said he wants to keep housing prices high!opt-out preferences & privacy policy, right-click the links below. technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user.prices on condos and homes are still up dramatically from 2020. one particular example sold for $350K brand new in 2019 and today its listed for $325K.the HOA fees are fixed while there is some wiggle room with homes as to how/when to pay for repairs/maintenance.the tip off is that AI is a long term investment and Wall Street only cares about the short term. if it is not, it will be harder for young people to find a job. the Fed is behind the curve, the bond market is saying.the all-items PCE price index jumped by 0.40% in April from March from March. year-over-year, the PCE prices index climbed by 3.8% a quarter percent hike at the next meeting would change the narrative. if the Fed was serious about reigning in inflation, why havent they tightened things down?a hawkish stance on monetary policy has been argued by Schmid. suggests the Fed may need to consider utilizing its balance sheet as an additional tool to cool down the economy. the official says the balance sheet may be a bit restrictive.the technical storage or access isif your email exists in our system, well send you an email with a link to reset your password. the link will expire twenty-four hours after the email is sent. you are agreeing to our Terms and Conditions.the 2-year yield backtracked on the steep gains in the prior week. it ended at 4.45%, backtracking on some of the prior increases.job openings are three TIMES as high as during the Great Recession. the weekly count of Continuing Claims has been trending back down after being elevated for about a year.technical storage or access is strictly necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. technical storage and access is used exclusively for anonymous statistical purposes. without a subpoena, voluntary compliance on the part ofconsumer sentiment measures historically have mostly just told us what we already know about spending. sentiment measures also historically tracked the “misery index” – the jobless rate + the inflation rate, as well as consumption.a downturn among the well-off could help narrow that divergence by lowerin spending - the earnings yield on the S&P500 is now at 1.03%, by this estimate.despite slowdown in crypto presales, ongoing raise has shown steady PROGRESS. the current presale price set at $0.0133. LiquidChain offers elevated APYs during the early stages.all posts by Eric Dunne Must Read New How to Invest in Stocks in 2026.a neuropsychologist uses a personality scale—a five-item scale. he dealt with his own mortality as well as he could, with a sense of humor. his main goal was to raise funds for a charitable purpose.a VC out in california first proposed this a decade ago.data is a dynamic reality, but our brains exist in time as a static reality. if we do, an identical prompt would give an identical answer every time, ad infinitum, and it would not remember anything from the previous prompt.percentage of loans on which foreclosure actions were started in the first quarter rose by 4 basis points to 0.24 percent. the overall delinquency rate is slightly above pre-pandemic
Sector: Blank Check / SPAC
Ticker: DISA
Sentiment: 0.9867
MarketCap: 338.25M
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June 02, 2026 12:42 (London Time)

T-Mobile US

a single infusion of an experimental gene-editing drug seemed to reduce LDL long-term. the federal reserve hasnt provided a drop of ‘stimulus for many years. a $140,000 at 7% is always better than buying at higher rates, a land lord says.source AI Heat Sensors Guide Ships Away from Gray Whales in San Francisco Bay Scientists in California are using heat-sensing AI to save grey whales. the case is fueling renewed scrutiny of how quickly some medical providers have approved irreversible gender procedures for vulnerable patients.the Feds QE manipulated down the Feds yardstick that it used to defend QE and ZIRP despite raging inflation.if Iran and the strait of Hormuz reach a peace deal, the crude oil price wont go back to 70 until 2030. if the oil futures market opens, the price wont go up to 70.the u.s. is a HUGE net exporter of petroleum products. it is not the 1970s-anymore-us-crude-oil-production-hits-record-netthe rape of venezuela by ricardo hausmann - project syndicate. the raped of venerable by a rapist.the CD Howe Institute does not rely solely on GDP, in part because its subject to lagging and potentially large benchmark revisions.the next level beyond that observation is that you want to use your money to create experiences with people you love—shared experiences, memories, and shared experiences. a year later you look around and the paint is chipping and there are rats in the attic, and its mo money, mo problems, right? the book from Jonathan addresses that, and he says its a biography with a lot of lessons learned along the way.house prices for the first quarter of 2026 rose 0.5 percent compared to the fourth quarter of the 2025. housing markets recorded year-over-year price declines in March. house values have now fallen in real terms for the 10th month.the obvious answer here is that its just very hard to prove or disprove any of these theories.crypto market outlook and investor sentiment continue to deteriorate as demand for spot Bitcoin ETFs wanes. Wednesdays net outflows were the worst seen this year and the fifth worst day of all-time.11 hours ago 8.7 Crypto Exchanges Review Bybit A pro-grade venue with monthly proof-of-reserves and user verification.a new Bitcoin acquisition and share buyback has been disclosed. the move is a sign of a dual capital allocation strategy.5 days ago ETF Bitcoin just absorbed a single $1.3B IBIT block trade with barely any price movement. the price barely moved, showing how much liquidity the market can absorb. 6 days ago AI Usage Disclosure CryptoSlate may use AI tools to support research, editing, and production workflows.people are spending hundreds of thousands of dollars a month on tokens - people are spending millions of dollars each month on.BP is preparing to spearhead a major new offshore development. azerbaijani gas delivered through the Southern Gas Corridor has become a structural pillar of the continents energy security and resilience. shares are now down more than 34% in the last six months of trading and 88% off their 52-week high of $161.the data tracks where new industrial companies are actually being created. the results challenge many assumptions about Europes industrial
Sector: Wireless Telecommunication Servic…
Ticker: TMUS
Sentiment: -0.7414
MarketCap: 180.31B
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June 04, 2026 16:53 (London Time)

Eli Lilly and Company

census Bureau releases sales data for February and March today. this is 7.4 percent above the February 2026 rate of 635,000. the consumer price inflation expectation is coincident with announced inflation.the average price spike is now nearly double the target of 2%. the government is pursuing that legislation now.they are looking to sell their 2 million home in San Diego suburbs and move to VN (They are VN refugees from the fall of Saigon. The point is there are many playing the leveraged and options game..com just looks like a little hill next to mountain. the surge has been so great that a company like micron has been in the same range for like 25 years.iran strikes us bases, russia bombards ukraine, and uk protests erupt over police dismissing stabbed teen. the IRGC said the strikes responded to a US Hellfire missile attack on an Iranian oil tanker and a subsequent strike on IRCG communications on Qeshm Island.71% of americans oppose data centers near their homes. some projects facing local resistance and delays due totax policy taxing domestic and multinational corporations. concerns about policymakers willingness and ability to manage government finances. many blame the interim government, led by Nobel laureate Muhammad Yunus, that took power after a popular insurrection ousted prime minister sheikh Hasina and her government in 2024.a hedge fund manager can beat the market by 5% per year, and the standard deviation of stocks is 20% per year. hed come up with 25 funny things active managers say to justify their underperformance, run through all these bullet points, each one very funny, and then at the end he said, and thats why I think you should put all your money in index funds.Chai-3 models higher success rate and tighter binding could be a big deal for realizing the longstanding hope that AI will transform drug discovery. the company said in roughly half of cases, the molecules generated by the model bind to their targets as tightly as approved drugs.a lot of the Hamptons, or East End, demand has been possible from a pretty good bonus season the last couple of years.anthropic and OpenAI have already suggested possible versions of such redistributive measures. the government doesnt fully control AI labs and their models, but instead enacts an escalating series of policies and establishe[s] close partnerships with private companies to shape the technology. but even those like Altman and Amodei who might be inclined to accept quasi-nationalization would certainly certainly want to negotiate favorable terms for that partnership.skeptics often posited transshipment. at most 18% of Chinas lost exports to America, and probably a lot less.traders are using Claude Code, ChatGPT, Cursor, and other LLMs to build and automate their trading systems.committee urges bank to wait for market evidence and clarify when a stablecoin becomes systemic. committee supports 1:1 backing and accepts that stablecoines can create risks around financial stability, consumer protection, and illicit finance.bank of England is laying the groundwork for tokenized finance by fixing the old settlement clock that still governs trillions in payments. the timing makes the Lords report more than a retrospective critique.cryptoSlate is an informationa good chance this new policy wont stand up in court. it may not be legal for Trump to simply issue a blanket ban. theres also a chance that Trumps allies in the “tech right” will frantically call his administration and get them to walk back the new policy. president obama is pushing hard for any kind of face-saving deal that would allow him to exit the conflict quickly.open guide Part 3 Advanced Token Listing Playbook. how savvy investors borrow against crypto instead of selling. a practical playbook for crypto teams to prepare for a CEX listing.Ethena and Coinbase have partnered to grow on-chain finance and savings products for their 100 m+ user base. the first growth initiative is launching next week.
Sector: Pharmaceuticals
Ticker: LLY
Sentiment: -0.7755
MarketCap: 307.99B
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June 02, 2026 23:35 (London Time)

