# chart day — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover chart day. Page: Feed: --- ## [More Signs of a Bubble Peak: BREAKING NEWS WATCH OF THE DAY](https://braddelong.substack.com/p/more-signs-of-a-bubble-peak-breaking) _2026-08-19 · Brad DeLong · DeLong's Grasping Reality Weblog_ OpenAI, the company that had been selling vibes, looks like it is starting to husband its cash in the face of the Anthropic challenge: two peer coding agents and yet a 5.5x revenue growth-rate gap... ## [HOISTED FROM PAUL KRUGMAN’S ARCHIVES: PAUL KRUGMAN (2012): Looking Back With Shrillness](https://braddelong.substack.com/p/hoisted-from-paul-krugmans-archives) _2026-08-19 · Brad DeLong · DeLong's Grasping Reality Weblog_ “Shrill” was always the correct setting: Krugman, 2012, on the implications of seeing what normies dare not; when accuracy gets you called uncouth, the problem is the etiquette, not the accuracy... ## [Can We Sell Equity Financing of the DataCenter Build-Out at a Debt Price?: FINANCIAL OVEREXUBERANCE OF THE DAY](https://braddelong.substack.com/p/can-we-sell-equity-financing-of-the) _2026-08-19 · Brad DeLong · DeLong's Grasping Reality Weblog_ Jensen Huang keeps two books: last year’s says old chips are worthless and obsolete, while this year’s says that old chips are high-quality ten-year bonds; & Elisabeth Lopatto says: “WAIT A MINUTE!!!” ## [The Global Bond Selloff since 2020: CHART OF THE DAY](https://braddelong.substack.com/p/the-global-bond-selloff-since-2020) _2026-08-18 · Brad DeLong · DeLong's Grasping Reality Weblog_ Four percentage points of yield rise in six years: the long bond’s profound slow-motion repricing, and warning... ## [(VERY PARTIAL-)CROSSPOST: GARY MARCUS: Is Anthropic Making Money? How Much Money?](https://braddelong.substack.com/p/very-partial-crosspost-gary-marcus) _2026-08-16 · Brad DeLong · DeLong's Grasping Reality Weblog_ Nobody ought to get superrich selling LLM-services: Anthropic’s IPO & the "airline scenario"; the problem is that back in The Day I was the same bear on Google & FaceBook, & I was very wrong... ## [Again, More of a Refining Crunch than a Crude Oil-Supply Crunch: CHART OF THE DAY](https://braddelong.substack.com/p/again-more-of-a-refining-crunch-than) _2026-08-16 · Brad DeLong · DeLong's Grasping Reality Weblog_ Lose 7.5 million barrels a day of refining capacity along with crude-oil supply and the shortage shows up more in the refined-product prices than in the crude-oil price... ## [The Fed Chair Who Whispers: Kevin Warsh’s “Lean Messaging” Is Anything But: LAUGH OF THE DAY](https://braddelong.substack.com/p/the-fed-chair-who-whispers-kevin) _2026-08-16 · Brad DeLong · DeLong's Grasping Reality Weblog_ Forward guidance, but outsourced to anonymous sources "familiar with the thinking of..." & "close to..." the new Fed Chair Kevin Warsh. It is funny. One has to laugh. & also cry... ## [The BRICS ETF flips from floor to ceiling - Cracks in the Comeback?](https://lars.cycles.org/p/brics-etf-topping-cycle-analysis) _2026-08-15 · Lars von Thienen · Stock Market Cycles_ Global Cycles Watch | Chart of the Day: BRICS iShares BIC 50 ETF | 15. August 2026 ## [CROSSPOST: PATRICK WYMAN: The Human Sacrifices of the Shang Dynasty](https://braddelong.substack.com/p/crosspost-patrick-wyman-the-human) _2026-08-13 · Brad DeLong · DeLong's Grasping Reality Weblog_ 13,000 names we’ll never know: the sacrificed victims of China’s first dynasty... China’s first literate state didn’t just practice human sacrifice. It industrialized it—and wrote down the numbers... ## [READING: The Duc de Saint-Simon on the Battle of Blenheim](https://braddelong.substack.com/p/reading-the-duc-de-saint-simon-on) _2026-08-13 · Brad DeLong · DeLong's Grasping Reality Weblog_ 322 years ago today, in 1704, a combined Austrian, Dutch, British, Hanoverian, Hessian, Danish, and