Article
The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit
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...
aboutLiberty Portal
Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
Jul 14, 2026 / Tyler Durden
The Digital Euro: Control & The End Of Financial Privacy
The Digital Euro: Control & The End Of Financial Privacy
Authored by Daniel Lacalle,
European Union lawmakers in Strasbourg have now agreed on their position regarding the digital euro, approving it in a vote on the 8th of July 2026. With this position, the European Parliament can start talks with national governments on the details of the design and functioning of the digital euro.
The ECB argues that the digital euro is required to preserve the benefits of cash in a digital age and protect Europe’s monetary sovereignty, while offering a fast, secure,...
Read more
Sep 19, 2026 / Tyler Durden
The Apocalyptic Game: Panic And Opportunity
The Apocalyptic Game: Panic And Opportunity
Authored by Sasha Gong via American Greatness,
America's latest argument over artificial intelligence has suddenly become apocalyptic. Former Anthropic researcher Jacob Coxon accused AI companies of "gambling with our lives." Anthropic CEO Dario Amodei urged the industry to slow the development of frontier models, an idea supported by OpenAI CEO Sam Altman and Elon Musk. At the same time, opposition to the data centers needed to power AI is spreading across the United States.
China has noticed. X recently uncovered a suspected Chinese influence network of...
Read more
Apr 1, 2026 / Tyler Durden
Amazon's Cloud Unit In Bahrain "Disrupted" By Iranian Strike
Amazon's Cloud Unit In Bahrain "Disrupted" By Iranian Strike
Just one day after the Islamic Revolutionary Guard Corps threatened U.S. companies across the Middle East, the Financial Times reported late Tuesday morning that an IRGC strike had damaged Amazon's cloud computing infrastructure in Bahrain.
The FT cited Bahrain's interior ministry, which said civil defense teams were "extinguishing a fire in a facility of a company as a result of the Iranian aggression."
Local authorities did not identify the company, disclose the type of air-delivered munition used, and/or provide further operational details about the strike.
But according...
Read more




