MONITOR TIC

“At this stage, it's too late. We've already had that October correction and we had in one of our programs, we had 20 plus percent in the inverse funds. These are funds that will short the indexes or short something. Shorting means they go in the opposite direction of the market. If the market went down 10% and you had an inverse S&P 500, which I believe is SH, that's the inverse of the S&P 500, that's the PowerShare short S&P 500, which by the way, we do own, we still own our inverse positions, but we might be teasing our way out of them shortly.”

“I'm kind of in shock. I wanted to feed Mundy and Tara close together. And so I fed Tara over here. She picked up her food and brought it right over to the fence line here so she could be eating with Mundy. So you tell me what that means. I think that is really good.”

“The Federal Reserve raises interest rates by 0.25% from 4.5% to 4.75%. This occurred alongside a moderation of the inflation surge that began in 2021, though the central bank continued its tightening cycle through the first half of the year.”

“The Writers Guild issued a statement that the contract protects health care gains, reached in 2023. The current contract expires June 30th. The swift resolution of negotiations comes in stark contrast to the last round when Hollywood writers went on strike for months.”

“The rise of artificial intelligence and large language models dominated not only the economy but has also been at the root of a Hollywood double strike conducted by Writers Guild of America and a SAG APTRA strike, these were part of a larger phenomenon of labor strikes across the country, in which such large diverse groups, such as Teamsters and Auto Workers won new contracts.”

“2023 also saw the roots of a global banking crisis arise out of four American regional banks, the two largest being Silicon Valley Bank and First Republic Bank. 2021's inflation surge moderated in 2023, while the Federal Reserve continued to raise its interest rates in the first half of the year.”

“And that's basically my summary of a lot of these quantum papers, is if this thing that hasn't ever been done works, then we can do this easy thing. And that's, yeah, so that's where the relationship is... it depends dramatically on what types of error correction you can do on this physical architecture.”

“US and Israeli forces have rescued a US. Air Force officer nearly two days after his plane was shot down in a mountainous region of Iran. President Trump celebrated the news and also issued a new threat. NPR's Marlaiasson reports. Trump said the rescued officer sustained injuries, but quote, he will be just fine. This was the first time Iran has shot down a US fighter jet since the war started.”

“Police in San Francisco say they've made an arrest following a Molotov cocktail attack early Friday on the home of OpenAI CEO Sam Altman. Officials say the attack set an exterior fence on fire, but there were no injuries.”

“Elephants are intelligent and social. They especially respond to reunions, the birth of a new calf, or the death of a loved one. They're capable of complex emotions, and Buckley says they're sensitive to what's happening around them. They feel all the vibration and energy that comes into their area, which is one of the reasons we're not open to the public.”

“Apple was opened up down 13%. Why did it open up 13% down? It beat expectations, both earnings and sales, but they guided lower. And they said they're not going to report unit sales of iPhones anymore. Why did they say they wanted, why are they doing that? Well, because iPhones were kind of, sales were flat. And they're going to move toward a revenue that's more based on services, the services business. And that was to be expected. I think that that makes sense, actually. I think they'll make more money doing it that way.”

“I'm kind of in shock. I wanted to feed Mundy and Tara close together. And so I fed Tara over here. She picked up her food and brought it right over to the fence line here so she could be eating with Mundy. So you tell me what that means. I think that is really good.”

“Apple is planning to open up Siri to third party AI services through the App Store in iOS 27. Basically what this means is that you could have Claude or Gemini or Grok or really any other AI model running your Siri for you, as long as the developer builds integration. You'd essentially be choosing your AI assistant the same way you choose your default browser on iPhones.”

“The dominant political story of the year has been the 270-day-long speakership of Representative Kevin McCarthy, whose slim majority in the House of Representatives has enabled a far-right rebellion to exert more weight over the lower chamber. The battle between the rebellious Freedom Caucus and McCarthy has been at the heart of an averted debt ceiling crisis and the annual budget debate nearly devolving into a government shutdown.”

“Well, bank stocks work really good when interest rates rise slowly, okay? They usually are fairly good in that kind of scenario. They work really bad just before recessions start to happen. They don't do very good in recessions at all, okay? They don't because there's a lot more defaults on the loans they make. Now, if you're going to go to a big bank, which Bank of America, the ones you two mentioned are very large banks, now you got to worry about international issues.”

