
Steve Hunter
2.6K posts

Steve Hunter
@breckgold
Software, real estate, publishing, minerals, R&D, investment.



The FT says that Amazon employees are doing random unnecessary task automations to consume tokens and to show their bosses that they're using AI more ft.com/content/8ee0d3…














Today's CPI report was in line, with the core better than expected. Our long-term CPI trend indicator doesn't care about economists' expectations or excluding short-term moves in volatile sectors. It simply compares the headline CPI to its 6-month average. It turned bullish for the S&P 500 on the Aug 2022 report, which came out a few weeks before the cyclical bear ended. It stayed bullish through some hot CPI reports in 2024 and 2025. This month's report pushed the CPI to 0.55% points above its 6-month average, so the indicator is still bullish. Another month like March or even Feb (+0.47% m/m) and the indicator will be telling a different story. @NDR_Research




It would take the CFTC about 5 minutes to figure out who this was and whether there was any misconduct, assuming they want to.




Why do people keep comparing today’s market to 1999-2000? I’ve genuinely tried to find the similarities and I’m struggling. Can anyone explain the top conspiracy theories behind why this is supposedly the same environment?











