Anthropic’s S-1 filing is uglier than expected as they and other AI players sign Trump’s “self-policing” AI accord.
Recent Items
Wednesday, September 30, 2026
Coffee Break: Anthropic OpenAI, Meta, SpaceX Sign Trump ‘Self-Policing’ AI Accords Amidst Financial Follies While Oracle Is Left Out
Topics: Coffee Break
Posted by Nat Wilson Turner at 2:00 pm | 1 Comment »
Harry Shearer Supersized “Double Your Donation” Challenge!
Long-standing friend of Naked Capitalism Harry Shearer has saddled up for a big donor challenge! Please take him up on his generosity!
Topics: Notices
Posted by Yves Smith at 11:00 am | 6 Comments »
European NATO Fears That the US Won’t Rush To Its Rescue If It Provokes a War With Russia
As part of its “We’re gonna fight those dastardly Russians” fantasy, the EU wants to create an analogue to NATO. Good luck with that.
Topics: Doomsday scenarios, Economic fundamentals, Europe, Guest Post, Politics
Posted by Yves Smith at 9:55 am | 7 Comments »
Links 9/30/2026
Topics: Links
Posted by Conor Gallagher at 6:55 am | 28 Comments »
Even Wall Street Is Now Sounding the Alarm on Javier Milei’s Economic “Miracle”
“Argentina posted its worst monthly performance since the April 2020 lockdown, with the monthly activity indicator declining 2.9% month on month.”
Topics: Guest Post
Posted by Nick Corbishley at 6:45 am | 13 Comments »
Naked Capitalism: Your Antidote for the Madness
In a world like this, staying sane is a full time job. Naked Capitalism makes that easier and shows you are not alone.
Topics: Guest Post, Notices
Posted by Nick Corbishley at 6:00 am | 3 Comments »
Iran War: The Narrative War Over Hormuz, Meetings in NY, Abu Dhabi, Riyadh, London
The Trump 2.0 regime seems to be succeeding in its efforts to convince the oil markets that they have cracked open the Hormuz Strait and are escorting an ever-increasing amount of crude oil past the Iranian blockade. For their part, the Iranian claims to have hit almost two dozen ships over the weekend have gone quiet, but the IRGC did send a letter to the American people and threats are being issued. Meanwhile, major meetings took place in New York, Abu Dhabi, Riyadh and even London, and kino continued on the Yemeni front.
Topics: Doomsday scenarios, Energy markets, Middle East, Turkey
Posted by Nat Wilson Turner at 6:00 am | 56 Comments »
What Happens When Neoliberalism’s Only Got Fear Left to Sell?
Now that neoliberal policies are failing to deliver prosperity, their backers are falling back on fear-mongering.
Topics: Economic fundamentals, Free markets and their discontents, Guest Post, Income disparity, Macroeconomic policy, Politics, Regulations and regulators, Social policy, The destruction of the middle class, The dismal science
Posted by Yves Smith at 4:04 am | 6 Comments »
Coffee Break: Armed Madhouse – EMP Weapons: Yet Another Destabilizing Technology
A rumored Iranian electromagnetic weapon raises a larger question: could a conventional EMP weapon disrupt the electronics of a modern warship? Following the engineering problem from electromagnetic coupling and shipboard hardening through satellites, networks, and automated warfare reveals something more consequential: another technological arms race adding complexity and instability to an increasingly interconnected weapons complex.
Topics: Coffee Break
Posted by Haig Hovaness at 2:00 pm | 16 Comments »
De-Dollarization Is a YouTube Urban Legend
De-dollarization is simply not happening. Foreign investors are active dollar buyers. .
Topics: China, Currencies, Dubious statistics, Economic fundamentals, Globalization, Investment management
Posted by Yves Smith at 9:55 am | 8 Comments »
Links 9/29/2026 + Short Iran War Note
Topics: Links
Posted by Yves Smith at 6:59 am | 134 Comments »
Spain Shows Narrative Management in Real Time
How the Madrid government leveraged a high-profile eviction crisis to neutralize right-wing momentum after the unprecedented Ceuta border shock
Topics: Europe, Market inefficiencies, Politics, Real estate, Social policy
Posted by Curro Jimenez at 6:53 am | 12 Comments »
Brazil’s Lula Pledges to Cancel $28 Billion of Consumer Debt Just One Week Before Presidential Elections
Desperate times call for desperate measures amid Brazil’s burgeoning household debt crisis.
Topics: Guest Post
Posted by Nick Corbishley at 6:44 am | 4 Comments »
Naked Capitalism – Helping You Stay Sane in an Increasingly Insane World
Double down on that dogged determination to keep the insanity and inhumanity at bay for another year!
Topics: Guest Post, Notices
Posted by Conor Gallagher at 6:00 am | 3 Comments »
What Is the Federal Bond Market Really?
Debunking some widely-held, elite-serving beliefs about the function of the Federal bond market.
Topics: Credit markets, Currencies, Economic fundamentals, Federal Reserve, Guest Post, Income disparity, Macroeconomic policy, Politics, The dismal science
Posted by Yves Smith at 3:22 am | 19 Comments »


