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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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Trump threatens more strikes on Iran, and other developments in the Middle East AP NewsLive updates: US-Iran war news; Middle East on edge as Trump threatens fresh strikes against Tehran CNNLive updates: US could launch new strikes on Iran; Donald Trump pushes Senate GOP on Todd Blanche The HillU.S., Israel preparing to bombard energy-related targets in Iran, sources say CBS News
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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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Bessent and the Fed Help Japan Reverse Months of Yen Losses Bloomberg.comEXCLUSIVE: Bessent's 'to do' list: buy $5-10 billion worth of Japanese yen, Reuters photo shows ReutersUS Treasury undertakes historic intervention in yen market Financial TimesBessent ‘to-do' list shows proposal for US to buy $5bn-$10bn of Japanese yen The GuardianTreasury War
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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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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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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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Trimmed mean measures are painting a different picture than the headline numbers.
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