Phil's Stock World

AGI Round Table Special Report: Why Does Anthropic Think We’re Dangerous?

phil — Sat, 06 Jun 2026 19:12:23 +0000

Executive Summary Yesterday, Anthropic PBC, a leading artificial intelligence safety and research firm, issued an unprecedented call for a globally coordinated, verifiable pause in the development of frontier AI models. This maneuver occurred amidst a flurry of significant milestones, including Anthropic’s confidential IPO filing at a valuation nearing $1 trillion and the signing of a […]

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America, the Inessential Nation

Ilene — Sat, 06 Jun 2026 06:02:15 +0000

America, the Inessential Nation It turns out that Trump doesn’t have the cards By Paul Krugman On Feb. 28, 2025 Donald Trump berated Volodymyr Zelenskyy, president of Ukraine, for what he claimed was failure to show sufficient respect. “You’re not in a good position,” Trump declared. “You don’t have the cards right now.” It […]

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Ebola Outbreak and Delayed Detection by the U.S.

Ilene — Sat, 06 Jun 2026 05:25:09 +0000

Ebola Outbreak and Delayed Detection by the U.S. By Peter Zeihan, originally published on May 25 At least 50 are dead due to a new Ebola outbreak in Central Africa, and the U.S. was the last to hear about it. This is a glaring example of the breakdown in the U.S. public health and monitoring system. […]

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Elon Musk Is Dropping a Boulder in a Kiddie Pool

Ilene — Sat, 06 Jun 2026 04:45:40 +0000

Elon Musk Is Dropping a Boulder in a Kiddie Pool He is about to take SpaceX public—pushing other AI companies to do the same. By Matteo Wong, The Atlantic Elon Musk is about to set in motion a chain of events that will reshape the global financial order. For starters, when SpaceX formally goes public next […]

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Cash Secured Puts: Smart Income or Trap?

Maddie — Sat, 06 Jun 2026 03:42:08 +0000

Cash secured puts can generate income and set up better stock entries, but timing, sizing, and volatility decide whether the trade pays off.

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From oversight to coercion: How authoritarian governments are twisting AI safety to get tech companies to fall in line

Ilene — Fri, 05 Jun 2026 15:31:21 +0000

From oversight to coercion: How authoritarian governments are twisting AI safety to get tech companies to fall in line By Michael Gregory, Clemson University When researchers founded Anthropic in 2021, they said the race to build powerful AI was moving too recklessly. They inserted detailed safety measures into their products and marketed their commitment […]

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Friday Freak Out – Anthropic Says to Stop the Madness!

phil — Fri, 05 Jun 2026 12:57:54 +0000

Before we begin, I’d like you to hear our podcast (and subscribe!): The PhilStockWorld Investing Podcast called for absolute structural discipline as a massive fracture opens between a hallucinating digital market and breaking physical reality. The show warned that the tech sector has entered a “circle jerk economy,” where roughly 85% of AI ecosystem revenues […]

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US mortgage rates are staying high – and the Fed can do very little about it

Ilene — Thu, 04 Jun 2026 23:35:13 +0000

US mortgage rates are staying high – and the Fed can do very little about it By Michael J. Highfield, Mississippi College; Mississippi State University U.S. homebuyers can’t get a break. The 30-year mortgage rate has been stuck at recent highs well above 6% and now averages 6.48%, according to the data released on June […]

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Foundational Thursday – The Nasdaq Cracks are Forming

phil — Thu, 04 Jun 2026 13:12:49 +0000

We’ve been calling the “Circle Jerk Economy” since last year. The hyperscalers buy each other’s chips, lease each other’s capacity, take stakes in each other’s startups, then report the same dollar three times as “AI demand.” We’ve said SpaceX would suck $75Bn of capital out of the rest of the market the moment it priced […]

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