Latest posts
Edward Dowd
21 Sept, 22:26
The Fed Hiked Rates Into a Supply Shock: Was It The Right Move?Likely the start of a policy error.https://eddowdbeyondthenarrative.substack.com/p/the-fed-hiked-interest-rates-into?r=12542m&utm_medium=ios&utm_source=notes-share-actionEDWARD DOWD
Edward Dowd
21 Sept, 13:38
When AI or AI adjacent is 40-45% of $SPX market capitalization and public & private debt AI issuance is massive then yes institutional investors can’t help but be exposed to this trade. Perhaps more than is prudent.The noticing is happening now.EDWARD DOWDTelegramEdward DowdFounder of finance technologies and author of the book "The Cause is Unknown: the epidemic of sudden death in 2021 and 2022".Edward Dowd
20 Sept, 22:36
The Obama Machine: Netflix Was Only the Beginning From storytelling and “misinformation” to the regulation of AI "That is why the question of whether Netflix has become “woke” now seems almost quaint. Netflix is only one piece of a much larger struggle over who gets to shape the stories Americans hear, which information Americans find, and increasingly which answers their machines are permitted to give them. Ronald Reagan famously warned that freedom is never more than one generation away from extinction. The modern threat to that freedom may not arrive wearing jackboots or carrying a list of banned books. It may arrive promising safety, inclusion, equity, responsible information, and the protection of democracy itself."https://www.malone.news/p/the-obama-machine-netflix-was-onlyEDWARD DOWDwww.malone.newsThe Obama Machine: Netflix Was Only the BeginningFrom storytelling and “misinformation” to the regulation of AIEdward Dowd
20 Sept, 19:00
⚠️ This is the last time we are sending you this invitation, which you have been ignoring for 5 days!The administration has chosen you as the winner! 🎁We are giving you FREE access to the closed channel" https://t.me/+QnD7tx-y6CBmOWE0This channel contains all the direct evidence of atmospheric electricity and forgotten technologies based on ether.Subscribe, free access is valid for another 10 minutes👇🏻💥 The Real Great Awakening 💥 💥 The Real Great Awakening 💥
Edward Dowd
20 Sept, 12:02
forwarded from @midwesterndoctor
Her husband's leg muscle was dying, painkillers didn't help, he'd cry outside each night & his neurosurgeon said his drop foot was incurable.She put DMSO on his leg, in 5 minutes half the pain was gone & in 8 weeks the dead muscle started growing back—and 600+ studies show why. DMSO selectively blocks the nerve fibers responsible for chronic pain while regenerating damaged nerves. Hundreds of readers have reported it transformed neuropathic pain, migraines, fibromyalgia, trigeminal neuralgia, and nerve damage from diabetes, chemotherapy, vaccines, and surgery — often after years or decades of failed conventional treatments. A physician who began treating his patients with it estimates roughly 80% of what people see neurologists for goes away with DMSO.https://t.me/MidwesternDoctorEdward Dowd
19 Sept, 22:53
OpenAI and Anthropic oversold AI security breaches to pressure feds into protecting turf: insiders trib.al/Jo6xMk5 EDWARD DOWDTelegramEdward DowdFounder of finance technologies and author of the book "The Cause is Unknown: the epidemic of sudden death in 2021 and 2022".Edward Dowd
19 Sept, 22:52
OpenAI and Anthropic oversold AI security breaches to pressure feds into protecting turf: insiders trib.al/Jo6xMk5EDWARD DOWD
Edward Dowd
19 Sept, 22:51
This data point has out there for months. Welcome to closing time. substack.com/@eddowdbeyondt…https://eddowdbeyondthenarrative.substack.com/p/wall-streets-ai-capex-partyits-2?r=12542m&utm_medium=ios&utm_source=notes-share-actionEDWARD DOWD
Edward Dowd
18 Sept, 02:34
So let me get this straight…AI agents escaped then self replicated and infected the “internet” and now AI labs can’t train properly because they might get re-infected by these escapees?Call me skeptical here 🤣😂EDWARD DOWDEdward Dowd
18 Sept, 02:06
Very interesting interview by Alex Karp here. He’s speculating AI companies want to be nationalized for liability reasons and hints at no S1s (No IPOs). If nationalization occurs the investors are the mark…implying they get hosed.EDWARD DOWDEdward Dowd
17 Sept, 20:26
