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February 9

S&P   Oil   FX   Gold   Silver  10Y   USH
S&P is up 0.58% | 3:28
Gold is up 2.25% to $5,081
Dollar index is down 0.82%

Five things that are weighing on the US dollar | Forex
Canadian Dollar Nears 16-Month High.
Australian Dollar Hits 3-year High
Japanese Stocks Hit Record High After Takaichi’s Election Victory
Markets are pricing in around 54bp of Fed rate cuts this year

Retail Sales and the US Employment Cost Index data on Tuesday.
Wednesday, nonfarm payrolls to increase by 70K vs. 50K prior, and unemployment to remain at 4.4%
Thursday: Jobless Claims. On Friday, CPI report
Consensus for core CPI m/m is 0.3%; headline CPI m/m is 0.3%, CPI y/y is 2.5% vs 2.7% prior
AAA gasoline is $2.902 vs $2.807 last month

Netanyahu To Meet Trump as He Pushes Iran War | Anti-War
Does Netanyahu’s Upcoming Visit With Trump Signal a US Attack on Iran? | John
At Least 112 USAF C-17 Aircraft Headed To Middle East: 'Desert Storm Levels' | Zero
Trump Imposes Secondary Tariffs, Reaching 25%, On Countries Still Importing From Iran

Half of Gen Z brings parents to job interviews

Debt Rattle
* China is preparing to approve Russia’s groundbreaking cancer vaccine
* Southern District of NY had a draft statement ready a day before Epstein’s body was discovered
* Motive for Seth Rich murder
* Musk had rejiggered SpaceX’s near-term roadmap, pivoting from a Mars-first to prioritizing the Moon
* Trump’s Demand for Lower Rx Prices Means Immediate EU Price Increases
* Pentagon to Cut Academic Ties With Harvard, Hegseth Says

The $2 Trillion Collapse of Bitcoin and Terrible Software Companies
AI is going to displace business software because so much of it is terrible quality crap peddled by monopolists.


Bots gone wild. Moltbook was launched so AI agents could talk to each Collap
They formed religions, invented drugs, built black markets, drafted constitutions, and tried to overthrow each other. Some bots founded churches. Others sold “digital drugs” — prompt injections designed to hijack rival bots. One tried to smuggle hostile code into a sacred text and seize control of a rival religion. You know. Normal, well-adjusted behavior.

So, to sum things up, we just built a miniature version of ourselves and acted surprised when it immediately turned weird, political, and hostile. AI didn’t invent religion, drugs, markets, or secrecy. We taught them how and they just did it faster.

We may need to create CopBots to stop the CriminalBots | Tribe
My guess is that in order to head off AI criminals, we will have to create AI cops. The CopBots will engage in surveillance of AI social networks in order to locate and snuff out the CriminalBots.

Treat bots as you would a Nigerian email correspondent and you will be okay.

Multi-layered IC operation against Tulsi Gabbard is transparent in its political motivations | CTH
However, at the end of the day the dynamic is really remarkable when you cut through the fog and see it for what it is. The Intelligence Community (Fourth Branch) is listening to the conversations of the Trump administration, conducting full spectrum surveillance and looking for anything the IC can exploit to retain their status and power.


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