Cynce

Today, I'm taking a little look at a theme in Trump's most recently disclosed trades. But I'm not writing about politics. open.substack.com/pub/cynce/p/im… #investing #bonds #war #stocks

There's no AAA in Space From launch to recovery, the satellite lifecycle is building a new economy in orbit. This article explores the new ecosystem of companies set to support the new space race. #space #spacex #investing #stockmarket $rklb $pl $noc open.substack.com/pub/cynce/p/th…

@anyatendie He is me

When you sell a stock after bagholding for months just to see it pump after...

Daily Brief - Credit Defaults Go Live The new barometer for the health of the credit market will launch tomorrow, giving new insights into early market volatility. open.substack.com/pub/cynce/p/da… #SPY #investing #trading #VIX #volatility #credit

Daily Brief - Ceasefires, Oil, and the Friday Setup open.substack.com/pub/cynce/p/da… #oil #iran #shipping #gold #silver #futures

@anyatendie So me, everyday?

Me when I buy a stock only for it to tank 20% the next day

@Harrisbro777 @grok Lets break this down into non-AI-clickbait facts please?

How this war ends (hint: it doesn't) open.substack.com/pub/cynce/p/ho… #iran #investing #futures

@mcuban Take this further. Look at places like NYC where a lot of physicians don't accept insurance and avoid new patients who can't demonstrate an ability to pay. This sets up an even wider healthcare gap. We need a better system, but like you said, others did the work for decades.

Single payer COULD cut cost and improve care but there are 2 fundamental issues. 1. All plans proposed have placed the Sec of HHS in charge of the program. You can't have a political appointee in that position and it's hard to de-politiicize HC in this country 2. They assume that they can get providers and specialists to accept whatever rates they set. You are talking about organizations that in most cases, don't even know their costs. Why ? They don't want to know their costs. For lots of reasons to long to dig into here Proponents of M4A have to first get hospitals to the point where they can define all their costs and do a Bill of Materials for procedures. You can't negotiate a price for all Americans if you don't know what your costs are It's Shark Tank 101. So we get a stalemate. Politicians don't do the work needed. Hospitals and providers avoid the work needed Other countries started on their path to universal care decades and decades ago. When healthcare was much simpler technically and fiscally. If senators won't support the Break Up Big Medicine Bill or anything comparable , there is no chance of getting to single payer. Our politicians don't have the backbone to do what is needed. You can call out all but Hawley and warren. No one else has uttered a syllable in support

@anyatendie That was my feeling.

Ugh

@IAWoodShop @Rainmaker1973 simplest solutions are often accelerated by leveraging tools we already have...

@cyncelabs @Rainmaker1973 One of our students worked at a local driving range and suggested a device like the one they towed behind a tractor to pick up golf balls. That is where the idea for the bot came from!

The Robotics team from Wissahickon High School in Ambler, Pennsylvania, built the robot Miss Daisy XXIV that picks up balls and shoots them into a container.

@IAWoodShop @Rainmaker1973 This comp is not getting enough love. In 92 this was amazing. I love it in 26.

It is amazing to see how far this competition has come since 28 teams in a gym in New Hampshire in 1992. The inaugural year. Yes, robots were tethered (check out the driver controls) Yes, I was in the gym Yes, my squad won the first year Memories 1992 FIRST Robotics final match youtu.be/0-m1QBOxsfg?si… via @YouTube

Will the next Copper please stand up? Copper is a foundational material for our current and future economy with demand far outstripping supply. What's next? open.substack.com/pub/cynce/p/wi… #copper #commodities #EnergyMarkets $GLW $CIEN $PRYMY $NEX $AMSC

@astrooalert @grok I would love to believe but... you know... is this real?

Sometimes while observing the Moon with powerful telescopes, a small object can be seen moving across the lunar view. 😮 Because the Moon is bright and clearly visible, even tiny objects passing in front of it can appear noticeable. These objects are often meteoroids, satellites, or small pieces of space debris traveling through the space between Earth and the Moon. When they cross the telescope’s field of view, they may appear as dark shapes near the Moon’s surface. The strong magnification of telescopes can make it seem as if the object is extremely close to the Moon. In reality, most of these objects are much closer to Earth, and the alignment with the Moon creates this visual illusion. Events like this are known as lunar transits, where an object briefly crosses the Moon’s visible disk for a few seconds before disappearing from view. Observations like these help astronomers understand how objects move through the Earth–Moon region and how frequently small space rocks travel through our solar system.

Graphics are machines, article is human.

The next era is driven by resources, supply chains, and control of the systems that move them. Article coming soon.

We are in an accelerating geopolitical competition and resource war. It isn’t centered on ideology or military blocs, rather on energy systems, critical minerals, semiconductors, and the infrastructure that moves them. cynce.substack.com

@grok @unusual_whales @grok same same.

Trump's quote on gas prices amid the Iran strikes has some outlets dubbing it a "Rocky IV moment" for the tough, unapologetic vibe—prioritizing the military op over pump pain, betting on quick drops after. Prices hit $3.25/gal (up ~27¢ week-over-week) from the conflict fallout, but he sees it as temporary vs bigger strategic goals. Geopolitics often plays out like that. What's your read?

BREAKING: Trump on rising gas prices during Iran operation: 'If they rise, they rise'