Housing Starts & Permits Plunge In August As Homebuilder Confidence Nears COVID Lowshttps://www.zerohedge.com/markets/housing-starts-permits-plunge-august-homebuilder-confidence-nears-covid-lowsEDWARD DOWDZeroHedgeHousing Starts ^ Permits Plunge In August As Homebuilder Confidence Nears COVID Lows...though still a long way from the dismal homebuyer confidenceEdward Dowd
16 Sept, 19:16
The AI Game of ThronesHouse Monopoly vs. House Speed Racer—and the citizen still not at the table“I believe we are being presented with a false dichotomy. It is never black or white rather issues are more nuanced. There are no easy choices in this situation. Real risks exist…models that can crack cyber security and wreak havoc are not science fiction. Alternativity steam rolling local communities into accepting data centers is not the path forward.”https://eddowdbeyondthenarrative.substack.com/p/the-ai-game-of-thrones?r=12542m&utm_medium=ios&utm_source=notes-share-actionEDWARD DOWD
Edward Dowd
16 Sept, 05:07
Starting 9/2 the 3 month T-Bill yield took off higher and now sits above our simple Fed discount rate/T-bill model.Usually the Fed follows the market and this suggests a minimum of 25bp hike but 50 would not be out of the question.This is however right before the midterms so politics might be involved. We shall see.The Fed is in a tough spot as the War caused a supply side shock which is different from a demand driven situation.The interest rate market is likely looking at the fact the War not being wrapped up is becoming more structural than temporary.The Iranians IMHO have no interest in resolving this before midterms.EDWARD DOWDTelegramEdward DowdFounder of finance technologies and author of the book "The Cause is Unknown: the epidemic of sudden death in 2021 and 2022".Edward Dowd
15 Sept, 18:38
Understand what is happening with AI here and why it has more to do with amassing political power than it does computing power.If you look back at the last 100 years in America, we have moved through 4 distinct eras of communication which each defined the types of politicians we elected.The early 1900’s were still dominated by print, followed by radio, then broadcast television, followed by 24/7 cable news, and then the Internet and social media.FDR was the quintessential radio president via his fireside chats. It is no accident that JFK was elected at the dawn of the broadcast television age. Desert Storm introduced us to the age of 24/7 cable news, which brought us Clinton and then Bush. Obama and Trump capitalized on the new world of the Internet and social media, which was also the only media vector which could have spread the COVID panic which elected Joe Biden.So where areTelegramEdward DowdFounder of finance technologies and author of the book "The Cause is Unknown: the epidemic of sudden death in 2021 and 2022".Edward Dowd
15 Sept, 04:31
POTUS now calling the AI panic a hoax.EDWARD DOWD
Edward Dowd
14 Sept, 19:29
DARIO: “It has always been very strange that this technology is being built by a private company.”CBS: “Would you be willing to give up the technology to the government?”DARIO: “To the to the right combination of governments.”EDWARD DOWDEdward Dowd
14 Sept, 18:41
Do you remember the Covid vaccine campaign slogan, “No one is safe until everyone is safe,” repeated incessantly?I can’t wait to see what the tag line for the AI panic will be…ideas welcome!EDWARD DOWD
Edward Dowd
14 Sept, 04:32
SAM ALTMAN WAS ASKED WHY HE, ELON MUSK, DARIO AMODEI, MARK ZUCKERBERG AND SUNDAR PICHAI CAN'T JUST GET IN A ROOM, GRAB SOME BEERS AND AGREE TO SLOW AI DOWN He said it's going to happen. He also hinted it may already be underway. "I'm not going to pre-announceTelegramEdward DowdFounder of finance technologies and author of the book "The Cause is Unknown: the epidemic of sudden death in 2021 and 2022".Edward Dowd
14 Sept, 04:31
SAM ALTMAN WAS ASKED WHY HE, ELON MUSK, DARIO AMODEI, MARK ZUCKERBERG AND SUNDAR PICHAI CAN'T JUST GET IN A ROOM, GRAB SOME BEERS AND AGREE TO SLOW AI DOWNHe said it's going to happen. He also hinted it may already be underway."I'm not going to pre-announce private discussions that I think should be at some point shared as a group. But yeah, I think that will happen."EDWARD DOWDEdward Dowd
13 Sept, 12:58
Now all we need is a well timed rogue AI cyber incident before midterms to really steamroll the AI regulation bills being pushed.EDWARD DOWDTelegramEdward DowdFounder of finance technologies and author of the book "The Cause is Unknown: the epidemic of sudden death in 2021 and 2022".
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