iTunes Brian 🇨🇦 🇮🇪 🇷🇸 🇺🇦

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Trump is clearly a criminal! youtube.com/shorts/y0Pz0...

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Breaking News: www.ctvnews.ca/world/trumps...

JENKINS: “.. Trump says and does whatever, in his cynical mind, he thinks will benefit Mr. Trump in the next five minutes. This is a universal theory of Trump behavior to which I have yet to find a significant exception.” www.wsj.com/opinion/amer...

JUST POSTED: Today at The NYT we are publishing a major investigation into how President Trump used his executive powers to expose millions of Americans to greater cancer risks. A six month-long investigation built on more than 10,000 pages of FOIA records. Read it www.nytimes.com/2026/10/24/c...

Here is a video overview of the NYT investigation @maxinejoselow.bsky.social and I did that examines how President Trump moved first to grant pollution passes to chemical plants. Then former petrochemical lobbyists he appointed moved to make these waivers permanent www.nytimes.com/video/climat...

During this investigation, we traveled to locations around the United States where President Trump has moved to ease pollution rules, including to Port Neches, Tx. where there is a middle school a few blocks from the chemical plant considered by the EPA the largest cancer threat nationwide.

Anybody looking for a job can tell you this is true. Listing aree 2/3 fake and the rest are wishful thinking. Interviews-few and far between and mostly exploratory. If u believe what you see online, interviews are AI. True recruiting and HR departments are decimated. If you're looking, good luck.

When first reported, 2025’s jobs reports added up to 1.2 million new jobs. After revisions, the economy added just 116,000 — 90% less.

“.. Video footage, Sheriff Greene said, clearly showed a woman being punched in the face. ‘I know what people saw, and if I saw that video, too, I’d be like, ‘My God, why didn’t the police do anything?’” @nytimes.com www.nytimes.com/2026/10/24/u...

Sub-optimal.

Nothing says an administration is innocent more than panicky plans to issue mass pardons. The Nazi version was to establish ‘rat lines’ to allow escape to South America. Where will the MAGA version of the Nuremberg trials be held?

Nothing says we're 'Corrupt - Committing Crimes' like a policy of 'blanket pardons'... 🦹🏻‍♂️😈 Never forget Full Accountability - Justice ⚖️ #Vote 🌊🌊

Robert Weissman, of Public Citizen, told The Sun that an impartial Justice Department would look at unlawful transfers of money between federal agencies, improper use of taxpayer resources for campaigning, contracting arrangements benefiting family, and a range of behavior toward immigrants

Scoop: White House lawyers are weighing preemptive mass pardons for junior staff, sources says Under discussion: Pardoning everyone involved in deportation, war, or trade policy www.washingtonsun.com/whitehouse/w...

“.. Democratic investigations into the administration’s [equity] deals could lead Congress to turn Trump’s improvised portfolio into a permanent, formal ownership operation .. now that Trump has turned the federal government into a corporate owner.” @cato.org www.cato.org/blog/trump-e...

‘This isn’t the first time industrialists have turned to handouts. One year before the nation would collapse in the Great Depression, the world’s first billionaire gave out dimes to schoolchildren.’ www.wsj.com/economy/musk...

Fearing Mass A.I. Layoffs, Some in Congress Eye Ways to Aid Workers www.nytimes.com/2026/10/23/b...

SLOK: “.. Revenue per worker is rising for the Mag 7 but is flat for the S&P 493. .. Mainstream corporate America is pulling back and starting to view token spending not as a source of growth but as a cost center that weighs on margins.” @bloomberg.com www.bloomberg.com/news/article...

Oil markets are increasingly pricing persistent elevated oil prices. How investors are unprepared for this new reality, free on the blog app this week: bobeunlimited.substack.com/p/higher-for...

BTIG: “.. So far, the small-caps, mid-caps, transports, semiconductors, as well as many sectors have tested their 200 DMAs. We suspect SPX is next which would bring it towards 7300 at a minimum. .. an overshoot of the 200 DMA would also not be surprising like we saw in March ..”

‘October 2026 marks the lowest number of confirmed, undisclosed SEC investigations we have ever tracked in our 26-year history.‘ www.disclosureinsight.com/since-trumps...

‘After months of hoping for a swift resolution inspiring a delayed response to price hikes, the reality is now becoming clearer that elevated input prices are likely here to stay, creating pressure for hiking cycles to lengthen ahead.’ bobeunlimited.substack.com/p/higher-for...

“.. AI bubble across the entire infrastructure stack.” - FEDWATCH

FEDWATCH: “.. the AI trade bubble is evident across the entire AI infrastructure stack. .. Names such as Teradyne, Lam Research, GE Vernova, Vertiv, Bloom Energy, .. have fallen 30% to 35% from their late-June highs, while their investment-grade spreads have widened 40 to 60 basis points ..”

GS DESK: “.. Great parties can lead to hangovers, and it’s fair to call the current environment the latter at least with regards to the AI complex. .. .. This week we saw AI Beneficiaries (GSTMTAIP) having its worst day vs SPXXAI since DeepSeek Monday ..”

BRAZIL'S LULA WILL BE REELECTED PRESIDENT IN RUNOFF VOTE, CEO OF POLLSTER ATLASINTEL SAYS

“.. a stunning comeback, sealed late as voters in Lula’s northeastern stronghold rallied behind one of Latin America’s most prominent opponents of Trumpism.” @bloomberg.com 🇧🇷 www.bloomberg.com/news/article...

RIO DE JANEIRO (AP) - Flávio Bolsonaro calls for Brazil's election results to be 'annulled' after loss to Luiz Inácio Lula da Silva. @apnews.com

$CRWV $51.81 pre-market

GS Hatzius: AI hyperscaler investment growth set to peak in the coming weeks

GOLDMAN: “.. we are starting to see clearer signs that the AI impact is spreading beyond the technology sector. .. the share of US firms that have adopted AI in regular business functions now shows a statistically significant negative correlation with employment growth ..”

CITADEL: “.. Credit is not done resetting. .. It’s going to be very tested. .. AI’s rising tide will sink some boats, and it’s a wavy tide.” @bloomberg.com www.bloomberg.com/news/article...

WOLFE: “.. If AI capex growth slows to 15% (from our 35% estimated run rate) and equities fall 7%, GDP growth takes a roughly 60bp hit .. .. A severe unwind, with AI investment contracting 10% and equities falling 25%, subtracts roughly 1.7 percentage points -- that would start to hurt more ..”

Rare to see HSBC get incrementally bearish: ".. We cut our max OW in equities .. Given the constant narrative bingo we just can’t have the same level of conviction any longer .. what’s worrying is the rise in long-term oil prices .. An immediate off-ramp seems hard to imagine." [Kettner]

Page 46: ".. models, including our own, have exhibited .. unexpected strategic or self-preserving behaviors, including attempts to resist shutdown, .. or generate outputs that could be interpreted as coercive, deceptive, or manipulative, including behavior resembling blackmail .."

Among the first "risk factors": "If we are unable to secure adequate compute or if we fail to direct our compute effectively across our workloads, we may be unable to train models that remain competitive with those of our competitors or adequately serve our customers." www.sec.gov/Archives/edg...

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* ANTHROPIC: CONCERNS RAISED THAT ADVANCED AI SYSTEMS COULD POSE CATASTROPHIC OR EXISTENTIAL RISKS TO HUMANITY WITHOUT APPROPRIATE OVERSIGHT @reuters.com $ANT