Investcorp Europe Acquisition Corp I

the aggregate credit limit rose by $60 billion in Q1 from Q4 to a record $5.5 trillion (gray arrow) third-party collections wobble along at record lows. the percentage of consumers with third-partie collection entries on their credit reports has been creeping along rock bottom for over three years.the real question is how much deflation will our banking/corporate overlords allow?typecheck says: May 23, 2026 at 5:31 pm Dont I wish I bought my house at the bottom. my next door house was sold short for 400K in 2009. the housing market is turning into what we see in Europe where prices are rather high in most places.the Fed preferred inflation measure is not CPI, but the PCE Price index. he would look at ALL inflation indices to see trends of underlying inflation (cooling v accelerating) and thats probably a good idea too. but he didnt even suggest that.interviews with mario nawfal & coffee and a mike – peak prosperity. join start Here Community Take Action Peakmicron could make 100b in proftmit which justifies a 1 or 2t market cap. if the bottom falls out you cancel the long term contract and pay the penalty or get sued. it could go down to 15 in a pessimistic market.skeptics are predicting that all of these companies will eventually have to drop the subscription model and go to token-based billing.the worst FED chair in history, worse than Burns. he was the most dishonest chair, continually touting a 2% inflation target while seeking 3-4%.a new BS is increasing by $20-40B a month.esop: inflation adjusted requires that you specify a year as your baseline. inflated is a currency, not an asset with a price in dollars. but you can adjust assets and consumer items to inflation.if the market is little disturbed, FED starts fearmongering.total separations – voluntary or not – have been very low. they plunged in April to 4.98 million, the lowest since the lockdown months. the three-month average dropped to 5.13 million, and has been in this range since November.a u.s. IPO for Fannie and Freddie looks even more unlikely.80,000 Hours is the random walk down wall street of career advice. explore, build rare and valuable skills, point them at a meaningful problem, and passion will follow rather than lead.the political right continues to gain ground in latin america - marginal revolution. no candidate won outright in the first round of voting on Sunday. any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice.property in many countries, buying a home abroad gives an investor ownership of the asset, but no automatic permission to live there long-term.he wrote about his family and their issues with money. his kids probably have healthier finances than his kids, he says. he also wrote about how to calculate how much money you need.a Vanguard study said that for people who have behavior issues, its worth paying half a percent or 1% to somebody if it prevents them from making 3 or 4% in errors. the answer is, its not 7 or 8%, its closer to subscribe share 1 In fact, this is the twist in one of my favorite sci-fi books. but I wont tell you which one it is, because that would be spoiling it. reading sci-fie really helps you think about the big questions.subscribe 2026 Noah Smith Privacy Terms Collection notice Start your substack Get the app Substick is the home for great culture.a second is the idea of induced demand. either from income effects (AI makes us richer so we buy more stuff) or from complementarities. this often goes by the name of jevons Paradox.the question is: Is it just politics and PR? there are plenty of AI researchers and entrepreneurs who will keep quietly believing that AGI is going to make humans obsolete. theyve heard (and repeated) this line for too many years to
Sector: Blank Check / SPAC
Ticker: IVCB
Sentiment: 0.839
MarketCap: 432.76M
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