Given market reactions, we’re revisiting the stress testing analysis Kristina Bratanova-Cvetanova performed on investable indices and strategies as a response to a hypothetical AI bubble burst. @FactSet provides scenarios in the Workstation’s thematic template stress tests. Read the article:

Given all of @elonmusk's past well-deserved criticism of the NY Times, I wish he would help disseminate my evidence on X, which proves conclusively that the Times covers up government corruption and knowingly spreads government propaganda as actual news!

Given Russia’s efforts to sabotage peace, as I have argued numerous times, the United States shouldn’t waste its time trying to be the world’s policeman. Washington should instead focus on defending American interests by empowering allies capable of taking responsibility for their own security. It's time to designate the Polisario Front as a Foreign Terrorist Organization (FTO).

Given how out-of-nowhere it seems to many, it is astonishing that there was a small group of people who predicted with remarkable accuracy everything that is happening in AI today a decade ago (@kevinroose shows this in The AGI Chronicles). Many are now very rich and/or powerful

Given the inability of the AI names to bounce on Friday and into this week, I was skeptical of being long and had been flat the names all of this week. With today’s rollover, I now have no interest in any longs and, if anything, am looking for sold levels to short looking for the leg lower. This is how dynamic trading is. In a span of a week I went from bullish to neutral to now bearish. A few scenarios would get me long-biased again, the best of which would be a second larger and more capitulating leg lower in these names.

Given the acceleration Anthropic is reporting in coding, it is amazing that you still cannot change your email address in Claude and the official advice is that if you need to change your email the only way to do that is delete your account.

Given the increasing popularity of Omarchy and its distinct, native style, it is recommended that if your software is an Omarchy Native application, your website should also adopt an Omarchy Native design. For example, the Magpie website currently utilizes Omarchy Native features, automatically detecting whether it's running on the Omarchy system and adapting to the current Omarchy theme in real-time.

Given the present period of volatility and pursuit of safe havens, Edward McCormick at @FactSet investigates how geography impacts risk and return across investment styles. Read the full article: