Market Signals

OMANI AND FRENCH LEADERS DISCUSSED REGIONAL DEVELOPMENTS, PARTICULARLY AID TO ENSURE FREEDOM OF NAVIGATION AND INTERNATIONAL TRADE, IN A PHONE CALL. H

THE FED SHOULD SPEND THE NEXT 2 MEETINGS CHANGING WORDING AND MAYBE THINK ABOUT ACTING AFTER LABOR DAY… JUST COMPLETELY UNSERIOUS ABOUT THEIR INFLATIO

2 more may sales figures. Leapmotor again hit new deliveries record w/ 81569 sales, up 81% YoY. It is really hitting new highs based on aggressive pri

🔴ELIMINATED: Mohammed Mousa Mteirek, a unit commander in Hezbollah’s missile array.

bad vibes

TONY FADELL'S RESUME:

THE US HAS REPORTED THREE CONSECUTIVE MONTHS OF RELATIVELY STRONG JOB GROWTH.

Guangdong govt.'s new charging station plans by end of 2027:

USEFUL NOTE FROM THE FED HIGHLIGHTING HOW CHINA'S CURRENT EXPORT LED EXPANSION DIFFERS FROM THE FIRST CHINA SHOCK -- CHINA IS BIGGER, CHINA PRODUCES M

YIELDS UP ACROSS THE CURVE AS THE MARKET PRICES IN A MINI HIKING CYCLE OF ABOUT 50BPS. PRIOR TO THE IRAN WAR, THE MARKET WAS PRICING IN A CUTTING CYCL

LATEST 2Q2026 REAL GDP ESTIMATE (A “NOWCAST,” NOT A FORECAST) FROM @ATLANTAFED GDPNOW MODEL IS +3.0% DOWN FROM PRIOR READ OF +3.8% HTTPS://T.CO/TOR7WU

BYD showcasing Da Han (flagship 9 series/D-segment sedan for Dynasty family)

I HAVE NO IDEA WHERE "2M HBM STACKS" COMES FROM.

SO THERE IS SOMETHING THAT CAN BREAK THE AI STOCK MARKET BOOM.

THE CHICAGO FED FORECAST SEES THE UNEMPLOYMENT RATE LEANING TOWARD AN INCREASE IN MAY. THE ODDS OF AN INCREASE ARE 12 PERCENTAGE POINTS GREATER THAN A

I analyzed the sentiment of every tweet I’ve posted about OpenAI and Anthropic.

> CHINA GRAIN RESERVES CORPORATION

VERY MUCH HOPE CHINA DELIVERS ON THESE GOALS --

SpaceSail program update:

WE KNOW THAT INFLATION IS LESS DRIVEN BY COMMODITY PRICES THAN IN THE PAST, BUT THE CHART BELOW SHOWS THAT GOODS INFLATION STILL MATTERS. WHEN THE 5-Y

TEXAS GAS DRILLERS SHUT OUT OF OIL PRICE RALLY TURN TO SHUTTING OFF WELLS

IS GOLD BOTTOMING?

Israeli Regime Launches Fresh Airstrikes on Southern Lebanon

U.S. PAYROLLS ROSE BY 172,000 IN MAY, MUCH MORE THAN EXPECTED; UNEMPLOYMENT AT 4.3%: CNBC — VIA @SJOSEPHBURNS

THANK YOU FOR HAVING ME ON THE PODCAST! WE HIT ON EVERYTHING FROM O&G, TO CRITICAL MINERALS, TO PRECIOUS METALS, TO MINERS, TO AI DATACENTER BUILD

⚡️DROP SITE DAILY | JUNE 4, 2026

MEMORY PRICES

OPENAI INVESTIGATED BY COALITION OF STATE ATTORNEYS GENERAL — VIA WSJ

INTERESTING TTS WORK ACCEPTED BY ICML 2026

WOW RENTING DEPRECIATING ASSETS AT PEAK PRICING POWER WITH A 90 DAY BREAK CLAUSE. VERY SMART — VIA @SIDPRABHU

"LELAND MILLER, CEO OF @CHINABEIGEBOOK, WHICH INDEPENDENTLY SURVEYS OVER 1,500 CHINESE FIRMS EVERY MONTH, POINTS TO PERVASIVE WEAKNESS.

UBTECH'S FULL SIZED U1 BIONIC HUMANOID ROBOT.

New Arkia route breaks El Al's exclusivity in Israelis' favorite destination: Tokyo

NOBODY IS ASKING WHO MAKES THE <$1 MULTI-LAYER CERAMIC CAPACITOR (MLCC) THAT KEEPS VOLTAGE STABLE ACROSS EVERY CHIP IN THE RACK, THAT EVERY AI SERVER

BETH HAMMACK WITH THE UNDERSTATEMENT OF THE DAY. IN ONE CORNER - SELF-PROCLAIMED FED MARTYR GOV. POWELL. IN THE OTHER - TRUMP'S RATE CUT STOOGE, CHAIR

OBVIOUSLY, BLOCKADE IS NOT INDEFINITELY TENABLE. IF IRAN DOESN’T DEAL THEIR WAY OUT, THE ONLY OTHER OPTION IS TO FIGHT THEIR WAY OUT, WHICH IS SUICIDA

18 more satellites got launched on this 11th SpaceSail launch.

SpaceX Closes 19% Above IPO Pricing; It's Already The Sixth-Largest Company — via YAHOO

PowerFleet Q4 2026 Earnings Preview — via SEEKINGALPHA

June 11: We've updated our Market Probability Tracker following @BLS_gov's release of May's #CPI. View the #AtlantaFed update online now: https://t.co

Current closed models are typically around 5x overpriced, some up to ~20x.

TRUMP SAYS 'I LOVE THE INFLATION' AS US PRICES RISE AT FASTEST RATE IN THREE YEARS — VIA BBC

LUMEN TECHNOLOGIES: LIMITED AI DETECTED — VIA SEEKINGALPHA

WORLD MARKETS WALK A TIGHTROPE BETWEEN AI STOCKS AND OIL SHOCKS — VIA YAHOO

LAM RESEARCH (LRCX): A STRATEGIC INVESTMENT IN THE TRANSFORMATIVE INDUSTRY — VIA YAHOO

AI TECHNOLOGY MUST SERVE HUMAN COGNITIVE DEVELOPMENT, NOT THE OTHER WAY AROUND — VIA NATURE

OPENAI FILES TO GO PUBLIC IN TEST OF INVESTOR APPETITE FOR TOP AI STARTUPS — VIA WSJ

OPENAI FILES FOR IPO — VIA WSJ

HOW AI IS RESHAPING DISCOVERY IN MATHS AND PHYSICS — VIA NATURE

CHINA’S TRADE WITH NORTH KOREA REBOUNDS TO 9-YEAR HIGH AS XI VOWS DEEPER TIES — VIA SCMP