Fed accepts "Stagflation Lite"... Uranium deficit hits 50M lbs... AI funds beat humans by 7%... The 2026 playbook is here.
| | Good Sunday — here's what actually matters today. | The physical world is hitting back. While the Fed cuts rates into a sticky-inflation environment (signaling "Stagflation Lite"), the U.S. power grid is blinking red. PJM Interconnection is warning of blackouts, and the global uranium deficit just hit 50 million pounds. Technology is no longer limited by code—it is limited by joules. |
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| 🏦 Fed Cuts Rates But Signals "Stagflation Lite" for 2026 | | The Federal Reserve cut rates by 25 basis points this week to a range of 3.50%-3.75%, but the victory lap was mute. Minutes reveal deep division among officials: Core inflation remains sticky, with shelter costs rising 0.21% MoM and services inflation stuck near 5%. Economists are now pricing in a "Stagflation Lite" scenario for 2026: GDP growth slowing to 1.5% while inflation stubbornly holds above 3% due to tariffs and housing shortages. The Fed is effectively accepting higher long-term inflation (3% is the new 2%) to save the labor market, trapping the economy in a low-growth, high-cost cycle. |
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| | 🤖 AI Funds Beat Humans by 7% as VIX Signals "Complacency" | | The "dumb money" is asleep at the wheel. Hedge funds using AI-driven statistical arbitrage strategies generated 5–7% higher returns in 2024/2025 compared to human-led funds. Meanwhile, the VIX (Fear Gauge) has dropped below 15, a level strategists call a "warning zone" of extreme complacency. While humans buy the "Soft Landing" narrative, AI economic models are quietly hedging for a 2026 volatility shock. The divergence between low VIX and high AI-predicted risk is a classic setup for a violent correction. |
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| | | | (Sponsored by TradeSmith) | See this image? This isn't a headline. | | It's a preview. A new AI forecast just went live on U.S. stocks — and it's already flagging the next big move before the crowd even notices. | Click to see the forecast now. | |
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| | 🔌 Grid Operator Warns of Blackouts as Uranium Deficit Hits 50M lbs | | The "AI Energy Crisis" has moved from theory to reality. PJM Interconnection, the largest U.S. grid operator, faces a federal complaint warning it cannot reliably serve new AI data centers without risking "rolling blackouts" this winter. The root cause is fuel scarcity: The global uranium market is in a structural deficit of 50 million pounds annually as of late 2025. With demand from nuclear restarts far outstripping mine supply, energy commodities (Uranium, Gas) are becoming the only asset class with guaranteed structural demand growth. |
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| | 💡 Nvidia Solves "AI Bottleneck" with Optical Interconnects | | Nvidia is rebuilding the data center nervous system. The company officially unveiled its "Spectrum-X Photonics" switches, which integrate optical engines directly with switch chips. This reduces power consumption by 9 watts per port and improves signal quality by 63x. CEO Jensen Huang explicitly stated that "energy is now the main limit for AI growth." Nvidia is pivoting to energy-efficient optical networking (photonics) to enable "million-GPU" clusters that won't crash the grid. |
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| | | | (Sponsored by Brownstone Research) | Jensen Huang's Shocking Announcement | | NVIDIA's revolutionary new invention just solved the #1 chokepoint that's been strangling big AI companies. And Tech legend Jeff Brown — the Silicon Valley insider who called NVIDIA before it skyrocketed more than 30,000%... says a shocking announcement by NVIDIA CEO Jensen Huang could make a lot of early investors rich. | Click here to see NVIDIA's 7 "power partners" set to soar as early as Jan 6, 2026. | |
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| | 👓 Smart Glasses Sales Triple as "Visor" Ships in January | | After years of false starts, the "face computer" era has arrived. Sales of smart glasses in the U.S. tripled year-over-year in 2025, with analysts projecting a $26.5 billion market by 2027. Immersed confirmed its high-res "Visor" headset begins Founder's Edition deliveries in January 2026. Hardware is finally light enough and AI-integrated enough to replace physical monitors, validating the thesis that screen-replacement tech is the next 100x hardware cycle. |
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| | | | (Sponsored by Immersed) | Have you heard about this sub $1 company that is making people "Superhumans"? | | It's all thanks to their new product called Visor. And it's very similar to Jarvis from the movie Iron Man. Investors are calling this a 'massive breakthrough'. | Investors have already started flooding in to take advantage of this while the company is still private. But this opportunity won't be around forever... They've officially reserved a Nasdaq ticker and the last chance to invest at current valuation is December 18th. | Don't delay! Click to see the sub $1 'Superhuman' AI Stock. | |
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| | 🧭 What This Means | Investors: The "Stagflation Lite" environment (Growth < 2%, Inflation > 3%) is toxic for standard bonds. You need assets with pricing power (Energy/Uranium) or efficiency gains (AI Hardware/Photonics). The Grid: The PJM warning is a serious signal. Expect volatility in utility prices and potential disruptions for businesses that rely on 24/7 uptime without backup power. The Hardware Cycle: We are moving from "Chips" (Nvidia GPUs) to "Interconnects" (Photonics) and "Endpoints" (Smart Glasses). The capital cycle is flowing downstream.
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| | 🔍 Insight | The economy is currently constrained by Energy (Grid limits) and Inflation (Fed stuck at 3%). The only way out is Efficiency—using light (Photonics) instead of copper, and AI agents instead of human labor. Technology is now a deflationary weapon against an inflationary world. |
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| | POLL — Which shortage worries you most for 2026? | |
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