Keith Seibert @keithseibert.bsky.social · 1hwww.theatlantic.com/technology/2...theatlantic.com‘Nothing About This Was Inevitable’The leaders of AI’s biggest companies refuse to admit they’re in control. 010
Keith Seibert @keithseibert.bsky.social · 6hwww.bloomberg.com/news/article...bloomberg.comSpaceX to Acquire Low-Band Spectrum for Mobile Phone ServiceElon Musk’s SpaceX said it acquired low-band spectrum that will enable it to use its Starlink satellites to become a “major mobile carrier” in the US, sending shares in incumbent cell providers fallin... 000
Reposted by Keith SeibertMike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 8hThe equity risk premium is not negative. Many people struggle with this. 122
Reposted by Keith SeibertArchie Hall @archiehall.bsky.social · 11h“Do not ‘let it rip’” I walk through why the no-rules approach to AI has now run its course in a new leader for @economist.com. Whatever its merits several years ago, ‘let it rip’ is now a dead end—politically infeasible and intellectually unserious. www.economist.com/leaders/2026...economist.comA no-rules approach to AI is mad politics and worse policyDo not let it rip 053
Reposted by Keith SeibertFinancial Times @financialtimes.com · 22h Japan’s small-cap cull is an opportunity for AI funds ft.trib.al/IWDLF33 | opinionft.trib.alJapan’s small-cap cull is an opportunity for AI fundsFinding needles amid haystacks is a task for AI 071
Reposted by Keith SeibertButlerian Jihadist of House Dornick @shimminykricket.blacksky.app · 08/10/2026Harvard just dropped a study AI productivity in software engineering and it found the average increase in productivity from using Claude code is.....zero and for exactly the reasons you'd think fion.ac/jellyfish.pdf 9159052301
Keith Seibert @keithseibert.bsky.social · 08/10/2026giftarticle.ft.com/giftarticle/... S&P 500 hits record high as AI stocks shrug off bond market slumpgiftarticle.ft.comS&P 500 hits record high as AI stocks shrug off bond market slumpWall Street’s benchmark index closes at fresh peak but rally is increasingly reliant on handful of tech stocks 000
Keith Seibert @keithseibert.bsky.social · 08/10/2026www.bloomberg.com/news/article...bloomberg.comEllisons Invest an Estimated $17 Billion in Warner Bros. BuyoutDavid Ellison and his family invested approximately $17 billion to complete Paramount Skydance Corp.’s acquisition of Warner Bros. Discovery Inc., according to public filings. 000
Keith Seibert @keithseibert.bsky.social · 07/10/2026www.bloomberg.com/news/article...bloomberg.comHedge Fund Rokos Returned 4.2% in Turbulent Month for TradingChris Rokos’s macro hedge fund made 4.2% last month when many others eked out meager returns amid challenging trading conditions caused by global bond market volatility. 000
Reposted by Keith SeibertMike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 07/10/2026From Duncan Lamont EM diversification.. an illusion? Cap-weighted MSCI EM is up 24%.. driven by AI giants like TSMC, Samsung, and SK Hynix.. while equal-weighted EM is up just 6%. $EEM $IEMG 132
Reposted by Keith SeibertTechCrunch @techcrunch.com · 07/10/2026Ring’s first smart lock can be hand-cranked when its battery diestechcrunch.comRing’s first smart lock can be hand-cranked when its battery diesAmazon-owned Ring is entering the smart lock market with a device designed to tackle a common concern: getting locked out when the battery dies 281
Keith Seibert @keithseibert.bsky.social · 07/10/2026www.bloomberg.com/news/article...bloomberg.comKalshi Files Proposal for Never-Expiring Oil Contract With CFTCKalshi Inc. has filed a proposal for an oil-linked futures contract that never expires with the Commodity Futures Trading Commission, according to the company. 000
Keith Seibert @keithseibert.bsky.social · 07/10/2026www.bloomberg.com/news/article...bloomberg.comWhen 20% of Profits Won’t Do, Fund Managers Seek ‘Super Carry’When Parthenon Capital Partners set out to extend its control of Kroll Bond Rating Agency, the private equity firm also sought a higher share of profits — known as “super carry” — to manage a new fund... 000
