Morgan Stanley forecasts thing that already happened
#brave
MORGAN STANLEY WARNS OF BRAZIL MARKET SELLOFF
Morgan Stanley forecasts a 20%–30% drop in Brazilian equities following Lula's election victory.
The bank sees USD/BRL reaching 5.60, potentially 6.00 if fiscal concerns worsen, alongside 300–400 bps of pressure on interbank rates.
The key takeaway: Rising fiscal risks threaten Brazil's currency, bonds and equities.
Related tickers: $EWZ, $PBR, $VALE
We need 14 more rate hikes...
iPhone Duo Resellers Demand Steep Premiums As Apple Stores Sell Out, Deliveries Slip To January zerohedge.com/technology/iph…
Apollo: AI adds no value to customers:
apollo.com/wealth/insights-n…
Also Apollo:
$SPCX - SPACEX SIGNS $40 BILLION GPU FINANCING DEAL WITH APOLLO
SpaceX has entered into a binding commitment for a master finance lease with Apollo Global Management ($APO ), according to an SEC filing.
Apollo will purchase GPU pods and related equipment and lease them to SpaceX, with aggregate scheduled principal payments expected to total $40 billion.
The agreement is expected to close before year-end 2026.
The key takeaway: SpaceX is securing large-scale GPU infrastructure through lease financing, highlighting the enormous capital requirements of AI expansion.
John L. Prokap retweeted
I’m starting to think this ‘anti-genocide’ crowd isn’t really about “opposing a genocide...”
It’s about committing one.
America needs none of this bullshit Ro
There’s no genocide in Gaza, the only genocide is the one Hamas- and apparently you- want of the Israeli people.
Reign in government spending
And while you’re at it fuck all the way off
The math works in Europe too…
Today is a mathematical date we won't see again for 78 years.
10/24/26
10² + 24² = 26²
It's called a Pythagorean Triple Day. There are infinitely many Pythagorean triples, but only 12 dates this century satisfy the equation.Today is the last.
Next one: March 4, 2105.
The Golden Horde and Roman Legions led mostly peaceful conquests of the know world…
Clashes erupt in Paris after largely peaceful protests across France bbc.in/4jyPz62
Keenan talking down to Gillis would be funny if it wasn't so cringe.
Likely waterfall of what CEOs would do if politicians made stock buybacks illegal.
First, private companies would be less likely to go public, as they can't manage dilution.
Current public CEOs would, in likely order:
1. Pay higher dividends
2. Pay special dividends
3. Pursue more mergers and acquisitions
4. Hoard more cash
5. Pay down debt
6. Overinvestment in marginal R&D and capex
or just go private.
Accomplish what you're looking for? No, of course not, but it sounds good as a boogeyman!
AI pundits reminding us of Little Orphan Annie...
2022: AI will dramatically transform the world! Your job is not safe!
2023: the change will be exponential!
2024: no one can even grasp how AI will impact every part of your life!
2025: seriously, you're not prepared for this!
2026: omg look at what Claude can do! The change that's coming is beyond comprehension!


























