SheepleAnalytics (@SheepleAnalytic) profile picture

I traded in my Quotron for a pitchfork. American. Generally pissed off.

Joined June 2016
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Reminder that sanctions are all fun and games until you need the physical asset.
US ISSUES GENERAL LICENSE AUTHORIZING TRANSACTIONS RELATED TO SALE, DELIVERY, OFFLOADING, AND IMPORTATION OF DIESEL FUEL OF RUSSIAN ORIGIN THROUGH APRIL 7, 2027
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So, 94,000,000 gallons. US Daily Diesel Consumption = 125 million gallons 🤡 show continues How's that Australian beef coming along?
TRUMP ANNOUNCES DEAL WITH PUTIN FOR RUSSIAN DIESEL SUPPLIES President Trump says he held a “highly successful” discussion with Vladimir Putin, securing an agreement for Russia to supply diesel to U.S. and global markets. According to Trump, Russia will deliver over 300,000 tons immediately, followed by 500,000 tons in November and another 1 million tons thereafter. The announcement comes amid tight global diesel supplies and elevated fuel prices.
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Unreal, the clown show.
US and Iran discuss phased deal to reopen Hormuz and end US blockade, sources say
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Filling up the F-250 Crew Cab in Salinas (Cali, in general) now costs over $400. Small price to pay..... @RudyHavenstein @zerohedge
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'The Strait of Hormuz will be obsolete within 2 years' -Bessent Time will tell.
*SAUDI: EAST–WEST PIPELINE SHUT DOWN AS PRECAUTION AFTER ATTACK *SAUDI: EAST–WEST PIPELINE WAS HIT BY MULTIPLE ATTACKS THUR. *SAUDI: EAST–WEST PIPELINE ATTACKS RESULTED IN MULTIPLE INJURIES
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Net Interest crosses $1,000,000,000,000 in a single fiscal year for the first time ever. With a month to go.
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FY2026 Deficit is $1.966 trillion. Better hope they don't throw a recession at this thing going into the next Presidential election.
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Almost completely offset by the -5.4% from Smartphone cost. Completely erased when combined with the -.5 from your reduced health insurance cost (🤡)
US DATA: RECORD CELL PHONE PRICE JUMP BOOSTS CORE CPI August inflation data carried a hawkish signal as wireless phone service prices surged 5.9% — the largest increase on record. The jump alone added around 0.08 percentage points to core CPI and will also feed into core PCE. Housing inflation was softer than expected, but its lower weighting in PCE means the underlying picture could still keep pressure on the Fed.
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CPI dragged lower by an 8.5% DROP in medical insurance cost, a 5.1% DROP in motor vehicle insurance, and a whopping 12.2% reduction in Smartphone cost. How are you using all the extra money this year? @RudyHavenstein #Hedonics #RetainedEarnings #Bullshit
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$5 ULSD $103 WTI $108 Brent $118 Shanghai 10-year 4.95% Market shrugs. 🫡
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USD/JPY > 160 10-year @ 4.8% 30-year > 5.28% ULSD > $4.50 Y'all got any more of that free market manipulation.
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ULSD > 4.80 Offshore working overtime spinnin' the plates. gl, boys.
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ULSD over $5 🪦🪦🪦☠️
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In case you missed it, these are the prices: 🪦 Item: Off-peak price / Peak-hour price 1M input tokens (cache hit): $0.003 / $0.006 1M input tokens (cache miss): $0.15 / $0.3 1M output tokens: $0.6 / $1.2 Peak hours (in UTC): 1:00–4:00 AM and 6:00–10:00 AM, Monday to Friday.
Deepseek just dropped v4.1 flash, fully open weights it beats gpt 5.6 sol, opus 5 and every chinese model on coding and cybersecurity at ~86x cheaper cost per million tokens running at 420-507 tok/s = faster than gemini 3.8 flash "smallest model in our new architecture family" btw
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Mokha has fallen to the Houthis. Less than 50 miles to Bab al-Mandeb. They now have control/access to both the north and south of the Red Sea No more Saudi support thru those ports Better get those world peace headlines ready before the weekend.
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What hyperscaler lead engineers are saying behind closed doors is 🤣 Karp touched on it last week, but it's worse.
Token spending index rolling over again, down to 2.5 month low
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nitter.gq/zerohedge/status/20978… Stories from the seniors are something else about this vibe code slop.
Maintenance costs for AI-generated code have jumped 300% in 18 months, code duplication is up 48% and refactoring has dropped 60%. The result could be a massive technical debt problem hiding inside companies that initially saw AI coding as a productivity win: Checkmarx
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Wait until they start hiring people back because they have realized the code is worthless.
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Maintenance costs for AI-generated code have jumped 300% in 18 months, code duplication is up 48% and refactoring has dropped 60%. The result could be a massive technical debt problem hiding inside companies that initially saw AI coding as a productivity win: Checkmarx
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ULSD $4.30s and climbing.
ULSD futures back over $4.
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ULSD > $4.70 $7+ buck west coast on deck. That's the breaking point.
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Long Beach stations hitting high $7s this am. Tipping point imminent.
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