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Foundations: U.S. Market Structure & Value Powerful Trends, Increasing Fragility & Coiled Tension

Foundations: U.S. Market Structure & Value
open.substack.com/pub/michaelj...
As the passive money simply sits there, active money is dealing with a market that is getting less liquid as it gets larger...

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Satellite image shows destruction of Khamenei’s compound * * *

Satellite image shows destruction of Khamenei’s compound www.timesofisrael.com/liveblog_ent...

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US ambassador said to tell embassy staffers: If you want to leave Israel, ‘do so TODAY’ US authorizes some personnel to leave over 'safety risks' * USS Gerald Ford set to arrive off coast of Israel today * Iran’s FM: US must drop ‘excessive demands’ to reach a deal

US ambassador said to tell embassy staffers: If you want to leave Israel, ‘do so TODAY’ www.timesofisrael.com/liveblog-feb...

THE ARCHITECTURE OF RUIN How a Yield Ban, a Leverage Ratio, and a Saturday Night Built the $1.2 Trillion Trap That No One Can Disarm Before April

THE ARCHITECTURE OF RUIN open.substack.com/pub/shanakaa...
$BTC

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Off-Topic ChartStorm - Commodities Taking stock of Commodities: an insight into trends across supply, demand, valuations, sentiment and positioning, technicals, and super-cycles...

Off-Topic ChartStorm - Commodities
open.substack.com/pub/chartsto...

The Oil Renaissance Is Here Tech overhyped at 35% of the market, energy cheap at just 3% Exxon poised for top 5 comeback, plus a $50B Canadian giant everyone's ignoring

The Oil Renaissance Is Here
open.substack.com/pub/themerch...

First Read: Iran’s New Nuclear Weapon Attempt New intelligence suggests Iran explored an ambitious, untested idea: a pure-fusion nuclear weapon

First Read: Iran’s New Nuclear Weapon Attempt
open.substack.com/pub/nadave/p...

The Ouroboros at the Heart of Artificial Intelligence How a $300 Billion Contract Between Two Unprofitable Giants Became the Fault Line That Could Shatter the Trillion-Dollar AI Dream

The Ouroboros at the Heart of Artificial Intelligence
open.substack.com/pub/shanakaa...
$ORCL $NVDA

The Wrap – ETFs and Systemic Risk Also, for premium subscribers – is this another Canary in the AI data center mine?

The Wrap – ETFs and Systemic Risk
open.substack.com/pub/herbgree...
“There comes a point when innovative financing is in fact not much more than placing one piece of paper on top of another piece of paper,”

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Gloves are off....no hold barred........

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Hundreds Of State Bills Target Long-Standing Public Health Rules As Vaccination Rates Slip Fluoride bans, raw-milk expansions, and vaccine-policy rollbacks are advancing through a coordinated state-level strategy that critics say reframes long-standing protections as threats to liberty.

Hundreds Of State Bills Target Long-Standing Public Health Rules
open.substack.com/pub/theintel...
“The march of conspiracy thinking from the margins to the mainstream now guiding public policy should be a wake-up call for all Americans,”...“People are literally going to die from it as a result.”

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