News and my thoughts from the past week (18May2026)
As I predicted on All In, the inflation three-handle is back… the war isn’t ending… the chances of a rate cut are flipping to a rate increase…. our debt is surging FASTER… and Trump’s ratings are at an all-time low. valuations disconnecting from fundamentals to the point of making folks on CNBC telling retail to pump the breaks. The MAGA civil war rages on. A Golden age for the gilded, but the working class remains stalled and forgotten. - X use Jason
FT Exclusive: Amazon employees are using an internal AI tool to automate non-essential tasks in a bid to show managers they are using the technology more frequently.
The CEOs of SLB, Baker Hughes, and Halliburton, the 3 companies that run the global oil industry's infrastructure, just said the same thing on earnings calls: The Hormuz closure exposed that the global energy system is fundamentally fragile. The system wasn't broken by the war. It was already broken. "Systematically underinvested for a decade." The war just proved it. - X user Mario Nawfal
Investments take efforts, resources, and time. A late start is better than none. Money can be printed but not energy. Energy is key. Planning is vital. Implementation is critical.
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