Keith Seibert @keithseibert.bsky.social · 07/10/2026www.bloomberg.com/news/article...bloomberg.comA 30% Options Pop in Mere Minutes Shows Power of ‘Finfluencers’Shortly after the US stock market opened on May 7, 2025, a message landed in a Discord trading chat: “BTO $EBAY 72c 05/09 @0.30.” 000
Reposted by Keith SeibertFinancial Times @financialtimes.com · 07/10/2026Investors are witnessing ‘the best earnings and margin growth in our lifetime’ spurred by lavish spending on the AI build-out, with S&P 500 profits forecast to have risen 27% from a year earlier, according to Goldman Sachs. ft.trib.al/hZYrase 113714
Reposted by Keith SeibertSan Francisco Chronicle @sfchronicle.com · 06/10/2026The best wineries to visit in Napa, Sonoma and the rest of the Bay Area, 2026bit.lyBest wineries to visit in Napa and the greater Bay Area 2026The best wineries to visit in Napa, Sonoma and the rest of the Bay Area, 2026 031
Keith Seibert @keithseibert.bsky.social · 06/10/2026www.bloomberg.com/news/feature...bloomberg.comHigh Earners Stop Maxing Out 401(k)s, Betting They Can Outsmart Retirement SavingsArmed with a flood of online investing advice, savvy savers are on the hunt for better ways to grow their money. 000
Reposted by Keith SeibertMike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 06/10/2026Let's see how bad breadth gets by the close... -Almost an even split between advancers and decliners -Way more new lows than new highs -69% of stocks < 50dma -29% < 200dma @finviz_com 082
Reposted by Keith SeibertYahoo Finance @yahoofinance.com · 06/10/2026US trade deficit jumped above $100 billion in Augustyhoo.itUS trade deficit jumped above $100 billion in AugustThe trade deficit in August was $105.6 billion, a 13.8% increase from July's revised $92.8 billion deficit. 211
Reposted by Keith SeibertCarl Quintanilla @carlquintanilla.bsky.social · 06/10/2026KOBEISSI: “.. If this pace continues, credit spreads for the lowest-rated US corporate bonds will exceed the 2022 peak of 12.9% as soon as this month. .. To put this into perspective, the 2020 pandemic high was 19.6%.” 314544
Reposted by Keith SeibertCarl Quintanilla @carlquintanilla.bsky.social · 06/10/2026(Of course, consensus has been habitually too conservative.) 😎 4888
Reposted by Keith SeibertCarl Quintanilla @carlquintanilla.bsky.social · 06/10/2026You are here. ⬇️ (via GS) 919232
Reposted by Keith SeibertCarl Quintanilla @carlquintanilla.bsky.social · 06/10/2026“.. Kevin Warsh wants investors to watch the economy, not the Fed. But two of his deputies stepped in last week and the probability of an October rate hike fell to around 25% from 70% .. .. Why weaning the markets off Fed signals is harder than it sounds.” @nicktimiraos.bsky.social 714927
Keith Seibert @keithseibert.bsky.social · 06/10/2026www.investors.com/news/google-...investors.comGoogle Nuke Deal Jolts Constellation Energy To Top Of S&P 500A Google nuclear deal vaulted Constellation Energy stock to the top of the S&P 500 early Tuesday. The deal will boost capacity of existing plants. 000
Reposted by Keith SeibertIan Smith @iankmsmith.ft.com · 06/10/2026Why has the global bond market sold off in the Iran war? Why is France getting it worst among big bond markets? Where does the rubber hit the road for gilts/the UK? Put your questions to @robinwigglesworth.ft.com + me here and we'll (do our best to) answer them on Thu www.ft.com/content/d51a...ft.comSubmit a question: What is driving the global bond sell-off?Alphaville editor Robin Wigglesworth and senior markets correspondent Ian Smith will answer reader questions in a live Q&A on Thursday October 8, at 1pm 3113
Keith Seibert @keithseibert.bsky.social · 06/10/2026The bond market sell-off is helping the dollar economist.com/finance-and-... from The Economisteconomist.comThe bond market sell-off is helping the dollarBut the strength of the greenback is not as reliable as in the past 000
