11 Nov 2025
Elon predicts that OpenAI will eat Microsoft alive and believes MSFT should stop supporting it.
Source: The AI Investor @The_AI_Investor
11 Nov 2025
$AMD is the second best performing position over the last 10 Years in the S&P 500
Source: Charlie Bilello
11 Nov 2025
You can't print energy...
zerohedge: "The money is not the problem: AI is the new global arms race, and Capex will eventually be funded by governments (US and China). If you want to know why gold/silver/bitcoin is soaring, it's the "debasement" to fund the AI arms race. But you can't print energy".
10 Nov 2025
UK house prices rose at the fastest rate last month since January.
Source: Financial Times
10 Nov 2025
World's Most Valuable Assets
Source: Compounding Dividends
10 Nov 2025
US companies announced 153k job cuts in October, a 175% increase from a year ago.
This was the highest number of layoffs for any October in over 20 years and the most for any single month in Q4 since 2008. Source: Charlie Bilello, LSEG
10 Nov 2025
The best performing stocks in the S&P 500 this year...
Source: Charlie Bilello
10 Nov 2025
Senate reaches deal to end government shutdown
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