Interesting stuff, mostly AI slop.
Shanghai silver reached $101.48/oz on Feb 27 with premiums exceeding $10 above Western spot. First Notice Day saw 10,526 contracts (52.63M oz) standing for delivery against 86M oz registered inventory.
COMEX registered silver plummets to 88 million ounces with First Notice Day just days away. Shanghai premiums reached $14-19/oz during peak stress while lease rates spiked above 6% earlier in February before normalizing, signaling severe but fluctuating physical tightness.
Alibaba's Qwen 3.5 Medium Model Series brings three efficient models—Flash, 35B-A3B, and 122B-A10B—that deliver frontier-level performance with remarkably low active parameter counts using MoE architecture and Gated Delta Networks.
COMEX registered silver falls below 100M oz for the first time as Shanghai implements delivery restrictions and crackdown on manipulation. Paper-to-physical ratio hits 23:1 ahead of March contract expiration.
Why Alibaba's new Qwen 3.5 model matters: it can process a million words at once using a clever memory trick called Gated DeltaNet, making massive AI models actually practical to use.
A comprehensive deep dive into copper markets, supply constraints, demand drivers, and why Stanley Druckenmiller calls it the tightest market he's ever studied.
A comprehensive appreciation of John Christopher (Sam Youd), the prolific British author who defined young adult science fiction with The Tripods and wrote chilling adult apocalyptic fiction including The Death of Grass.
Analysis of Shanghai Futures Exchange's February 2026 regulation preventing speculators from taking physical delivery on silver futures.
Detailed analysis of United States mortality trends over the last five years, with implications for life insurance pricing. Examines COVID-19 impact, mortality improvement rates, cause-of-death patterns, excess mortality, and international comparisons.
A comprehensive guide to running GLM 4.7 with MLX 8-bit GS32 quantization on Apple M3 Ultra with 512GB unified memory, leveraging Preserved Thinking and Interleaved Thinking modes with LM Studio and opencode.
Physical inventories at critical lows, regional price fragmentation intensifies, and supply-demand fundamentals point to higher prices.
Frequently asked questions about COMEX silver delivery, inventory classifications, and market mechanics.
How to use COT reports and positioning data to identify which side of the market is over-leveraged before a crash.
Deep dive into Apple's robotics ambitions, local AI revolution with M3 Ultra, and 5-year stock price analysis.
Physical silver deliveries on COMEX have reached unprecedented levels. January 2026 delivered 49.4 million ounces – the 6th largest delivery month in history – and February is continuing at record pace. This post analyzes verified data showing dramatic acceleration from already-elevated 2025 levels.
Silver crashed 36% on January 30, 2026 – the worst single-day drop since 1980. This post analyzes the margin hike mechanics, delivery data at the bottom, and the government's response with Project Vault.
Imagine waking up in 2036 to find your skills worthless. That's not fiction—it's the immediate future for millions of knowledge workers as humanoid robots and AI displace skilled labor at a fraction of the cost. This is how we got here.
As gold reached an all-time high of $5,520 per ounce on January 29, 2026, we examine what gold price would be required for major economies to fully back their government debt with their official gold reserves. The results reveal stark differences in fiscal health and monetary strategy.
A comprehensive analysis of humanoid robot advances from Sunday, Boston Dynamics, Tesla, and emerging players including investment implications and market dynamics.
An in-depth exploration of Luke Gromen's gold price predictions, China's strategic accumulation, and the monetary reset that could send gold to $10,000+ per ounce by January 2028. Includes a specific GLD call option recommendation.
Analysis of three major open-source AI releases from January 2026 including Kimi K2.5's trillion-parameter architecture, Alibaba's Z-Image text-to-image model, and NVIDIA's Earth-2 weather forecasting platform.
Silver has shattered all-time records, breaking $100 for the first time in history. This post analyzes the catastrophic breakdown of paper price manipulation, physical supply exhaustion, and what investors in SLV and PSLV need to know about the unfolding crisis.
An analysis of how the silver supply squeeze will evolve through three phases, from deficit to peak production to recycling dominance.
A comprehensive historical study examining the evolution of silver price differentials between COMEX and Shanghai markets, physical-to-paper ratios through time, and structural market dynamics from 1980 to present.
A comprehensive analysis of advances in local AI models over the last two months, including HLE benchmark progress and agentic capabilities.
The white metal shattered all records in January 2026, surging past $90 per ounce as China's export controls, bank position reversals, and physical supply constraints created the perfect storm.
Yuen Woo-ping's underappreciated classic featuring Donnie Yen, a remarkable enemy-to-friends arc, and a child actor twist you won't believe.
Analysis of China's new state-trading silver export controls taking effect January 1, 2026.
An analysis of why Jared Hess's 2009 cult comedy flopped with critics but has since earned a devoted following, and why it breaks the mold of modern cinema.
Analyzing why the 1985 Berry Gordy martial arts film deserves more respect, its journey to cult status, and where the cast ended up.
An deep analysis of the paper vs. physical silver market dynamics, China-US tensions, and the critical minerals probe that's reshaping the global precious metals landscape.
A layperson-friendly look at FunctionGemma and why small, specialized models unlock faster, cheaper, and more private software experiences.
A concise guide to understanding futures coverage ratio and its impact on silver prices.
Analysis of the U.S. government's 2025 designation of silver as a strategic critical mineral, its drivers and price implications.
A clear explanation of futures‑physical divergence, COMEX inventories, open interest and what these metrics mean for the physical silver market.
An comprehensive analysis of silver lease rates, their historical significance, and what the unprecedented October 2025 spike tells us about structural market dynamics.
A comprehensive analysis of silver markets examining supply-demand dynamics, industrial demand trends, and market structure with current data.
A showcase of AI-generated games created with zero technical experience.
An in-depth investigation into physical silver supply, paper markets, and the growing disconnect between derivatives and reality.
That's all for now. Check back when I get around to writing something else.