Keith Seibert @keithseibert.bsky.social · 06/10/2026www.bloomberg.com/news/article...bloomberg.comNvidia’s Valuations Show AI Rally Isn’t a Bubble, DBS SaysNvidia Corp.’s price-to-earnings multiple and projected 70% earnings growth for next year demonstrate that artificial intelligence-driven technology stocks remain far from bubble territory, DBS Group ... 000
Reposted by Keith SeibertIan Smith @iankmsmith.ft.com · 06/10/2026"France is probably too big to fail, but it is not too big for the markets to punish" Our Big Read today on France, caught between the street and the bond market. Investors fear the country could be tipped into a debt crisis that would shake the Eurozone as.ft.com/r/4827a084-b...as.ft.comFrance: between the bond market and the barricadesThe country is being hit by a pre-election debt sell-off. Many fear it could shake the Eurozone 77228
Keith Seibert @keithseibert.bsky.social · 06/10/2026www.morningstar.com/funds/this-o...morningstar.comThis Overlooked Asset Class Is Getting an AI BoostRecent gains have sparked renewed interest in convertibles. Here’s what to know about their unique risk/reward profile before investing. 000
Keith Seibert @keithseibert.bsky.social · 06/10/2026Bond markets whack France for fiscal irresponsibility economist.com/europe/2026/... from The Economisteconomist.comBond markets whack France for fiscal irresponsibilityPolitical risk brings economic pain 000
Keith Seibert @keithseibert.bsky.social · 06/10/2026giftarticle.ft.com/giftarticle/... France: between the bond market and the barricadesgiftarticle.ft.comFrance: between the bond market and the barricadesThe country is being hit by a pre-election debt sell-off. Many fear it could shake the Eurozone 001
Keith Seibert @keithseibert.bsky.social · 06/10/2026www.popularmechanics.com/technology/g...popularmechanics.comThe Best Amazon Prime Big Deal Days Tech Sales in 2026Early deals are already live on TVs, headphones, battery packs, and more. 000
Keith Seibert @keithseibert.bsky.social · 06/10/2026hbr.org/2026/09/ai-i...hbr.orgAI Is Revolutionizing Strategic Decision-MakingFor decades, the limits of time and brain capacity meant that teams could consider only so many strategic options before making decisions. Strategy tools—SWOT analyses, portfolio matrices—were simple ... 000
Keith Seibert @keithseibert.bsky.social · 06/10/2026www.bloomberg.com/news/article...bloomberg.comAmazon Nuke Deal to Help Expand Constellation Maryland SiteAmazon.com Inc. has agreed to purchase 690 megawatts of power from Constellation Energy Corp. in a deal that will help the biggest US nuclear operator boost capacity at the only reactors in Maryland. 000
Keith Seibert @keithseibert.bsky.social · 06/10/2026www.bloomberg.com/news/article...bloomberg.comGoogle, Constellation Near Billion-Dollar Deal for Nuclear PowerGoogle parent Alphabet Inc. is close to an agreement to buy nuclear energy from Constellation Energy Corp., as technology companies race to line up power for the data-center boom. 000
Keith Seibert @keithseibert.bsky.social · 05/10/2026Check out this Pensions & Investments article. www.pionline.com/asset-manage...pionline.com 000
Reposted by Keith SeibertCarl Quintanilla @carlquintanilla.bsky.social · 05/10/2026GOLDMAN: High rates “have revived fiscal sustainability concerns. The large primary deficit remains the main driver of the debt-to-GDP ratio, but persistently higher rates would boost interest expenses and push the ratio up faster—raising the odds that deficit reduction becomes necessary sooner ..” 2325157
Keith Seibert @keithseibert.bsky.social · 05/10/2026www.nybooks.com/articles/202...nybooks.comGetting into Trouble | Václav Havel, Paul WilsonAlmost fifty years after the Czechoslovak human rights initiative Charter 77 was first reported in the Review’s pages, Václav Havel’s own long-lost account of his imprisonment now appears in English f... 000
Keith Seibert @keithseibert.bsky.social · 05/10/2026www.bloomberg.com/news/article...bloomberg.comGoldman’s Bid for CLO Manager Highlights Wall Street’s Fee HuntLarger asset managers including Goldman Sachs Group Inc. have been looking to snap up CLO management businesses as they hunt for lucrative fee streams in the $1 trillion US market. 000
