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Space: The Now Frontier And The AI Revolution
Space: The Now Frontier And The AI Revolution
By Peter Tchir of Academy Securities
Space: The Now Frontier & The AI Revolution
Academy will tackle any details on a deal with Iran via a SITREP and a podcast, once (if) details are made available.
After last Friday’s extreme move (More Than Rates Moving Markets) we had a relatively tame week with the S&P and Nasdaq both gaining around 0.7%, but neither getting back to their highs of the week, set on Tuesday. Yields drifted moderately lower on the week, primarily on the back...
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Jul 12, 2026 / Tyler Durden
US Population Growth Prospects Corrected Downwards
US Population Growth Prospects Corrected Downwards
The population of the United States is projected to keep on climbing beyond 2100. However, the rate of increase that can be expected until 2050 has been significantly corrected downwards over the last couple of years.
As Statista's Katharina Buchholz reports, according to the Congressional Budget Office, 349 million people live in the United States in 2026. In 2050, this is expected to have risen to 364 million. In 2019, previous to the coronavirus pandemic, the 2050 forecast had still shown a U.S. population of 389 million.
You will find...
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Aug 25, 2026 / Tyler Durden
Uranium Awakens From Five-Month Slumber As UBS Warns Market Is "Tightening Structurally"
Uranium Awakens From Five-Month Slumber As UBS Warns Market Is "Tightening Structurally"
Bloomberg's continuous front-month uranium futures contract (UXA1 Comdty) briefly surged above $100 a pound in late January, driven by tightening supplies, renewed government support for nuclear power, and rising electricity demand from the AI infrastructure boom.
Uranium futures then retreated and remained range-bound between $84 and $87 for five months. But momentum has returned in August, with prices approaching $89 a pound, the highest level since early February.
The ongoing theme is that years of underinvestment have limited mine...
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Aug 1, 2026 / Tyler Durden
Leopold Aschenbrenner's Short Seller Fairy Tale
Leopold Aschenbrenner's Short Seller Fairy Tale
Submitted by QTR's Fringe Finance
Leopold Aschenbrenner’s hedge fund, stuffed like the ass of a Thanksgiving turkey with every trendy AI name you could throw a dart at, reportedly suffered one of the most spectacular drawdowns of recent memory, losing roughly 67% in July after a series of heavily leveraged bets went violently against it.
According to the Wall Street Journal, the losses became severe enough to trigger margin calls, forcing the firm into emergency asset sales. Public positions were reportedly sold to Citadel to raise liquidity,...
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