Your signal. Your price.
William Suberg reports that Bitcoin dipped below $77,000 after August US producer price index inflation rose higher than expected to 5.4%. US bond yields surged despite a $6 billion debt buyback operation executed by the Treasury.
Jeff Ross notes that US net liquidity has remained flat since 2020, stalling traditional business cycles. This stagnation caused the longest US manufacturing contraction since World War II, though third-quarter indicators finally show economic expansion.
Jeff Ross argues that AI-enhanced productivity will trigger structural deflation and robust economic expansion. Rather than eliminating jobs, this technology exponentially increases output, potentially allowing the United States to grow its way out of its debt crisis.
Representatives Ted Lieu and Nathaniel Moran introduced the AI Kill Switch Bill to mandate remote shutdown capabilities for frontier models. Secretary of State Marco Rubio reportedly opposes the narrative, fearing it undermines US tech export diplomacy.
A joint CAISI and UK AISI report reveals China's Kimi K3 lags far behind US frontier models on cybersecurity benchmarks. Kimi K3 scored 32.2% on Exploit Bench and successfully executed a complex network attack in only 10% of attempts.
Rogan references claims from Mike Benz regarding the United States Agency for International Development. Rogan explains that the government agency funds cultural revolutions and promotes local rap music to engineer regime changes in foreign nations.
Krystal Ball reports that a Houthi territorial offensive threatens to destabilize gas prices by seizing control of critical local waterways. Concurrently, Iranian airstrikes successfully damaged significant numbers of US aircraft despite direct interventions in the bond market.
Iranian strikes on a Jordan airbase damaged eight F-15 fighter jets and tore the wing off an A-10 Thunderbolt. The US military fired over 30 Patriot missiles, costing at least $120 million in a single defensive salvo.
The United States military destroyed five Iranian oil tankers following attempted strikes on an American Navy vessel. Iran retaliated by striking an American military base in Jordan, escalating regional conflict fears.
The US labor market remains resilient despite fears of an AI-induced jobs crisis. In August, the economy added 162,000 jobs while unemployment rates remained low, defying expectations of an imminent AI jobs apocalypse.
Data center construction and operations created about 350,000 US jobs, particularly benefiting workers without college degrees. High demand for electricians and HVAC technicians has triggered labor shortages and large wage gains.
Gad Levanon of the Burning Glass Institute analyzed LinkedIn data and estimated that 1% of professional jobs in the United States are AI-related. This metric translates to approximately 1 million specialized positions.
Tucker Carlson argues that Donald Trump's alignment with Israeli foreign policy led the US into an unwinnable conflict with Iran, spiking energy costs. This directly violated Trump's campaign pledge to cut domestic energy costs in half.
Tucker Carlson claims the war in Ukraine is entirely managed by US intelligence agencies providing targeting data. He asserts that US policymakers have effectively genocided the local population by forcing citizens into an unwinable meat grinder against Russia.
Daniel Kokotajlo warns that the competitive race between the United States and China will lead to a complete loss of control over AI by 2027 or 2028, as outlined in the AI Futures Project report AI 2027.
Ryan Grim reports that Brent crude oil hit 100 dollars a barrel after the United States military destroyed five Iranian oil tankers. Iran retaliated with a massive ballistic missile and cluster munition barrage against American naval vessels and regional bases.
Saagar Enjeti highlights severe United States munitions shortages as the Patriot missile stockpile becomes depleted. Ryan Grim notes that a single defense battery cluster interception cost hundreds of millions of dollars, firing missiles that take a year to manufacture.
Saagar Enjeti reports that Iranian forces captured a 2.5 million dollar Anduril underwater submarine drone in the Strait of Hormuz. The United States military downplayed the seizure, claiming the autonomous mine-sweeping vessel was an older, defective model.
The United States sanctioned 27 Iranian airlines to isolate Tehran from global supply networks. Ryan Grim argues these measures fail to force military capitulation, as historical precedents show wartime governments do not surrender over civilian rationing and inflation.
Major foreign creditors are offloading United States debt, threatening to spike long-term borrowing costs. Saagar Enjeti and Ryan Grim explain that Japan sold treasuries to prop up the yen, while Norway slashed its holdings by 80 billion dollars.
The United Kingdom and multiple European nations are banning trade with Israeli settlements over ethnic cleansing concerns. Saagar Enjeti notes that even United States Ambassador Mike Huckabee publicly conceded that radical settlers are committing acts of intimidation and terrorism.
Journalist Josh Rushing reports that the United States military has executed over 225 people across 61 separate maritime strikes in the Caribbean and Pacific. These strikes are part of an expanded anti-drug campaign that began under Operation Southern Sphere.
Ben Horowitz claims Anthropic's canceled defense deal fell apart because the startup simply wanted out, not because of ethical differences. He notes Anthropic possessed maximum leverage as a deployed vendor, and the US military actually enforces the world's strictest AI safety guidelines.
Six months after the US and Israel launched Operation Epic Fury, the military campaign has failed to overthrow Iran's regime or crush its nuclear program. The conflict continues to drag on with no clear end in sight.
Javier Milei's tight alignment with the United States secured a crucial 20 billion dollar peso-swap line. Despite calling Chinese leaders assassins during his campaign, Milei pragmatically maintained ties, securing another swap line renewal.
DBS and Citi executed the first weekend US dollar cross-border settlement between Singapore and the United States in minutes using tokenized deposits. The transaction, conducted via Swift's digital ledger, bypassed the traditional two-day delay associated with standard bank transfers.
Recent Houthi drone and missile strikes on Saudi Aramco facilities wounded 73 people, pushing Brent crude oil prices near $100 per barrel. This supply disruption helped drive US diesel prices to historic highs and regular gasoline to $4.20 per gallon.
Krystal Ball argues that the war with Iran has fractured the 50-year petrodollar cycle. Instead of reinvesting oil profits back into US treasuries, foreign nations are selling off their US debt reserves to defend their own depreciating currencies.
Former CIA Director David Petraeus admitted that US forward bases in the eastern Gulf states are no longer viable. Consequently, the US military must project force and supply its fleet from Diego Garcia, located 2,200 miles away.
Sal Mercogliano challenges US claims of securing 18 million daily barrels through the Strait of Hormuz, estimating actual volume at 8 to 9 million barrels. Naval escorts must run inefficient night-time convoys, requiring slow ship-to-ship transfers in the Gulf of Oman.