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May 23, 2026 0:22 (London Time)

T-Mobile US

the 90-plus day student loan delinquency rate rose in Q1 to 10.3%. consumers are in far more vulnerable positions with far less debt to income than corporations or governments are. africa is the key to sustained global growth by hippolyte fofack.geopolitics A drone strikes the perimeter of the barakah nuclear power plant. regional differences in exposure include greater US self-sufficiency in sulphuric acid from domestic byproducts. the global system will adapt through managed stress, efficiency measures, and economic rearrangement rather than immediate collapse.us government sold $691 billion of treasury securities this week. 10-year yield spikes to 4.6%, 30-year yield to 5.the subprime ratio of loans originated by quarter is a little lower. the struggler says it probably says more about the crummy nature of the work than the overall auto sector. it is only 15% of auto lending and much less than that of vehicle sales.subprime-specialized dealers have been turned down by other dealers because they could not get financing due to their bad credit history.sheila Bair: its a bit of a different approach for each group she says the jargon that we use in the financial industry can be confusing and intimidating. she says the logical thinking, you know, breaking things down into their component parts00:17:18 Barry Ritholtz: democrats are pro industry and pro bail out.the change in 10 year Yields: up, up and away. the change is likely to happen if inflation doesnt cool off. a simple regression yields a counterintuitive (negative sign)the biden rule phased out the use of global warming HFC refrigerants in new refrigerator installations.recent Quant Links from Quantocracy as of 04/25/2026. supervised learning for trading: K-Means, PCA & Python Examples.recent Quant links from Quantoky as. of 04/29/2026sen. Elizabeth Warren has led an aggressive, ongoing push to investigate this action and its ties to the Trump family. early investors remain locked out of 80% of their token holdings, unable to sell into a market that has already moved sharply against them.in 2024 he wrote that we will find new things to do and in 2025 he declared that they may not look very much like the jobs of today he hasthe main point of comparison for Europe shouldnt be America — it should be China. he argues that the change measured by the Draghi report is mostly due to growth in the technology industry, which has distorted GDP numbers without actually leading to higher standards of living in the united states.a wick down can lead to stop losses and momentum algos that cause a cascade of selling. strategy can sell some STRC shares to retire some shares beforethe CLARITY Act could become law this year if lawmakers resolve ethics demands and move quickly before the recess. current use was low, which makes the AFL-CIOs argument a warning about access expanding rather than a claim that retirement portfolios are already stuffed with crypto. the aFL-cIOs counter is that weak rules can still be useful to industry if they provide enough legitimacy to move risk into mainstream portfolios - gold is up more than 37% in the last year of trading, recently changing hands around $4,548. the precious metal maintains the largest market cap of any asset globally at more than $31 trillion, but its price has also fallen more than 17% since making a new all-time high above $5,500 per ounce earlier this year.the new 3D printed plates are designed using electrochemical additive manufacturing. they can produce pure copper components with detail down to 30-50 micrometers. the new plates are already in commercial use in data center applications.the FBI director has highlighted the bureaus growing use of artificial intelligence to thwart bad actors.
Sector: Wireless Telecommunication Servic…
Ticker: TMUS
Sentiment: -0.9896
MarketCap: 180.31B
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May 21, 2026 11:37 (London Time)

Eli Lilly and Company

cpi inflation blows past fed rates as core services, gasoline, electricity, and food spike. the only competition these electric utilities face is rooftop and plug-in solar. a dynamic economy can deflate gov, c/c, corp and mortgage debt ==> FAST.reply MM1 says: May 13, 2026 at 10:01 am I mean that was also the case in late 2007 and most of 2008. the top 15% in terms of disposable income are already removed because disposable income does not include capital gains.consumers are in far more vulnerable positions with far less debt to income than corporations or governments are. YAWN but its not in the toilet so were just reaching for anecdotal reasons for our own personalthe bond market is fretting about a lax Fed that would “look through” the surge of this second wave of inflation for too long. the government sold $155 billion in notes and bonds this week, and all of them dropped in price since their auctions, as yields rose sharply.higher inflation, such as in the 3% to 5% range, and higher nominal economic growth result in higher tax receipts, which make the interest payments easier to dealliquifying natural gas takes about 10% of gas as expensive to lilify. exports are currently up because production is up. many refineries optimized for different grades are being more opportunistic.yaupon is native to the south (and is North Americas only caffeinated plant), and is grown mostly for ornament. the middle east war has diverted more ships past Somalian pirates who have realized that every containerthe 60-plus days delinquency rate by all credit cards declined to 2.97%, not seasonally adjusted, at the end of Q1. the rate is below the low points before the pandemic and has been in this range for about a year. most of these charges get paid off every month by due date and never accrue interest.auto loan balances, debt-to-income Ratio, Serious Delinquencies,the commentary in this “post” reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments. there can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances.the commentary in these “post“ reflects. the personal opinion, viewpoint.wokeism was a relatively harmless way of distracting activists and keeping them Negative busy with wars over words. nimble, passionate team can achieve with the tools of synthetic biology.eli lilly shares bought on trumps behalf as his policies benefited drug firm.john avlon says the message is likely to resonate poorly with many voters, especially older ones who remember a time before Trump and before the War on Terror.we should try to figure out which physical processes give rise to consciousness in humans. then figure out how to replicate those processes in an AI. ELIZA is able to keep track of many elements in an ongoing dynamic conversation. it leverages the static LLM for expressive responses.a lot of the examples I listed above come from economists who arent known specifically as “development” economists. some of the papers are in development-econ field journals. but hes an economist I like and respect, but his perception of the state of research on the big questions of development doesnt seem very accurate.a good example of this is Nathan Lanes 2025 paper on South Koreas Heavy and Chemical Industry Drive.the whole Russian cause in this war is based on the notion that Ukraines potential accession to NATO and the EU was threatening Russias “sphere of influence”. the idea of “spheres of influence”, while sometimes a good factual description of how powerful countries operate, is not a bad moral principle.the majority of hashrate should come from these Bitcoin miners, not the publicly traded companies who could mine without regard for actual profitability. the pool assumes all of the risk of mining, and they act as insurance companies of sorts for miners by guaranteeing income regardless of how much bitcoin the pool is actually mining.
Sector: Pharmaceuticals
Ticker: LLY
Sentiment: -0.8159
MarketCap: 307.99B
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