Prussian army under the joint command of John Churchill, Duke of Marlborough, and Eugen Franz... ## [Earn crypto from idle GPUs (Sponsored)](https://crawlproof.com/a/VhtVxN1FTdFF) _2026-08-13 · **Sponsored**_ Run one CLI command, connect your GPU, and start receiving crypto payouts. ## [CROSSPOST: SCOTT AARONSON (2013): Against John Searle's Analogy of an Apparently Chinese-Understanding Room](https://braddelong.substack.com/p/crosspost-scott-aaronson-2013-against) _2026-08-13 · Brad DeLong · DeLong's Grasping Reality Weblog_ Scott Aaronson’s complexity rebuttal to Searle's "machines can mimic but cannot understand"; Searle's intuition pump hides the scale of the computations... ## [Nate Silver & Eli McKown Dawson: FLIPR: WEBSITE OF THE DAY](https://braddelong.substack.com/p/nate-silver-and-eli-mckown-dawson) _2026-08-12 · Brad DeLong · DeLong's Grasping Reality Weblog_ Nate & Eli's subheadline: "Silver Bulletin's prediction for every Senate, House, and gubernatorial election in 2026"; 99.9% wishful thinking-free, which is true of nobody else in that line of work... ## [The Family of Man: CHART OF THE DAY](https://braddelong.substack.com/p/the-family-of-man-chart-of-the-day) _2026-08-12 · Brad DeLong · DeLong's Grasping Reality Weblog_ The Zhang-Moorjani-&-al. map of archaic DNA; the knotty question of when, exactly, we became us; & how we appear to be an evolutionary long-shot... ## [2026-08-12 0.1% 1-Month 3.4% 12-Month Inflation CPI Release: CHART OF THE DAY](https://braddelong.substack.com/p/2026-08-12-01-1-month-34-12-month) _2026-08-12 · Brad DeLong · DeLong's Grasping Reality Weblog_ The Consumer Price Index came in in line with expectations: the calm number and the silent Chair: what July’s CPI release says, and what Kevin Warsh won’t say... ## [OpenAI's Zero-Day Leviathan Breaches Hugging Face's Black-ICE Security Wall: How I Think You Should Think About the Latest "AI Goes Rogue" Story](https://braddelong.substack.com/p/openais-zero-day-leviathan-breaches) _2026-08-12 · Brad DeLong · DeLong's Grasping Reality Weblog_ No Malice In It, No Mind In It Either: What Really Happened When Zero-Day Leviathan Showed Up at the Hugging Face Cyberparty... ## [CROSSPOST: MICHAEL SELLERS: Trump Thinks Iran Is Ready to Deal. Iran Thinks Trump is. Who's Right?](https://braddelong.substack.com/p/crosspost-michael-sellers-trump-thinks) _2026-08-11 · Brad DeLong · DeLong's Grasping Reality Weblog_ You Cannot Surrender to a Clown Darth Vader Who Cannot Keep from Altering the Deal: Iran, Trump, & the Strait-of-Hormuz State of Affairs... ## [The Grave of Karl Polanyi: PICTURE OF THE DAY](https://braddelong.substack.com/p/the-grave-of-karl-polanyi-picture) _2026-08-11 · Brad DeLong · DeLong's Grasping Reality Weblog_ On analyzing market, bureaucracy, democracy, ideology, ethnicity, and all the other fictions and systems we East African Plains Apes have imagined into reality to assist us in coordinating our lives. ## [Trump's Lackies Say He Is Powerless to Increase Affordability Because of Things Biden & Powell Did Five Years Ago: CHARTS OF THE DAY](https://braddelong.substack.com/p/trumps-lackies-say-he-is-powerless) _2026-08-10 · Brad DeLong · DeLong's Grasping Reality Weblog_ Yes, that is the message that Trump lackey Kevin Hassett—and why did he get to have a career after his monstrously cynical and behemothly stupid and wrong "Dow 36000"?—is trying to insinuate on TV... ## [Late Summer for the Internal Combustion-Engine Vehicle Sector: CHART OF THE DAY](https://braddelong.substack.com/p/late-summer-for-the-internal-combustion) _2026-08-10 · Brad DeLong · DeLong's Grasping Reality Weblog_ But late summer, not yet autumn: internal-combustion engine production is only dying slowly, and its predominance in the global vehicle fleet is dying slower still... ## [Gold and silver miners turn higher on schedule](https://lars.cycles.org/p/gold-and-silver-miners-turn-higher) _2026-08-09 · Lars von Thienen · Stock Market Cycles_ Global Cycles Watch | Chart of the Day: Gold Mining Junior ETF | 09. August 2026 ## [Every Channel. One Login. (Sponsored)](https://crawlproof.com/a/a3YjgdYVGKPA) _2026-08-09 · **Sponsored**_ 17,000+ live channels, movies and sports on any device. Free trial, no IP lock. ## [(PARTIAL-)CROSSPOST: PETER CONTI-BROWN: Trump Continues His War Against Fed Independence](https://braddelong.substack.com/p/partial-crosspost-peter-conti-brown) _2026-08-08 · Brad DeLong · DeLong's Grasping Reality Weblog_ Piece behind Peter's pay wall; his subheadline: "After a brief reprieve, Trump is back with his pretextual war against Lisa Cook, which is in fact a war against the Federal Reserve"... ## [PODCAST: Hexapodia XIII: Cory Doctorow: Mandated Interoperability: We Can't Make It Work, or Can We?: HOISTED FROM THE ARCHIVES](https://braddelong.substack.com/p/podcast-hexapodia-xiii-cory-doctorow) _2026-08-06 · Brad DeLong · DeLong's Grasping Reality Weblog_ From 2021-05-04: That week with special guest Cory Doctorow; Noah Smith & Brad DeLong's 30:00 \< \[Length of Weekly Podcast\] \< 60:00; the key insight: interoperability was a lucky historical accident... ## [Waves, Not Cycles](https://lars.cycles.org/p/elliott-prechter-elliott-waves-interview-cycles-lars-von-thienen) _2026-08-06 · Lars von Thienen · Stock Market Cycles_ Interview with Elliott Prechter ## [Waves, Not Cycles](https://lars.cycles.org/p/elliott-prechter-elliott-waves-interview-cycles-lars-von-thienen) _2026-08-06 · Lars von Thienen · Stock Market Cycles_ Interview with Elliott Prechter ## [CROSSPOST: SEAN ILLING: You Can't Have Homer, Nietzsche & Jesus](https://braddelong.substack.com/p/crosspost-sean-illing-you-cant-have) _2026-08-06 · Brad DeLong · DeLong's Grasping Reality Weblog_ Sean's subheadline: "Thoughts on 'The Odyssey' and the incoherence of the cultural Right"; is the Christian Essence the Golden Rule, or is it the Theomakhy of the Eskhaton?... ## [CROSSPOST: DAN FROOMKIN: The Reflecting Pool Story Is About Trump's Grip on Reality, But the Press Corps Won’t Go There](https://braddelong.substack.com/p/crosspost-dan-froomkin-the-reflecting) _2026-08-05 · Brad DeLong · DeLong's Grasping Reality Weblog_ Dan's subheadline: "Journalists are treating his ‘vandalism’ claim as if it were a normal, disputable argument. But it’s completely delusional"; Dan has been worth reading since the WaPoWHWatch... ## [Exploring Truly Useful Use Cases for "AI"?: QUESTION OF THE DAY](https://braddelong.substack.com/p/exploring-truly-useful-use-cases) _2026-08-05 · Brad DeLong · DeLong's Grasping Reality Weblog_ Can I get it to teach me things I do not already know?; or, experimenting with "attention" on Bosworth Field on August 22, 1485... ## [Gold Stars to Turn](https://lars.cycles.org/p/gold-stars-to-turn) _2026-08-05 · Lars von Thienen · Stock Market Cycles_ Global Cycles Watch | Chart of the Day: Gold | 05. August 2026 ## [Gold Stars to Turn](https://lars.cycles.org/p/gold-stars-to-turn) _2026-08-05 · Lars von Thienen · Stock Market Cycles_ Global Cycles Watch | Chart of the Day: Gold | 05. August 2026 ## [Breadth is liquidity](https://lars.cycles.org/p/mcclellan-oscillator-market-breadth-lars-von-thienen-interview-market-cycles) _2026-08-04 · Lars von Thienen · Stock Market Cycles_ Interview with Sherman and Tom McClellan ## [Meet Claude, an AI assistant (Sponsored)](https://crawlproof.com/a/zu90tVnr6qLb) _2026-08-04 · **Sponsored**_ Chat with Claude at claude.ai — a conversational AI assistant. ## [Breadth is liquidity](https://lars.cycles.org/p/mcclellan-oscillator-market-breadth-lars-von-thienen-interview-market-cycles) _2026-08-04 · Lars von Thienen · Stock Market Cycles_ Interview with Sherman and Tom McClellan ## ["Any Sufficiently Advanced Technological Problem Is Indistinguishable from a Curse": LAUGH OF THE DAY](https://braddelong.substack.com/p/any-sufficiently-advanced-technological) _2026-08-03 · Brad DeLong · DeLong's Grasping Reality Weblog_ Clarke’s Third Law has a dark twin: the corollary Arthur C. Clarke declined to write... ## [Conditions first, timing second](https://lars.cycles.org/p/larry-williams-lars-von-thienen-interview-market-cycles-market-timing) _2026-08-03 · Lars von Thienen · Stock Market Cycles_ Interview with Larry Williams ## [Price is not cyclical, volatility is](https://lars.cycles.org/p/john-bollinger-volatility-cycles) _2026-08-02 · Lars von Thienen · Stock Market Cycles_ Interview with John Bollinger ## [Global liquidity: the five-year cycle beneath asset prices](https://lars.cycles.org/p/global-liquidity-the-five-year-cycle) _2026-08-01 · Lars von Thienen · Stock Market Cycles_ Interview with Michael Howell ## [The euro turns up while rising yields push back](https://lars.cycles.org/p/the-euro-turns-up-while-rising-yields) _2026-08-01 · Lars von Thienen · Stock Market Cycles_ Chart of the Day: Euro FX Futures | 01. August 2026 ## [Global Cycles Watch: The dollar and both ends of the yield curve line up one step from a turn just as the Fed decides](https://lars.cycles.org/p/global-cycles-watch-the-dollar-and) _2026-07-29 · Lars von Thienen · Stock Market Cycles_ Chart of the Day: Uranium | 29 July 2026 ## [Shanghai finds a floor while the bond market starts moving the way the cycles projected](https://lars.cycles.org/p/shanghai-finds-a-floor-while-the) _2026-07-25 · Lars von Thienen · Stock Market Cycles_ Chart of the Day: Shanghai Composite - 25. July 2026 ## [Gold finds its footing just as the dollar’s long climb may be running out of road](https://lars.cycles.org/p/gold-finds-its-footing-just-as-the) _2026-07-23 · Lars von Thienen · Stock Market Cycles_ Chart of the day: Gold | 23. July 2026 ## [Cycles don’t predict prices](https://lars.cycles.org/p/cycles-do-not-predict-stock-market-prices) _2026-07-21 · Lars von Thienen · Stock Market Cycles_ 9 misconceptions of market cycle analysis ## [Quarterly Review: 86% of Cycle Consensus Alerts Moved Into Profit.](https://lars.cycles.org/p/quarterly-review-86-of-cycle-consensus) _2026-07-17 · Lars von Thienen · Stock Market Cycles_ Cycle Checkback — April 24 to July 17, 2026 ## [Gold builds its floor on seven cycles](https://lars.cycles.org/p/gold-builds-its-floor-on-seven-cycles) _2026-07-17 · Lars von Thienen · Stock Market Cycles_ While the long yields show their first signs of tiring ## [Is Energy Turning?](https://lars.cycles.org/p/is-energy-turning) _2026-07-11 · Lars von Thienen · Stock Market Cycles_ Energy finds a floor at the cycle model’s strongest reading while the Dow prints the first confirmed exit among US benchmarks ## [The floor under the metals. While small caps deliver the first topping confirmation](https://lars.cycles.org/p/the-floor-under-the-metals-while) _2026-07-05 · Lars von Thienen · Stock Market Cycles_ Global Dominant Cycle Watch — July 5, 2026 | Chart of the Day: Palladium ## [US tech keeps running higher without cyclic confirmation, commodities sit on the bottom](https://lars.cycles.org/p/us-tech-keeps-running-higher-without) _2026-06-26 · Lars von Thienen · Stock Market Cycles_ Global Dominant Cycle Watch — June 26, 2026 | Chart of the Day: Corn ## [Interview Episode 1 with Dr. Richard Smith - (Markus Koch Version)](https://lars.cycles.org/p/interview-episode-1-with-dr-richard) _2026-06-22 · Lars von Thienen · Stock Market Cycles_ German Intro / English Interview ## [Metals miners reach the cycle model’s maximum](https://lars.cycles.org/p/metals-miners-reach-the-cycle-models) _2026-06-17 · Lars von Thienen · Stock Market Cycles_ Global Dominant Cycle Watch — June 17, 2026 | Chart of the Day: Gold Mining ETF