“The jury in the civil trial against concert giant Live Nation finished its first day of deliberations on Friday. 34 states have charged that the company and its ticketing arm, Ticketmaster, have driven up the cost of watching live music across the nation.”

“Buckingham Palace has so far indicated that that can't and won't happen while criminal investigations into his brother Andrew's links to Epstein are underway. Andrew Mountbatten-Windsor's arrest in February was for alleged misconduct in public office from his days as a trade envoy.”

“Aluminum prices have rocketed to four-year peaks after Iranian attacks targeted Middle Eastern smelters, highlighting how geopolitical risks can instantly reshape commodity markets. The industrial metals complex is flashing warning signs about supply chain disruptions that could ripple through manufacturing sectors globally. These geopolitical events demonstrate the sudden impact that conflict can have on industrial inputs and global logistics.”

“The I think the quantum field is full of these, you know, we'll call it if this is possible, then all we have to do is build it kind of perspectives. And they totally just deny the realities of the difficulty in building physical things that manipulate tiny subatomic particles. Like these are incredibly difficult things to build and especially difficult to scale, right?”

“Melania Trump brought in the Figure 3 humanoid robot, and it was basically walking around on two feet. It was greeting guests. It was speaking in 11 different languages. Now, I think on the surface, you can really look at this like a PR moment for Figure 3, but I think the reason why it matters is it's a signal of how fast physical AI is moving.”

“2023 also saw the roots of a global banking crisis arise out of four American regional banks, the two largest being Silicon Valley Bank and First Republic Bank. These developments occurred alongside a moderation of the 2021 inflation surge, while the Federal Reserve continued to raise its interest rates in the first half of the year.”

“The dominant political story of the year has been the 270-day-long speakership of Representative Kevin McCarthy, whose slim majority in the House of Representatives has enabled a far-right rebellion to exert more weight over the lower chamber. The battle between the rebellious Freedom Caucus and McCarthy has been at the heart of an averted debt ceiling crisis and the annual budget debate nearly devolving into a government shutdown.”

“The dominant political story of the year has been the 270-day-long speakership of Representative Kevin McCarthy, whose slim majority in the House of Representatives has enabled a far-right rebellion to exert more weight over the lower chamber. The battle between the rebellious Freedom Caucus and McCarthy has been at the heart of an averted debt ceiling crisis and the annual budget debate nearly devolving into a government shutdown.”

“President Trump also issued a profane threat to Iran on Easter Sunday morning. He said starting Tuesday, the US will bomb power plants and bridges if Iran doesn't open the Strait of Hormuz. The president has issued a series of contradictory statements on the Strait, saying that it would open naturally when the war ends, or that European countries should open the Strait themselves.”

“We got to talk about the recent escalation. We just had a jet get shot down very, very recently. This is breaking news, and the markets are having a major correction here. We're going to talk about Bitcoin, which has started pumping in the little bit of a counter rally here, but I think there's going to be a huge, huge fallout from this jet falling.”

“Repair, there's been a lot of damage to infrastructure. We don't know how bad. Takes time to get the crew in. There's also restart. A lot of the oil fields have been damaged in Iraq and in other places. You can't turn them on fast with old infrastructure, or you can damage the fields.”

“The rise of artificial intelligence and large language models dominated not only the economy but has also been at the root of a Hollywood double strike conducted by Writers Guild of America and a SAG APTRA strike. These were part of a larger phenomenon of labor strikes across the country, in which such large diverse groups, such as Teamsters and Auto Workers won new contracts.”

“This Easter, only about a dozen priests were praying inside the Church of the Holy Sepulchre, where it's believed Jesus died and was resurrected. The Latin Patriarch's office shared this video. Last week, he was barred from entering by Israeli police citing safety restrictions. After wide criticism, a small number are back in, but no crowds.”

“The dominant political story of the year has been the 270-day-long speakership of Representative Kevin McCarthy, whose slim majority in the House of Representatives has enabled a far-right rebellion to exert more weight over the lower chamber. The battle between the rebellious Freedom Caucus and McCarthy has been at the heart of an averted debt ceiling crisis and the annual budget debate.”