Keith Seibert @keithseibert.bsky.social · 05/10/2026Check out this Pensions & Investments article. www.pionline.com/alternative-...pionline.comPartners Group proposes new wrinkle for private equity fund facing investor redemptionsPartners Group asked shareholders to approve splitting a private equity fund that had more than 5% in redemption requests into a two-portfolio structure. 000
Reposted by Keith SeibertJesse Felder @jessefelder.com · 05/10/2026‘Top Chinese models lag their US rivals by just 3% on benchmark scores after the September release of DeepSeek’s V4.1 Flash. That’s down from about 9% in May. That improving performance spells further market share gains for Chinese contenders.’ www.bloomberg.com/news/article...bloomberg.comUS Lead in AI Over China Narrows After DeepSeek Gains, BI SaysAmerican AI companies’ performance lead over China narrowed sharply in past months to a record low after labs such as DeepSeek gained ground, threatening US tech supremacy, according to Bloomberg Inte... 0204
Reposted by Keith SeibertThe Editorial Board @editorialboard.bsky.social · 05/10/2026You know who’s going to pay for this? You and me. 28331
Reposted by Keith SeibertMo Hossain @mohossain.bsky.social · 05/10/2026PE LBO era? Higher‑for‑longer has crushed the 2017–21 vintage; >40% of US buyout AUM now stuck >7yrs; exits clogged, bonuses gone, rainmakers fleeing. Giants pivot to private credit + insurance flow. Fundraising 2026 $216B 1H, but hyper‑concentrated + secondaries‑heavy. x.com/mohossain/st... 011
Keith Seibert @keithseibert.bsky.social · 04/10/2026giftarticle.ft.com/giftarticle/... Polymarket’s Alpha tradersgiftarticle.ft.comPolymarket’s Alpha tradersIn a private group chat, an elite crew of prediction-market bettors turn elections, wars and disasters into ‘free money on the floor’ 000
Keith Seibert @keithseibert.bsky.social · 04/10/2026www.wsj.com/tech/ai/ai-a...wsj.comAI Agents Are Offering to Run Your Life. Should You Let Them?Personal bots, such as Meta’s Muse, OpenAI’s Dots, and Instinct, can now take on your to-do list. Should you let them? 000
Keith Seibert @keithseibert.bsky.social · 04/10/2026www.wsj.com/economy/truc...wsj.comTruckers Are Using Every Trick They Can to Survive Soaring Diesel PricesA day at a truck stop in Texas shows an industry essential to the U.S. economy under tremendous pressure. 000
Reposted by Keith SeibertMike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 04/10/2026From Carl Quintanilla BTIG: “$SOX continues to track extremely close to the boom/bust cycle of the 2000 peak. It’s quite striking.. This would imply we are about at the peak of this counter-trend rally and embarking on a slower, drawn-out decline over the next several months.” 1156
Keith Seibert @keithseibert.bsky.social · 04/10/2026You’ve been given free access to this story from The Economist as a gift. You can open the link five times within seven days. After that it will expire. The Swiss watch industry is shrinking—but getting swankier economist.com/business/202...economist.comThe Swiss watch industry is shrinking—but getting swankierBrands such as Rolex and Patek Philippe are consolidating the market 001
Reposted by Keith SeibertCarl Quintanilla @carlquintanilla.bsky.social · 04/10/2026“.. The cost to insure the debt of both companies against default .. is increasingly moving in lock-step, a sign investors are beginning to treat the two credits as intertwined. “.. You have to consider your total Larry Ellison risk,” Goodman said. $ORCL $PSKY www.bloomberg.com/news/article... 1301510477
Keith Seibert @keithseibert.bsky.social · 03/10/2026Hedge funds struggle for September gains as rate, AI swings bite - www.reuters.com/world/china/...reuters.comHedge funds struggle for September gains as rate, AI swings biteGlobal hedge funds struggled to deliver positive returns in September as surging bond yields, higher oil prices and sharp swings in AI shares whipsawed the markets, according to prime brokerage note... 000