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Situational Unawareness
Situational Unawareness
Via Rabobank,
Markets have a habit of explaining every move with the most obvious narrative available. This week, that narrative was earnings. Investors spent days dissecting cloud growth, AI capex, free cash flows, and also Fed messaging, while some of the most dramatic price action of this summer was being driven by something else entirely.
That "something else" was Situational Awareness, the AI-focused hedge fund run by a 24-year-old whizz-kid, which reportedly had to offload most of its public equity book to Citadel following the recent tech rout. It turns...
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Authored by James Rickards via The Daily Reckoning,
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DHS Shutdown Now The Longest In US History
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Authored by Jacki Thrapp via The Epoch Times,
The partial shutdown of the Department of Homeland Security (DHS) became the longest in U.S. history on March 29.
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Republicans criticized Democrats...
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