The two key events of the day: CPI and Anthropic Q3 numbers. I’d argue the former is micro, while the latter is actually macro.

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SECOND ATTACK ON RIYADH AIRPORT Houthis attacked Riyadh airport for the second time, killing one person. The saudi government spends a fortune on defence yet appears powerless to stop even one Houthi missile. The Houthis seem unbothered at the likely response.

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So, a Trump supporter told me that, “nobody gives a sh*t” about Indigenous Peoples Day. Please, tell me, do you care about Indigenous Peoples Day?

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Spotted:

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Ken Paxton is selling off Texas — our land, our water, our communities. Data centers bankroll Paxton, they get tax breaks, and you get stuck with the bill. We can’t afford Ken Paxton’s corruption. (This ad was made by humans — not AI.)

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