“I have an emotional confidence that we're 50 to 100 to forever years from a quantum computer breaking a meaningful cryptographic system. ... The evidence is it's going to be just hard-fought, tiny wins, new technologies. There's just no evidence that it's going to come any time in the next decade, or really any time in the next 20 years.”

“The percentage of black players on Major League Baseball team rosters this year is 6.8%. That's according to the Institute for Diversity and Ethics in Sport. That's the first time in at least twenty years that number has gone up two years in a row.”

“The new detail is that the compute that they're basically turning off for SORA. So it was kind of very computationally intensive to run that video model. So they're shutting that down, and they're actually going to be giving that directly to robotics research. I think they looked at AI video generation, they looked at robotics, and basically as a business decision, they had to pick one and they picked robotics.”

“Additionally, the latter half of the year saw many large mergers and acquisitions, some of the largest announcements being in oil and gas with ExxonMobil's purchase of Pioneer Natural Resources for nearly $60 billion and Chevron's acquisition of Hess Corporation for $50 billion, both in October and pending regulatory approval prior to closure.”

“The biggest story is that there is a data leak at Anthropic, and it revealed a secret model called Claude Mythos. Anthropic's own internal documents describe it as a quote unquote step change in capabilities, and they're saying that it poses an unprecedented cybersecurity risk. This is coming from the safety company, so we're going to unpack all of that on the podcast today.”

“The dominant political story of the year has been the 270-day-long speakership of Representative Kevin McCarthy, whose slim majority in the House of Representatives has enabled a far-right rebellion to exert more weight over the lower chamber. The battle between the rebellious Freedom Caucus and McCarthy has been at the heart of an averted debt ceiling crisis and the annual budget debate nearly devolving into a government shutdown.”

“They're recovering from the trauma that they experienced living in captivity. And for them to open up and trust you while you are there with them, helping them work through it, it's indescribable.”

“I will find out what's going on. They're militarily defeated, and now, we're gonna open up the Gulf with them with or without them. But that'll be open. We're gonna be, or the straight as they call it. And I think it's gonna go pretty quickly.”

“2021's inflation surge moderated in 2023, while the Federal Reserve continued to raise its interest rates in the first half of the year. On February 1, the Federal Reserve raises interest rates by 0.25% from 4.5% to 4.75% as part of the ongoing effort to manage the economy.”

“The submitted plans from the Harrison Design Firm show a structure very similar to the model that Trump showed off at a fundraising dinner at the White House last October. The proposed arch bears a striking resemblance to the Arc De Triomphe in Paris and is topped with two eagles and a winged crowned figure reminiscent of the Statue Of Liberty.”

“Trump said the Iranians were closing in on him, but the US forces found him first. They picked him up, flew him out of Iran. Trump says he's safe and sound, though we don't know exactly where he is or the extent of his injuries. Still a lot of details we don't know.”

“2023 also saw the roots of a global banking crisis arise out of four American regional banks, the two largest being Silicon Valley Bank and First Republic Bank. 2021's inflation surge moderated in 2023, while the Federal Reserve continued to raise its interest rates in the first half of the year.”

“Negotiators from The US and Iran are in Pakistan for talks this weekend that are expected to start on Saturday, but news reports from Iran say the talks will not begin if Israel does not stop its attacks on Lebanon. Israel increased those attacks on Friday, killing at least 13 Lebanese security people in an airstrike in Southern Lebanon.”

“Massive amount of liquidations of 67.8 sit right above our head. And then, I am watching for that potential flush down to the mid-65 region in case I want to enter in any juicy longs. It's been a great week. I think I did about six grand in Tether this week so far.”

“Rory McIlroy has set a PGA Masters tournament record. After 36 holes, he holds a six stroke lead over Sam Burns and Patrick Reed, who were tied for second with two rounds left. McElroy is the defending champion.”

“Israel is now focusing on targeting Iran's steel and petrochemical industries, which are important for Iran's economy and military. Prime Minister Netanyahu said in a video statement that Israel's military strikes in Iran have destroyed the majority of Iran's capabilities to manufacture steel. And Saturday, Israel said it bombed a petrochemical complex needed for manufacturing missiles.”

