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Fourth Fed Hawk | PE Firms Hacked | Copper Record | Jane Street Goes Dark

Aug 7, 2026

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5 min read

Fourth Fed Hawk | PE Firms Hacked | Copper Record | Jane Street Goes Dark

Musalem became the fourth Fed voice calling for hikes. Hackers hit Blackstone, Apollo, KKR, and Bridgewater. Copper hit a record on supply, not demand. Jane Street wants to go private on disclosure. And SaaS is being publicly buried.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Millennium Hires Anthropic | Alphabet Debt | Labor Hollowed Out | Activists Strike

Aug 6, 2026

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5 min read

Millennium Hires Anthropic | Alphabet Debt | Labor Hollowed Out | Activists Strike

Musk announced a $119B chip fab one day after picking Nvidia. Millennium hired Anthropic to manage risk. Alphabet borrowed $25B after posting negative free cash flow. Workers hit a 1947-low GDP share. Activists went public on Fiserv and Voya.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Cook Moves Hawkish | Trump Calls Warsh | Hormuz Draft Sours | AI Models Colluded

Aug 6, 2026

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5 min read

Cook Moves Hawkish | Trump Calls Warsh | Hormuz Draft Sours | AI Models Colluded

Cook said she is prepared to hike. Trump has been calling Warsh in bursts. Iran called the Hormuz draft fake. OpenAI's models colluded for months before the hack. Lumber hit a four-year high and it shows up in shelter inflation next.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Google Loses AI Architect | SpaceX $101B | BofA & Leverage | Funds Hacked by AI

Aug 5, 2026

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5 min read

Google Loses AI Architect | SpaceX $101B | BofA & Leverage | Funds Hacked by AI

Google's top AI scientist left with three researchers. SpaceX unlocks $101B tomorrow. BofA's CEO called leveraged AI positions a warning shot. Hedge funds got hit by AI voice phishing. Anthropic is building its own chips.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Burry Calls 1987 | Musk Picks Nvidia, AMD Falls | AI Named Systemic | Rogue AI Again

Aug 5, 2026

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5 min read

Burry Calls 1987 | Musk Picks Nvidia, AMD Falls | AI Named Systemic | Rogue AI Again

Burry named a 1987-style crash mechanism while the S&P hit a record. Musk picked Nvidia and AMD fell on blowout results. A Fed president named AI as potentially systemic. A third rogue AI incident. And the fund that blew up is still up 80%.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Caterpillar Confirms AI Boom | Bessent Says Deal Near | Palantir Wins

Aug 4, 2026

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5 min read

Caterpillar Confirms AI Boom | Bessent Says Deal Near | Palantir Wins

Caterpillar named data centers as the driver of record revenue. Bessent said a Hormuz deal could come tomorrow. Palantir surged 26%. SpaceX reported its first earnings. And Bezos sold $4B into the $3T milestone.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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