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The fertilizer trade as it relates to the Iran war and the Strait of Hormuz is really three trades pointed in different directions.
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Exclusive | Situational Awareness Down 67% in July in AI Stock Rout WSJHis Wedding Guests Were Arriving—Just as His $45 Billion Fund Was Falling Apart WSJLeopold Aschenbrenner Built a Hot A.I. Hedge Fund. Then it Melted Down. The New York TimesHow Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days CNBC
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Citadel's deal with Situational Awareness averts $3T AI selloff Seeking AlphaLeopold Aschenbrenner Built a Hot A.I. Hedge Fund. Then it Melted Down. The New York TimesExclusive | Citadel Buys Situational Awareness's Stock Portfolio After Big Losses in AI WSJGriffin's Knack for Sniffing Out Trouble Set to Reward Citadel Bloomberg.com
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Fed rates dissenters make their case for higher rates AxiosFed officials warn not raising interest rates was a mistake CNNWarsh's Silent Treatment Has S&P Traders Bracing for Wild Swings Bloomberg.comNew Fed chair doesn't want you to know what he's thinking. Here's why. USA TodayThe Fed did exactly what Wall Street was expecting—so why are markets so vexed by Kevin Warsh?
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Vincent Pastore, mob enforcer on ‘The Sopranos,' dies at 80 NBC NewsVincent Pastore, Whose ‘Sopranos' Character Ratted Out Tony, Dies at 80 The New York Times‘Sopranos' star dead at 80: ‘He treated everyone with warmth and respect' Cleveland.com‘Sopranos' actor Vincent Pastore, known for playing mobsters and tough guys, dead at 80 CNN
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Israel Says It Killed Several Hezbollah Members on Key Lebanon Hilltop The New York TimesIsraeli officer moderately hurt in overnight clash with Hezbollah gunmen — army The Times of IsraelLebanese security forces incidentally discover Hezbollah weapons cache during raid Long War JournalIsrael says it killed several Hezbollah fighters in south Lebanon
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Russia hits Ukrainian capital with ballistic missiles and drones, killing at least 9 AP NewsNine killed in strikes on Kyiv, as Ukraine sinks Russian container ship BBCOpinion | The fastest way to help Ukraine stop Russia's missile threat The Washington PostUkraine war briefing: Kyiv missile attack kills at least nine as Zelenskyy seeks attack role for Starlink theguardian.com
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Leopold Aschenbrenner, a former OpenAI researcher-turned-hedge fund manager, saw a dramatic decline this week in his AI-focused fund, Situational Awareness.
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AWS "finally saw the long-awaited growth inflection," an analyst noted.
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Chevron reported its highest quarterly earnings ever. Shell had its second-biggest quarter, and ExxonMobil doubled its earnings compared with the same time last year.
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Leopold Aschenbrenner's $45 billion hedge fund was forced to slash public stock positions after a historic momentum reversal triggered margin calls.
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Internal divisions over whether to raise interest rates intensified at Kevin Warsh's second meeting as chairman of the Federal Reserve.
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Situational Awareness, led by a 24-year-old, exploded onto the artificial intelligence scene — and then nose-dived.
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