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@evergreener1977
Lion of the markets 🦁 | Decoding global economies, rates, currencies & risk | Unapologetic views on Fed, bonds, geopolitics & cycles | Not here to roar quietly
World & Business
The Financial Times reports Japanese officials and trading-house executives warn yttrium shortages could emerge without relief or alternatives.
World & Business
Ukrainian President Zelenskyy announced Kyiv would resume strikes on Russian oil refineries after halting them at US request. Russia continued attacking Ukrainian energy infrastructure. Zelenskyy reported feeling 'betrayed' due to Starlink throttling and reduced US intelligence sharing.
World & Business
CNBC reports Asian tech stocks fell as U.S. semiconductor losses spread, amid worries about AI financing and competition.
World & Business
Reuters reports Trump said Russia would immediately supply over 300,000 tons of diesel, with another 500,000 tons in November.
Technology
The Financial Times, citing a person familiar with the matter, links the gap to investor comparisons with Anthropic.
AI
One post claims Anthropic's IPO valuation could top $2 trillion; another says Sonnet 5.5 is 30%-plus faster.
World & Business
A September 16 macroeconomic post links $100-plus oil and 5% Treasury yields to persistent inflation. A separate comment blames the Iran war for making everything more expensive.
