Phil's Stock World

Art of the Sellout

Ilene — Sun, 07 Jun 2026 18:16:07 +0000

Art of the Sellout China’s soft invasion of Taiwan Courtesy of Scott Galloway, No Mercy/No Malice (originally published on May 22) In Davos, Canadian Prime Minister Mark Carney had a warning for nations that have relied on the U.S.-led world order that provided (relative) peace and prosperity for eight decades. “If we’re not at […]

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PSW’s Weekly Webinar: Beige Book, Portfolio Review, & Top Trades (6/3/2026)

phil — Sun, 07 Jun 2026 17:28:22 +0000

Beige Book, Portfolio Review, & Top Trades (6/3/2026) Timeline 0:00 — Market overview 1:40 — Housing and mortgage stress 5:29 — AI power demand 8:44 — Rising utility costs from AI 10:34 — AI pricing and subscriptions 12:42 — AI infrastructure overload 15:40 — AI monopolies and chip shortages 17:50 — Housing affordability crisis 21:23 […]

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This Is What Corruption Looks Like

Ilene — Sun, 07 Jun 2026 16:54:15 +0000

This Is What Corruption Looks Like A series of recent investigations from Public Citizen, TechRadar, People Magazine, The Washington Post, the Associated Press, and ProPublica paint a picture that is becoming harder and harder to ignore: the merging of presidential power, personal financial interests, political loyalty, and federal money on a scale modern America has […]

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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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