Generally have a lot of time for Zack Beauchamp after all the deep dives he did on Orban's determined slide into soft authoritarianism www.vox.com/politics/472...

All profitable instability for someone with inside info. This is Reuters in April

www.reuters.com/graphics/USA...

We all thought it was possible. That is tiring. Settong expectations and defanging everything short of implosion.

Everything on a knife edge wedged into a weathervane. Hot indoor air sends it spinning while most watch the met report and speculate

Browsing the other place the bull / bear and AI evangelist / doomer silos seem to be blurring. I'm just trying to be an informed realist

There's a pull back of institutional vs retail investors - may mean nothing, but this AI wave seems ever more distinguishable from magic (to murder a saying)

Another learning curve, the Japan carry market. The Black Friday banner at the top hits hard right now. 60% off?

Lots of people casting around for why the tech equity and crypto fall is happening despite NVIDIA results.

Hoping to be wrong: www.japantimes.co.jp/business/202...

Not answered: How much NVIDIA contributes to end user revenues vs bartered intermediary cloud credits, securities selling data centre futures, and GPUs with / without powered rack space - the spinwheel keeps spinning, with a big Saudi cash injection... reportedly

Shots fired by Burry post results

Deleted my TL;DR - it's too important to add my inexpert interpretation, but boy is this a mess with a persistent theme of the DOJ acting against paymlent of benefits

Well that ended up looking uncomfortably on the nose

The Dissolution

Let me try and put this in more manageable scale context. I once had someone with limited admin access in a small college network who went rogue. Escalating their own access and sending student data home, messing with logs to try and cover tracks

We closed it down, but they had to go

Unplanned god-like access to all of the data about federal employees, HR, management systems, payment and payment admin systems, network security systems

Locking people out of accounts using that access

Just as shocking as marching into a building and forcefully physically taking it over

Then Dad's ghost shows up (it was Dad's ghost that tipped Hamlet off to all the scheming)

Hamlet talking to the ghost doesn't do a lot to strengthen the case he's putting to his mother, but Dad says to go easy on her. She's not the villain in this picture.

Later we get to the quote

The son, Hamlet, is angry with his mother for not seeing it, while desperate to have her believe him

Hamlet, rightly paranoid, hears a sound from behind a curtain, assumes it is Claudius (the new husband), and stabs through the curtain. It is actually their family friend Polonius

What was happing in Act 3 Scene 4 of Hamlet?

A woman duped into marrying a man because she is powerless and vulnerable after her husband is murdered. She needed protection

The man she married is the one who murdered her husband (his brother) and is now plotting to murder her son

PBS source for that extract www.pbs.org/newshour/sho...