November 10
Mkts Brent 10Y 30Y
S&P is down 0.97% | 12:48
Brent is $91.99, down $0.58
Gold is down $120 t0 $4,020
As yields run higher so does the US dollar
10Y yield is higher by 11.3bp to 5.008%
Dollar index is up 0.68%
Why Nvidia’s Nightmare May Be Just Beginning | QTR
NVIDIA Is An Untrustworthy Company, Inflating Its Revenues With Dodgy Deals | Ed Zitron
Megaspeed is NVIDIA’s largest Southeast Asian customer, per Culper Research, which announced it had taken out a short position on the company in May of this year, citing its belief that NVIDIA’s indirect sales to Mainland China account for significant proportion of its revenue. Culper Research’s excellent short report focuses heavily on Megaspeed, a firm with an unusual history and near-empty office in Singapore that, somehow, bought billions of dollars of GPUs in a short amount of time.
Anthropic Launches $100 Billion IPO Worth $1.4 Trillion... Or $1.0 Trillion..... | Zero
50bps Rate-Hike Now On The Table As Fed's Waller Sparks Hawkish Panic | Zero
After CPI, the market is now pricing in a 14% chance of a 50bps hike in December
News
US Evacuates Aircraft From Second UK Airbase Amid Iran Threat
10-Year Yield Rises After Hot CPI
Core consumer prices rose by 0.3%
Consumer inflation moderated in October, with the CPI rising 0.4% month on month
Both headline and core consumer prices rose more than expected in October, adding to evidence that soaring energy prices are being transmitted into core sectors of a resilient economy.
The annual change in US CPI for October 2026 was not published alongside the November 10 release, following an earlier announcement by the Bureau of Labor Statistics (BLS) that it would not report 12-month percentage changes for indexes lacking October 2025 data. This follows the federal government shutdown, which prevented the collection and publication of CPI data for that month.
Gasoline prices slip below $4 a gallon for first time since July
Israel Is 'Rich Enough' To Buy US Weapons Without Financial Aid, Rubio Says | Zero
Russia Flatly Rejects EU Role at Trilateral talks
Trump said yesterday that a resumption of Iran strikes seemed “quite unlikely.”
FedEx adds four weekly China-US freighter flights as AI hardware demand keeps cargo busy | Forex
Veterans Day is observed on Wednesday. Stock Market will be open, but bond markeet is closed.
November CPI Forecast by Cleveland Fed
Nov CPI Headline: 0.14 m/m and 3.94% y/y
Nov Core: 0.21 m/m and 2.87% y/y
AAA gasoline on 11/10 is $3.979, down 8.9% m/m
Insta
Debt Rattle
Miller takes the job as the policy he built is in question: as we reported, Trump told “60 Minutes” in an interview taped Friday that his deportation policy “might be too tough” and that he would “love to do something on immigration” with the Democrats about to take over Congress, an hour before he replaced Wiles with Miller.
I watched the 60 minute interview of Trump and there too they said Russia invaded unprovoked. Here is Politico saying the same shit. Either these journalists are just on the take to put out constant fake news, or they are absolutely stupid and have no right working in media. | Arm
City Journal’s 2026 College Rankings
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