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The Stagflation Narrative: What Doomers Get Wrong
The Stagflation Narrative: What Doomers Get Wrong
Authored by Lance Roberts via RealInvestmentAdvice.com,
The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous. After more than 30 years of managing client portfolios through actual inflationary cycles, not watching them on YouTube, I’ve learned that the most damaging investment advice isn’t built on outright lies. It’s built on partial truths, stretched past the point where the data still holds.
If you haven’t read Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1), it is an important primer to...
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Jul 21, 2026 / Tyler Durden
Blackstone Just Made A Physical AI Bet On Actuator-Maker Powering Humanoid Robots
Blackstone Just Made A Physical AI Bet On Actuator-Maker Powering Humanoid Robots
Blackstone, the world's largest alternative asset manager, is making a big investment in Futronic, a 33-year-old automotive supplier whose motion-control technology has been adapted for industrial and humanoid robots, according to Reuters.
The deal values the South Korean firm at about 1 trillion won ($676.04 million), according to a person with knowledge of the matter. -RTRS
The deal comes just ahead of the expected rise of physical AI, with forecasts from top desks indicating that global robot deliveries could begin...
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Sep 24, 2026 / Tyler Durden
Anthropic CEO (Again) Warns Poorly Managed AI Could Be 'Risk To Humanity'
Anthropic CEO (Again) Warns Poorly Managed AI Could Be 'Risk To Humanity'
Authored by Jacki Thrapp via The Epoch Times,
Anthropic CEO Dario Amodei warned that artificial intelligence could "be a risk to humanity as a whole" during a briefing before the United Nations Security Council on Sept. 23.
Amodei was among the top AI executives who spoke at the meeting - organized by France during the annual U.N. General Assembly gathering of world leaders - which also included statements by OpenAI CEO Sam Altman and Hugging Face CEO and co-founder Clément...
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Jul 13, 2026 / Tyler Durden
28.8 Million Queries: The AI Heist That Tripped No Alarms
28.8 Million Queries: The AI Heist That Tripped No Alarms
Authored by Joseph Hoefer via RealClearDefense,
When we picture intellectual property theft, we picture a break-in. A hacker slips past the firewall, copies the source code, and disappears. So, when an American AI company tells Congress that China just pulled off the largest extraction campaign it's ever recorded, the natural assumption is that someone cracked the vault.
Nobody broke in. And that's exactly what makes this threat so difficult for Washington to address.
Last week, Anthropic told the Senate Banking Committee that operators...
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