Global Market News @MWatchGlobal

Artificial intelligence developers “need to take responsibility for themselves,” says Treasury Secretary Scott Bessent. cnb.cx/4hDyCpt

🚨 BREAKING: Treasury Sec. Scott Bessent just sent CHILLS down Iran's spine, saying EVERY IRANIAN AIRLINE is being SHUT OFF effective Wednesday, Sep. 23 — and banks will CONTINUE being severed ANY Iranian airline has to be shunned by the host airport, or they will be "KNOCKED OUT OF THE DOLLAR SYSTEM" 🔥 "On September 23rd, ALL the Iranian airlines will be shut down around the world!" "If they land, you cannot provide them with fuel, you cannot provide them with landing services, you cannot sell them tickets, or you will be knocked out of the dollar system." "We know who they are, they know who they are, and we are putting a stop to it." THE HAMMER! Bessent is on a true crusade to choke off the regime, day by day. Not only are their airlines being cut off, but BANKS are being sanctioned Notably, Bessent has said in recent weeks that he is even targeting CASH HOUSES leveraged by CHINA to funnel currency to the regime While he's not outwardly attacking or naming specific anti-China actions, Bessent is taking huge moves that directly impact them. The regime will not be able to last if this continues. Utter decimation.

#Trump #Houthis #Yemen #SaudiArabia #Oil

Warren Buffett is stepping down as chairman of $BRK.A. His son, Howard G. Buffett, will be taking over: cnb.cx/4xvWZtU

The CLARITY Act Is Finally Getting a Senate Vote. Does It Even Matter Anymore? globalmarketnews.com/the-clarity-ac… #CryptoInvesting #bitcoin #CLARITYact

"I think it's the greatest threat facing the world by a big margin," says Evercore's Roger Altman of AI. cnb.cx/4hr6AgU

"They're starting to get spooked, and I think we should take that very seriously," says Former OpenAI Board Member @hlntnr of AI companies & their recent warnings about the technology. cnb.cx/4yFzfos

The link to this morning's conversation on CNBC's Squawk Box. Thank you, Andrew and Becky, for having me on the show. I enjoyed the conversation. cnbc.com/video/2026/09/… #economy #markets @CNBC @andrewrsorkin @BeckyQuick @SquawkCNBC

Elon Musk: "China's AI industry is too strong, I can't win, this is it." Even Elon Musk, the world's richest man and owner of America's largest-scale AI facilities, has outright declared that "China will win the AI development race," sending shockwaves around the world. To sum up super simply why America—supposedly ahead in chips and funding—is losing to China ↓ ・The real bottleneck isn't chips, it's "power": No matter how many high-performance AI chips you stockpile, America just doesn't have the electricity to run them (like having no outlets to plug into) ・China's power generation is on another level: China alone is already generating more electricity than the combined total of "America + Europe + India" ・America has a "5-year wait" just to connect to the grid: Infrastructure development is so slow that even Elon himself gave up waiting and is forcibly running his AI by lining up his own generators ・China's weakness (semiconductor shortages) will vanish in just a few years: Fixing America's power shortages will take "decades," but China's semiconductor self-sufficiency will be complete "in a few years" While America has been stuck in place for years with "chip export restrictions," China has been building a "mega power grid capable of running AI infinitely." The moment China achieves self-sufficiency in cutting-edge chips, the AI supremacy battle might be completely settled.

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

Commerce Secretary @howardlutnick says data centers aren't a significant user of water. "This is propaganda by our adversaries to try to slow us down," he says. cnb.cx/4ddnwow

ex-CEO of Goldman Sachs just revealed his entire portfolio - 98% equities, 90% single stocks - and he trades every single day from his iPad "the difference between somebody who's really really good and somebody who can't make it is not that great" "I thought SpaceX was overpriced at $100 billion - they're now proposing $1.75 trillion" "I've known people in high office - after they finish speaking they say how did I do - they want affirmation - people are a lot more insecure than you think" bookmark & watch the full podcast ↓

0xDipper @Dipper_pol

a month ago

ex-CEO of Goldman Sachs just explained how he spotted the 2008 crisis from a movie theater on his BlackBerry "something moved 6% that was only supposed to move 4 basis points - I said excuse me I have to go to the bathroom - and started making calls" "I don't care what you

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TOM LEE SAYS THE S&P 500 solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr IS ALREADY CLOSE TO 9,000 ON 2027 EARNINGS MATH He still sees strong upside, but says a pullback can happen when investors least expect it: - Lee says 2027 earnings could reach 425, and a 20 multiple would put the S&P 500 close to 9,000 - He thinks getting to 8,000 by the end of August could set up a period where stocks disappoint - The potential traps he flags are high margin debt, uncertainty around Kevin Warsh’s framework, midterms, and SpaceX unlocks

For those confused why Vance would think this, read chapter 13 of Broken Money. The chapter is free here: lynalden.com/wp-content/upl…

Phil Magness @PhilWMagness

a month ago

JD Vance wants to end the US dollar's position as a global reserve currency, because he thinks it allows Americans to consume too much and do so too cheaply. Keep that in mind the next time you order a $20 burrito on door dash.

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Must-watch: Jeremy Grantham, the man who called the 2000 AND 2008 bubbles, just called Bitcoin "proof of unnecessary work, not worth a bucket of warm spit." You've heard pet rock. You've heard Ponzi. Bucket of warm spit is a new one. Every currency in history has been controlled by someone. Bitcoin is the first one that isn't. Fixed supply, no central bank, no printing press, no permission needed. That's not speculation. That's the point.

Social media is likely to get more like this over time. In my recent novel, the internet is pretty divided into centralized/censored core networks and decentralized/uncensored edge networks.

unusual_whales @unusual_whales

4 months ago

BREAKING: The US Justice Department is seeking the names, addresses, and banking information of Reddit and X users, per Bloomberg. The US Attorney's Office for Washington, led by Jeanine Pirro, a close ally of President Donald Trump, has subpoenaed the social media companies as

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"With many of these AI tools coming online, you’re starting to see some retail investors writing these themselves. They might ask Claude to generate a strategy for them," says @robinhoodapp CEO @VladTenev. "Can we make it so that everyone has access to this powerful technology?"

Greg Abel: "It's not that we don't see exceptional companies out there today that we'd love to own [at the right price]." "That doesn't mean that opportunity won't be there in the future. It's what we spend our time preparing for."