Brazil Election Polls Too Close To Call, But Polymarket Gives Bolsonaro Clear Lead

Where Men Outnumber Women Around The World Why do some countries have noticeably more men than women, while others have the opposite pattern? This map, via Visual Capitalist's Jeff Desjardins, shows which countries have male- or female-majority populations using World Population Review data on the number of males per 100 females. While sex ratios at birth differ only slightly, demographic forces can produce striking imbalances over time. Countries Where There Are More Men Of the 233 countries and territories in the dataset, men outnumber women in just 33%. RankCountryRatio (Males per 100 females) 1🇶🇦 Qatar243.7 2🇦🇪 United Arab Emirates175.0 3🇴🇲...

These Are The Biggest Pain Trades Last week saw renewed skepticism in the AI narrative, this week there is growing skepticism to the semiconductor narrative. A multitude of reasons from leveraged single-stock ETFs to a too hawkish Fed were apparent in explaining renewed Tech weakness. Indeed, despite Micron’s post earnings rally, which has now fully faded, much of the broader tech sector did not bounce back as might have been expected. In a note laying out the biggest pain trades in the market currently, titled appropriately "The Biggest Pain Trades" (available...

Nadella's Hedge: Microsoft Wants To Make AI Models Cheap - Then Own The Rails They Run On The entire AI capital cycle - roughly $700 billion in hyperscaler capex this year, an estimated $2 trillion-plus through 2028 - is collateralized by one belief: that intelligence is scarce, and therefore priceable. That belief is already under strain. Per-token inference prices have fallen on the order of 200× in a year, and the only thing holding revenue up is volume; the cost of intelligence is dropping even as the cost of deploying...