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Yes, the Latest Bank Bailout Is Really a Bailout, and You Are Paying for It.
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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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Sunday: RAGE Against the War Machine in San Francisco


