Category: Uncategorized

“No Weapons, No Surrender”: Pezeshkian Tells UN Iran Won’t Trade Nuclear Rights for Peace

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‼️ 🇮🇷 Iran’s President Masoud Pezeshkian told the UN General Assembly in New York that Tehran has no interest in building nuclear weapons but insists on its right to nuclear technology for economic development, adding that the issue can’t be settled militarily. He declared “no to nuclear weapons, and no to deprivation of nuclear knowledge,” while also warning that Iran won’t guarantee free passage through the Strait of Hormuz as long as it remains under sanctions

Yields Are Breaking Records Treasury Can’t Intervene Away

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‼️ The 10Y just hit its highest level since 2023. The 30Y is at 5.35%, matching 2007. Treasury has tried intervention after intervention. None of it is working.

Short-term relief hinges on one thing: an end to the Iran War and the global energy crisis driving inflation expectations. That’s the lever policymakers don’t control.

Long-term, this isn’t a war problem — it’s a deficit problem. Years of compounding inflation and structural overspending built this yield curve, and no ceasefire fixes that.

The ultra-low-rate era isn’t coming back. Higher for longer isn’t a forecast anymore.
It’s the baseline.

Real-Time Market Edge

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The $5.4 Trillion Whisper: How Jensen Huang Became Trump’s Favorite Tech Bro

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‼️ 🧠 Alpha Binwani Capital: “Nvidia CEO Jensen Huang has become Trump’s most influential Silicon Valley ally—eclipsing Elon Musk—appearing alongside the president at least six times this term, including trips to Saudi Arabia, the UK, and China, with a state dinner alongside Xi Jinping expected this week. His rise mirrors Nvidia’s ascent from a $420 billion valuation when ChatGPT launched in 2022 to $5.4 trillion today, cementing the company as an AI bellwether with real political leverage. That clout showed when a $1 million-a-head Mar-a-Lago dinner helped stall H20 chip export restrictions to China, and again when Huang, on a casual call with Trump during an All-In podcast summit, agreed regulation “would play into the hands of China,” vowing “we’re not going to let that happen, sir.” No frontier lab—Nvidia, OpenAI, or Anthropic—wants to unilaterally halt recursive self-improvement research, since a valuation reset could erase hundreds of billions to over a trillion dollars in market cap, giving every major player incentive to “keep the music going.” That leaves genuine risk assessment hard to separate from self-interested narrative, since the experts closest to the technology are also the most financially and ideologically invested in downplaying restraint”

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