November 11
Mkts Brent 10Y 30Y
S&P is up 0.73%. AI dip buyers return | 9:50
Brent is $92.97, up $1.38. Expectations for an imminent deal fade
Gold is down $16 t0 $4,015
Dollar index is up 0.68% to 102.92, highest level since April 2025
Veterans Day: Stocks open, but bonds closed.
News
Peace talks ended without a breakthrough. Kushner and Witkoff will meet with Putin Thursday
71% of Americans Want Congress To End Iran War | Anti-War
Russia’s strikes on Dnieper River crossings are designed to cut Ukraine in half | RTruth
Bessent Moved To A Military Base. Iranian plots against American officials have become more advanced | Tipp
Inflation Spreads across Economy, Driven by Ugly Core Services CPI | Wolf
One More Rate Hike Is Looking Like the Beginning, Not the End
Goldman sees 25bp Fed hikes in Dec 2026 and Mar 2027. First rate cut in Dec 2027 | Forex
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 11/11 is $3.943, down 9.5% from a month ago
Nvidia’s Worst Fear is Here
Was the woman Jensen cheated with a spy? I’m skeptical. He’s too smart for that, and even if she was, he’d never reveal secret info to a potential competitor. The only source on the claim she was “passing information to Beijing” is the New York Times, citing unnamed U.S. officials. I think she was probably just a middleman, out to make money. Her company, Megaspeed, bought Nvidia GPUs supposedly for use outside China, and made them available to Chinese companies.
NVIDIA – Thoughts On Those Murky Spy Allegations | Moon
The controlled leak about the relation between the two Huangs, and the completely unverifiable spy allegations on top of that indiscretion, likely have a different purpose.
What would happen if Jensen Huang's wife decided she wanted to dump $60 billion or so shares of Nvidia?
During my first marriage, I had an affair with a mime.
She did unspeakable things to me, and I haven’t heard from her since.
Insta
Debt Rattle
The Spook Wave: Elections Usher in More Democrat Military-Intelligence Vets | Naked
the Military-Industrial-Complex continues to gain influence. The blue wave swept into office even more former CIA, military—and military intelligence— and National Security Council officials into office. It’s hard to put an exact number on how many members of Congress now come from military-intelligence, but it’s safe to say they’re well-represented.
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