Founder and editor of The Felder Report: https://thefelderreport.com
Jesse Felder
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Michigan Governor caught on hot mic with Oracle CEO Clay Magouyrk, discussing citizen opposition to AI data centers, bragging how she ignores their concerns: “We’re used to people saying 'f*ck no,' & doing it anyway.”🇺🇸
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‘Inflation data from China gives a clear lead on US CPI and is rising, with the latest PPI data released today showing a marked move higher; that’s bad for stocks since rising inflation eats away at excess liquidity.’ blinks.bloomberg.com/news/stories...
‘The chamber of dispersion has been opened, the beast of volatility has awakened, and the season of chaos is at hand.’ www.acadian-asset.com/investment-i...
“Levered equity ETFs are now over $300bn in AUM and control over $750bn in global equities, with daily rebalancing needs for a 1% move in equity indices that are between $12bn and $18bn.” www.dailychartbook.com/p/this-is-th... via @dailychartbook.bsky.social
‘The boss of JPMorgan Chase, who once feuded with SpaceX’s hot-headed ceo, has hosted him for a chummy interview in front of wealthy clients. If that feels icky, what the bankers are telling investors about SpaceX’s business is cringe.‘ www.economist.com/finance-and-...
Hart Cunningham
‘Social Security’s deteriorating finances have long been thought of as a future problem — for another president, or another Congress, to resolve. But now, it is creeping ever closer because funds will run out before the end of the next president’s term.’ www.nytimes.com/2026/06/09/b...
‘A German court has ruled that Google is directly liable for what its AI search overviews say. Previous case law shielding search engine operators from liability doesn't apply to AI overviews.‘ the-decoder.com/landmark-ger...
‘Rising earnings growth expectations tend to correlate with lower returns, as Subramanian shows. The intuition is clear — if you’re braced for the best, you’ve set yourself up for disappointment.’ www.bloomberg.com/opinion/news...
Is that a rocket in your lobby, or are you just happy to see me?
A German regional court has ruled that Google is directly liable for the content of its AI search overviews. According to the court, previous limited liability protections for search engine operators ...
As the chart below shows, the cost per token is now falling. This suggests that companies are becoming increasingly cost-conscious and are turning to cheaper models for their AI needs.