“The rise of artificial intelligence and large language models dominated not only the economy but has also been at the root of a Hollywood double strike conducted by Writers Guild of America and a SAG APTRA strike. These were part of a larger phenomenon of labor strikes across the country, in which such large diverse groups, such as Teamsters and Auto Workers won new contracts.”

“The battle between the rebellious Freedom Caucus and McCarthy has been at the heart of an averted debt ceiling crisis and the annual budget debate nearly devolving into a government shutdown, all culminating in the removal of McCarthy on October 3. The dominant political story of the year has been the 270-day-long speakership of Representative Kevin McCarthy, whose slim majority enabled a far-right rebellion.”

“We're going to cover Algorand. Algorand is pumping. It's riding the tailwinds of a quantum computing threat to crypto that, you know, everyone's worried about right now. I show it probably once a week to explain token inflation to people, but I'm excited to check out that chart.”

“When Mundy first arrived in Georgia, she was kept apart from the other elephants by a fence. Carol Buckley, who cares for the animals here, says she wasn't sure how the others would react. But one of them, called Tara, took an interest right away. I'm kind of in shock. She picked up her food and brought it right over to the fence line here so she could be eating with Mundy.”

“Additionally, the latter half of the year saw many large mergers and acquisitions, some of the largest announcements being in oil and gas with ExxonMobil's purchase of Pioneer Natural Resources for nearly $60 billion and Chevron's acquisition of Hess Corporation for $50 billion, both in October and pending regulatory approval prior to closure.”

“The rise of artificial intelligence and large language models dominated not only the economy but has also been at the root of a Hollywood double strike conducted by Writers Guild of America and a SAG APTRA strike. These were part of a larger phenomenon of labor strikes across the country, in which such large diverse groups, such as Teamsters and Auto Workers won new contracts.”

“I wanted to feed Mundy and Tara close together. And so I fed Tara over here. She picked up her food and brought it right over to the fence line here so she could be eating with Mundy. So you tell me what that means. I think that is really good.”

“The rise of artificial intelligence and large language models dominated not only the economy but has also been at the root of a Hollywood double strike conducted by Writers Guild of America and a SAG APTRA strike. These were part of a larger phenomenon of labor strikes across the country, in which such large diverse groups, such as Teamsters and Auto Workers won new contracts.”

“2023 also saw the roots of a global banking crisis arise out of four American regional banks, the two largest being Silicon Valley Bank and First Republic Bank. 2021's inflation surge moderated in 2023, while the Federal Reserve continued to raise its interest rates in the first half of the year as the roots of a global banking crisis emerged.”

“Now, Tony Severino predicted that the 2026 would bring a price bottom to a 72 percent drawdown. So, correct, 72 percent is what we're going to see, $34,000 Bitcoin. And if you look here, as Cointelegraph reports consensus favors, you check the prediction markets, we are going to visit that area between 40K and 50K.”

“I don't know, but everyone surely wants Strong Jobs Report. You see that this morning? 250,000 new jobs. Way more than expected. That's pretty impressive, I thought. Pretty impressive. Well, since it's Friday, I'm going to give you a highlight tour of our certain experts from our KPP Premium newsletter. I usually do that every Friday because that's when it goes out. I put effort in this thing. Every Friday, I write it.”

“The governor of Russia's northwestern Leningrad region said Ukrainian drones caused a fuel leak at the Baltic Sea port of Primorsk, the latest in a series of attacks that have slowed shipments of oil out of one of Russia's largest export hubs. Separately authorities in the Nizhny Novgorod region to the east of Moscow reported Ukrainian drone strikes caused a massive fire at one of Russia's largest oil refineries.”

“Assuming there's actually a ceasefire and that Iran is interested in respecting it, it's going to be at least a couple of months. Reopening of the straits will be slow because it may have been mined. Also the logistics of getting all the ships that are trapped in out and the ones that are out in will be slow.”

“President Trump has given Iran until tomorrow to reopen the Strait of Hormuz, which carries about one-fifth of the world's oil supply. Or the US will strike Iran's infrastructure. Today, he renewed that threat. In profane language, he said that otherwise Tuesday will be Power Plant Day and Bridge Day.”

