wstb
5.3K posts

wstb
@wstb5
Father, Stock Trader and an avid learner. Love helping others and wish I could do more. my tweets are not financial advice.


JUST IN: 🇺🇸🇮🇷 United States and Iran discuss terms for a 45-day ceasefire that could lead to a permanent end to the war, Axios reports.


THE NIGHTMARE SCENARIO NOBODY IS TALKING ABOUT AN OIL + DOLLAR SHORTAGE The nightmare scenario nobody is talking about right now is what happens if the Dollar skyrockets at the same time as oil. Since the world's oil supply is purchased in Dollars, they are typically inversely correlated. A lower Dollar = increased international demand for oil. The only time we've seen a brief period of oil 🔼 Dollar 🔼 was in 2022, during the economic slowdown. The nightmare scenario we're facing is a global oil supply shortage at the same time as an economic crisis. Both of these compound the demand for Dollars because not only are nations forced to liquidate greater assets to purchase oil, but servicing sovereign debt becomes much more expensive because it's denominated in Dollars. This energy crisis could very well be the beginning of Brent Johnson's @SantiagoAuFund Dollar Milkshake Theory and the United States' plan to take a large portion of its debt out of circulation.



TRUMP SAYS HE BELIEVES HE CAN GET A DEAL WITH IRAN BY MONDAY, IRAN NEGOTIATING NOW -FOX NEWS INTERVIEW


One reason I prefer to use local AI? You never know when your provider will rug pull the quality of their models. All of these plans that are being sold are heavily subsidized by the companies selling them. That is to say, when you pay $20 or $200/month, the company is selling that access at a significant loss. In the case of Anthropic, at least, the post below claims the big reason behind selling discounted access as a loss leader was to get enterprises interested in signing up. Apparently that worked, and now their models are being served at lower quality to subscribers vs enterprise TaaS (tokens-as-a-service) customers. These aren't problems that you have with local AI. You control the hardware, inference engine and model layer. I think we'll see local AI become an even bigger theme in 2026 for these reasons and more.

















