Will they actually slow down AI? Dario Amodei, Sam Altman and Elon Musk say we should pace AI development — but we’re not buying it. The three leaders of the AI race all agreeing on regulation? Smells like incumbents pulling up the drawbridge.
Oil smashed through $100 this week as Strait of Hormuz traffic collapsed to single digits. The S&P dropped four sessions straight, the ECB hiked, PPI came in hot, and the 10-year yield is staring down 5%. Oracle beat big after hours, GPT-6 Astra crushed software stocks, and rate hike odds climbed to 73%. We’re bearish until October 11. Inside: the full week breakdown, our cheque cashers vs cheque writers thesis, copper at record highs, the ASX energy and gold miner plays we’re backing, and why CPI on Friday could reshape the second half of 2026.