Gold prices reflect a shift in paradigm – Part I

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...

Tim Walz Demands Federal Government Foot Bill For Minnesota’s 'Recovery' From Anti-ICE Riots Last month, President Donald Trump sent Homan to Minnesota to personally oversee immigration enforcement operations and end the chaos, after ICE and CBP officers shot two protesters and the situation began to spiral out of control. Soon after, Homan successfully convinced Gov. Tim Walz and Minneapolis Mayor Jacob Frey to allow local law enforcement to coordinate with federal agents, prompting an initial drawdown of 700 agents. “Given this increase in unprecedented collaboration, and as a result of the need...