“A 2023 FAA system outage, for the first time since 9-11, the Federal Aviation Administration issues a nationwide ground stop following the failure of the FAA's NOTAM system. Attorney General Merrick Garland appoints Robert Herr to investigate mishandling of classified documents by President Biden.”

“The FAA and the Pentagon say they've completed a thorough safety assessment of a high energy counter drone laser system and that these systems do not pose, quote, undue risk to passenger aircraft, unquote. But the FAA was not sure about that back in February.”

“This mission has been historic and has demonstrated new capabilities for Orion spacecraft, has taken our crew farther than any crews have ever gone to the moon and packed safely. 252,756 miles, and that is a fantastic feat. We got a lot more to do.”

“Additionally, the latter half of the year saw many large mergers and acquisitions, some of the largest announcements being in oil and gas with ExxonMobil's purchase of Pioneer Natural Resources for nearly $60 billion and Chevron's acquisition of Hess Corporation for $50 billion, both in October and pending regulatory approval prior to closure.”

“SoftBank's $40 billion OpenAI investment. So they're putting together this big round for OpenAI. I think this is obviously a massive number, but that's almost secondary to what it represents when industry is really headed in an interesting direction. I think for me, what it's showing is there is a barrier to entry for building these kind of top-line AI models, and this barrier to entry is very high.”

“Apollo was when I was a child, and to be here now and say we actually did this. We've gone back, and we're gonna go, build a moon base. We are going to have an enduring presence on the moon. Just incredibly powerful.”

“A US. Air Force officer who, along with another crew member ejected from a jet shot down in Iran on Friday, was rescued by US forces Sunday morning. Tasnim News Agency, affiliated with Iran's Revolutionary Guard, says at least five people were killed by US and Israeli forces involved in the operation.”

“I think it's very obvious that in the theoretical realm of, like, what is possible, they are making advancements. However, there is a chasm between what we can do and the physical reality of building machines that can actually sustain an uptime and persistence to make that theoretical advancement an applicable reality.”

“2023 also saw the roots of a global banking crisis arise out of four American regional banks, the two largest being Silicon Valley Bank and First Republic Bank. 2021's inflation surge moderated in 2023, while the Federal Reserve continued to raise its interest rates in the first half of the year.”

“Gasoline prices have jumped sharply since the US and Israel launched their war against Iran. That's expected to push the annual inflation rate back above 3 percent when the price index for March is released on Friday. Core inflation, which strips out volatile energy and food prices, is also expected to be higher in March than it was in February.”

“The Federal Reserve says President Trump's tariffs have contributed to upward pressure on the price of imported goods. Stubborn inflation is making the central bank cautious about cutting interest rates. The Fed's likely to feel less pressure to lower borrowing costs after Friday's jobs report. It showed US employers added 178,000 jobs in March as the unemployment rate dipped to 4.3%.”

“The 85, 95 percent collapses associated with a very new technology. That's done. This is a proven technology. It's a proven monetary system and it's a new asset class. Believe it or not, in the Bitcoin community, down 50 percent, if that's as far as it goes, they'll consider that a real victory because you're right.”

“I'm kind of in shock. I wanted to feed Mundy and Tara close together. And so I fed Tara over here. She picked up her food and brought it right over to the fence line here so she could be eating with Mundy. So you tell me what that means. I think that is really good.”

“We'll see doublings, like we saw with transistors, of the same technology progressing through a scaling roadmap. And then we'll be able to say, oh, now it's doubled three times. ... But until we see a roadmap like that, that's the successful scaling in one technology, the evidence is it's going to be just hard-fought, tiny wins.”

“The rise of artificial intelligence and large language models dominated not only the economy but has also been at the root of a Hollywood double strike conducted by Writers Guild of America and a SAG APTRA strike. These were part of a larger phenomenon of labor strikes across the country, in which such large diverse groups, such as Teamsters and Auto Workers, won new contracts.”

“Israel is now focusing on targeting Iran's steel and petrochemical industries, which are important for Iran's economy and military. Prime Minister Netanyahu said in a video statement that Israel's military strikes in Iran have destroyed the majority of Iran's capabilities to manufacture steel.”