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DYS-Functional Exercise
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Feb 13, 2026 / George S. Giles
Proven Petroleum Reserves and the Myth of “Peak Oil”
Feb 13, 2026 / Tyler Durden
You Can Buy Love... (But It's Never Been More Expensive)
You Can Buy Love... (But It's Never Been More Expensive)
U.S. adults will spend a record $29.1 billion on Valentine’s Day this year, according to estimates published by the National Retail Federation.
You will find more infographics at Statista">As Statista's (ironically named) Valentine Fourreau reports, this is up from last year’s $27.5 billion, with U.S. shoppers planning to spend $200 on average per person, up from $189 in 2025.
You will find more infographics at Statista
According to the NRF, Valentine’s Day was one of the annual events that shoppers tended to splash out the most on last year....
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Feb 15, 2026 / Tyler Durden
The AI Transition: Even Dinosaurs Weren't Stupid Enough To Create Their Own Extinction Event
The AI Transition: Even Dinosaurs Weren't Stupid Enough To Create Their Own Extinction Event
By Peter Tchir of Academy Securities
A Bridge Too Far? The AI TRANSITioN?
Last weekend we discussed Molotov Cocktails, Volatility, Stability, & Faux Liquidity. In a nutshell, it was about:
The transition from one steady state to another steady state can be volatile.
A rules-based world, dependent on trade, to a ProSec-based world where each country operates more independently.
The transition from a pre-AI world to an AI world.
Faux liquidity – or our assessment that market structure is set up to...
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