Never Let Politicians Decide What Is True

1 In 5 Jobs Faces High Risk Of AI Automation As concerns about AI-driven job losses grow, new research sheds light on how artificial intelligence could impact the U.S. labor market in the short term. According to an OpenAI framework analyzing how AI affects different occupations, published last April, nearly half of all jobs (46 percent) are expected to see little immediate change, while around 24 percent are likely to be reorganized as tasks shift rather than disappear. As Statista's Tristan Gaudiaut shows in the chart below, a smaller but still significant share of roles face...

The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit The biggest discussion that top Goldman Sachs trader (and flows guru), Lee Coppersmith, had with clients this week wasn’t whether AI is over - it wasn’t. The debate has shifted to how investors should own it from here. If anything, the secular backdrop across both the US and Asia continues to strengthen. Capex expectations remain robust, earnings revisions continue to move higher, and we saw another week of significant inflows into US technology. Prime Brokerage data tells...

Nuclear Buildout Accelerates With Goldman Now Including SMRs Into Forecast Goldman's latest edition of "Nuclear Nuggets: Global Reactor Tracker" reinforces that the buildout of the cleanest and most reliable form of so-called "green" energy, nuclear power, continues to gain momentum. The theme we first laid out in December 2020 continues to broaden, with buildouts accelerating across both large-scale and small modular reactors, even as the growing risk of a massive uranium supply deficit emerges. Focusing on the latest North American reactor progress and announcements: 4/16/2026 - Canada - Bruce Power has signed...