Ugly JOLTs Report Hints At Another Negative Payrolls Print On Friday

Mamdani Begs Capitalists At The Adult Table For Help  Submitted by QTR's Fringe Finance There is something genuinely entertaining about watching a socialist discover the private sector. For years, Zohran Mamdani has treated capitalism less like the engine that keeps New York City alive and more like an unfortunate infestation to be taxed, regulated and occasionally yelled at from the sidewalk outside a billionaire’s apartment. Now, eight months into running the city, Mamdani appears to have made an ironic discovery: He needs people who know how an economy actually works to help...

What T. Boone Pickens Would Ask About AI CapEx Authored by Patrick Feeley via Substack, I keep waiting for someone in the AI discussion to talk like an owner. What we get instead is a week of model releases, token counts, and model-lab valuations that look like oil majors, while the harder questions about turbines, interconnect queues, and who answers for the spend sit offstage. That imbalance would have driven T. Boone Pickens up a wall. Boone passed away in Dallas on September 11, 2019. He was 91. He grew up in...

Iran Calls MoU Deal A 'US Defeat' As Trump Touts Tehran Forced Into 'Very Big Concessions' Summary Trump Hits Back, Seeks Narrative Control: "The war is going very well. As you know, we're winning by a lot. Iran is making very big concessions." Iran Declares MoU A US Defeat: Tehran says the Islamabad agreement proves Washington abandoned its pressure campaign. Hormuz Traffic Resumes under UN Auspices: About 72 ships carrying roughly 20 million barrels of oil transited the strait in the past 24 hours under a UN-backed framework. Brent Falls Below $75, Iran war low:...