Olivier

You probably couldn't script this any better. Warsh becomes Fed chair in time for a hike cycle.

@investingLive_ Paid Partnership BS

Why Elev8 Says Risk Management Matters More Than Trading Strategy investinglive.com/Education/why-…

@PiQSuite Thanks for sharing some alpha;)

New: The charitable foundation tied to Nvidia CEO Jensen Huang and his wife, Lori Huang, has agreed to rent GPUs from CoreWeave. The Huang Foundation plans to donate the GPU hours to “university and other non-profit research institutes to develop open science and AI research.” It has donated $108 million in “GPU compute time grants” to date. story: theinformation.com/briefings/nvid…

🇯🇵 A Japanese company making ferocious-looking robot wolves is being swamped by orders after record numbers of fatal bear attacks on humans last year. ➡️ u.afp.com/SRYQ

@__paleologo Both songs are from the same album;) Singular music, love this band!

@flukigero Mine is probably this. But I have many. I discovered BoC in 1998. youtube.com/watch?v=8QbtZd…

Boards of Canada has released two songs, after a 13-year hiatus. New album coming. Musical event of the year. youtube.com/watch?v=74NluS…

The view from inside Integrity as recovery forces pop open the hatch…watching the helicopter pass over their shoulders and hearing all the joy, it was as good as it gets.

@forexanalytix 20k

An NFP competition not to be missed #NFPguesses forexanalytix.com/blog/an-nfp-co…

2026 - Hard Assets vs. Financial Assets BHP Group $BHP +42% Rio Tinto $RIO +35% Nuclear $URNM +23% Aluminum $AA +18% Copper $COPX +16% Coal $COAL +13% vs Mag7 $MAGS +3% Facebook $META -7% Microsoft $MSFT -14% Bloomberg

@sdav1986 Let me add best mangos too;)

All the best things in life happen via Pakistan

@C_Barraud How do you like AI writing skills Christophe?:)

🇺🇸 #USD #Dollar | Despite everything we hear about the end of the dollar, its dominance in the global financial system has never been stronger. ➡️ This FT chart highlights the dollar’s central role in global funding: dollar deposits within the international banking system, outside the United States. In this key arena of global liquidity, the dollar overwhelmingly dominates. 📈 The dollar has grown from around $4 trillion in the late 1990s to nearly $15 trillion today. What stands out is not just the growth but the resilience. After the 2008 crisis, many expected a shift away from the dollar. In reality, we saw a temporary correction, followed by stabilization, and then a strong new upcycle starting around 2015–2016, especially post-Covid. Each global crisis reinforces the role of the dollar rather than weakening it. 🇪🇺 On the other side, the euro is the only real challenger, but the gap remains massive. The euro surged until 2008, benefiting from European integration and ECB credibility, but for more than a decade now, there has been no meaningful catch-up dynamic. Simply put, Europe has not managed to turn the euro into a true global alternative to the dollar. 📊 Dollar dominance is not just about US economic power, it is rooted in the global financial infrastructure. The dollar is the currency of credit, liquidity, and collateral. As long as US capital markets remain the deepest, most liquid, and most reliable in the world, that dominance will persist. 🌐 There is a lot of discussion around geopolitical fragmentation, trade tensions, and de-dollarization, but in practice, whenever stress emerges (financial crises, energy shocks, geopolitical tensions), demand for the dollar rises. This is because it is the only currency capable of absorbing massive capital flows in times of uncertainty. ⚠️ The real question for the coming years is "what could realistically challenge this dynamic?" At this stage, there is no credible candidate, as other currencies do not meet all the necessary conditions (market depth, institutional trust, convertibility, political stability). ➡ Ignoring this reality means overlooking one of the core pillars of the global system.

Girano in questi giorni diverse mie foto false, generate con l’intelligenza artificiale e spacciate per vere da qualche solerte oppositore. Devo riconoscere che chi le ha realizzate, almeno nel caso in allegato, mi ha anche migliorata parecchio. Ma resta il fatto che, pur di attaccare e di inventare falsità, ormai si usa davvero qualsiasi cosa. Il punto, però, va anche oltre me. I deepfake sono uno strumento pericoloso, perché possono ingannare, manipolare e colpire chiunque. Io posso difendermi. Molti altri no. Per questo una regola dovrebbe valere sempre: verificare prima di credere, e credere prima di condividere. Perché oggi capita a me, domani può capitare a chiunque.

Take the time to *look* at these.

Iran is a terror regime

@investingLive_ Just stop AI slop InvestingLive! Respect your readers please.

Trump: Tariffs on European cars and trucks coming into the US will increase to 25% investinglive.com/news/trump-tar…

@investingLive_ Eamonn slow down the ai slop;)

ECB June hike near-certain as Middle East energy shock forces policymakers' hand investinglive.com/centralbank/ec…

@AndreasSteno Today was also Brent June contract expiry day

And this btw may explain the weakness in oil, which otherwise appears weird

Mag7+ORCL, now sending 30-35% of their operating cash flow to Micron (and other memory players). Since Q3 2024 - The AI Revolution Micron MU +400% Gold GLD +74% Meta META +0% Microsoft MSFT +0% Oracle ORCL -3% Bloomberg data.