Jean retweetledi
Jean
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Jean retweetledi

⚠️The global bond CRISIS is ACCELERATING:
The 30-year UK gilt yield has surged to ~6.2%, the highest since 1998, while the US 30-year Treasury yield stands at ~5.1%, near the highest since 2023.
Germany's 30-year yield has risen to ~3.2%, the highest since 2011, and Japan's 30-year yield has surged to ~4.1%, the highest since its debut in 1999.
In effect, the average 10+ year yield across G7 nations is now at its highest level since 2004.
This selloff is driven by a combination of rising energy and commodity prices fueling inflation fears, surging government debt issuance from Tokyo to Washington, and the end of central bank bond-buying programs.
Traders now see a Fed rate hike by March 2027, a complete reversal from late February when 2 rate cuts were expected this year.
Higher bond yields are already pushing up borrowing costs on mortgages, business loans, and credit cards, while equity markets are starting to wobble after previously setting records.
The era of cheap government borrowing is over.

English
Jean retweetledi
Jean retweetledi
Jean retweetledi
Jean retweetledi

Indicador usado pelo setor elétrico define o nível de risco aceito pelo sistema e influencia diretamente o acionamento de termelétricas e o preço da energia
Leia mais no site do InfoMoney: infomoney.com.br/politica/o-que…
Foto: Canva
#Energia #ContadeLuz #Luz

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Jean retweetledi
Jean retweetledi
Jean retweetledi

Mesmo armadilhando alta na semana passada, o bitcoin corrigiu, confirmando a tese de cautela.
Mas esse cenário de correção precisar respeitar uma faixa de suporte e pode apresentar uma ótima oportunidade de compra se chegarmos lá!
Expliquei isso no vídeo de hoje. Confiram!👇
youtu.be/yTXt7myB5Lw

YouTube
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Jean retweetledi

and UAE building out a 2nd pipeline that should be ready next year.
Hormuz may never again be what it was for oil.
International Energy Agency@IEA
Oil exports bypassing the Strait of Hormuz have risen by 1.5 mb/d to nearly 8 mb/d, led by Saudi Arabia & the UAE. Despite this, flows remain far below pre-war levels. At the same time, Iran's exports via the Strait have been curtailed by a US blockade: iea.li/4nuGRWm
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No bee. No food. No us.
That's not a slogan. That's the math.
At a debate hosted by the Earthwatch Institute at the Royal Geographical Society in London, bees were crowned the most important living species on Earth.
Why a tiny striped insect over lions, whales, or us?
Simple. Around 70% of the world's agriculture leans entirely on bees. Three out of every four bites of fruit, nuts, and vegetables on your plate exist because a bee showed up to work.
No pollination, no plants. No plants, no food. No food, no people.
And here's the gut punch.
Bees are now on the endangered list. Studies show colonies have collapsed by up to 90% in recent years. The killers? Pesticides, deforestation, vanishing wildflowers, and habitat loss.
A creature smaller than your thumbnail is holding up the entire food chain.
And we're knocking the legs out from under it.
Protect the bees. Protect the dinner table. Protect ourselves.
Source: Earthwatch Institute debate at the Royal Geographical Society of London

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Jean retweetledi
Jean retweetledi
Jean retweetledi
Jean retweetledi

NEW: U.S. forces seized the Skywave, an Iran-linked oil tanker, in the Indian Ocean overnight, according to three U.S. officials. The vessel was sanctioned in March for its role in moving Iranian crude and was likely loaded with over a million barrels from Kharg Island in February.
- Wall Street Journal

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Jean retweetledi

Check out this incredible 3D trajectory of the parachuted sensor as it completed three revolutions around the #tornado, with widet circumference with height. The sensor then sampled the “vent” at the upper reaches of the dynamic pipe. It reached velocities of at least 140 mph. This is a historic accomplishment in science and engineering by @WillClay25
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S&P 500 IS AT THE EXACT PEAK OF THE PSYCHOLOGY CYCLE!
Every phase of Wall Street Cheat sheet was repeated out identically
This is also supported by another signals:
- VIX at multi-year lows
- S&P is overextended from its 200-day MA
- Fund managers' cash levels are at record lows
No market ever skipped the Blow Off after hitting Euphoria.
Every dollar bought above this phase historically lost 30-50% within a year
TURN ON NOTIFS, I'LL UPDATE
English
Jean retweetledi
Jean retweetledi

Em abril, o Karpathy me ensinou a construir o knowledge base.
Em maio, me ensinou a diferença entre thinking e understanding.
Hoje ele anuncia que vai "back to R&D" na Anthropic.
É o melhor piloto indo pra melhor equipe. Vai ser difícil competir.
Andrej Karpathy@karpathy
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
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