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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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Apr 15, 2026 / Tyler Durden
Business Financial Distress Nears COVID Levels As Sole Trader Numbers Rise
Business Financial Distress Nears COVID Levels As Sole Trader Numbers Rise
Authored by Rex Widerstrom via The Epoch Times (emphasis ours),
The volume of businesses struggling to pay their debts in Australia is on track to exceed the heights set during the COVID-19 pandemic, according to two reports on the nation’s economic health.
Australian dollar coins and banknotes in Melbourne, Australia on April 4, 2024. AAP Image/Joel Carrett
Up to 13 percent of working-age Australians and 47 percent of secondary school students want to work for themselves or start a business, but that’s...
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Mar 12, 2026 / Dave DeCamp
Nine PMF Fighters Killed by US Airstrikes in Iraq
Nine members of the Iraqi Popular Mobilization Forces (PMF) were killed by what were likely US airstrikes in Iraq on Thursday, as Iraq has become a major battlefield in the US-Israeli war against Iran. Unnamed Iraqi security officials told AFP that the strikes targeted a PMF base near the Iraq-Syria border housing Harakat Ansar Allah […]
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Apr 29, 2026 / Tyler Durden
Wall Street Reacts To Powell's Last FOMC Meeting
Wall Street Reacts To Powell's Last FOMC Meeting
The kneejerk reaction from Wall Street pundits is that the bar for the Federal Reserve to hike rates is still relatively high and there’s no need for the Fed to change its bias or react in a meaningful way: that's the view voiced by SocGen's US Research Head Subadra Rajappa, who said on BBG TV that the "US is in a very good position overall"
Others, such as Deutsche Bank Chief US Economist Luzzetti, said that "the Fed could adopt a more balanced...
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