Governments are setting the price of money and medicine this week. Treasury $6B buyback drew $39.6B in offers (6.6×). Beijing drained a net $16B overnight. Medicare locked in 2027 pay. Washington and Beijing are both pulling on the pipes. https://t.co/WXFhbwRrP6

The Petrodollar (the old elite) vs. The AI Stablecoin bros (the new counter elite)

UBS just raised its year-end Brent call to $110. December Brent already trades near $116. Kuwait is cutting diesel and jet exports because foreign fuel tankers won't enter the Gulf. Banks are forecasting a calm year-end. Buyers are paying up for barrels now. https://t.co/FzrcaTBqvi

Treasury's cash pile jumped $20.7B in one day to $982.5B. The Fed's spare-cash buffer sits at $0.2B, so that money comes straight out of the banks. Then a $70B 5-year sale at 1 PM. The cushion is gone. https://t.co/GHRVV5u0Q8

Buried in Anthropic's S-1 footnotes: $855B+ in locked AI compute contracts through 2031, including up to $120.5B with SpaceX's AI subsidiary for Nvidia GPUs. Gross margin hit 85.4% in 1H 2026 as Q2 flipped to a $974M operating profit. Who wins the compute buildout? https://t.co/QqxcYkP1d2

The Nasdaq just closed down 2.64%, its biggest one-day drop since June 5. The S&P 500 fell 1.24%. The Dow finished flat, down 0.01%. Same day, Saudi Aramco told staff to evacuate its Dhahran headquarters, Reuters reports. Money didn't leave the market today. It left tech.

If you were given $250K tomorrow, would you buy the Tesla Roadster or $TSLA stock? You can only spend the money on one or the other.

2 SEATS. The new Tesla Roadster drops the 2017 concept's 2+2 layout, per Engadget's liveblog. Steer-by-wire, with thrusters and fans in the rear. Rechargeable air tank means owners can run the stunts themselves.

0.81 SECONDS. Tesla's new Roadster, 0-60 mph on the livestream, per Engadget's liveblog. That's with thrusters, against 1.9 seconds advertised in 2017. Musk: "We anticipate being able to do better than that."

BREAKING: THE NEW TESLA ROADSTER JUST DID A 180 FLIP AFTER DRIVING UPSIDE DOWN ON A RAMP https://t.co/w1MTLy0kvB