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14.06.26 - 20:48
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Space: The Now Frontier And The AI Revolution (ZeroHedge)
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Space: The Now Frontier And The AI Revolution
By Peter Tchir of Academy Securities
Space: The Now Frontier & The AI Revolution
Academy will tackle any details on a deal with Iran via a SITREP and a podcast, once (if) details are made available.
After last Friday's extreme move (More Than Rates Moving Markets) we had a relatively tame week with the S&P and Nasdaq both gaining around 0.7%, but neither getting back to their highs of the week, set on Tuesday. Yields drifted moderately lower on the week, primarily on the back of steep declines in the price of oil (though I do feel the need to point out the Jan 2027 WTI contract, which I've been focusing on, is still at $76.1, barely one dollar lower than where it closed last Friday – I remain in the higher for longer camp). Credit spreads remain firm and the asset class remains “boring” which is a good thing!
Now let's address two bigger picture issues that have been taking up a lot of time during recent client calls and visits. Sp...
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