A negative polarity dialectic is needed to improve the cosmic order but infinite loop synthesis progress, should be measured at close intervals. Asha verso Druj
Joined May 2013
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Give Ps a chance | The Flow Show, BofA
_/ Conditions that end bull markets are starting to materialize (bonds, leaders cracking & elections)
_/ "We’re getting there, but for now AA frozen bullish, positioned for late-cycle greed, not at all tempted by 5% yields at the long-end."
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Space stocks tumble as investors race to SpaceX
-> Rocket Lab declined 13%
-> Redwire slumped 14%
-> AST SpaceMobile slid 16%
-> Firefly Aerospace, sunk 20%
-> Intuitive Machines fell 17%
-> Virgin Galactic plunged 38%.
ocregister.com/2026/06/12/sp…
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The 1994 Analog | BofA
_/ US2Y: Front-ran Fed hikes; peaked near 7.7%; plummeted as Fed paused
_/ FED Rate: Rapidly increased from 3.0% to 6.0% before stabilizing and drifting slightly down
_/ S&P 500 Index: Choppy and flat during the 1994 hike cycle; expanded during 1995 pause.
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‘Tell Him He’s a Piece of Sh!t’: Meta’s #AI Unit Is a Mess
_/ spicy remark reflects growing frustration inside Meta’s AI team
_/ It's literally the Gulag,You have zero purpose in life, you barely interact with anyone, you just have these tasks every week
agtechdata.uga.edu/tell-him-…
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15 Jobs at Risk by the End of 2026 | Nouri
-> Presentation Designer
-> Database Engineer
-> Graphic Designer
-> Software Developer
-> Video Editor
-> Operations Specialist /Project Coordinator
-> Corporate Trainer
-> Full-Stack Developer
-> Marketing Copywriter
-> Translator
...
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$1.8 trillion Hidden #AI Leverage. Echoes of subprime mortgage crisis?
_/ AI buildout is now supported by $1.8 trillion of lease and purchase commitments that remain largely invisible to traditional leverage metrics (based on GS & MS estimates).
news.futunn.com/en/post/7454…
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Bull & Bear Indicator rose to 8.8 from 8.7 ... signal is Sell | BofA
_/ Bull & Bear Indicator firmly in "sell" territory for 4th week on bullish positioning in FMS, Bond flows, credit market techs & global stock market breadth, while HF positioning & equity flows remain neutral.
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U.S. currently has a combined commercial and strategic crude oil supply equivalent to roughly 25 to 28 days of forward consumption ...
fisherinvestments.com/en-us/…
Chart: BofA
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If a peace deal is agreed, these are the assets investors should buy | BofA
morningstar.com/news/marketw…
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Divergence Conundrum | 2026 Mid-Year Outlook, KKR
_/ ‘Divergence Conundrum’ is manifesting itself as K-shaped outcomes across growth, markets, and asset prices.
_/ Conviction in Regime Change asset allocation: ‘higher resting heart rate’ for inflation.
kkr.com/content/dam/kkr/insi…
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Too Many Red Flags | BofA
_/ SPX increasingly vulnerable to correction
_/ striking similarities to late stages of the dot-com era
_/ while today's tech leaders are fundamentally stronger than dot-com, investors should take profits as risk-reward for broad index has deteriorated
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Ten reasons oil is still below $100 a barrel | Blas, BBG
_/ The single most important? China, China and China. Beijing is bailing out the global economy — and US President Trump.
energy.economictimes.indiati…
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still not clear on Semianalysis report claiming Nvidia's 800v DC and CPO mass production delayed to 2028-2029 primarily due to yield issues ... Nvidia denies
foxbusiness.com/video/639809…
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